News
Tesla Model Y keeps its place as China’s top-selling premium SUV in January — despite heavy exports
Despite Tesla China focusing heavily on exports in January 2022, the Model Y managed to retain its place as one of the country’s best-selling vehicles. As per data from the China Automotive Technology and Research Center (CATARC), Tesla sold a total of 16,496 Model Y domestically in January, making it the country’s top premium SUV.
With such results, the Model Y effectively dominated competitors from both international and local rivals. The gap between Tesla’s crossover and its competition is quite notable as well, as the second-best-selling premium SUV in China, the Lixiang ONE, sold 12,426 units over the month. Other premium SUVs sold far less, such as the NIO ES6, which sold 5,525 units, and the BMW iX3, which sold 1,914 units in January.
There is something quite impressive about the Model Y’s performance in China last month. Tesla China, after all, adopts a strategy where the first half of every quarter is heavily allotted for exports. This meant that in January, the Model Y’s domestic sales in China were throttled by a substantial degree. Despite this, the vehicle still finished the month as the country’s best-selling premium SUV.
As per data from the China Passenger Car Association, Tesla China’s wholesale figures for January 2022 reached 59,845 vehicles, a 286.5% increase year-over-year. From this number, 40,499 vehicles were exported to foreign territories, while 19,346 were sold domestically. Considering that the Model Y accounted for 16,496 of the company’s domestic sales, it appears that the crossover SUV is gaining some considerable traction in the local auto market.
While Tesla China is already increasing its vehicle production output at an impressive rate, the company plans to accelerate its growth even more in the coming years. Tesla CFO Zachary Kirkhorn outlined this during the Q4 and FY 2021 earnings call, when he stated that the company’s goals of achieving 50% growth year-over-year should be possible with just the Fremont Factory and Giga Shanghai.
“We continue to drive for vehicle volume growth at or above 50%, as Elon mentioned, and our plans show that this is actually achievable with just our Fremont and Shanghai factories. For quite some time now, these factories have been running below capacity due to macro challenges with supply and logistics… From what we’re seeing, the pace of growth in 2022 will again be determined by supply chain and logistics, which is quite difficult for us to forecast,” Kirkhorn said.
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Tesla prepares to expand Giga Texas with new Optimus production plant
Drone operator Joe Tegtmeyer recognized Tesla construction crews performing ground leveling and clearing efforts at the plant earlier today.
Tesla is preparing to expand Gigafactory Texas once again with a brand new facility that will house the eventual manufacturing efforts for Optimus, its humanoid robot.
It is already building some units on a Pilot line at the Fremont Factory in Northern California, but Tesla is planning to build the vast majority of its Optimus project at Gigafactory Texas.
Tesla Optimus gets its latest job, and it’s not in the company’s factories
It will build one million units per year in Fremont, but CEO Elon Musk said the company would build 10 million units every year in Texas at a new building at Giga Texas.
Musk said:
“I think there could be tens of billions of Optimus robots out there. Um, now obviously it’s very important we pay close attention to safety here. Then a 10 million unit uh per year production line here the I don’t know where we’re going to put the 100 million unit production line. on Mars. Maybe on Mars, I don’t know.”
Evidently, Tesla is ready to begin thinking about the production efforts of Optimus beyond a theoretical standpoint and is starting to prepare for the construction of the manufacturing plant on Giga Texas property.
Drone operator Joe Tegtmeyer recognized Tesla construction crews performing ground leveling and clearing efforts at the plant earlier today:
Giga Texas News!
A brand-new, stand-alone factory is starting construction! This follows the Shareholders meeting & info that a 10-million-per-year @Tesla_Optimus production facility “on the Giga Texas campus” will be built & enter into production in 2027!
Here are some… pic.twitter.com/7ig5DohfOt
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) November 10, 2025
Production is still slated for 2027, at least at Gigafactory Texas. As previously mentioned, the company is building some units in Fremont for the time being, at least until subsequent versions of the Optimus project advance.
Tesla has done a great job of advancing Optimus forward, but it also has truly grand expectations for the project.
Musk said it could potentially be the biggest product in the history of the planet, as it will revolutionize the way humans perform tasks, probably eliminating monotonous tasks from everyday life.
