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Tesla China roars back with highest vehicle registrations this Q2 so far
- Tesla China saw a significant increase in new vehicle registrations during the week of June 9 to 15, 2025, with a remarkable 80% week-over-week growth.
- Tesla China posted its highest insurance registration numbers in Q2 so far, recording 15,500 registrations, an 80% increase compared to the previous week.
- The recent surge in registrations marks the highest figures Tesla has achieved in China over the past ten weeks.
- In the same week, Xpeng observed a 52% increase to 6,400 registrations, and Nio saw a 9.3% rise to 4,700 registrations.
- The growth of new registrations for Tesla's Model Y was particularly notable, with an estimated delivery of 11,200 units, indicating strong demand for the vehicle.
- Tesla's performance in the Chinese auto market is reflected through new vehicle registration data, although the company itself does not disclose weekly figures.
- Tesla's domestic sales in China in May totaled 38,588 units, a 30% decline year-over-year, but a 34% increase from April. Giga Shanghai also exported 23,074 vehicles in May.
- The week of June 9 to 15 showed 15.5k Tesla registrations, up by 79.5% over the prior week and by 32.5% year-over-year.
- The quarter's performance was slightly down both quarter-over-quarter (-3.1%) and year-over-year (-16.6%), with Q2 showing a decrease of 40.1% compared to Q4 2024.
- Tesla China's weekly registrations were not officially reported, but industry watchers closely monitor and report on these figures.
- Tesla's strong week-over-week growth in registrations was notably higher than that of other Chinese EV brands like Xpeng and Nio.
- The increased delivery of Model Y units by Tesla suggests that the demand for the all-electric crossover remains robust.
- As Tesla enters the final two weeks of Q2, the strong performance of the Model Y could significantly impact the company's quarterly sales numbers.
- Despite the year-over-year decline in May sales, Tesla's month-to-month sales in China showed an upward trend.
- Tesla China's performance will have significant implications on its Q2 sales figures, which could heavily rely on the success of the Model Y.
- Industry analysts expect Tesla to leverage the remaining weeks of Q2 to boost its quarterly sales numbers further.
- Tesla China's performance, especially regarding Model Y sales, is closely monitored by industry experts and automakers like Li Auto.
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