{"id":84551,"date":"2026-01-05T10:18:28","date_gmt":"2026-01-05T15:18:28","guid":{"rendered":"http:\/\/autosector.com\/?p=84551"},"modified":"2026-01-05T10:18:28","modified_gmt":"2026-01-05T15:18:28","slug":"tesla-squeezed-by-competition-in-china-confirms-first-year-sales-decline","status":"publish","type":"post","link":"http:\/\/autosector.com\/?p=84551","title":{"rendered":"Tesla is starting to get squeezed by competition in China, confirms first year of sales decline"},"content":{"rendered":"
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We finally have the full picture for Tesla\u2019s 2025 out of Giga Shanghai, and while the headline wholesale numbers look spectacular, digging into the data reveals a significant milestone we\u2019ve been warning about for months: Tesla\u2019s domestic growth story in China has hit a wall.<\/p>\n

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According to the latest data, Tesla managed a staggering 97,171 wholesale units in December 2025. That\u2019s an incredible number for a single factory, nearing its theoretical maximum capacity.<\/p>\n

Typically, a number like that would be cause for unbridled celebration. But when you look at the full year of domestic sales versus exports, the picture changes.<\/p>\n

We\u2019ve crunched the numbers, and they confirm that 2025 is the first year Tesla has experienced a year-over-year decline in domestic retail sales in China.<\/p>\n

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Here is the math.<\/p>\n

Going into December, Tesla had accumulated roughly 531,855 domestic sales in China from January through November 2025.<\/p>\n

In the full year of 2024, Tesla delivered a total of 657,105 vehicles domestically in China.<\/p>\n

This meant Tesla needed a miraculous December of over 125,000 domestic sales just to match 2024, a figure well beyond Giga Shanghai\u2019s capacity.<\/p>\n

But let\u2019s look at the data we do<\/em> have. Even if we apply the most optimistic, impossible scenario,assuming Tesla exported zero<\/em> cars in December and every single one of those 97,171 wholesale units was sold locally, Tesla would still fall short.<\/p>\n