Tesla Inc (NASDAQ:TSLA) saw a rebound in its China-made electric vehicle sales in November 2025, according to data from the China Passenger Car Association (CPCA) released Tuesday.
The US automaker wholesaled 86,700 vehicles from its Shanghai factory last month, including both domestic deliveries and exports to Europe and other markets.
This represents a 9.95% increase from the 78,856 units sold in November 2024 and a 40.98% rise from October 2025’s 61,497 units, marking Tesla’s second-best month of the year.
The Shanghai factory produces the Model 3 sedan and Model Y crossover, which are sold domestically and exported overseas.
Tesla’s growth in November was driven largely by the Model Y, which saw increased demand amid end-of-year promotions, tightening delivery timelines, and buyers seeking to benefit from a national purchase tax incentive before it decreases in 2026.
The introduction of a new long-range rear-wheel-drive Model Y variant, as well as earlier launches of a longer-range Model 3 and six-seater Model Y, also boosted the lineup’s appeal.
Delivery wait times for the Model Y underwent several adjustments during November. Estimated delivery dates for the rear-wheel-drive version shifted to January 2026, while other five-seat variants are now expected in February.
The six-seat Model Y L maintained a 4 to 8 week wait. On November 20, Tesla encouraged Chinese customers to purchase newly produced Model Y inventory vehicles to secure year-end deliveries.
Despite the November rebound, Tesla’s cumulative wholesale sales in China from January through November totaled 754,561 units, an 8.3% decline compared with the same period last year. The decline reflects lower sales in eight of the first eleven months of 2025, highlighting the ongoing challenges Tesla faces amid competition in China and Europe.
Shares of Tesla traded down 1.4% at about $424 on Tuesday afternoon, up 5% this year.
