"Despite the uptick, Tesla China's retail sales have now logged seven months of year-on-year declines this 2025, managing growth only in March and June, though a good portion of these lost sales was due to the changeover to the new Model Y. The Shanghai Gigafactory, which produces both the Model 3 and Model Y, continues to serve as a dual-purpose hub for domestic and export markets."
"The Tesla Model Y still led the electric vehicle maker's sales in China with 59,907 units sold wholesale during the month, rising 17.1% from last year, while Model 3 reached 30,905 units, dipping 16.8% year-on-year but up 27% from August. Tesla's overall market share in China's NEV segment rose to 5.52%, and its BEV share climbed to 8.66%, modest gains hinting at the company's resilience in a fiercely competitive market."
Tesla's retail sales in China climbed to 71,525 vehicles in September, its second-highest monthly total this year, narrowing the year-on-year decline to 0.93% and rising 25% from August. Retail sales have recorded seven months of year-on-year declines in 2025, with growth only in March and June, partly due to the changeover to the new Model Y. The Shanghai Gigafactory produces the Model 3 and Model Y for domestic and export markets. Exports from Shanghai reached 19,287 vehicles in September, up 19.6% year-on-year but down 25.9% month-on-month, bringing total wholesale volume to 90,812 units. Model Y led with 59,907 wholesale sales and Model 3 reached 30,905. Tesla's NEV market share rose to 5.52% and BEV share to 8.66%. Q3 wholesale totaled 169,294 vehicles, down 6.9% year-on-year but up 31.4% versus Q2; year-to-date retail stands at 432,704 units.
Read at TESLARATI
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