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Tesla’s Back in Beast Mode in China—And the New Model Y Is Leading the Charge


Table showing Tesla China insured units for 2025 with data for January to March. Weeks and units listed. Source: [@Tslachan on X].

Tesla China The Numbers Don't Lie


You know how some people think Tesla's losing steam in China? Yeah… no. Not even close.


Last week—March 17 through 23, 2025—Tesla hit a massive spike in vehicle insurance registrations over there. We’re talking 17,400 units. In seven days. That’s not just “good for this year,” it’s literally the best weekly number they’ve put up all year. And it wasn’t some fluke either. The MVP of that stat sheet? The refreshed Model Y, which moved around 10,600 units all by itself.


Let that sink in. Over ten thousand Model Ys in one week. In China. While some folks are still busy writing thinkpieces about Tesla “cooling off.”


Why the Hype? It’s the Model Y Glow-Up


So what’s going on here? Basically, Tesla dropped a glow-up version of the Model Y, and the market went nuts. It’s now the best-selling premium electric SUV in its price range across China. Not second. Not “one of the top performers.” Best-selling.


And here’s the kicker—this all happened right after a temporary production slowdown from the model refresh. Which, let’s be honest, gave Tesla haters a brief moment to exhale like “See? The end is near!” Nah, bro. That little dip? It was just the inhale before the punch. They’re already back swinging—and harder.


Brand Loyalty Hits Different in China


Honestly, this is classic Tesla. People always underestimate how ridiculously loyal the fanbase is, especially in places like China where EVs aren’t just cool—they’re the status symbol. And when Tesla rolls out a new version of the Model Y that looks better, drives better, and is priced to knock out the competition? Of course it flies off the shelves. Or, I guess… out of the factory.


Everyone Else? Still Playing Catch-Up


What’s wild is that while everyone else is scrambling to cut prices, throw in free chargers, or partner up with local giants just to keep their heads above water, Tesla just—refreshes a car, pauses production for a beat, and comes back stronger than ever.


Oh, and this isn’t some flash-in-the-pan bounce. Sales are already beating last year’s numbers. Which is bonkers, considering where everyone thought the market was headed a few months ago. There's no “comeback” here. Tesla never left.


Don’t Blink—Things Are Moving Fast


If anything, this is the part where you start wondering if every other EV maker in China just woke up in a cold sweat. Because if Tesla can pause the game, patch a few things, and then casually drop their best sales week of the year? Imagine what’s next.


Bottom line? The Model Y isn’t just back. It’s bullying the competition. And China? Still very much in love with Elon’s electric empire.


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