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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.
Elon Musk
Tesla bull sees odds rising of Tesla merger after Musk confirms SpaceX-xAI deal
Dan Ives of Wedbush Securities wrote on Tuesday that there is a growing chance Tesla could be merged in some form with SpaceX and xAI over the next 12 to 18 months.
A prominent Tesla (NASDAQ:TSLA) bull has stated that the odds are rising that Tesla could eventually merge with SpaceX and xAI, following Elon Musk’s confirmation that the private space company has combined with his artificial intelligence startup.
Dan Ives of Wedbush Securities wrote on Tuesday that there is a growing chance Tesla could be merged in some form with SpaceX and xAI over the next 12 to 18 months.
“In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together…..and Musk will look to combine forces,” Ives wrote in a post on X.
Ives’ comments followed confirmation from Elon Musk late Monday that SpaceX has merged with xAI. Musk stated that the merger creates a vertically integrated platform that combines AI, rockets, satellite internet, communications, and real-time data.
In a post on SpaceX’s official website, Elon Musk added that the combined company is aimed at enabling space-based AI compute, stating that within two to three years, space could become the lowest-cost environment for generating AI processing power. The transaction reportedly values the combined SpaceX-xAI entity at roughly $1.25 trillion.
Tesla, for its part, has already increased its exposure to xAI, announcing a $2 billion investment in the startup last week in its Q4 and FY 2025 update letter.
While merger speculation has intensified, notable complications could emerge if SpaceX/xAI does merge with Tesla, as noted in a report from Investors Business Daily.
SpaceX holds major U.S. government contracts, including with the Department of Defense and NASA, and xAI’s Grok is being used by the U.S. Department of War. Tesla, for its part, maintains extensive operations in China through Gigafactory Shanghai and its Megapack facility.
Elon Musk
Elon Musk and xAI donate generators to TN amid historic power outages
The donation comes as thousands of households have gone days without electricity amid freezing temperatures.
Elon Musk has donated hundreds of generators to Tennessee residents still without power following a historic winter storm, as per an update from Governor Bill Lee.
The donation comes as thousands of households have gone days without electricity amid freezing temperatures.
Musk donates generators
As noted in a report from WSMV4, the historic storm that hit Tennessee resulted in hundreds of thousands of residents experiencing a power outage at the end of January. Thousands are still living without power or heat in freezing temperatures for up to nine days.
As per TN Gov. Bill Lee in a post on X, Elon Musk and xAI have donated hundreds of generators to assist residents in affected areas. “Tennesseans without power need immediate help. I’m deeply grateful to @elonmusk & @xAI for going above & beyond to support Tennesseans by donating hundreds of generators to fill the gap, & I value their continued partnership to solve problems & support communities across our state,” he wrote in his post.
Tennessee officials have stated that recovery efforts remain ongoing as crews work to restore power and address damage caused by the winter storm. The generators are expected to provide temporary relief for residents facing power outages during freezing conditions.
Tesla Powerwalls may follow
Musk publicly responded to the governor’s post while hinting that additional help may be on the way. This time, the additional support would be coming from Musk’s electric vehicle company, Tesla.
“You’re most welcome. We’re working on providing Tesla Powerwalls too,” Musk wrote in his response to the official.
Even before Elon Musk’s comment, Tesla had already extended help to affected customers in Mississippi and Tennessee. In a post on X, the official Tesla Charging account noted that all Superchargers in the two states are online, and free Supercharging has been enabled to help those in areas that are affected by persistent power outages.
These include Grenada, Tupelo, Corinth, Southhaven, and Horn Lake in Mississippi and several Supercharging sites in Memphis, Tennessee.
News
Tesla-inspired door handles prohibited under China’s new safety standard
The rule effectively ends a design trend pioneered by Tesla and widely adopted across China’s electric vehicle market.
China will ban hidden door handles on electric vehicles starting 2027 under a new national safety standard, forcing automakers to equip their cars with mechanical exterior and interior handles.
The rule effectively ends a design trend pioneered by Tesla and widely adopted across China’s electric vehicle market.
China bans hidden door handles
China’s Ministry of Industry and Information Technology (MIIT) noted that the new mandatory national auto safety standard on EV door handles will take effect on January 1, 2027. For models that have already received approval and are scheduled for launch, automakers will be allowed to complete required design changes by January 2029.
Under the new rules, exterior door handles must remain operable even in scenarios involving irreversible restraint system failures or thermal runaway incidents in the battery pack. Doors must also be capable of opening even if the vehicle loses electrical power. Interior doors must include at least one independent mechanical release handle per door as well.
Safety concerns drive rollback
Hidden and electrically actuated door handles have become mainstream in recent years as EV makers pursued cleaner styling and improved aerodynamics. Tesla pioneered the hidden handle design, and it was adopted by most Chinese EV manufacturers in either fully hidden or semi-hidden forms, as noted in a CNEV Post report. Today, about 60% of top-selling EVs in China use the design.
Chinese regulators have stated that the designs pose safety risks, particularly in crashes or power failures where doors may not open from the inside or outside. Authorities cited multiple fatal incidents in which occupants or rescuers were unable to open vehicle doors after collisions.
One high-profile case occurred last October, when a Xiaomi SU7, a vehicle designed to be a competitor to the Tesla Model 3, caught fire following a crash in Chengdu in southwest China. The driver died after bystanders were unable to open the doors. The incident sparked intense scrutiny over the SU7’s Tesla-inspired door handles.
Tesla bull sees odds rising of Tesla merger after Musk confirms SpaceX-xAI deal
Elon Musk and xAI donate generators to TN amid historic power outages
