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Tesla China is hiring in all locations as demand skyrockets

(Credit: Ray4Tesla/Twitter)

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Tesla China is hiring in nearly every location within the country, including Giga Shanghai, as the company’s electric vehicle demand continues to skyrocket.

Tesla’s Vice President of External Affairs, Grace Tao, shared six different hiring advertisements that confirmed the company is prepared to hire employees all over China.

The employment postings are broken down into each Chinese “district,” meaning North, South, East, and West, and there are also two advertisements for positions that are located within Giga Shanghai.

Grace Tao posted Tesla’s job advertisements for positions in China (Credit: Grace Tao | Weibo)

Giga Shanghai

Giga Shanghai had two job postings. One describes technician and production line roles, including motor techs, die casting operators, production team leaders, and maintenance members. On the other hand, the second job posting lists jobs related to management and engineering design. Quality managers, software engineers, material planners, and team supervisors are described in this posting.

China’s North District

Tesla’s North District needs operation specialists, sales managers for showrooms, analysts, and production managers. Cities in need include Beijing, Tianjin, Zhengzhou, Qingdao, Shenyang, Changchun, and others.

Tesla China’s Northern District Job Postings. (Credit: Grace Tao | Weibo)

China’s South District

The Southern District, which includes Guangzhou, Shenzhen, Foshan, Zhongshan, and Jiangmen, among others, is looking for store management, business development, and consultants.

Tesla’s Southern District Job Postings (Credit: Grace Tao | Weibo)

China’s East District

Tesla’s Eastern District in China needs store managers, business and operations analysts, quality assurance managers, and consultants. Cities including Shanghai, Changzhou, Suzhou, Hangzhou, Wuhan, and Wenzhou.

Tesla’s Eastern District Job Postings (Credit: Grace Tao | Weibo)

China’s West District

The Western District is also expanding with retail and production technicians. Not only are sales supervisors and operations analysts needed on the West End, but sheet metal and spray paint technicians are also in need for Tesla’s operation.

Tesla’s Western District Job Postings (Credit: Grace Tao | Weibo)

Tesla’s demand in China has continued to soar and maintain steadily throughout 2020. The Model 3, which is currently the only car Tesla manufactures in China, is the most popular electric vehicle in the country by a considerable margin. In July, the Model 3 sold over 11,000 units, according to the China Association of Automobile Manufacturers.

Overall, automotive production and sales have dropped on a year-to-year basis by 11.8% and 12.7%, respectively, in China. The declines are because of decreases in demand due to the coronavirus. However, Tesla is still growing and expanding, and the company is seeking help with its operation in the largest automotive market in the world.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Investor's Corner

Tesla gets bold Robotaxi prediction from Wall Street firm

Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.

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Credit: Tesla

Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.

Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.

Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.

Tesla expands Robotaxi app access once again, this time on a global scale

By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.

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He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:

  1. Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
  2. Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
  3. Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.

Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.

Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.

So far, the program, which is active in Austin and the California Bay Area, has been widely successful.

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News

Tesla Model Y L is gaining momentum in China’s premium segment

This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.

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Credit: Tesla

Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins. 

This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.

Tesla China’s November domestic numbers

Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers. 

This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.

As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025. 

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November 2025 momentum

While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet. 

Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.

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Cybertruck

Tesla Cybertruck earns IIHS Top Safety Pick+ award

To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.

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Credit: IIHS/YouTube

The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025. 

The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.

Cybertruck’s IIHS rating

As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.

The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.

Safest and most autonomous pickup

The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.

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Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales. 

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