# Tesla China Sales EXPLODE: 85,982 Cars in a Single Month

## Метаданные

- **Канал:** The Electric Viking
- **YouTube:** https://www.youtube.com/watch?v=obOb0lD0Unk
- **Дата:** 06.06.2026
- **Длительность:** 9:52
- **Просмотры:** 15,276
- **Источник:** https://ekstraktznaniy.ru/video/52693

## Описание

Tesla China Sales EXPLODE: 85,982 Cars in a Single Month

Tesla has rebounded strongly in China, delivering 85,982 vehicles in a single month as demand for the refreshed Model Y and Model 3 continues to accelerate. The impressive sales surge highlights Tesla’s resilience in the world's largest EV market despite intense competition from domestic automakers.

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## Транскрипт

### Segment 1 (00:00 - 05:00) []

Tesla just had its strongest month of 2026 in China. In fact, one of its strongest months in its history. And the numbers tell a story of recovery that I think very few people saw coming. Let's be honest, did you see this coming? Probably not. I think when I claimed that this would potentially happen this year, I don't think many people actually thought it was real. I thought I was just being a Tesla fanboy, fair enough. But according to the China Passenger Car Association, Tesla's China wholesale volume hit 86,000 vehicles in May. That's the highest monthly figure so far this year. And it's up a, well, a pretty surprising 39. 5% compared to May of last year. And it's also up 8. 2% on April. So, these are the wholesale numbers, which means they include both cars sold in China and cars exported from Giga Shanghai, so Tesla's factory in China, to the rest of the world. The year-to-date picture is really interesting. Across the first 5 months of 2026, Tesla China has sold 300, or you might say moved, 378,900 vehicles, which is a 29. 4% increase on the same period last year. That underlines just how central the Shanghai plant has become. In fact, around 60% of Tesla's global sales this year have been from the Chinese car plant. One factory. Tesla has four factories around the world that make cars, and 60% of global sales came from just one of them, that factory in China. This is Tesla's highest volume factory anywhere on the planet, with an annual capacity of 950,000 cars, some say potentially over a million, effectively rolling one vehicle off the line every 40 seconds. I think this might be the fastest production for any car in the world, every 40 seconds. That's just remarkable. For context, Tesla's May result it didn't happen purely in isolation. On the Electric Viking website, I'll put a link in the description below. We have more articles about electric cars and battery technology than any other website that I'm aware of in the world. So, check that out. Link is in the description. And there you'll find our videos and analysis and articles about everything going on in the EV world. China's entire passenger new vehicle market hit 1. 36 million units in May up 12% year-on-year. So, the whole market is growing. And Tesla is riding that wave rather than fighting against it. But, it's remarkable, really, because even though that sounds positive, right? It sounds like EV sales in China have grown, they haven't grown very much. And the reason is because the entire car market in China has been shrinking this year. Now, how is Tesla pushing volume? In May, it rolled out a new financing product in China called Easy Loan. Aimed squarely at budget-conscious buyers. And to be honest, uh car companies are having to do this kind of stuff, uh adding promotions in this year in order to get sales just because the market is so competitive, so cutthroat. Under this 5-year plan, the minimum down payment is 8,200 US dollars. For a car that weighs around 1,760 kilos and has a lithium-ion phosphate battery, this is a pretty aggressive play to get cars people into showrooms. The reason it's an aggressive play to get people into showrooms is because well, it has to be. Tesla's rivals are selling cars at the same price as a Tesla or cheaper and often with much better specs. Uh not in terms of software, but in terms of everything else, charging speed, range, uh even luxury specs, etc. There's a software angle here, and that is that Tesla has quietly renamed its full self-driving suite to Tesla assisted driving on its website in China. However, more importantly than that, it's actually gotten that assisted driving or full self-driving approved in China and turned on. And this is a huge driver of sales and will be in Tesla for Tesla in China. The price for full self-driving in China is not cheap. You can actually buy the suite, unlike most other countries around the world where you can only rent it. It's $9,500. But a lot of people are opting for it. Here's where it gets interesting here, though, because China isn't the only place Tesla sales are surging. Look at Australia in May. Tesla delivered 6,433 vehicles, which was the highest monthly result recorded ever for Tesla in Australia. This beat the previous peak from March 2024, more than 2 years ago. The Model Y, 5,605 deliveries, was the best-selling vehicle in Australia

