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Tesla’s China Wholesales Rebound to 90,812 in September, Returning to YoY Growth

New model launches plus short‑run incentives are lifting momentum despite a year‑to‑date decline.

Overview

  • CPCA data show 90,812 China‑produced Teslas in September, up 2.8% year over year and 9.2% from August, with totals combining domestic sales and exports.
  • The six‑seat Model Y L and a longer‑range Model 3 are credited in reports with driving the uplift, and September marked Tesla China’s highest monthly wholesale tally of 2025 so far.
  • From January through September, Tesla China’s wholesales including exports reached 606,364 vehicles, about 10.3% lower than a year earlier.
  • Tesla is running China‑market incentives through October that include 0% APR on select versions, paint giveaways, and free Full‑Self Driving transfers.
  • China’s MIIT catalogue lists a filing for a longer‑range Model Y+ variant, and industry context notes BYD sold 393,060 vehicles in September.