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The best Chinese EV manufacturer is an American company: Tesla
The best Chinese EV manufacturer right now happens to be owned by an American company, Tesla. Tesla and America have a lot to be proud of.
During Tesla’s Q2 2022 earnings call yesterday, Tesla CEO Elon Musk complimented the Chinese competition but noted that the best Chinese EV manufacturer is Tesla China.
Elon Musk said that he had a lot of respect for China’s EV manufacturers. He also said that the best Chinese EV manufacturer for right now is Tesla China.
“They’re smart, they’re hardworking, and anybody that’s not as competitive as them will suffer a decline.”
“Right now the best Chinese EV manufacturer is actually Tesla China.”
Tesla China & Giga Shanghai Have A Unique History
In 2019, I wrote this article in CleanTechnica highlighting a video by Gali Filche (Hyperchange). Gali pointed out the uniqueness of Tesla’s Gigafactory Shanghai. In his video Gali said,
“Previous until now, every single car sold in China was built by a Chinese automotive manufacturer or built by a joint venture between a foreign auto company and a domestic partner,” says Gali.
“China is literally changing their policies to cater to Tesla to allow them to come into the region. … Why does China want Tesla instead of every other automaker? It’s because they have the tech.”
To spice up the uniqueness, let’s throw in a trade war between the U.S. and China. Gali said,
“As much as people say ‘Tesla is a fraud … how are they going to compete with foreign automakers? … Elon Musk is a horrible CEO he has high executive turnover’ I look at how the company has managed to navigate one of the most complex geopolitical scenarios in modern history and actually turn its incredible friction between its two biggest markets into a massive competitive advantage is brilliant management. It’s brilliant execution by Tesla, and it’s a reason why I love to be invested in this company,”
The fact that Tesla, an American company, is the leading EV manufacturer in China, a country that is leading the manufacturing of EVs, says a lot about Tesla’s innovation.
China Will Continue To Lead If Biden Continues To Put Politics Over EVs
President Biden has said time and again that China is leading the electric vehicle race. He’s also placed his focus on Ford, GM, and a few other automakers that have had nothing to do with electrifying the automotive industry.
Not only did he and his administration outwardly snub Tesla and Elon Musk, but the president seemed to put the needs of his political allies above those of his own goals regarding EVs. I’m referring to the United Auto Workers Union EV event that was held at the White House last year. According to the White House, Tesla was excluded because this was a union event.
When asked why the White House excluded Tesla from the event, Secretary Psaki said,
“We, of course, welcome the efforts of all automakers who recognize the potential of an electric vehicle future and support efforts that will help reach the president’s goal, and certainly, Tesla is one of those companies. Today, it’s the three largest employers of the United Auto Workers and the UAW president who will stand with President Biden as he announces his ambitious new target, but I would not expect this is the last time we talk about clean cars, the move toward electric vehicles, and we look forward to having a range of partners in that effort.”
When asked about Tesla being a non-union company, she said that these are the three largest employers of the United Auto Workers.
“Well, these are the three largest employers of the United Auto Workers, so I’ll let you draw your own conclusion.”
President Biden has then since acknowledged Tesla’s leadership in the EV space but the administration is still favoring the automakers who aren’t doing as much as Tesla in this space.
Politricks Aside, Tesla Continues To Lead
Tesla is continuing to lead as it pushes forward in its mission. Recently, there were at least 7,000 Tesla EVs spotted at Shanghai’s Luchao port. Tesla also announced in its Q2 2022 Shareholder Deck that Giga Shanghai is listed with an annual capacity of over 750,000 cars.
I’m sure that in Q3 we will see the results of Giga Texas, Giga Berlin the Fremont factory, and Giga Shanghai combined.
Disclaimer: Johnna is a partial Tesla shareholder with under 1 share currently. She plans on buying more and supports Tesla and its mission.
If you have a tip, feel free to send them to johnna@teslarati.com
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
Tesla celebrates 9 million vehicles produced globally
Tesla officially publishes Q4 2025 vehicle delivery consensus
