Earlier this month, it was revealed by the China Passenger Car Association (CPCA) that Tesla China was able to sell a total of 82,432 vehicles in November, an increase of 14.31% compared to October’s 72,11 units. The CPCA has now provided a breakdown of the EV maker’s wholesale figures for November, and they are quite encouraging.
Out of the 82,432 vehicles that were sold last month, 65,504 were delivered to Chinese customers. That’s a 4.82% year-on-year increase and a significant 128.83% jump from October. This increase in domestic sales also means that Tesla’s exports from China saw a significant decline last month, however. Tesla exported 16,928 vehicles last month, a decline of 61.08% from October.
China reported 65,504 @Tesla sales for November. ??
• Best second month of the quarter ever and +0.3% over the previous one. Best November ever.
• Second best quarter ever after second month of quarter and -3% vs. the same period last quarter
• Year-to-date +34% over same… pic.twitter.com/tNabMtUHbd— Roland Pircher (@piloly) December 8, 2023
Tesla’s rising domestic sales in November are not surprising, as the electric vehicle maker started deliveries of the upgraded Model 3, better known in EV circles as the Model 3 Highland, in late October. The upgraded Model 3 has been acclaimed by owners and reviewers alike, so demand for the vehicle appears to be quite healthy.
The majority of the vehicles sold in November were Model Y, with 58,433 units delivered, followed by the Model 3, with 23,999 units sold. This brings Tesla’s total sales in China for the January-November period to an impressive 527,859 vehicles, which represents a 32.68% year-over-year increase. Tesla China also exported 325,744 vehicles in January-November, an increase of 26.64% year-over-year, as per CNEV Post.
Tesla’s overall performance in the Chinese automotive segment remains impressive, especially considering the momentum of China’s New Energy Vehicle (NEV) market. For November, China’s retail sales of NEVs reached a record 841,000 units, as per the CPCA. Data from the CPCA also reveals that China saw 552,000 Battery Electric Vehicle (BEV) sales in November.
Considering Tesla China’s November results, the EV maker appears to have captured a market share of 7.79% of China’s overall NEV segment. That’s a significant increase from the company’s 3.73% NEV share in October. Tesla’s share of China’s BEV segment also saw a significant boost, rising from 5.78% in October to 11.87% in November.
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Tesla made a change to the Cybertruck, and nobody noticed. But to be fair, nobody could have, but it was revealed by the program’s lead engineer that it was aimed toward simplifying manufacturing through a minor change in casting.
After the Cybertruck was given a Top Safety Pick+ award by the Insurance Institute for Highway Safety (IIHS), for its reputation as the safest pickup on the market, some wondered what had changed about the vehicle.
Tesla makes changes to its vehicles routinely through Over-the-Air software updates, but aesthetic changes are relatively rare. Vehicles go through refreshes every few years, as the Model 3 and Model Y did earlier this year. However, the Cybertruck is one of the vehicles that has not changed much since its launch in late 2023, but it has gone through some minor changes.
Most recently, Wes Morrill, the Cybertruck program’s Lead Engineer, stated that the company had made a minor change to the casting of the all-electric pickup for manufacturing purposes. This change took place in April:
We made a minor change on the casting for manufacturability in April. Our Internal testing shows no difference in crash result but IIHS only officially tested the latest version
— Wes (@wmorrill3) December 17, 2025
The change is among the most subtle that can be made, but it makes a massive difference in manufacturing efficiency, build quality, and scalability.
Morrill revealed Tesla’s internal testing showed no difference in crash testing results performed by the IIHS.
The 2025 Cybertruck received stellar ratings in each of the required testing scenarios and categories. The Top Safety Pick+ award is only given if it excels in rigorous crash tests. This requires ‘Good’ ratings in updated small and moderate overlap front, side, roof, and head restraints.
Additionally, it must have advanced front crash prevention in both day and night. Most importantly, the vehicle must have a ‘Good’ or ‘Acceptable’ headlights standard on all trims, with the “+ ” specifically demanding the toughest new updated moderate overlap test that checks rear-seat passenger protection alongside driver safety.
Tesla has entered an interesting situation with its Full Self-Driving suite in California, as the State’s Department of Motor Vehicles had adopted an order for a suspension of the company’s sales license, but it immediately put it on hold.
The company has been granted a reprieve as the DMV is giving Tesla an opportunity to “remedy the situation.” After the suspension was recommended for 30 days as a penalty, the DMV said it would give Tesla 90 days to allow the company to come into compliance.
The DMV is accusing Tesla of misleading consumers by using words like Autopilot and Full Self-Driving on its advanced driver assistance (ADAS) features.
The State’s DMV Director, Steve Gordon, said that he hoped “Tesla will find a way to get these misleading statements corrected.” However, Tesla responded to the story on Tuesday, stating that this was a “consumer protection” order for the company using the term Autopilot.
It said “not one single customer came forward to say there’s a problem.” It added that “sales in California will continue uninterrupted.”
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
Tesla has used the terms Autopilot and Full Self-Driving for years, but has added the term “(Supervised)” to the end of the FSD suite, hoping to remedy some of the potential issues that regulators in various areas might have with the labeling of the program.
It might not be too long before Tesla stops catching flak for using the Full Self-Driving name to describe its platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi suite has continued to improve, and this week, vehicles were spotted in Austin without any occupants. CEO Elon Musk would later confirm that Tesla had started testing driverless rides in Austin, hoping to launch rides without any supervision by the end of the year.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Tesla made a change to the Cybertruck and nobody noticed
Tesla enters interesting situation with Full Self-Driving in California
