<div id="readability-page-1"><figure><img width="1600" height="749" src="https://imageproxy.pbkrs.com/https://electrek.co/wp-content/uploads/sites/3/2022/04/Tesla-gigafactory-Shanghai-main-hero.jpg/query-cXVhbGl0eT04MiZzdHJpcD1hbGwmdz0xNjAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://electrek.co/wp-content/uploads/sites/3/2022/04/Tesla-gigafactory-Shanghai-main-hero.jpg/query-cXVhbGl0eT04MiZzdHJpcD1hbGwmdz0xNjAw"/></figure><p>Tesla’s domestic sales in China collapsed 45% year-over-year in January, falling to just 18,485 units — the automaker’s lowest monthly retail figure in the country since November 2022. The data, released today by the China Passenger Car Association (CPCA), paints a grim picture of Tesla’s demand in the world’s largest EV market.</p><p>The figure represents an 80% plunge from December’s record-high 93,843 domestic deliveries. While seasonal declines between December and January are normal in China, a 45% year-over-year drop is not.</p><span id="more-455317"></span><h2 id="h-the-wholesale-number-hides-the-problem">The wholesale number hides the problem</h2><p>Tesla and its supporters will point to the wholesale number, 69,129 units out of Giga Shanghai in January, up 9.3% year-over-year. That figure includes both domestic deliveries and exports. On the surface, it looks fine.</p><p>But the breakdown tells the real story. Of those 69,129 vehicles, 50,644 were shipped to export markets, the second-highest export month on record behind October 2022’s 54,504 units. Exports surged 71% year-over-year. Only 18,485 units actually went to Chinese customers.</p></div>

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<p>Tesla's sales in China plummeted 45% year-over-year in January, reaching just 18,485 units, the lowest since November 2022. This marks an 80% drop from December's peak of 93,843 deliveries. While the wholesale figure of 69,129 units appears stable, it includes 50,644 exports, indicating a significant decline in domestic demand. The data, released by the China Passenger Car Association, highlights concerns about Tesla's performance in the world's largest EV market.</p>

- Tesla's sales in China dropped 45% year-over-year in January, totaling 18,485 units, marking the lowest monthly retail figures since November 2022.  
- While wholesale numbers suggest a 9.3% increase year-over-year, with 69,129 units shipped from Giga Shanghai, a significant portion, 50,644 vehicles, were exported.  
- This situation highlights demand challenges within the Chinese market, as only 18,485 units were delivered to domestic customers during a month typically seeing seasonal declines.

Tesla (TSLA) sales in China crash 45% to lowest level in over three years