Data released by the China Passenger Car Association (CPCA) has revealed the details of Tesla’s January 2024 results. Last month, Tesla China’s wholesale figures were listed at 71,447 vehicles, which included cars that were sold in the domestic market and exported abroad.
Out of the 71,447 total vehicles that Tesla China sold last month, 31,556 units were exported abroad, as per recent CPCA data. This was down 19.5% from the 39,208 vehicles that were exported from Giga Shanghai in January 2023, but up 72.2% from December 2023.
Tesla China sold 39,891 vehicles in the domestic Chinese market in January 2024. This is quite an interesting result, as it represents a 48.6% year-over-year improvement from the 26,843 units that were sold in the domestic Chinese market in January 2023. It also represents the best January for Tesla China’s domestic sales to date.
$TSLA ??
Tesla China registered 39,891 vehicles in domestic(retail) demand in January.
– Export : 31,556
– Model Y : 41,873 (YoY +2.4%)
– Model 3 : 29,574 (YoY +17.6%) pic.twitter.com/x05WE5q8rO— Tsla Chan (@Tslachan) February 8, 2024
Tesla China’s domestic sales in January 2024 are quite encouraging, especially since the electric vehicle maker tends to prioritize exports earlier in the first weeks of a quarter. The company’s strong local deliveries in January suggest that the demand for the Giga Shanghai-made Model 3 sedan and Model Y crossover among local consumers is quite substantial.
The CPCA also provided a breakdown of Tesla China’s sales last month. From the 71,447 vehicles that were sold domestically and exported abroad, 41,873 were Model Y and 29,574 were Model 3, as per the CPCA. This suggests that until last month, sales from Giga Shanghai were still heavily skewed towards the best-selling all-electric crossover.
China reported 39,891 @Tesla sales for January. ??
• Second best first month of the quarter ever and +39% vs. the previous one
• Best January ever
• Year-to-date +49% over same period last year
• Year-to-date is 7% or 0.8/12 of last year's total
Souce: @Tslachan pic.twitter.com/kFHZPccrcU— Roland Pircher (@piloly) February 8, 2024
China’s domestic sales of passenger New Energy Vehicles (NEVs), which include both battery electric cars and plug-in hybrid vehicles, were around 668,000 units in January 2024. This means that Tesla China held a 5.97% share of the domestic NEV market in January. For comparison, Tesla China held an 8.02% share of the country’s NEV market in December 2023, as noted in a CNEV Post report.
Tesla China’s share in the country’s BEV segment, however, was more notable in January 2024. China saw about 376,000 sales of battery electric vehicles last month. This means that Tesla China accounted for over 10.61% of the country’s overall BEV segment in January 2024. For comparison, Tesla China’s share of the country’s BEV market was 12.68% in December 2023.
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Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk estimates Tesla Semi could reach Europe next year
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
