Tesla’s China-made vehicle sales recovered in November following a sharp fall a month earlier, supported by stronger domestic deliveries and exports, data released by the China Passenger Car Association (CPCA) showed.
Tesla China’s wholesale sales reached 86,700 vehicles in November, including both domestic sales and overseas shipments. The figure was up 9.95% from 78,856 units a year earlier and marked a 40.98% increase from October’s 61,497 vehicles. The rebound was supported in part by higher deliveries in the domestic market, as Tesla intensified marketing efforts during the month.
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Demand for Tesla’s Model Y sport utility vehicle played a central role in the recovery. The company repeatedly extended delivery wait times over the past month and promoted the updates on its social media platforms, while urging buyers to place orders early to secure year-end deliveries and benefit from existing purchase tax incentives.
Estimated delivery times for the Model Y rear-wheel-drive version have now shifted to January 2026, while two other five-seat variants are showing February 2026 delivery dates. The six-seat Model Y L continues to carry a four-to-eight-week wait time. On Nov. 20, Tesla also encouraged customers to purchase newly produced Model Y inventory vehicles in order to take delivery before the end of the year.
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Despite the November recovery, Tesla’s China wholesale sales for the first 11 months of the year totalled 754,561 vehicles, down 8.30% from the same period a year earlier, as sales declined on a year-on-year basis in eight of those months. Tesla manufactures the Model 3 sedan and Model Y crossover at its Shanghai factory, which serves both domestic customers and as a key export hub.
Tesla also introduced its updated 2026 Model S and Model X to the Chinese market last month, although customers remain limited to purchasing from existing inventory rather than placing new factory orders. The restriction follows a suspension of new orders for both models in April, linked to ongoing trade tensions between China and the United States.
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Separately, Tesla said last month it had completed its five-millionth battery pack at Giga Shanghai, its largest manufacturing facility worldwide. The company said its battery packs use proprietary cell chemistry and structural design to deliver high energy density, performance and improved cold-weather resilience.
