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China’s EV market hits its stride with 1-in-3 sales being electrified

GM's Wuling HongGuang Mini EV. (Credit: SAIC-GM-Wuling)

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Chinese electric vehicle sales have hit 31 percent of the overall market, with 25 percent being pure EVs, a substantial growth year-over-year.

According to a report by CleanTechnica, sales of electrified vehicles in May hit 31 percent of the overall market with 25 percent being fully electric vehicles. In raw numbers, over 403,000 new electrified vehicles hit the Chinese market in May, growing 109 percent compared to the same month in 2021.

Unfortunately, all-electric vehicles are not the fastest-growing subcategory of electric vehicles, as PHEVs seem to be growing at the fastest rate: 187 percent compared to the same time last year. Meanwhile, fully-electric car sales grew by 91 percent. With these sales numbers, pure EVs now account for 20 percent of new car sales in China in 2022, and electrified vehicles overall account for 25 percent. The report points out that this could mean that the majority of Chinese vehicle sales could be electric by 2025.

Tesla China roars back with 212% month-over-month production increase in May

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The growth of EV sales in China is unlike sales trends in the rest of the world, adoption is happening significantly faster. It seems as though the appetite for electric vehicles in China has been uninhibited despite many roadblocks, which include COVID lockdown measures in the country, supply chain shortages, and even a Chinese government-imposed license plate lottery system that limits how many license plates are issued every year.

In even more defiance to trends seen here in the U.S., the vast majority of the EVs that were sold were affordable. The top spot, as expected by anyone who has watched the Chinese market, was the Wuling HongGuang Mini EV, a cheap and practical EV made by none other than a joint venture with General Motors (the company that sold 26 EVs in the US Q4 2021), SAIC Motors, and Liuzhou Wuling Motors.

Even with information on Chinese cars being inaccurate at times, looking at each of the top 10 most sold vehicles, only 3 had a base price over 30,000 USD, with the majority being sold in the low 20,000 dollar range or even as low as 4,000 (the Wuling Mini EV). This should give hope to many consumers outside of China that it may be possible for low-cost EVs to expand to outside of China.

What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

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Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Tesla exec: Preparations underway but no firm timeline yet for FSD rollout in China

The information was related by Tesla China Vice President Grace Tao in a comment to local media.

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Credit: Grok Imagine

Tesla has not set a specific launch date for Full Self-Driving in China, despite the company’s ongoing preparations for a local FSD rollout. 

The information was related by Tesla China Vice President Grace Tao in a comment to local media.

Tesla China prepares FSD infrastructure

Speaking in a recent media interview, the executive confirmed that Tesla has established a local training center in China to support the full adaptation of FSD to domestic driving conditions, as noted in a report from Sina News. However, she also noted that the company does not have a specific date when FSD will officially roll out in China.

“We have set up a local training center in China specifically to handle this adaptation,” Tao said. “Once officially released, it will demonstrate a level of performance that is no less than, and may even surpass, that of local drivers.”

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Tao also emphasized the rapid accumulation of data by Tesla’s FSD system, with the executive highlighting that Full Self-Driving has now accumulated more than 7.5 billion miles of real-world driving data worldwide.

Possible 2026 rollout

The Tesla executive’s comments come amidst Elon Musk’s previous comments suggesting that regulatory approval in China could arrive sometime this 2026. During Tesla’s annual shareholder meeting in November 2025, Musk clarified that FSD had only received “partial approval” in China, though full authorization could potentially arrive around February or March 2026.

Musk reiterated that timeline at the World Economic Forum in Davos, when he stated that FSD approval in China could come as early as February.

Tesla’s latest FSD software, version 14, is already being tested in more advanced deployments in the United States. The company has also started the rollout of its fully unsupervised Robotaxis in Austin, Texas, which no longer feature safety monitors.

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Tesla Semi lines up for $165M in California incentives ahead of mass production

The update was initially reported by The Los Angeles Times.

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Credit: @HinrichsZane/X

Tesla is reportedly positioned to receive roughly $165 million in California clean-truck incentives for its Semi.

The update was initially reported by The Los Angeles Times.

