---
title: "Tesla (TSLA) sales in China crash 45% to lowest level in over three years"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/275767527.md"
description: "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."
datetime: "2026-02-12T13:59:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275767527.md)
  - [en](https://longbridge.com/en/news/275767527.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275767527.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/275767527.md) | [繁體中文](https://longbridge.com/zh-HK/news/275767527.md)


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

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.

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.

## The wholesale number hides the problem

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.

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.

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