Tesla

Tesla began production of the facelifted Model Y on February 18 at its Shanghai factory.

The move will improve the performance of FSD in China as much as possible without transferring data outside of China, according to local media.

Tesla has begun rolling out FSD-like smart driving features in China, though avoids mentioning FSD.

Tesla is preparing a software update for Chinese customers to offer FSD features similar to those available in the US market, according to Bloomberg.

Deliveries of the facelifted Model Y in China will begin in late February, with the current Launch Series on sale for a limited time until February 28.

The facelifted Model Y has entered a catalog of models eligible for purchase tax reductions in China, completing the full regulatory process.

BYD's share of China's NEV market in January was below the 31.0 percent recorded in December 2024, as sales declined.

Tesla's January retail sales within China were 15.49 percent lower year-on-year and 59.36 percent lower than in December, partly due to the disruption of the Chinese New Year holiday.

The Tesla Shanghai Megafactory will begin capacity ramp-up in the first quarter.

Tesla China's sales in January, including exports, were down 11.49 percent from 71,447 a year ago and down 32.56 percent from 93,766 in December.