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according to the china passenger car association, tesla's wholesale sales in china exceeded 426,000 vehicles in the first half of this year (january to june), down 10.47% from the same period last year, accounting for 3.6% of the market share. in august this year, tesla's wholesale sales in china exceeded 86,000 vehicles, up 3% year-on-year and 17% month-on-month.

a few days ago, an investigation agency stated on social media: "tesla is being neglected in china. tesla's competitors are constantly launching more advanced electric vehicles, and tesla has not released a new electric vehicle model in china since 2019. tesla's electric vehicle market share in china has dropped from 9% a year ago to 6.5% in july this year." in response, tesla ceo musk replied that "it is stupid and ridiculous to believe this news", and emphasized that "tesla's shanghai factory is operating at maximum capacity."

in the first half of this year (january-june), tesla's wholesale sales in china exceeded 426,000 vehicles. in august, tesla's shanghai super factory delivered 86,697 vehicles, a month-on-month increase of 17%; domestic sales were 63,000 vehicles, a month-on-month increase of 37%. in terms of models, model y sold more than 45,000 vehicles in china, and model 3 sold 18,000 vehicles in china.

regarding the overall sales forecast for this year, tesla had previously predicted that the sales growth rate in 2024 would "significantly decline" as it develops the next generation of cars. according to tesla, the next wave of growth will be initiated by the global expansion of the next generation of car platforms. some analysts believe that the challenges tesla faces in the chinese market mainly come from the increasingly fierce competition; at the same time, tesla's lag in product line updates also makes it slightly weak in the competition with its competitors.

tesla will also have several big moves in china. the first is that it is expected to launch a new model y model, and spy photos of the new car are already flying all over the internet. the second is to implement fsd fully autonomous driving technology in china to achieve high-level intelligent driving in cities and highways. the third is that tesla is about to launch robotaxi, which may be the first to start testing in china and serve as a demonstration project.

[new model y spy photos]

when fsd (full autonomous driving system) will be truly implemented in china is considered to be a key node for tesla's long-term development in china.