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Tesla sales in China expected to see Q4 surge with Shanghai’s updated license plate rules

(Credit: @Ray4Tesla via Twitter)

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Tesla China might repeat its outstanding Model 3 sales last month this December, partly thanks to Shanghai’s updated license plate rules. A graph from the Secretary-General of the China Passenger Car Association (CPCA) Cui Dongshu revealed that 6,846 Model 3 units were sold in Shanghai last month.

Shanghai’s November Model 3 sales made up 31% of the total amount of China-made cars Tesla sold last month in the country. Tesla Model 3 sales increased in November, with the CPCA reporting a total of 21,604 Model 3 units, a 78% increase compared to October’s sales. Shanghai’s surge in Tesla Model 3 sales, which tripled between October and November, could be related to the city’s updated license plate rules.

In October, Shanghai drivers’ interest in new energy vehicles (NEVs) spiked after the city announced that it would expand restrictions on non-local license plates. One local Tesla store in China reported selling 80 vehicles in a single morning after the news broke about the policy. Global Times reported that the same Tesla store usually sold between 10-20 vehicles in a single day.

According to the policy updates Shanghai authorities released in October, cars with non-local license plates would not be allowed to drive through certain elevated roads in the city from 7am to 8pm on workdays starting from November 2. Since the policy took effect last month, the spike in sales could continue on to December, leading to a Q4 surge for Tesla China.

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Shanghai limits the number of license plates issued to car owners every year, like many other major cities in China. Non-local license plates are a good secondary option for car owners unable to get Shanghai license plates. NEVs are not subject to Shanghai’s license plate restrictions and have become a good option for car owners, even more so now that the city’s non-local license plate policies are in effect. 

The drastic spike in NEV sales after the policy took effect hints a rise in demand for clean energy vehicles. Tesla as the rising king of EVs has a large advantage in the NEV market. As @ray4tesla stated Tesla has become the brand of choice in China, partly because of its “cool factor.”

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Elon Musk

Tesla Roadster is ‘sorcery and magic’ and might be worth the wait, Uber founder says

Perhaps the wait will be worth it, especially according to Uber founder Travis Kalanick, who recently teased the Roadster’s potential capabilities based on what he has heard from internal Tesla sources.

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tesla roadster
Credit: Praveen Joseph/Twitter

Tesla is planning to unveil the Roadster in late April after years of waiting. But the wait might be worth it, according to Travis Kalanick, the founder of Uber, who recently shed some light on his expectations for the all-electric supercar.

We all know the Roadster is supposed to have some serious capability. CEO Elon Musk has said on numerous occasions that the Roadster will be unlike anything else ever produced. It might go from 0-60 MPH in about a second, it might hover, it might have SpaceX cold gas thrusters.

However, the constant delays in the Roadster program and its unveiling event continue to send Tesla fans into confusion because they’re just not sure when, or if, they’ll ever see the finished product.

Perhaps the wait will be worth it, especially according to Uber founder Travis Kalanick, who recently teased the Roadster’s potential capabilities based on what he has heard from internal Tesla sources.

Kalanick said on X:

Musk has said this vehicle is not going to be geared for safety, and that, “If safety is your number one goal, do not buy the Roadster.”

There has been so much hype regarding the Roadster that it is hard to believe the company could not come through on some kind of crazy features for the vehicle.

Elon Musk just dropped a huge detail on the Tesla Roadster

However, the latest delay that Tesla put on the unveiling event is definitely eye-opening, especially considering it is the latest in a series of pushbacks the company has put on the vehicle for the past several years.

Tesla has made several jumps in the Roadster project over the past few months, as it has ramped up hiring for the vehicle and also applied for a patent for a new seat design.

The car has been a back-burner project for Tesla, as it has been focusing primarily on autonomy and the rollout of Robotaxi and Cybercab. Additionally, its other vehicle projects, like the Model 3 and Model Y refreshes, took precedence.

Tesla still plans to unveil the Roadster next month, so we can hope the company can stick to this timeframe.

