Tesla's China-made EV sales jump nearly 40% in May as domestic market rebounds

Key points

• Sales of Tesla's China-made electric vehicle rose by nearly 40% in May amid a broader recovery in the country's EV market.
• The automaker in May delivered 85,982 new energy vehicle units from its Shanghai Gigafactory — where it produces Model 3 and Model Y units for China and several overseas markets — according to preliminary data published Tuesday by the China Passenger Car Association.
• That's a 39.4% year-on-year increase over the same period in 2025. In total, 1.36 million passenger EVs were sold across China's domestic EV manufacturers in May, a 12% growth year-on-year, and 11% higher than April's total, according to the CPCA's report.
• These figures indicate "an initial recovery" in China's EV market, the CPCA said, as sales from several other Chinese EV automakers grew modestly in the month.
• Tesla rival BYD halted an eight-month streak of declining sales volumes in May, posting 376,990 deliveries of its new...