Tesla China EV Sales Surge 36% Year-on-Year in April

In April 2025, Tesla’s Shanghai Gigafactory delivered a total of 79,478 Model 3 and Model Y vehicles (including exports to Europe and other markets), marking a 36% year-over-year increase and representing the sixth consecutive month of annual growth. The data was released on May 7 by the Passenger Car Market Information Joint Committee of the China Automobile Dealers Association. On a month-over-month basis, April deliveries declined by 7.2% compared to March. During the same period, Tesla saw sales recover in several European markets—including Sweden, France, and Denmark—driven by rising oil prices due to U.S.-Iran tensions and stronger demand for battery electric vehicles. Previously, Tesla’s market share in Europe had nearly halved in early 2025. Tesla continues to face delays in obtaining regulatory approval for its Full Self-Driving (FSD) software in China. In April, Chief Financial Officer Vaibhav Taneja stated that full regulatory clearance for FSD in China is now expected in the third quarter of 2025, later than the initially targeted first quarter. Additionally, some European regulators remain cautious about FSD technology. To counter growing competition from domestic Chinese new energy vehicle models, Tesla is planning to develop and produce a more affordable compact SUV in China.