Tesla

Tesla's January retail sales in China fell to their lowest level since November 2022, while exports from its Shanghai factory hit the second highest on record.

The AI training center aims to deploy local training capabilities for assisted driving and AI applications in China.

Tesla China's January wholesale sales increased 9.32% year-on-year but fell 28.86% month-on-month.

Tesla announced on China's Weibo that its third-generation humanoid robot is set to debut soon, which will be the company's first mass-produced humanoid robot.

China is good at both AI and manufacturing, and will definitely be the toughest competition for Tesla, Musk said.

Tesla's Fremont factory will transition its Model S and Model X production lines to the Optimus production line.

BYD achieved over 200% year-on-year growth in Europe during most months of 2025, whereas Tesla saw declines in every single month.

Chinese customers purchasing a Model 3 on or before February 28 are eligible for an insurance subsidy of RMB 8,000 ($1,150).

A Chinese government source indicated that China will not approve Tesla's FSD soon, dashing Elon Musk's expectations.

Musk anticipates Tesla's FSD will receive approval in China next month, echoing the timeline he mentioned last November.