Tesla closed the third quarter of 2025 on a strong note in China, posting 19,300 insurance registrations between September 22–28. This marks the automaker’s best weekly performance of the quarter and the third-highest weekly result of the year so far.
Strong Finish to Q3
The 19,300 registrations represent an 11.9% increase over the prior week (17,300 units) and highlight sustained demand for Tesla’s lineup heading into Q4. While the figure is down 14.6% year-over-year, the overall quarter still showed promise. Tesla recorded a 26.9% increase quarter-over-quarter, though volumes slipped 8.7% compared to the same quarter in 2024, according to data tracked by X user @piloly.
Despite the year-over-year dip, the final week of September was Tesla’s highest of the quarter, underscoring the company’s ability to generate momentum even amid a competitive Chinese EV market.
China reports 19.3k Tesla registrations for the week of September 22-28.
— Roland Pircher (@piloly) September 30, 2025
The week is up 11.9% from last week and -14.6% year-over-year. The quarter is +26.9% QoQ and -8.7% YoY. This quarter is -15.7% vs. 24Q4 the best quarter after 13 weeks. Third highest week of the year.… pic.twitter.com/NjwPPvvc9Y
Year-to-Date and Quarterly Context
Looking at broader trends, data from @Tslachan shows the automaker’s cumulative insured units in China now stand at 432,760 year-to-date, a 6.4% decline compared to the same period last year. This places 2025 behind the record-setting pace of 2024 but still above Tesla’s 2023 performance.
When measured against Tesla’s best-ever quarter (Q4 2024), Q3 2025 came in about 15.7% lower after 13 weeks, suggesting that while sales remain solid, the company faces challenges replicating its peak volumes from last year.
Model Y L Six-Seater Gives a Boost
A key contributor to Tesla’s September results was the new Model Y L six-seater, which alone accounted for around 4,000 registrations in the final week. The addition of this variant has broadened Tesla’s lineup in China, offering families more flexibility with the additional seating capacity. Early sales indicate the Model Y L is quickly carving out its share in Tesla’s Chinese portfolio.
Looking Ahead to Q4
With Q4 traditionally being one of Tesla’s strongest quarters, attention now turns to whether the company can build on its late-September momentum. If the Model Y L maintains its pace and production remains steady, Tesla may still close 2025 on a high note, even if year-to-date volumes lag slightly behind last year’s record levels.
For now, the 19,300 registrations in the final week of September demonstrate that Tesla can still mobilize demand in China when it matters most, positioning the automaker for a competitive Q4 in the world’s largest EV market.
