Tesla sales in China surge by 40% in November
Tesla's sales of domestically produced electric vehicles experienced a significant increase in November 2025. According to the China Passenger Car Association (CPCA), the company sold 86,700 vehicles, surpassing last year's figures by 10%. Compared to October, when 61,497 cars were sold, the volume of deliveries rose by more than 40%. This statistic includes both domestic sales in China and exports.
Despite the strong performance in November, the overall year-to-date trend remains negative. Over eleven months of 2025, total sales amounted to 754,561 vehicles, reflecting an 8% decrease compared to the previous year. The company has recorded declines in eight out of eleven months. However, the sharp increase at the end of autumn may indicate the beginning of a recovery in demand.
Investor reaction in the stock market has been measured. Tesla shares closed on December 1 at $430.14, with a slight decrease of 0.01%, but showed a modest pre-market increase to $431.55.