Tesla China's July wholesale sales at 93,579 units, highest so far this year

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08/04

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2026\",\"url\":\"https://cnevpost.com/2026/08/04/tesla-china-jul-2026-wholesale-sales/\",\"license\":\"https://creativecommons.org/licenses/by/4.0/\",\"creator\":{\"@type\":\"Organization\",\"name\":\"CnEVPost\"},\"temporalCoverage\":\"2024/2026\",\"variableMeasured\":{\"@type\":\"PropertyValue\",\"name\":\"Monthly Sales\",\"unitText\":\"units\"},\"distribution\":{\"@type\":\"DataDownload\",\"encodingFormat\":\"text/html\",\"contentUrl\":\"https://cnevpost.com/2026/08/04/tesla-china-jul-2026-wholesale-sales/\"}}    \n\n\nTesla China Monthly Sales (Exports Included) 2024-2026\n\n\nMonth\n2024\n2025\n2026\n\n\n\n\nJanuary\n71,447\n63,238\n69,129\n\n\nFebruary\n60,365\n30,688\n58,599\n\n\nMarch\n89,064\n78,828\n85,670\n\n\nApril\n62,167\n58,459\n79,478\n\n\nMay\n72,573\n61,662\n85,982\n\n\nJune\n71,007\n71,599\n89,091\n\n\nJuly\n74,117\n67,886\n93,579\n\n\nAugust\n86,697\n83,192\n\n\n\nSeptember\n88,321\n90,812\n\n\n\nOctober\n68,280\n61,497\n\n\n\nNovember\n78,856\n86,700\n\n\n\nDecember\n93,766\n97,171\n\n\n\n\n\n\nTesla China monthly sales (exports included)\n\n\n\n                2024            \n\n\n                2025            \n\n\n                2026            \n\n\n\n\n\n\n\nSource: CPCA\n© CnEVPost\n\n\n\n    (function() {\n        function init() {\n            if (typeof CnEVPostCharts === 'undefined' || typeof Chart === 'undefined') {\n                if ((init._retries = (init._retries || 0) + 1) < 300) setTimeout(init, 100);\n                return;\n            }\n            \n            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consecutive month of year-on-year growth.\nIt was also Tesla China's strongest July ever.\n\n\nTesla (NASDAQ: TSLA) China saw its wholesale sales rise nearly 38% year-on-year in July, the ninth consecutive month of year-on-year growth.\nTesla China's wholesale sales were 93,579 units in July, up 37.85% from 67,886 units in the same month last year, according to data released Tuesday by the China Passenger Car Association (CPCA).\nThat was the highest figure so far this year, up 5.04% from 89,091 units in June, and also Tesla China's strongest July ever.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\nOver the past five years, July has typically been a slow month for Tesla, as the Shanghai plant often carries out production line upgrades during the period. That seasonal effect was much less pronounced this year.\nIn absolute monthly terms, this was Tesla China's highest level since the 97,171 units in December 2025.\nIn the first seven months of the year, Tesla China's cumulative wholesale sales reached 561,528 units, up 29.88% year-on-year.\nWholesale sales include deliveries in China as well as exports from the Shanghai plant. The July breakdown is expected to become available in several days.\nExports have been the main engine of growth this year. In June, the Shanghai plant exported 36,171 units, up 257.60% year-on-year, accounting for 40.60% of that month's wholesale sales.\nIn the second quarter, the Shanghai plant exported 128,394 vehicles, exceeding its deliveries in China of 126,157 units in a single quarter for the first time ever.\nLocal demand remains under pressure. Tesla's deliveries in China fell 2.05% year-on-year in the second quarter, the fifth consecutive quarterly decline, and its share of the company's global deliveries fell to 26.28 percent, the first time below 30% since the fourth quarter of 2020.\nThe divergence is also clear at the model level. In the first half, Model Y deliveries in China were 172,513 units, essentially flat, while the Model 3 saw 66,442 units, down 27.72% year-on-year.\nTo boost local demand, Tesla in May rolled out a car purchase financing program called Easy Loan, aiming to attract price-sensitive consumers with lower down payment thresholds.\nLocal competition continues to intensify. Leapmotor (HKEX: 9863) delivered 101,267 vehicles in July, topping 100,000 units for the first time and beating Tesla China for the second consecutive month.\nBYD (HKEX: 1211) sold 419,211 new energy vehicles (NEVs) at wholesale in July, up 21.76% year-on-year and its highest monthly level so far in 2026.\nZeekr delivered 35,837 vehicles in July, a record for the brand. Nio Inc (NYSE: NIO), Xpeng (NYSE: XPEV) and Li Auto (NASDAQ: LI) all saw month-on-month declines.\nThe Shanghai plant is Tesla's largest and most highly utilized production base globally, with annual capacity of about 1 million vehicles.\nLast week, the Wall Street Journal reported that Tesla was weighing a separation of its China business, but CEO Elon Musk subsequently denied it, saying the matter \"has never even come up in a discussion ever.\"\n\n\n\n\n\n\n\n\n\n\n\n\nRoundup: July 2026 deliveries by major automakers in China - CnEVPost\nNio, Xpeng and Li Auto all posted sequential declines, while Leapmotor and Zeekr reached new highs.\n\n\nEV Industry\nAug 1, 2026","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}