Tesla China Sales Rebound in March: Up 157% From February, But Down Year-on-Year 

Tesla China sales rebound strongly in March, but are still down year-over-year. What does this signify for Tesla’s overall strategy in the largest EV market? Is this a temporary blip, a sign of increased competition, or something else entirely?

Over 172,000 Teslas sold in China during Q1 2025. This represents a significant drop compared to both Q1 2024 and Q4 2024. Is this a worrying trend, or are there other factors at play, like production capacity adjustments or shifting consumer preferences?

Price adjustments and financing incentives for the Model Y in China. Are these tactics sustainable in the long run? How will they impact Tesla’s brand image and profitability? Will they be enough to fend off the ever-increasing competition from domestic Chinese EV makers?

The removal of FSD from the Chinese market raises eyebrows. Is this a strategic retreat, a response to regulatory pressure, or preparation for a different approach to autonomous driving in China? What does this mean for the future of FSD globally?

Considering the rebound in March sales, along with the price adjustments and incentives, is Tesla’s position in China stronger or weaker than it was a year ago? Share your insights and let’s discuss the future of Tesla in the Chinese EV market.