Tesla China-made EV sales – Tesla’s 9.9% Decline in China-Made EV Sales During October Highlights Mounting Competitive Pressures, Slowing Market Momentum, and Growing Strategic Challenges Threatening Its Global Electric Vehicle Expansion and Long-Term Growth Outlook 04-11-2025
Tesla China-made EV sales
The Tesla, Inc. China-made electric vehicle (EV) sales dropped 9.9 % year-on-year in October, reaching 61,497 units and reversing a slight increase in September. The Edge Malaysia+3Reuters+3Investing.com+3
Sales of the Model 3 and Model Y vehicles manufactured at Tesla’s Shanghai gigafactory—covering both domestic deliveries and exports to markets such as Europe and India—declined by 32.3 % compared with September. Investing.com+1
This decline is particularly striking because October had followed a 2.8 % year-on-year increase in September, making the drop a sharp reversal. Investing.com+1
One key factor is intensifying competition. Tesla China-made EV sales
Tesla’s biggest Chinese rival, BYD Auto Co., Ltd., posted a 12 % drop in global vehicle sales last month, marking its second consecutive month of decline and the steepest fall in nearly two years amid fierce domestic competition. EVXL.co+1
Another challenge: Tesla has not yet launched the lower-cost versions of its Model Y and Model 3 in China, which have been unveiled elsewhere but remain unavailable in the Chinese market. This delay appears to be weighing on demand. Investing.com
The slump suggests that Tesla’s foothold in China is under renewed pressure. The world’s largest EV market is evolving fast, competitors are advancing, and margins are under strain. For Tesla, the need to adapt to local pricing, features and production timing appears urgent. Tesla China-made EV sales
