Tesla’s Model Y bounced back strongly in China during November 2025, with wholesale volume hitting 86,700 units. This represented a 9.95% increase compared to November 2024 and a dramatic 40.98% jump from October’s figures. The November surge marked the second-highest monthly shipment volume for the year, trailing only September.
The rebound reversed October’s steep 32.3% decline and came amid several market pressures. Buyers rushed to place orders before national purchase tax incentive changes took effect. Tesla’s marketing campaigns emphasized the year-end deadline for securing tax benefits. The “Double 11” shopping festival also amplified consumer interest in November. Across the broader Chinese new energy vehicle market, 1.72 million units were wholesaled by manufacturers during the month, reflecting strong year-end demand dynamics. Tesla operates over 60,000 Superchargers globally, providing critical charging infrastructure to support EV adoption across key markets.
Delivery wait times stretched markedly due to the demand surge. The Model Y five-seat variant now faces January to February 2026 delivery windows, extending from the previous 2–5 week timeframe. Only the six-seat Model Y L maintained a 4–8 week delivery estimate. Tesla communicated these delays through Chinese social media channels, urging customers to secure 2025 delivery slots.
Through January to October 2025, the Model Y dominated China’s premium electric vehicle market in the 200,000–300,000 RMB price segment. The vehicle achieved 312,331 retail units sold during this period. It outpaced competitors including the Xiaomi SU7 with 234,521 units and Tesla’s own Model 3 with 146,379 units.
Despite this leadership position, the broader market scenario remained challenging. Year-to-date wholesale volume through November reached 754,561 units nationwide, reflecting an 8.30% decline compared to the same 2024 period. In November’s manufacturer sales rankings, Tesla placed sixth overall, behind BYD’s dominant 474,921 units.
BYD maintained a commanding market lead with nearly five times Tesla’s November volume. Other top competitors included Geely, Chery, SAIC-GM-Wuling, and Changan. The competitive environment intensified as domestic Chinese manufacturers continued expanding their EV products.
Shanghai Gigafactory served as Tesla’s primary domestic production base and global export hub, supplying Model 3 and Model Y vehicles to Asian, European, and Middle Eastern markets. The November rebound stabilized what’d been a challenging year marked by multiple months of year-over-year sales declines.