Tesla notched a rare victory in China, with China-made EV sales climbing 9.9% year-over-year to 86,700 units in November, per China Passenger Car Association data. This marks the U.S. automaker’s steepest annual gain in 14 months and second-best month of 2025, fueled by new long-range Model Y variants and end-of-year promotions to snag purchase tax incentives.
Tesla Edges BYD in China
In contrast, arch-rival BYD reported 480,186 new energy vehicle sales—its highest this year but down 5.3% from November 2024, extending three months of declines amid a government crackdown on aggressive discounting and fierce domestic competition. BYD’s exports soared 326% to a record 131,935 units, outpacing Tesla in Europe by over 2:1.
Despite the rebound, Tesla’s year-to-date China sales lag 8.3% behind 2024, while BYD eyes its annual target of 4.6 million units. Analysts see intensified price wars and model launches shaping 2026’s EV landscape.
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