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Tesla takes No.2 spot in China’s overall NEV market, CPCA ranking reveals

Credit: Tesla Asia/X

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Tesla is playing at a disadvantage in China’s New Energy Vehicle (NEV) sector. Being a pure electric vehicle maker, Tesla is immediately handicapped since China’s NEV segment includes both battery electric vehicles (BEVs) and plug-in hybrids (PHEV). Despite this, Tesla was able to secure an impressive spot in China’s NEV sector in November. 

Rankings released today by the China Passenger Car Association (CPCA) reveal that Tesla’s retail sales in China rose 4.8% year-on-year to 65,504 units in November. This was enough to give Tesla a 7.8% market share in the country’s NEV sector. This was also enough to make Tesla into China’s No.2 NEV maker behind BYD. 

Chinese automaker BYD cemented its leadership in the country’s NEV sector in November, with sales hitting 263,066 units for a dominant 31.3% market share. BYD’s results mark a 20.9% increase for the company compared to the same period last year. It should be noted, of course, that BYD sells both BEVs and PHEVs.

Geely, another Chinese automaker, experienced an impressive 98.4% year-over-year surge in its NEV sales, reaching 63,462 units and securing a 7.6% market share in November, just behind Tesla. This impressive performance pushed Geely to third place in China’s NEV rankings.

Looking at the January-November period, the trend is quite similar. BYD leads the NEV pack with an impressive 35.3% market share and a staggering 2,405,860 units sold. Tesla, with its 7.8% share and 527,859 units sold, stands at a distant second, as noted in a CNEV Post report. This is still a notable accomplishment for Tesla, however, especially since the Model 3 sedan and Model Y crossover are still marketed as premium vehicles. 

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China saw passenger NEV sales exceed 841,000 units in November, as per data previously released by the CPCA. This milestone highlights the country’s efforts and commitment to a sustainable transportation sector. From this number, BEVs claimed 65.6% of the market with over 552,000 units sold, while PHEVs accounted for a significant 34.4% with over 289,000 units sold.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla seeks engineer to make its iOS Robotaxi app feel “magical”

It appears that Tesla is hard at work in ensuring that users of its Robotaxi service are provided with the best user experience possible.

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Credit: Grok Imagine

Tesla is hiring an iOS Engineer for its Robotaxi app team, with the job posting emphasizing the creation of polished experiences that make the service not just functional, but “magical.”

Needless to say, it appears that Tesla is hard at work in ensuring that users of its Robotaxi service are provided with the best user experience possible.

Robotaxi App features

As observed by Tesla community members, Tesla has gone live with a job listing for an iOS Engineer for its Robotaxi App. The job listing mentions the development of a “core mobile experience that enables customers to summon, track, and interact with a driverless vehicle. From requesting a ride to enabling frictionless entry, from trip planning to real-time vehicle status and media control.”

Interestingly enough, the job listing also mentioned the creation of polished experiences that make the Robotaxi more than just functional. “You will take full ownership of features—from architecture design to robust implementation—delivering delightful and polished experiences that make Robotaxi not just functional, but magical,” Tesla noted in its job listing.

Apple’s “magical” marketing

Tesla’s use of the word “magical” when referring to the Robotaxi app mirrors the marketing used by Apple for some of its key products. Apple typically uses the word when referring to products or solutions that transform complex technology into something that feels effortless, simple, and natural to daily life. Products such as the AirPods’ seamless pairing with the iPhone and FaceID’s complex yet simple-to-use security system have received Apple’s “magical” branding. 

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With this in mind, Tesla seems intent on developing a Robotaxi app that is sophisticated, but still very easy to use. Tesla already has extensive experience in this area, with the Tesla App consistently being hailed by users as one of the best in its segment. If Tesla succeeds in making the Robotaxi app worthy of its “magical” branding, then it wouldn’t be a surprise if the service sees rapid adoption even among mainstream consumers. 

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Tesla is coming to Estonia and Latvia in latest European expansion: report

Tesla seems to be accelerating its regional expansion following its recent launch in Lithuania.

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Credit: Grok Imagine

Recent reports have indicated that Tesla has taken a step toward entering the Baltic states by registering new subsidiaries in Latvia and Estonia.

Filings suggest that Tesla is accelerating its regional expansion following its recent launch in Lithuania, with service centers likely coming before full sales operations.

Official entities in Latvia and Estonia

Tesla has established two new legal entities, Tesla Latvia SIA and Tesla Estonia OÜ, both owned by Tesla International B.V., as noted in an EV Wire report. Corporate records show the Estonian entity was formed on December 16, 2025, while the Latvian subsidiary was registered earlier, on November 7.

Both entities list senior Tesla executives on their boards, including regional and finance leadership responsible for new market expansion across Europe. Importantly, the entities are registered under “repair and maintenance of motor vehicles,” rather than strictly vehicle sales. This suggests that Tesla service centers will likely be launched in both countries.

The move mirrors Tesla’s recent Baltic rollout strategy. When Tesla entered Lithuania, it first established a local entity, followed by a pop-up store within weeks and a permanent service center a few months later. It would then not be surprising if Tesla follows a similar strategy in Estonia and Latvia, and service and retail operations arrive in the first half of 2026.

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Tesla’s European push

Tesla saw a drop in sales in Europe in 2025, though the company is currently attempting to push more sales in the region by introducing its most affordable vehicles yet, the Model 3 Standard and the Model Y Standard. Both vehicles effectively lower the price of entry into the Tesla ecosystem, which may make them attractive to consumers.

Tesla is also hard at work in its efforts to get FSD approved for the region. In the fourth quarter of 2025, Tesla rolled out an FSD ride-along program in several European countries, allowing consumers to experience the capabilities of FSD firsthand. In early December, reports emerged indicating that the FSD ride-along program would be extended in several European territories until the end of March 2026. 

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Elon Musk’s X will start using a Tesla-like software update strategy

The initiative seems designed to accelerate updates to the social media platform, while maintaining maximum transparency.

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Ministério Das Comunicações, CC BY 2.0 , via Wikimedia Commons

Elon Musk’s social media platform X will adopt a Tesla-esque approach to software updates for its algorithm.

The initiative seems designed to accelerate updates to the social media platform, while maintaining maximum transparency.

X’s updates to its updates

As per Musk in a post on X, the social media company will be making a new algorithm to determine what organic and advertising posts are recommended to users. These updates would then be repeated every four weeks. 

“We will make the new 𝕏 algorithm, including all code used to determine what organic and advertising posts are recommended to users, open source in 7 days. This will be repeated every 4 weeks, with comprehensive developer notes, to help you understand what changed,” Musk wrote in his post.

The initiative somewhat mirrors Tesla’s over-the-air update model, where vehicle software is regularly refined and pushed to users with detailed release notes. This should allow users to better understand the details of X’s every update and foster a healthy feedback loop for the social media platform.

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xAI and X

X, formerly Twitter, has been acquired by Elon Musk’s artificial intelligence startup, xAI last year. Since then, xAI has seen a rapid rise in valuation. Following the company’s the company’s upsized $20 billion Series E funding round, estimates now suggest that xAI is worth tens about $230 to $235 billion. That’s several times larger than Tesla when Elon Musk received his controversial 2018 CEO Performance Award. 

As per xAI, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others. Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.

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