Summary
- Tesla China has been transitioning to producing the new Model Y at Gigafactory Shanghai
- New Model Y registrations are increasing in China, with 8,700 registrations in the week ending March 9
- Local reports indicate strong interest in the new Model Y among car buyers, with an estimated 200,000 orders received
- Sales figures for Tesla China have shown a decline in February 2025 compared to January, with 30,688 vehicles sold
- Combined January-February 2025 sales for Tesla China stand at 93,926 units wholesale
Article
Tesla China has been ramping up production of the new Model Y, resulting in low new vehicle registrations in the first two months of 2025. This was due to Gigafactory Shanghai transitioning its production for the new Model Y, leading Tesla China to focus on clearing its inventory of the older Model Y classic units. However, in late February, the first deliveries of the new Model Y were made across China, resulting in an increase in new Model Y registrations. Recent estimates suggest that Tesla China saw 8,700 registrations in the week ending March 9, up from 6,700 the previous week.
Reports from local sources indicate that the new Model Y has garnered strong interest among car buyers in China. Tesla staff have hinted that they received around 200,000 orders for the updated all-electric crossover since its domestic announcement in January. If these estimates are accurate, it could lead to impressive sales figures for the new Model Y in China’s domestic market for March and the subsequent quarters. This indicates a promising future for Tesla China’s sales performance.
The overall sales performance of Tesla China in 2025 has shown some fluctuations. According to figures from the CPCA, Tesla China sold 30,688 vehicles wholesale in February 2025, which represents a 51.47% decline from January’s numbers and a 49.16% decrease from the previous year’s February sales. The combined sales for January and February 2025 currently stand at 93,926 units wholesale, as reported by CNEV Post. Despite the decline in February, the introduction of the new Model Y is expected to positively impact Tesla China’s sales in the upcoming months.
The new Model Y transition at Tesla China has shown promising signs of success. After initial low new vehicle registrations due to production adjustments, the delivery of the new Model Y across China has resulted in an increase in registrations. Estimates suggest strong interest from Chinese car buyers, with around 200,000 orders received since the announcement in January. This indicates a potentially successful sales performance for the new Model Y in China’s domestic market, pointing towards a bright future for Tesla China’s sales.
The transition to the new Model Y at Tesla China has had a positive impact on the company’s sales performance. Despite a decline in February sales compared to the previous month and year, the introduction of the new Model Y is expected to boost sales in the upcoming months. The strong interest shown by Chinese consumers in the new Model Y, with reports of high order numbers, suggests that Tesla China is on track for a successful sales performance in the near future. These positive indicators are encouraging for the company’s growth in China’s competitive electric vehicle market.
Overall, Tesla China’s focus on transitioning to the new Model Y has proven to be a strategic move, with promising results in terms of customer interest and sales performance. The initial production adjustments have led to an increase in new vehicle registrations for the new Model Y. Estimates suggest a high number of orders received for the new model, indicating strong interest from Chinese car buyers. Despite fluctuations in overall sales figures, the introduction of the new Model Y is expected to drive growth for Tesla China in the coming months. This signals a positive outlook for Tesla China’s sales performance and market presence in China’s rapidly growing electric vehicle industry.
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