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Tesla's China Sales Plummet as Competition Surges

11/25/2025

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Story summary
  • Tesla's October China sales fell to 26,006 units, a three-year low.
  • Its market share dropped from 8.7% to 3.2% amid aggressive competition from NIO, Li Auto, and Xiaomi.
  • Xiaomi's EV unit posted record sales and profitability.
  • Leapmotor is gaining traction with cost-effective models.
  • Tesla's revenue rose 12% to $28.10 billion while it faces challenges in Europe and must refresh its models to compete in China.