Tesla China sold 83,192 vehicles wholesale in August 2025, a 22.55% increase from July's 67,886 units but 4.04% below August 2024's 86,697 units. January–August wholesale totaled 515,552 units, a 12.24% year‑over‑year decrease. Wholesale figures include both domestic sales and exports, with Gigafactory Shanghai acting as the primary export hub. Production changeovers to the Model Y earlier in the year and political controversies plus attacks on stores reduced sales in Q1 and Q2. The launch of the Model Y L opens the six‑seat large SUV segment and reports indicate strong demand that should lift sales in Q3 and remaining months.
As noted in a CNEV Post report, August 2025's 83,192 wholesale figures are 4.04% less than the 86,697 units that were sold in the same period last year. It is, however, a 22.55% improvement from the previous month. From January to August, Tesla China sold 515,552 units wholesale, a 12.24% year-over-year decrease. It should be noted that Tesla China's wholesale figures include both vehicles that are sold domestically and exported abroad.
Tesla had a challenging first quarter this year, thanks in part to the changeover to the Model Y across the Fremont factory, Giga Texas, Giga Shanghai, and Giga Berlin-Brandenburg. This changeover resulted in low sales in the first quarter. Political controversies surrounding Elon Musk and violence against Tesla stores and vehicles in the first and second quarters in the United States and Europe did not help much either.
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