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Op-Ed: How the new Tesla Model Y became China’s best-selling car in March
With just a few weeks’ worth of local deliveries, the new Tesla Model Y saw enough consumer interest in China to make it a best-seller.
Recent news from China has revealed that the country’s best-selling car in March 2025 is also one of its newest. Despite deliveries in the country being ongoing for only a few weeks, the new Tesla Model Y ended March as the country’s best-selling vehicle.
In this article, we explore how the new Model Y was able to accomplish this feat despite its recent deliveries, as well as the reasons why the all-electric crossover was able to beat rivals from Chinese New Energy Vehicle (NEV) giant BYD.
The New Model Y’s Domination
Rankings from China last month indicate that Tesla was able to sell 43,370 new Model Y units in March 2025. This was despite the revamped all-electric crossover only starting domestic deliveries in late February. This means with just a few weeks’ worth of local deliveries, the new Model Y saw enough consumer interest to make it a best-seller.
A BYD Comparison
Skeptics might find it difficult to rationalize how a vehicle that sold 43,370 units became China’s best-selling car in March, especially since local automaker BYD sold far more new energy vehicles during the month. As per BYD, it sold a total of 395,091 units in March, though this is comprised of battery electric vehicles, plug-in hybrids, and commercial vehicles across its multiple brands.
As noted in a CNEV Post report, BYD’s top seller in March 2025 was its Song family of vehicles, which sold 96,087 units. The Song family is comprised of the Song L EV, Song L DM-i, and Song Pro DM-i of the Dynasty series, as well as the Song Plus EV and Song Plus DM-i of the Ocean series.
BYD’s second-best-selling vehicle is the Qin family, which sold 58,383 units in March. The Qin family includes the Qin Plus DM-i, Qin Plus EV, and the Qin L EV. In third place is the Seal family, which sold 44,563 units during the month. The BYD Seal family is comprised of vehicles like the Seal sedan, Seal 06 GT hatchback, Seal 07 DM-i, Seal 06 DM-i, and Seal U SUV.
Advantages of a Limited Lineup
Looking at BYD’s results in March, it is difficult not to be impressed by the Chinese automaker’s numbers. However, due to BYD’s immense vehicle lineup, such as the Song family comprising several models, each model’s raw sales numbers were lower than the new Model Y’s 43,370 units in March.
This is quite the advantage for Tesla’s lineup. Since Gigafactory Shanghai only produces the Model 3 and Model Y, the domestic sales of both vehicles are very concentrated. This may also be one of the reasons why the new Model Y’s sales in March proved enough to make the vehicle into China’s best-selling car, even if Giga Shanghai is still ramping its production of the all-electric crossover.
Just a Good Car
While Elon Musk’s political nature and close ties with U.S. President Donald Trump may play some role in Tesla’s sales in the United States and Europe, his political views may not be a factor at all for a good number of car buyers in China, which also happens to be the world’s largest electric vehicle market.
In China, at least, it appears that the Model Y is a popular choice for consumers simply because it is a vehicle that presents excellent value for its price. That’s a difficult combination to beat, even for BYD, which is currently China’s undisputed king of the NEV market.
News
Tesla drops big hints ahead of Semi handover event
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
News
Tesla App now shows you what your Supercharger will look like upon arrival
The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.
Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.
It will even show you which specific Tesla model is charging at each occupied stall.
You can now see Live Site Maps in the latest Tesla app (4.61.0.) pic.twitter.com/JIL8QzR8hu
— Zack (@BLKMDL3) September 18, 2026
This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.
The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.
Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.
You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.
Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.