Tesla sees sharp November rebound in China as Model Y demand surges
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
In November, Tesla’s Giga Shangai wholesale sales (local in China and exports) were 86,700 Model 3 and Model Y.
This is +9.9% year-over-year and +41.0% month-over-month. pic.twitter.com/X4Wie5lSMk
— Roland Pircher (@piloly) December 2, 2025
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
$TSLA
BREAKING: Tesla China sold 86,700 vehicles for wholesale in November. pic.twitter.com/v7JsFESJgL— Tsla Chan (@Tslachan) December 2, 2025
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
The post Tesla sees sharp November rebound in China as Model Y demand surges appeared first on TESLARATI.
Source: https://www.teslarati.com/tesla-sees-sharp-november-rebound-in-china-as-model-y-demand-surges/
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