As per the Times, the Tesla Semi’s funding will come from California’s Hybrid and Zero-Emission Truck and Bus Incentive Project (HVIP), which was designed to accelerate the adoption of cleaner medium- and heavy-duty vehicles. Since its launch in 2009, the HVIP has distributed more than $1.6 billion to support zero-emission trucks and buses across the state.

In recent funding rounds, nearly 1,000 HVIP vouchers were provisionally reserved for the Tesla Semi, giving Tesla a far larger share of available funding than any other automaker. An analysis by the Times found that even after revisions to public data, Tesla still accounts for about $165 million in incentives. The next-largest recipient, Canadian bus manufacturer New Flyer, received roughly $68 million.

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This is quite unsurprising, however, considering that the Tesla Semi does not have a lot of competition in the zero-emissions trucking segment.

To qualify for HVIP funding, vehicles must be approved by the California Air Resources Board and listed in the program catalog, as noted in an electrive report. When the Tesla Semi voucher applications were submitted, public certification records only showed eligibility for the 2024 model year, with later model years not yet listed.

State officials have stated that certification details often involve confidential business information and that funding will only be paid once vehicles are fully approved and delivered. Still, the first-come, first-served nature of HVIP means large voucher reservations can effectively crowd out competing electric trucks. Incentive amounts for the Semi reportedly ranged from about $84,000 to as much as $351,000 per vehicle after data adjustments. 

Unveiled in 2017, the Tesla Semi has seen limited deliveries so far, though CEO Elon Musk has recently reiterated that the Class 8 all-electric truck will enter mass production this year.

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Tesla reveals major info about the Semi as it heads toward ‘mass production’

Some information, like trim levels and their specs were not revealed by Tesla, but now that the Semi is headed toward mass production this year, the company finally revealed those specifics.

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Credit: Tesla

Tesla has revealed some major information about the all-electric Semi as it heads toward “mass production,” according to CEO Elon Musk.

The Semi has been working toward a wider production phase after several years of development, pilot programs, and the construction of a dedicated production facility that is specifically catered to the manufacturing of the vehicle.

However, some information, like trim levels and their specs were not revealed by Tesla, but now that the Semi is headed toward mass production this year, the company finally revealed those specifics.

Tesla Semi undergoes major redesign as dedicated factory preps for deliveries

Tesla plans to build a Standard Range and Long Range Trim level of the Semi, and while the range is noted in the company’s newly-released spec list, there is no indication of what battery size will be equipped by them. However, there is a notable weight difference between the two of roughly 3,000 lbs, and the Long Range configuration has a lightning-fast peak charging speed of 1.2 MW.

This information is not available for the Standard Range quite yet.

The spec list is as follows:

  • Standard Range:
    • 325 miles of range (at 82,000 lbs gross combination weight
    • Curb Weight: <20,000
    •  Energy Consumption: 1.7 kWh per mile
    • Powertrain: 3 independent motors on rear axles
    • Charging: Up to 60% of range in 30 minutes
    • Charge Type: MCS 3.2
    • Drive Power: Up to 800 kW
    • ePTO (Electric Power Take Off): Up to 25 kW
  • Long Range:
    • Range: 500 miles (at 82,000 lbs gross combination weight)
    • Curb Weight: 23,000 lbs
    • Energy Consumption: 1.7 kWh per mile
    • Powertrain: 3 independent motors on rear axles
    • Charging: Up to 60% of range in 30 minutes
    • Charge Type: MCS 3.2
    • Peak charging speed: 1.2MW (1,200kW)
    • Drive Power: Up to 800 kW
    • ePTO (Electric Power Take Off): Up to 25 kW

It is important to keep in mind that the Semi is currently spec’d for local runs, and Tesla has not yet released or developed a sleeper cabin that would be more suitable for longer trips, cross-country hauls, and overnight travel.

Tesla Semi sleeper section and large side storage teased in new video

Instead, the vehicle will be initially used for regional deliveries, as it has in the pilot programs for Pepsi Co. and Frito-Lay for the past several years.

It will enter mass production this year, Musk confirmed on X over the weekend.

Now that the company’s dedicated Semi production facility in Sparks, Nevada, is standing, the timeline seems much more realistic as the vehicle has had its mass manufacturing date adjusted on several occasions.

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