Tesla China Sales June 2025: Downward trend broken

With the Tesla China Sales June 2025, Tesla finally achieves the turnaround: After eight months of declining numbers, the China Passenger Car Association (CPCA) reports 71,599 units sold in June - an increase of 0.8% year-on-year and 16.1% more than in May. This success supports the strong global delivery result of 384,000 vehicles in Q2 2025 and signals new momentum at the Shanghai plant, which produces Model 3 and Model Y for the global and domestic markets.

Rebound in June 2025

In June, Tesla China achieved the first increase in a long time:

71,599 units sold (domestic + export)
+0.8% YoY (compared to 71,033 units last year)
+16.1% compared to May with 61,662 units

These figures show that demand and production at the Shanghai plant are stabilizing after the downward trend of previous months has ended.

Quarterly and Half-Year Balance

Despite the success in June, the overall picture remains mixed:

Q2 2025: 191,720 units, -6.8% YoY
H1 2025: 364,474 units, -14.6% YoY

The decline in the first half of the year is mainly due to a drop in Model Y registrations by 24% in the months of January-May - a consequence of the upcoming model update.

Price and Range Adjustments

Instead of responding with price cuts, Tesla focuses on value adds:

Model 3 Long Range AWD: +10,000 RMB, in return for range +40 km (753 km CLTC) and 0-100 km/h in 3.8 s
Model Y AWD: range +31 km (750 km CLTC), price constant

This strategy aims to strengthen the perceived added value and protect the margin - in a market where local competitors like Xiaomi YU7 are increasingly putting pressure.

Outlook and Recommendations

Whether Tesla China can maintain momentum depends on the following factors:

Sustainable demand for Model 3 and Model Y for refresh
Competitiveness against price-aggressive Chinese brands
Delivery details for June (export vs. domestic), which are yet to be released

For European stakeholders, the success in June is an indicator of Tesla's production strength, but also a reminder: Price and product strategy must be continuously evaluated to remain stable in top markets.

Conclusion
With the Tesla China sales in June 2025, Tesla has gained a much-needed boost. The combination of incremental upgrades in range and performance, as well as the strong Shanghai plant, could lay the foundation to sustainably end the downward trend and further expand global delivery performance.