"Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company's retail volumes in China and in areas supplied by Giga Shanghai's exports."
"China remained one of Tesla's largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors."
Tesla posted 625,698 retail vehicle sales in China in 2025, a 4.8% decline from 657,102 units in 2024. The company’s China market share fell to 4.9% from 6.0%, dropping its ranking to fifth in the NEV market. A Model Y changeover in Q1 required temporary production pauses at Giga Shanghai, reducing vehicle availability and pressuring retail volumes and exports. Exports from Giga Shanghai fell to 226,034 units, down nearly 13% year-on-year. China accounted for 38.24% of Tesla’s global deliveries of 1.64 million vehicles in 2025. December deliveries reached a record 93,843 units, up 13.2% year-on-year.
Read at TESLARATI
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