Tesla China recorded a significant upswing in sales for June, delivering 61,484 units domestically. This marks the company’s second-highest sales month in 2025, trailing only March when 74,127 vehicles were sold. The rebound positions Tesla for a robust finish to the second quarter, following a period of slower sales.
Sales Recovery and Market Context
According to the China Passenger Car Association (CPCA), Tesla’s wholesale sales for June reached 71,599 cars. This represents a significant increase of 59.3% from May’s 38,588 units and a year-over-year rise of 3.75% from 59,261 units in June 2024, as reported by CNEV Post. The surge in sales ends a two-month trend of year-over-year declines.
Despite this positive performance, Tesla’s overall sales for the second quarter in China totaled 128,803 units, marking an 11.7% decline compared to the same period last year. For the first half of 2025, Tesla China sold 263,410 vehicles domestically, representing a 5.36% decrease from the previous year.
Giga Shanghai’s Role and Export Dynamics
Giga Shanghai played a pivotal role in Tesla’s domestic sales resurgence, with 71,599 cars sold in June. Of these, 61,484 were sold within China, while 10,115 vehicles were exported. The factory’s export figures for June decreased by 56.2% from May and 13.9% compared to the same period last year. In the first half of 2025, Tesla China exported 101,064 units, down 31.85% from 2024.
Across China’s broader new energy vehicle (NEV) market, retail sales reached 1.11 million units in June, a 29.7% increase year-over-year. Battery electric vehicles (BEVs) accounted for 661,000 of those sales. Tesla’s market share in the NEV sector was 5.53% in June, down from 6.92% a year earlier, though an improvement from May’s 3.78%.
The Model Y emerged as a primary sales driver for Tesla China, with June wholesale figures hitting 51,253 units, up 16.6% from last year and nearly 30% from May. In the first six months of the year, Model Y wholesale numbers reached 214,034 units. In comparison, the Model 3 saw wholesale volumes of 150,440 units for the same period.
Tesla China’s June performance highlights its resilience and adaptability in a rapidly growing market. As the company continues to adjust its strategies, it remains a significant player within China’s dynamic NEV landscape.
