After a strong performance in June, deliveries from Tesla’s gigafactory in Shanghai, China, decreased in July.
According to the Chinese press, citing data from the industry association CPCA, Tesla’s largest production unit worldwide delivered 68,000 vehicles to customers in China and abroad in July, representing a decrease of 5.2% compared to June and 8.4% year-on-year.
“Premium models are losing appeal among Chinese consumers who want to save money. For this reason, consumers are opting for cheaper electric models developed in China,” explained Tian Maowei, sales manager at Yiyou Auto Service in Shanghai, in statements to the “China Morning Post” in Hong Kong.
In the year-to-date, including sales in China and exports, the megafactory established in the eastern Chinese metropolis has already delivered over 432,000 cars, a decrease of 13.7% year-on-year.
In the year-to-date, Tesla’s factory in China has already delivered over 432,000 cars, representing a decrease of 13.7% year-on-year.
This number contrasts with the 35% increase in electric vehicle sales in China, to around 7.6 million units, in the first seven months of 2025, according to CPCA data.
These two opposing trends have caused Tesla’s market share in the Chinese electric vehicle market to drop from 6.9% in July 2024 to 3.8%. It is worth noting that in 2020, when it opened the factory in Shanghai, the market share of the brand led by Elon Musk was 16%.
