- Tesla has stopped taking orders for the Model S and Model X in China, likely due in part to the worsening trade war that has hit the two imported models.
- Prior to today, the estimated delivery wait times for both the Model S and Model X in China were three to eight months.
Tesla (NASDAQ: TSLA) has stopped taking orders for its Model S and Model X in China, likely due in part to a worsening trade war that has hit both imported models.
On Tesla's China website, the original "Order Now" button on the Model S and Model X pages has been replaced with a "View Now" button.
Prior to today, Tesla's China site allowed local customers to order imported Model S and Model X, both of which had estimated delivery wait times of three to eight months, according to CnEVPost's daily monitoring.
The information displayed on the pages for the Model 3 and Model Y, which are produced at Tesla's Shanghai factory, has not changed.
Tesla began deliveries in China in March 2023 of updated Model S and Model X imported from the US. The two models are among the highest-priced in China's electric vehicle (EV) market.
Tesla's latest move comes as the trade war between the US and China continues. China's tariffs on US imports have now risen to 84 percent as a retaliatory measure following US President Donald Trump's new tariffs.
It's worth noting that the Model S and Model X are the two most expensive of Tesla's passenger cars and have made limited contributions to deliveries globally.
Tesla delivered 336,681 vehicles globally in the first quarter, with the Model 3 and Model Y together contributing 96 percent at 323,800 units, according to data it released earlier this month.
First-quarter deliveries of other models, including the Model S, Model X, and Cybertruck electric pickup, were just 12,881 units.
In late February, Tesla's vice president of vehicle engineering, Lars Moravy, said on the Ride the Lightning podcast that the company currently has no plans to remove the Model S and Model X from its lineup.
Moravy hinted at the time that Tesla would introduce new updated versions of the Model S and Model X later in 2025.
In Japan, Tesla has also stopped accepting custom orders for new Model S and Model X vehicles since March 31.
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