Registrations for Chinese electric vehicles (EVs) like BYD and SAIC’s MG brand dropped by 45% compared to June. The decline in Chinese EV registrations has been linked to the European Commission’s provisional tariffs on China-made EV imports.
On July 5, the EU Commission imposed provisional tariffs of up to nearly 38% on EV imports made in China, including those from foreign brands like Tesla and Volkswagen. The provisional rates are added to Europe’s 10% import duties.
Dataforce gathered data from 16 member states in the European Union (EU), revealing that the number of Chinese EV registrations dropped in July. SAIC’s MG brand saw a 20% sales drop last month compared to a year ago, and Polestar’s sales declined by 42% year over year.
BYD fared better than the rest. China’s biggest automaker increased its market share in the EU EV market to 8.5% in July, up from 7.4% earlier this year. BYD aims to beat Tesla and big EU automakers, like Volkswagen and Stellantis, in the European EV market. BYD received the lowest individual tariff rate of 17.4% compared to other Chinese automakers like Geely, which received a rate of 19.9%, and SAIC’s 37.6%.
According to independent auto analyst Matthias Schmidt, the sharp decline in Chinese EV registrations in July may be due to automakers trying to empty stockpiles in June before the Commission’s provisional tariffs took effect.
Earlier this month, China filed an appeal with the World Trade Organization (WTO) over the EU’s tariffs on EV imports made in China. China’s Commerce Ministry argued that the WTO filing was an attempt to “safeguard the development rights and interests of the electric vehicle industry and cooperation over the global green transformation.”
The European Commission’s provisional tariffs are expected to get full support from all 27 member states in the EU this November. The EU’s China-made EV import tariffs are significantly lower than those imposed by US President Biden in the United States.
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News
Tesla China insurance registrations hit Q3 high at 13,400 units
Year-to-date, Tesla’s China registrations are down 6.1% versus 2024 levels.
Tesla’s insurance registrations in China surged to 13,400 units for the week of August 4–10, the highest weekly total so far in the third quarter of 2025. The figure represents a 21.8% increase from the prior week’s 11,000 registrations, as per industry tracking data.
Industry watchers weigh in
Data shared by industry watcher @piloly shows the latest week’s results were 21.8% higher than the previous week, though still down 13.5% year-over-year. After six weeks of Q3 2025, Tesla’s China registrations are tracking 70.9% higher quarter-over-quarter compared to Q2, but remain 11.0% below the same period in Q3 2024. Year-to-date, Tesla’s China registrations are down 6.1% versus 2024 levels.
Tesla China does not release its weekly domestic sales figures, though the company’s overall performance in the country can be inferred through insurance registration data. Fortunately, these registrations are closely tracked by industry watchers as well as automakers such as Li Auto.
More momentum
The August performance so far indicates Tesla may be regaining some momentum after a slower start to the year. Tesla’s sales figures this year have generally lagged behind 2024, thanks in no small part to the company’s changeover to the new Model Y, which was implemented in the United States, China, and Germany.
Tesla China seems to be doing what it can to attract as many customers as possible this quarter. Tesla recently launched a new long-range Model 3 variant in China with a CLTC-rated range of 830 km, as noted in a CNEV Post report. Priced at RMB 269,500 ($37,490), the model is about 14.44% more expensive than the entry-level version and becomes the longest-range Tesla on sale in the market. Tesla is also expected to launch the six-seat Model Y L in China this fall.
Cybertruck
Tesla clears the air on Cybertruck ‘deactivation’ video that is obviously fake
Tesla has cleared the air on the viral video, stating it is fake.
Tesla has cleared the air regarding a video that has been circulating, where the owner claims his Cybertruck was “deactivated” by the company while he was driving.
The video was shared on X and showed a driver pulled over on the side of the road, claiming his Cybertruck had been deactivated by Tesla in the middle of traffic. It is very obviously fake to those who know the company, but these kinds of things have a tendency to pick up steam.
This video is going viral of a Cybertruck “de-activated” in the middle of the road. What’s wild is a lot of people are believing it. People’s hate for Tesla and Elon Musk seems to shadow their critical thinking skills.
It’s likely a YouTube video or something just playing on… pic.twitter.com/HJr00Umjbu
— Jeremy Judkins (@jeremyjudkins_) August 11, 2025
The video shows a screen that says:
“Tesla Cybertruck De-Activated. Critical Issue Detected | Contact Customer Service, Comply with Cease & Desist to Re-Activate. Update Failed, Return to Dealer.”
The same person who posted the video also shared an image of what appears to be a Cease and Desist letter from Tesla, but it is also likely fake:
He also claims Tesla sent him a cease and desist letter because he made a song titled Cybertruck or something like that.
That’s why the error message in the video mentions a cease and desist. 🤣 pic.twitter.com/1zdtGApEfj
— Jeremy Judkins (@jeremyjudkins_) August 11, 2025
The company finally responded to the video on Monday afternoon, stating that the video is, in fact, fake, reiterating that it will not disable vehicles remotely for any reason.
This is fake – that’s not our screen.
Tesla does NOT disable vehicles remotely. https://t.co/QFOLG74AJI
— Tesla (@Tesla) August 11, 2025
It is a shame that these types of things happen, especially as people are prone to believe anything they see on the internet. As there is so much misinformation circulating surrounding Tesla and its CEO Elon Musk, it is no surprise that someone would leverage the situation for their own benefit.
If that Cease and Desist letter is not real, perhaps the next one might be. These types of things can truly cause damage to a company’s reputation, and someone getting an idea that Tesla would remotely deactivate a car could prevent them from buying one.
Elon Musk
Elon Musk is stepping up for Tesla Service in a big way
Elon Musk has stepped up to resolve a handful of customer issues regarding vehicle service.
Elon Musk is stepping up to help customers in a big way, especially when they are having issues with Tesla’s Service.
Perhaps one of the biggest advantages Tesla owners have is access to Musk through X, his social media platform. Over the years, we’ve seen Tesla add features, refine its cars’ performance, and more, all through asking Musk directly through a post.
Now, Musk is stepping up in another way by resolving a few Service complaints that customers had.
The first occurred last week when a recall on a Tesla battery was not honored by Service. The company sought $30,000 for a replacement and labor, which was not right. Musk responded that he would personally investigate the matter. The vehicle was fixed at no cost as it was a recall, and was ready for pickup the next day.
A Tesla story in four parts. 👏
Pretty nuts that the user in that second post is the CEO of a trillion-dollar company. pic.twitter.com/5VhXLka5s8
— TESLARATI (@Teslarati) August 8, 2025
It also revealed a new strategy Tesla is using to combat service communication issues:
Tesla creates clever solution to simplify and improve its Service
The next occurred with a Cybertruck owner who was in Japan. Their car was parked at an airport in the U.S. and had lost a vast majority of its state of charge, leaving them just fifty miles of range at the time.
Musk reached out to the owner and said Service will take care of the car and will investigate the cause of the battery drain:
This is strange. Tesla service will take care of your car and we will find out why this happened and fix it.
— Elon Musk (@elonmusk) August 8, 2025
There are not too many companies out there where the CEO will get involved with individual issues like these. It’s pretty exclusive to Tesla, as Musk has commonly stepped up to resolve complaints with vehicles or to confront features that some owners might find useful.
Service has been a weak point of the company for some time, but it has worked to refine and resolve customer complaints by building more Service Centers across the world that can handle these issues.
Tesla China insurance registrations hit Q3 high at 13,400 units
Tesla clears the air on Cybertruck ‘deactivation’ video that is obviously fake
Elon Musk is stepping up for Tesla Service in a big way
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