Tesla's sales in China dropped by 51 percent during February

Tesla Sales Drop in China: A Look at February 2025

Tesla's sales figures for February 2025 saw a significant drop compared to the previous year, according to data provided by the China Passenger Car Association (CPCA). The American electric vehicle manufacturer sold 30,688 units in February 2025, a 51 percent decrease from the 63,238 units sold in January 2025.

The sales drop can be attributed to a few factors. One possible explanation is the Chinese New Year holiday, which took place from January 29th to February 4th. During this period, factories in China often experience lower productivity due to workers traveling away from manufacturing hubs.

Another factor could be the temporary shutdown of Model Y production lines at Giga Shanghai. Tesla halted production from January 22nd to February 14th for equipment upgrades. This pause in production could have affected the deliveries of the Model Y, as they did not occur during the entire month of February 2025.

However, it's important to note that the sales figures include exports to other countries but do not specify local and international sales. The CPCA did not provide a breakdown of these figures for February 2025.

Despite the sales drop, Tesla's market share in China remains substantial. In the first seven months of 2025, Tesla sold 45,838 Model Y units in China, indicating a strong presence in the world's largest auto market. The overall electric vehicle market share in China was around 50.7% for new energy vehicles (NEVs) in mid-2024, suggesting that Tesla's market share for January 2025 might have been higher.

On a positive note, the regular version of the Model Y became available at the same price on March 1st. Furthermore, the Model Y Launch Series began delivery in China on February 26th, marking a new chapter for Tesla in the country.

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In conclusion, while Tesla's sales figures for February 2025 showed a drop compared to the previous month and the same period in 2024, the company remains a significant player in the Chinese market. With the launch of the regular Model Y and the delivery of the Model Y Launch Series, Tesla is poised to continue its growth in China.