According to Tesla’s release, Tesla China delivered 90,812 units in September 2025, representing a YoY increase of 2.82% and a MoM growth of 9.16% (vs 8,3192 units in August), bringing its cumulative deliveries to 611,176 units (YTD Jan–Sep).
Tesla’s September performance reflected a moderate recovery following August’s slowdown. The slight YoY growth suggests the brand is approaching market saturation in China’s premium EV segment, especially as domestic competitors like BYD, Xiaomi, and Leapmotor intensify their push into the same price range.
However, the launch of the refreshed Model 3 Performance and ongoing price adjustments helped sustain momentum. Going into Q4, Tesla is expected to rely more heavily on export strength and inventory optimization rather than pure domestic demand to maintain its delivery pace.
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