Tesla’s performance in the Chinese market is rapidly deteriorating, not just with the Model Y but across the board. According to the China Passenger Car Association, Tesla’s retail sales in June 2025 totaled 61,000 units, placing it fourth among the top ten electric vehicle (EV) manufacturers. In May, the situation was even worse. Sales dropped by 30.1% compared to the previous year, and Tesla’s ranking fell to eighth. The remaining top spots were claimed by local Chinese brands. Looking at the top three, BYD sold 352,000 units in June, Geely reached 115,000, and Changan sold 76,000. Each saw significant year-on-year growth, with BYD increasing by 25.7%, Geely by 80.7%, and Changan by 57.9%.
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