Tesla Model Y L boosts China wholesale numbers to 90,812 units in September
Tesla China reported a significant increase in wholesale numbers, selling 90,812 vehicles in September, marking a 2.82% year-on-year rise. This rebound follows two months of decline, driven by the launch of the new six-seat Model Y L. In Q3, Tesla China sold 241,890 units, contributing to 48.66% of the company's global deliveries. Despite a 10.27% decline in sales from January to September compared to last year, the recent growth indicates a potential recovery in the competitive EV market.
Tesla China’s wholesale numbers bounced back in September after two straight months of decline, hinting at renewed momentum for the EV maker in one of the world’s most competitive electric car markets.
As per data from the China Passenger Car Association (CPCA), Tesla China sold 90,812 vehicles wholesale last month, a 2.82% year-on-year increase from the 88,321 units that were sold wholesale in September 2024.
Tesla China’s September comeback
Tesla China’s wholesale results in September were boosted by the Model Y L, as noted in a CNEV Post report. The new six-seat Model Y L, launched in August and delivered starting in early September, enabled Tesla China to enter the market for large SUVs with six seats, a segment previously inaccessible by the standard, five-seat Model Y.
Tesla’s Gigafactory Shanghai continues to be the keystone of the company’s Asia-Pacific operations, producing both the Model 3 and Model Y for local and overseas markets. September’s total marked a 9.16% increase from August’s 83,192 units, effectively allowing Tesla China to return to growth after two months of year-over-year declines.
— Tsla Chan (@Tslachan) October 10, 2025$TSLA
Tesla China sold 90,812 vehicles to Wholesale in September.This is the highest number this year.
*As China's October Mid-Autumn Festival holiday comes to an end, everything is returning to normal. pic.twitter.com/bgCCHx2DHF
Tesla China’s quarterly results
From January to September, Tesla China sold 606,364 vehicles wholesale, down 10.27% compared to the same period last year. The decline reflected seven months of year-on-year drops in the first nine months of 2024. Part of this decline was due to Tesla’s changeover to the new Model Y earlier this year, which resulted in the company effectively pulling out its best-selling model for a few months while its factories were being updated.
In the third quarter, Tesla China sold 241,890 vehicles, accounting for 48.66% of the electric car maker’s global total of 497,099 deliveries. That figure was down 2.91% year-on-year but up 26.17% from the previous quarter. With Model Y L deliveries likely hitting their stride this Q4 2025, Tesla China’s wholesale figures this quarter would likely be very interesting.
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