Tesla China has finally reversed its downward sales trend. According to data from the China Passenger Car Association (CPCA), Tesla sold 71,599 China-made vehicles in June 2025, including both domestic sales and exports, following eight straight months of decline.
This figure represents a modest 0.8% year-over-year (YoY) increase, but a meaningful turnaround which helped contribute to the automaker reporting 384,000 global deliveries in the second quarter of the year.
June’s sales also mark a 16.1% increase from May, when Tesla sold 61,662 units. The recovery, though slight on an annual basis, is significant in signaling renewed momentum for Tesla’s Shanghai operations, which manufacture the Model 3 and Model Y for both China and global markets.
Quarterly and Half-Year Results
Tesla’s broader sales picture in China remains mixed. In the second quarter of 2025, Tesla China sold 191,720 vehicles, a 6.8% decrease compared to Q2 2024 and the third consecutive quarter of YoY declines.
For the first half of 2025, Tesla China delivered 364,474 vehicles, down 14.6% from the 426,623 units sold in H1 2024. Notably, Tesla’s domestic sales in China during the January–May period were down 7.8%, largely due to a 24% drop in Model Y deliveries, the company’s top-selling SUV, which was about to undergo a refresh during this time period.
Price Adjustments and Range & Performance Boosts
Rather than lowering prices to compete with rivals, as has been common in the Chinese EV space recently, Tesla opted to raise the price of the Model 3 Long Range AWD by RMB 10,000 earlier this week. However, the vehicle’s specs were also upgraded, with its range boosted by 40 km to 753 km CLTC and its 0–100 km/h acceleration time improved to 3.8 seconds.
The Model Y AWD also received a range bump of 31 km, reaching 750 km CLTC, though pricing remained unchanged.
While June’s year-over-year growth is a welcome sign for Tesla, it remains to be seen whether the momentum can be sustained. With increasing competition from local brands, and in particular the Xiaomi YU7, and three straight quarters of declining performance, Tesla may need to rethink its pricing and product strategy in China.
Tesla’s detailed China delivery and export breakdowns for June are expected later this month.
