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Tesla China sees 18,600 new vehicle registrations as Q4 enters final month
Tesla China saw 18,600 new vehicle registrations in the week of November 25 to December 1, 2024. The numbers represent an 11.38% increase from the 16,700 insurance registrations that were reported in the week ending November 24, 2024.
Tesla does not report its weekly sales figures in China, though a general idea of the electric vehicle maker’s performance in the domestic automotive market can be inferred through new vehicle registrations. Fortunately, these registrations are tracked closely and shared by industry watchers, as well as automakers like Li Auto.
In China, 18.6k Tesla insurance registrations were reported for the week of November 25 to 30. ??
The quarter is +5.8% QoQ, +14.2% YoY. YTD is at +7.1% YoY. Seconnd highest week this year. Highest 9th week of the quarter ever. Highest week of the quarter. pic.twitter.com/aYh25CGEIg— Roland Pircher (@piloly) December 3, 2024
And as per data from China, Tesla saw 18,600 new vehicle registrations in the week ending December 1, 2024. It should be noted that these results represent Tesla China’s second-highest new vehicle registrations this year. They also mean that Tesla’s year-to-date registrations for 2024 are now up 7.1% year-over-year. This is a remarkable achievement for Tesla China, considering that until the third quarter, 2024’s registrations were lagging behind 2023’s numbers.
Tesla China had a strong November when it came to new vehicle registrations. The company saw 15,700 insurance registrations in the week ending November 3; 17,300 registrations in the week ending November 10; 17,100 new vehicle registrations in the week ending November 17; and 16,700 insurance registrations in the week ending November 24, 2024. If Tesla China maintains this momentum, it would not be surprising if the company’s new vehicle registrations become even higher this December 2024.
$TSLA ??
BREAKING: Tesla China insured units
< Nov~Dec 2024 >
4-10 : 17,300
11-17 : 17,100
18-24 : 16,700
25-(10) : 18,600
How a Cool! pic.twitter.com/4Hx4P7bxyW— Tsla Chan (@Tslachan) December 3, 2024
Tesla China assertively rolled out programs to encourage domestic vehicle sales in November. These include a rather rare RMB 10,000 discount for select variants of the Tesla Model Y, as well as an extension of its popular five-year zero-interest loan offer for both the Tesla Model 3 and Model Y. The reaction of domestic car buyers to Tesla China’s sales initiatives in November seemed positive, as hinted at in videos and images showing delivery centers being busy with crowds of customers over the month.


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Tesla Semi factory looks almost complete during Thanksgiving weekend
Based on recent drone videos, the Tesla Semi factory looks practically ready to start operations.
It appears that the Tesla Semi factory near Giga Nevada is already hard at work preparing for the initial production of the Class 8 all-electric truck. This was, at least, hinted at in a recent drone flyover of the facility from a longtime watcher.
The Tesla Semi factory after Thanksgiving
Drone operator and Tesla Semi advocate @HinrichsZane recently shared some footage he captured of the upcoming facility during the Thanksgiving weekend. Based on his video, it appears that Tesla gave its employees in the area the weekend off. One thing is evident from the video, however, and that is the fact that the Tesla Semi factory looks practically ready to start operations.
The Tesla Semi watcher did point out that the electric vehicle maker is still busy bringing in production equipment into the facility itself. Once these are installed, it would not be surprising if initial production of the Tesla Semi begins.
A new Tesla Semi
The upcoming completion of the Tesla Semi factory near Gigafactory Nevada seems all but inevitable in the coming months. What would be especially interesting, however, would be the vehicles that would be produced on the site. During Elon Musk’s presentation at the 2025 Annual Shareholder Meeting, a glimpse of the production Tesla Semi was shown, and it looks quite a bit different than the Class 8 all-electric truck’s classic appearance.
As could be seen in the graphic from the CEO’s presentation, the updated Tesla Semi will feature slim lightbar headlights similar to the new Tesla Model Y, Cybertruck, and the Cybercab. Tesla also teased a number of aerodynamic improvements that increased the truck’s efficiency to 1.7 kWh per mile. Extended camera units, seemingly for FSD, could also be seen in the graphic.
