Tesla’s performance in china during august 2025 has been a mixed bag. While overall retail sales slipped compared to last year, the EV giant managed to claw back market share and post a strong month-on-month rebound. Here’s everything you need to know about Tesla’s latest numbers from the China Passenger car Association (CPCA).
1. Sales Down Nearly 10% Year-on-Year
Tesla sold 57,152 units in august 2025, down 9.93% from 63,456 units in august 2024. This marks Tesla’s sixth year-on-year decline in 2025, highlighting ongoing challenges in the world’s biggest EV market.
2. Month-on-Month Rebound Offers Hope
Despite the annual dip, tesla showed strength compared to the previous month. Sales were up 40.71% from July’s 40,617 units, signaling a healthy recovery in monthly demand.
3. shanghai Gigafactory Keeps Exports Flowing
Tesla’s Shanghai Gigafactory, which builds the Model 3 and Model Y, exported 26,040 vehicles in August. That’s a 12% rise year-on-year, although it was down 4.5% compared to July. Exports remain a key pillar for Tesla’s global supply chain.
4. Competition Heats Up – BYD Leads the Pack
China’s new energy vehicle (NEV) retail sales surged to 1.101 million units in August, up 7.5% YoY. Market leader BYD dominated with 310,200 deliveries, underscoring the stiff competition tesla faces in the Chinese EV space.
5. Market Share Sees an Uptick
Despite falling sales, Tesla’s market share improved:
- 5.19% of NEV sales (up from 4.12% in July)
- 8.33% of BEV sales (up from 6.69% in July)
This suggests tesla is capturing a larger slice of the EV pie, even as volumes fluctuate.
6. Wholesale Numbers Show Mixed Trends
Tesla’s wholesale sales (including exports) hit 83,192 units in August, down 4% YoY but up 22.6% MoM. Model-specific performance was split:
- Model Y: 58,888 units sold (+4.6% YoY)
- Model 3: 24,304 units sold (–20% YoY)
7. The Road Ahead
Tesla’s august numbers highlight its volatile performance in China—weaker year-on-year sales, but improving monthly momentum and stronger market share. With BYD and other Chinese automakers pushing aggressively, Tesla’s strategy will likely hinge on pricing, local demand, and export volumes in the coming quarters.
👉 Bottom line: Tesla is down on sales but up on influence—a reminder of the delicate balancing act it faces in China’s fiercely competitive EV landscape.
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