Tesla’s October sales in China were only 26,006 units, marking its lowest monthly sales since November 2022
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Tesla’s October retail sales in China only reached 26,006 units to mark its lowest monthly sales since November 2022. However, a strong 27.68% surge in Chinese-made Tesla exports offset the declining domestic retail sales. The CPCA (China Passenger Car Association) emphasized that slowing demand for the Model Y L may be a contributing factor to the declining retail sales. Tesla also exported more vehicles from its Shanghai factory than it sold locally. The CPCA believes exporting more may also have caused the poor retail sales in the Chinese market. October’s retail sales represented a 35.76% decrease from the 40,485 units sold in October 2024. The October retail sales also represented a 63.64% drop from September’s 71,525 units. Data compiled by CnEVPost also confirms that September was Tesla’s second-best month this year. March’s monthly retail sales reached 74,127 units. The report attributed the EV maker’s surge in monthly sales to the September 2 announcement that Model Y L deliveries had started. CPCA says Tesla’s retail sales in China are falling The CPCA said Tesla’s retail sales in China from January to October fell 8.83% YoY to 485,710 units. Exports from the Shanghai factory also dropped 14.05% over the same period year-over-year (YoY) to 209,151. However, the U.S. EV maker exported 35,491 units from China in October 2025, its highest monthly export sales since November 2023. The surge in export sales represents a 27.69% YoY rise and an increase of 82% from September. Meanwhile, Tesla China’s wholesale sales in October, including domestic and export sales, totaled 61,497 units. The CPCA report shows this was a 9.93% YoY decline and a 32.28% drop from September. Model Y wholesale sales in October were 38,562 vehicles, down 8.76% YoY and 35.63% MoM (month-on-month). The Model 3 wholesale sales in October reached 22,935 units, which was…
Filed under: News - @ November 10, 2025 10:25 pm