News
Tesla reveals its first Semi customer after launch
Tesla revealed its first customer for the all-electric Semi truck after it launches next year. Who it truly is should not be a surprise.
The Semi is going to finally start deliveries to new companies outside of Tesla’s pilot program starting in 2026. The company has been building a dedicated production facility in Reno, Nevada, that has finally taken shape, but Tesla was evidently not finished with the Semi’s development.
Last week at the Annual Shareholder Meeting, Tesla said it had implemented some new designs into the Semi, helping with efficiency, updating its design, and making it a more suitable vehicle for hauling loads, as the changes also helped increase payload.
Tesla has obtained a lengthy list of companies that have committed to implementing the Semi in their own fleets, hoping to bring their logistics lineups up to date with electric powertrains and autonomous technologies.
While it is already operating a pilot program with PepsiCo. and Frito-Lay, Tesla will expand to other businesses, primarily using it internally after its launch.
Head of the Semi program at Tesla, Dan Priestley, said the company would be the first user of the vehicle after its launch next year. It has been using it to a certain extent, but the company has not been able to completely abandon gas haulers.
Instead, it will implement the Semi into its fleet for more sustainable vehicle logistics starting next year:
Tesla will be the first customer as we electrify our supply chain. This includes Texas operations.
— Dan Priestley (@danWpriestley) November 7, 2025
Tesla has already received orders for the Semi from a variety of large companies, including Walmart, Sysco, Anheuser-Busch, UPS, DHL, J.B. Hunt, among others.
Many analysts see the Tesla Semi as a major contributor to future growth and increasing value within the company, especially from a Wall Street perspective. Some firms say the Semi is one of several near and medium-term contributors to the company increasing its market cap.
Cantor Fitzgerald is just one of those firms, as last week it explicitly listed the Semi as a catalyst.
Analyst Andres Sheppard said, “Overall, we remain bullish on TSLA over the medium to long term. We continue to see meaningful future upside from Energy Storage & Deployment, FSD, Robotaxis/Cybercab, Semis, and Optimus Bots.”
News
Tesla China rolls out Model Y L V2L adapter, and it’s free for early owners
Tesla China announced the rollout of the Model Y L’s AC external power adapter on social media platforms such as Weibo.
Tesla China has released a useful new accessory for the Model Y L, and it is free for some owners. With the accessory, the Model Y L effectively becomes a giant power bank that owners can use to power appliances when they are camping, or if their homes are hit by a power outage.
Tesla Model Y L V2L adapter
Tesla China announced the rollout of the Model Y L’s AC external power adapter on social media platforms such as Weibo. As per the product’s advertisement, the Model Y L could provide up to 2,200W of power with its adapter, allowing it to support numerous appliances on the go. Of course, but could also be used to charge devices during power outages.
Tesla China notes that the adapter’s current is 220V, and it also features an IP44 protection grade. Tesla notes that the adapter could operate at temperatures between -30℃ ~ +50℃. The Model Y L’s V2L functionality would not work if the vehicle’s battery is less than 10%, however.
Tesla China’s official shop is selling its AC external power adapter for a reasonable price. The product could be purchased for RMB599, which is equivalent to $85. That’s a great price for an accessory that could make car camping sessions several times more convenient.
Free for early Model Y L owners
While the Model Y L’s AC external power adapter is priced reasonably at the Tesla China shop, the accessory is available for free for early owners of the extended wheelbase six-seat all-electric crossover. This was highlighted in a message that Tesla China reportedly sent to owners of the vehicle.
“Your Tesla account is eligible for a free Model Y L dedicated AC external power adapter. Please log in to the online store to add the adapter to your cart. Once the system verifies it correctly, the price will automatically change to 0 yuan before placing the order. We will send it to you via express delivery subsequently.
“This free qualification is only for the first owner of the Model YL who did not receive an AC external power adapter at pickup, valid until February 28, 2026. Failure to place an order upon expiration will be considered as a waiver of eligibility. If there is a temporary shortage of goods, please be patient and we will reschedule the replenishment by the end of January 2026,” Tesla China wrote.
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