Tesla China sales are crashing as exports surge
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Tesla’s sales inside China fell 19% in the first half of 2026 compared to its peak in 2023, dropping to the lowest level in years, according to new data from the China Passenger Car Association (CPCA).
At the same time, exports out of Giga Shanghai surged 127%. Tesla’s China plant is increasingly building cars to ship somewhere else.
At the same time, exports out of Giga Shanghai surged 127%. Tesla’s China plant is increasingly building cars to ship somewhere else.
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