News
Tesla scores major hire as Apple scientist moves to Optimus team
Chen, who advanced from individual contributor to technical lead during his time at Apple, noted that he was blown away by Tesla’s efforts and synergy.
Former Apple research scientist Yilun Chen has left the tech giant to join Tesla’s Optimus AI team. Chen, who advanced from individual contributor to technical lead during his time at Apple, noted that he was blown away by Tesla’s efforts and synergy.
Apple veteran closes a major chapter
In a farewell note, Yilun Chen reflected on his tenure at Apple as a period defined by rapid growth and exposure to notable internal projects, some of which remain unreleased. His roles spanned engineering, research, early product incubation, and hands-on prototyping, allowing him to build expertise across both mature and emerging teams.
Chen credited mentors, colleagues, and cross-functional collaborators for shaping his trajectory, calling the experience unforgettable and emphasizing how each team taught him different lessons about scaling technology, guiding product vision, and navigating fast-moving research environments. “Each role has offered me invaluable unique lessons… My deepest gratitude goes to my colleagues, mentors and friends,” he wrote.
Tesla’s Optimus lab secured the hire
Chen said the move to Tesla was driven by the momentum surrounding Optimus, a humanoid robot powered by LLM-driven reasoning and Physical AI. After visiting Tesla’s Optimus lab, he admitted that he was “totally blown away by the scale and sophistication of the Optimus lab and deep dedication of people when I got to visit the office.”
His first week at Tesla, he noted, involved spontaneous deep-tech discussions, a flat team structure, rapid prototyping cycles, and what he called a “crazy ideas with super-fast iterations” culture. Chen emphasized that the team’s ambition, as well as its belief that humanoid robots are now within reach, creates an energy level that feels aimed at changing the world.
“You can feel the energy to change the world here,” he wrote in a post on social media.
Elon Musk
Elon Musk gives nod to SpaceX’s massive, previously impossible feat
It was the booster’s 30th flight, a scenario that seemed impossible before SpaceX became a dominant force in spaceflight.
Elon Musk gave a nod to one of SpaceX’s most underrated feats today. Following the successful launch of the Transporter-15 mission, SpaceX seamlessly landed another Falcon 9 booster on a droneship in the middle of the ocean.
It was the booster’s 30th flight, a scenario that seemed impossible before SpaceX became a dominant force in spaceflight.
Elon Musk celebrates a veteran Falcon 9 booster’s feat
SpaceX completed another major milestone for its Smallsat Rideshare program on Friday, successfully launching and deploying 140 spacecraft aboard a Falcon 9 from Vandenberg Space Force Base. The mission, known as Transporter-15, lifted off two days later than planned after a scrub attributed to a ground systems issue, according to SpaceFlight Now. SpaceX confirmed that all payloads designed to separate from the rocket were deployed as planned.
The Falcon 9 used for this flight was booster B1071, one of SpaceX’s most heavily flown rockets. With its 30th mission completed, it becomes the second booster in SpaceX’s fleet to reach that milestone. B1071’s manifest includes five National Reconnaissance Office missions, NASA’s SWOT satellite, and several previous rideshare deployments, among others. Elon Musk celebrated the milestone on X, writing “30 flights of the same rocket!” in his post.
Skeptics once dismissed reusability as unfeasible
While rocket landings are routine for SpaceX today, that was not always the case. Industry veterans previously questioned whether reusable rockets could ever achieve meaningful cost savings or operational reliability, often citing the Space Shuttle’s partial reusability as evidence of failure.
In 2016, Orbital ATK’s Ben Goldberg argued during a panel that even if rockets could be reusable, they do not make a lot of sense. He took issue with Elon Musk’s claims at the time, Ars Technica reported, particularly when the SpaceX founder stated that fuel costs account for just a fraction of launch costs.
Goldberg noted that at most, studies showed only a 30% cost reduction for low-Earth orbit missions by using a reusable rocket. “You’re not going to get 100-fold. These numbers aren’t going to change by an order of magnitude. They’re just not. That’s the state of where we are today,” he said.
Former NASA official Dan Dumbacher, who oversaw the Space Launch System, expressed similar doubts in 2014, implying that if NASA couldn’t make full reusability viable, private firms like SpaceX faced steep odds.
