Are Tesla Sales Really Popping in China? - CleanTechnica

The article from CleanTechnica examines whether Tesla sales are truly surging in China, challenging the optimistic narrative around recent Model Y updates and the introduction of the long-wheelbase Model Y L. While some Tesla enthusiasts claim that these new models have driven a sales boom, the data tells a more nuanced story. Through the first ten months of the year, combined Model Y and Model 3 sales in China actually declined compared to previous years, and although there was a modest 10% year-over-year increase in November 2025, this did not restore sales to 2023 levels. The article suggests that while Tesla may see some sales growth in December, it is unlikely to surpass 2024 or 2023 totals. Globally, Tesla has not met its expected production capacity utilization or sales growth targets for 2025, despite Elon Musk’s earlier prediction of a 30% sales increase over 2024. The article emphasizes that Tesla’s long-term growth strategy is less about traditional vehicle sales