Tesla recorded a second consecutive month of year-on-year growth in China-made vehicle sales in December, extending a late-year rebound after most of 2025 was marked by declining volumes.
Tesla China’s wholesale sales reached 97,171 vehicles in December, “including both domestic sales and exports from China to overseas markets,” according to data released on Monday by the China Passenger Car Association.
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The December wholesale figure was up 3.63% from a year earlier and rose 12.08% from November, when Tesla China sold 86,700 vehicles on a wholesale basis. It marked the second straight month of year-on-year growth after a prolonged period of weakness earlier in 2025.
Industry analysts said the late-year increase may have been supported by accelerated deliveries as buyers sought to take advantage of more favorable vehicle purchase tax policies before year-end.
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On the retail side, Tesla sold about 94,000 vehicles in China during December, representing year-on-year growth of roughly 13%, according to preliminary estimates. More detailed retail breakdowns are expected to be released later this month.
Despite the year-end rebound, Tesla’s annual wholesale performance in China remained lower than the previous year. Total wholesale sales for 2025 reached 851,732 vehicles, down 7.08% from 2024, reflecting declines across most months of the year.
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Tesla manufactures the Model 3 sedan and Model Y crossover at its Shanghai factory, which serves both the domestic Chinese market and overseas export destinations. A detailed split between domestic deliveries and exports from the plant has not yet been disclosed.