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Cybertruck

Elon Musk clarifies viral Tesla Cybertruck accident with driver logs

Musk has come out to say that the driver logs have already shown that the driver “disengaged Autopilot four seconds before crashing,” in a post on X.

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Credit: Fox Business | Hilliard Law Firm

Tesla CEO Elon Musk has clarified some details regarding the viral Tesla Cybertruck accident with company driver logs, which show various metrics at the time of an incident.

The logs have been used in the past to pull responsibility off of Tesla when the automaker’s Full Self-Driving (Supervised) or Autopilot platforms are blamed for a collision or accident. It appears this will be no different.

On Tuesday, a video of a Cybertruck crashing into an overpass barrier in August 2025 was shared by Fox Business in a story that reported a woman was suing the automaker for $1 million in a liability and negligence case.

In the suit, Justine Saint Amour said that, “Something terrifying happened, without warning, the vehicle attempted to drive straight off an overpass.” Her attorney, Bob Hilliard, said Amour “tried to take control, but crashed into the barrier and was seriously injured (mostly her shoulder, neck, and back).”

The Tesla Model Y is leading China’s electric SUV segment by a wide margin

Tesla vehicle crashes are widely popular to report by mainstream media outlets because of the sensationalism of the event. Oftentimes, these outlets will include Tesla in the headline, especially because it will pique the interest of the masses, as most who read the story are waiting to see the claim that Autopilot or Full Self-Driving was the culprit of the accident.

However, Tesla has access to the logs of every vehicle in its fleet, which will show the various metrics, like whether either FSD or Autopilot was active, if the accelerator was pressed, the speed, and other important factors.

Musk has come out to say that the driver logs have already shown that the driver “disengaged Autopilot four seconds before crashing,” in a post on X.

If the logs do show this, which Tesla will likely have to prove in court, the real question would be why did the Amour disengage the suite?

Tesla’s Full Self-Driving suite is still not fully autonomous, meaning the driver cannot pull attention away from the road and must be ready to take over the vehicle at all times.

It will be interesting to see how this particular case pans out, especially considering the clip that was released by the law firm starts at about four seconds before the collision. Tesla logs have dispelled media reports in the past that have accused the company’s suite of being responsible for an accident, so there will be some major attention on what is proven in this particular case.

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Tesla Robotaxi appears to be heading to a new U.S. city

Things are expanding for Robotaxi, but the big sign that it is really moving along greatly will be with the expansion to a new city. Tesla has not gone outside of Austin or the Bay Area as of yet, and launching in a new city will be a great indicator of progress.

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Credit: Tesla

Tesla Robotaxi appears to be heading to a new U.S. city, and although the company has revealed plans to launch in six new metros this year, it has yet to establish a new location outside of Austin and the Bay Area of California, where it has operated since last Summer.

A lot full of Model Y vehicles was spotted in Henderson, a town just north of Las Vegas, but there seems to be more than just this hint indicating that the Sin City will be the next location to offer potentially driverless rides in a Tesla using its Full Self-Driving suite.

These Model Ys are not your typical vehicles, as they are fitted with hardware that is only on Robotaxis: a rear camera washer is the dead giveaway:

The photos and video of the lot were taken by TheZacher on X, who spotted the Model Y fleet in the Henderson parking lot.

The rear camera washer is the main piece of evidence here that indicates Tesla could be looking to expand Robotaxi to Las Vegas, a major ride-hailing hot spot, as it is one of the biggest tourist attractions in the United States. Ride-sharing is a major industry in Vegas, especially for those who are staying off the Strip.

Tesla has also been extremely transparent that Vegas is on its radar for the Robotaxi fleet, as it revealed last year that it was one of five new U.S. cities that it planned to launch the ride-hailing service in this year.

Tesla confirms Robotaxi is heading to five new cities in the U.S.

The others were Phoenix, Dallas, Houston, and Miami.

Things are expanding for Robotaxi, but the big sign that it is really moving along greatly will be with the expansion to a new city. Tesla has not gone outside of Austin or the Bay Area as of yet, and launching in a new city will be a great indicator of progress.

It will also give Tesla a new benchmark against rival company Waymo, which has operated in Las Vegas for some time.

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