Tesla China exports 50,644 vehicles in January, up sharply YoY

"Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA). This marks a notable increase both year-on-year and month-on-month for the American EV maker's Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD. The CPCA's national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier."

"Battery electric vehicles accounted for 65% of those exports. Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December. This suggests that Tesla China's January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December's level, as noted in a TechWeb report."

"BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD's factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024. Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month."

Tesla China exported 50,644 vehicles in January, showing strong year-on-year and month-on-month growth for Giga Shanghai-built Model 3 and Model Y. Total New Energy Vehicle exports from China reached 286,000 units in January, up 103.6% year-on-year, with battery electric vehicles comprising 65% of exports. Tesla's January shipments were about 1.7 times higher than January last year and more than 15 times higher than December. BYD led January exports with 96,859 units and has at least nine major Chinese production facilities with a 5.82 million annual domestic capacity as of 2024. Tesla ranked second ahead of several other Chinese automakers.

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