Tesla China: sales down 51% in February

The latest sales figures from Tesla China show a significant decline. In February 2025, 30,688 vehicles were sold, a drop of over 50% compared to the previous months. In this article, we look at the reasons behind this decline and examine how seasonal factors and production changes in Giga Shanghai play a role.

Causes for the decline in Tesla China

Chinese New Year:
From January 28 to February 4, the traditional festival led to a significant reduction in production capacity as numerous employees went on family vacation.
Production changes:
Tesla focused on optimizations at Giga Shanghai:
- Model Y: Production stop from January 22 to February 14
- Model 3: Production interruption from January 26 to February 3
  These measures served to increase efficiency in the long term, but led to a short-term decline in sales figures.

Market overview and outlook

Current sales figures:
In February 2025, 30,688 vehicles were sold - a decrease of 49% compared to February 2024 and 51% compared to January 2025.
Overall trend:
In the period January-February 2025, total sales fell to 93,926 vehicles, a decrease of around 28.74% compared to the previous year.
Long-term prospects:
Despite the short-term slump, the production optimizations could lead to a sustainable increase in efficiency and competitiveness. Developments in the Chinese market therefore remain exciting and should continue to be monitored closely.

Conclusion
The current figures from China underline the fact that seasonal events and targeted production changes can lead to short-term fluctuations in sales. In the long term Tesla benefit from these measures by optimizing production processes. It remains to be seen how these factors will affect the global market position of Tesla global market position.