• This was partly due to Tesla accelerating deliveries in China toward year-end so consumers could take advantage of more favorable tax policies in 2025.
• For the full year 2025, Tesla's retail sales in China totaled 625,698 units, a year-on-year decrease of 4.78%.

Tesla (NASDAQ: TSLA) achieved its highest-ever retail sales in China last month as it allocated more local production capacity for deliveries in the country toward year-end.

The US electric vehicle (EV) maker sold 93,843 vehicles at retail in China in December, surpassing the previous record of 82,927 set in December 2024, according to data released today by the China Passenger Car Association (CPCA).

Monthly retail sales rose 13.16% year-on-year and increased 28.30% compared to November. This was partly due to Tesla accelerating deliveries in China toward year-end so consumers could benefit from more favorable purchase tax policies in 2025.

China's new energy vehicle (NEV) retail sales came in at 1,337,000 units in December, including 782,000 battery electric vehicles (BEVs).

This translates to Tesla holding a 7.02% share of China's NEV market and a 12.00% share of the BEV segment last month.

Tesla operates a Shanghai factory producing the Model 3 sedan and Model Y crossover, serving both domestic customers and functioning as an export hub.

The company exported 3,328 vehicles from China in December, down 69.30% year-on-year and down 75.45% month-on-month.

Including both domestic sales and exports, Tesla China's wholesale volume reached 97,171 units in December, representing a 3.63% year-on-year increase and a 12.08% month-on-month rise.

Model Y wholesale sales reached 66,189 units in December, up 6.78% year-on-year and up 19.10% month-on-month.

Model 3 wholesale sales totaled 30,982 units in December, down 2.52% year-on-year and 0.46% month-on-month.

2025 Full-Year performance

For the full year 2025, Tesla's retail sales in China totaled 625,698 units, down 4.78% year-on-year.

Its China retail sales contributed 38.24% of its global deliveries of 1,636,129 units.

Exports from the Shanghai factory for the full year 2025 were 226,034 units, down 12.92% year-on-year.

Tesla China's wholesale sales in 2025 totaled 851,732 units, a year-on-year decline of 7.08%.

Model Y wholesale sales in 2025 were 538,994 units, down 3.18% year-on-year.

Model 3 wholesale sales in 2025 amounted to 312,738 units, a year-on-year decrease of 13.12%.

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Tesla

Jan 6, 2026