Tesla sales in China fall 12% in Q2, exports break six-quarter run of year-on-year declines
Tesla sold 61,484 cars in China in June, up 59.3% from 38,588 in May and up 3.8% year-over-year, according to data revealed by the China Passenger Car Association (CPCA) today. That is the second-highest monthly volume this year.
In the second quarter (Q2) of 2025, Tesla sold 128,803 EVs in China, down 4.3% from 134,607 units in Q1 and down 11.7% year-over-year (YoY). This ends three-quarters of YoY growth for the US automaker in China.
In Q2, domestic sales accounted for 67.2% of Tesla China sales, and exports accounted for 32.8%. That shows exports slightly grew their share of Tesla China sales, as in Q2 2025, it accounted for only 29.1%.
Export
Tesla China exported 10,115 EVs from its Shanghai plant in June, down 56.2% from 23,074 in May and 13.9% year-over-year.
In the second quarter, Tesla chain exported 62,917 cars, up 64.9% from Q1 and a 5.1% increase year-over-year. That means Tesla China has broken six consecutive quarters of year-over-year decline.
In the first half of 2025 (January to June), Tesla exported 101,064 cars from China, a 31.9% decrease from the same period in 2024.
Tesla China Wholesale
Tesla China Wholesale combines domestic and export sales. That data was already shared on July 2 by CPCA and revealed that 71,599 cars were sold in June, up 16.1% from May and 0.8% up year-over-year.
Market situation
Tesla produces only two models in China – the Model 3 sedan and the Model Y SUV.
On July 1, Tesla raised the price of the Model 3 Long-range AWD by 10,000 yuan (1,400 USD), also increasing its range by 40km CLTC and 0-100 km/h acceleration to 3.8 seconds. Model Y AWD received an additional 31 km, bringing the total range to 750 km CLTC, but the price remained unchanged.
On June 26, Xiaomi launched its second model, the YU7 SUV, and got 240,000 lock-in orders in 18 hours. YU7 is expected to impact Model Y sales in China during the second half of the year.
Until last month, Xiaomi was selling a single model in China, the SU7 sedan, launched on March 28, 2028. The company reports that it delivered over 25,000 units in June.
