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Tesla China’s January wholesale sales increased 9.32% year-on-year but fell 28.86% month-on-month.
Tesla China Monthly Sales (Exports Included) 2024-2026
Month
2024
2025
2026
January
71,447
63,238
69,129
February
60,365
30,688
March
89,064
78,828
April
62,167
58,459
May
72,573
61,662
June
71,007
71,599
July
74,117
67,886
August
86,697
83,192
September
88,321
90,812
October
68,280
61,497
November
78,856
86,700
December
93,766
97,171
Tesla China monthly sales (exports included)
2024
2025
2026
Tesla (NASDAQ: TSLA) saw year-on-year growth in China-made vehicle sales last month, despite a month-on-month decline like most other EV makers.
Tesla China’s wholesale sales in January came in at 69,129 vehicles, including both domestic sales and exports from China to overseas markets, according to data released today by the China Passenger Car Association (CPCA).
This represents a 9.32% increase from the 63,238 units sold in the same period last year, but a 28.86% decline from December’s 97,171 units.
The US EV maker’s January deliveries in China and exports from its Shanghai factory are expected to be released by the CPCA later this month.
The beginning of the year is typically a slow season for China’s auto market, while year-end usually sees a surge in sales.
Entering 2026, the EV industry faces added complexity as consumers grapple with a 5% additional purchase tax cost, while China’s vehicle trade-in subsidies remain in a transitional phase, impacting demand.
China’s new energy vehicle (NEV) leader BYD (HKG: 1211, OTCMKTS: BYDDY) sold 210,051 NEVs in January, down 30.11% year-on-year and down 50.04% month-on-month.
As the country’s largest NEV maker, BYD’s performance largely reflects the broader industry trend.
Chinese customers purchasing a Model 3 on or before February 28 are eligible for an insurance subsidy of RMB 8,000 ($1,150).
