News
Tesla China launches new ‘Special Handling Team’ after Shanghai Auto protest
Tesla is launching a new “Special Handling Team” in China to “meet the demands of car owners and strive to satisfy car owners while complying with laws and regulations.”
The creation of the Special Handling Team could be in response to a recent protest at the Shanghai Auto Show.
Yesterday, Teslarati reported that a woman who was at the Shanghai Auto Show event in China climbed on top of a Model 3. The woman was wearing a shirt with the Tesla logo and a phrase that said “Tesla brake failed me,” after claiming that the automaker’s braking systems were not operating correctly in her vehicle. She screamed at the perhaps thousands of people in attendance and was eventually removed from the vehicle by security at the event. Tesla said it “acknowledges sensible criticism,” but “it will not compromise to meet unreasonable claims,” according to the Global Times.
The Tesla Model Y is leading China’s electric SUV segment by a wide margin
The woman is spending five days with the police for her actions.
Now, Tesla is responding to the accusations by setting up a new Special Handling Team. The automaker announced the creation of the team in a post on its official Weibo account, along with a message to “customers, netizens, and friends from the media.” Tesla wrote:
“We apologize for failing to solve the problem of the car owner in time.
Today we listen to all kinds of voices from the media and the Internet as seriously as before. Tesla is grateful to all car owners, netizens and media friends for their trust and tolerance, and actively listens to the opinions and suggestions of customers, netizens and media friends. And criticism. In order to make up for the discomfort of car owners to the greatest extent and the adverse effects on their car experience and life and many other aspects, we are always willing to do our best to actively communicate with car owners, seek solutions with the most sincere attitude, and firmly fulfill our commitment to responsibility to the end.
Tesla respects and firmly obeys the decisions of relevant government departments, respects consumers, abides by laws and regulations, and resolutely actively cooperates with all investigations of relevant government departments.
To this end, we have set up a special handling team, dedicated to special handling, and strive to meet the demands of car owners and strive to satisfy car owners while complying with laws and regulations.
At the same time, we still earnestly hope that car owners can give us the opportunity to find better solutions to the problem, strive to achieve a multi-satisfactory result, and truly protect the rights of consumers.
Based on this experience, we will try our best to learn from the lessons, carefully summarize, and carry out strict self-examination and self-correction while cooperating with the investigation of relevant government departments, and sort out our own unreasonable problems and service processes that do not meet the service standards. And rectify and reform, and strive to achieve immediate inspection and reform, immediate inspection and reform, so as to respect consumers and respect the market.
We will continue to listen to customer feedback, continue to optimize customer experience, and continue to serve every customer well.
I once again apologize to the owner and thank you for your tolerance and understanding.”
Tesla, like every car company in the world, experiences some quality issues from time to time. With Tesla being such a mainstream, current topic because of its CEO Elon Musk and the company’s influence on the global automotive market, mistakes or controversies that involve the company are often magnified by media. However, Tesla has improved significantly on its quality via refinements and manufacturing adjustments through the years, and the company recently was listed in China as the carmaker with the least number of complaints on its vehicles.
The creation of a new Special Handling Team could reduce or even eliminate some of the quality issues that come with mass-manufacturing vehicles.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
News
Tesla is making a change to its exterior cameras with a potential upgrade
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
