Tesla delivered 58,459 vehicles from Giga Shanghai in April 2025, according to data released by the China Passenger Car Association (CPCA) this week. This marks a 6% decline compared to the same month last year, and represents a 25.8% drop from March, when deliveries reached 78,828 units.
This figure includes both domestic sales and exports of the Model 3 and Model Y.
Tesla’s Shanghai facility serves as a major export hub, supplying vehicles to markets across Asia and Europe. The strong March performance was partly driven by increased output of the new Model Y, which started deliveries in China ahead of schedule in March, contributed to a temporary surge in deliveries. By contrast, April’s lower figures suggest a return to more typical delivery volumes.
Further details on Tesla’s breakdown of local sales versus exports in April should be released by the CPCA in the next few days.
The April results bring Tesla’s year-to-date total in China to 231,213 vehicles, down 18.3% from the 283,043 units sold during the same four-month period in 2024, according to data tracked by CNEvPost. While the company remains a significant player in China’s electric vehicle (EV) market, the decline highlights the intensifying competition from local manufacturers and shifting dynamics in global EV demand.
The broader EV landscape in China continues to evolve, with domestic brands introducing new models and offering competitive pricing to attract buyers. These market pressures have affected not only Tesla but other international automakers as well.
To remain competitive, Tesla is planning to introduce a lower-cost version of the Model Y in Shanghai, targeting a broader section of the market. The new variant is expected to enter production by 2026. Before that, Tesla is also rumoured to begin production this month of a three-row Model Y with a longer wheelbase at Giga Shanghai.
