Tesla recorded a slight uptick in China-made vehicle sales in June, breaking an eight-month streak of year-on-year declines, according to data released Monday by the China Passenger Car Association (CPCA).
The U.S. electric vehicle maker sold 71,599 China-made vehicles last month, including domestic deliveries and exports, up 0.83% from the 71,007 units sold in June 2024. Compared to May 2025, sales rose 16.1%.
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This marks Tesla China’s first year-on-year monthly gain since September 2024. In the eight months from October to May, Tesla’s Shanghai-based factory – which manufactures the Model 3 sedan and Model Y SUV – saw declining sales compared to the same months a year earlier.
Despite the June rebound, Tesla’s second-quarter China-made vehicle sales fell 6.8% year-on-year to 191,720 units, though they improved 11% from the previous quarter. For the first half of 2025, total sales from the Shanghai facility, including exports, stood at 364,474 units, a 14.6% decrease from 426,623 units in the same period last year.
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The CPCA has not yet released a breakdown of Tesla’s June sales by domestic and export markets.
Tesla’s performance in China may face further headwinds following the launch of Xiaomi’s (HKG: 1810) YU7 electric SUV on June 26. The YU7 is reportedly larger and more affordable than Tesla’s Model Y, garnering 200,000 firm orders in just three minutes and more than 240,000 locked-in orders within 18 hours.