### Segment 2 (05:00 - 09:00) [5:00]

regardless of drive type, in May. And it was almost 1,200 units ahead of the Ford Ranger in second place. EVs hit a record 20% market share in Australia, up 112% year-on-year. That is a genuine milestone for Tesla. And then there's Europe, guys, where Tesla was supposedly dead and buried just 12 months ago. And yeah, I'm sure you saw it. There's thousands of articles talking about Tesla's doomsday scenario in Europe. Well, in May, registrations went vertical. France was up 655% to 5,450 cars. Tesla's best ever May in France, ever. Germany jumped 322% to 5,111. Portugal surged 350% to 1,463. Denmark 136% to 1,750. Spain 113% to 1,700. Norway 29% to 3,350. Tesla Model Y was the best-selling car in Norway as well. In fact, Tesla had 21% market share of the entire Norwegian car market. Sweden 71% to 858. Now, after the brand did take a hammering through 2025, it's showing a remarkable turnaround in Europe, and I don't think anyone really thought this would happen. Why is this happening? What do you guys think? I mean, there's a few potential reasons, but I'm curious to know why you think Tesla is bouncing back. Are the politics over? Are people kind of forgetting about that? Or is it something else? Put all this together, record month in China, record month in Australia, and roaring comeback across much of Europe, or in fact, most of Europe. The narrative that Tesla was in terminal decline is looking shakier by the month. There's no apologies, by the way. You know, people who get this stuff wrong. I have done a few apology videos on my channel, but you never see those kinds of articles or videos from anyone else. Very, very rare. Uh for example, Electric said Tesla was basically dead in Europe. No apologies, no kind of saying, "Yeah, we got that wrong one wrong. " It's just, "No, no, we got lots of clicks on that article. We rage baited people. " And it worked. So, don't allow Try not to allow these websites and these uh these places to rage bait you. It's better to just ignore them. Don't give them the clicks that they're trying to get. The Shanghai factory is firing. The refreshed Model Y is doing the heavy lifting. The Model Y L is a big part of that success, and that's why I actually think Tesla sales for the rest of this year won't go down. They won't be a blip. I think that actually this momentum will based on the Model Y L. It's the In most markets now, it's the best value three-row electric SUV. Now guys, for anyone watching EV adoption accelerate, May 2026 was one of the strongest data points we've seen all year, not just for Tesla, but for EV sales worldwide. And it suggests the back half of this year could be even better. We will hit record market share for EV sales worldwide this year, and we are well and truly past the tipping point. Now, in many countries worldwide, EVs are cheaper, or at least on parity on price with internal combustion cars. However, Tony Seba predicts, or did many years ago, and this prediction is on track to be correct, as are many of his predictions, that EVs will be cheaper than internal combustion cars by 2030, potentially even before then. And if that does, or when that happens, well, it's good night for internal combustion. Thanks for watching. Thinking about getting solar, a home battery, or an EV charger? Check out Australia's best free comparison tool because it could save you a lot of money, guys. Click on the link below in the description, and you can see how much you can save. Alternatively, give ReAmped a call. They are the guys who installed my battery and my home solar. I'll put a link to them as well in the description. Need expert advice on what car to buy, what solar system to get, what battery to get, or potentially for your business? You can get, guys, a one-on-one consultation directly with me. 60 minutes of tailored guidance. This might help you avoid making a huge mistake spending money when you shouldn't, or potentially save you a massive amount of money. Click the link in the description below because I can assist you, and why not? The link is in the description. —