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CHENGDU, CHINA - SEPTEMBER 28: Two women walk past the Tesla storefront on September 28, 2024, in Chengdu, China. Tesla continues to expand its presence in China, showcasing its electric vehicles and promoting its Gigafactory innovations. (Photo by Cheng Xin/Getty Images) Cheng Xin | Getty Images News | Getty Images
Tesla's China-made electric vehicle sales rose over the first two months of 2026 from the year before, regaining some lost ground to China's BYD. The combined January and February sales in Tesla's China-made EVs rose by more than 35% to 127,728, up from 93,926 in the previous year, according to data published Thursday by the China Passenger Car Association (CPCA). The figure was adjusted to account for the seasonal sales slowdown during the two-week Chinese New Year holiday, which took place mid-February.
The combined sales volume from Tesla's Shanghai Gigafactory — which produces the Model 3 and Model Y for domestic and foreign markets in Europe, the Asia-Pacific and elsewhere — was second only to BYD, which reported a 36% decline in deliveries on year during the same period. BYD unseated Tesla as the world's largest EV seller, on a calendar-year basis, for the first time in 2025, but Tesla's recent delivery figures suggest that demand remains relatively healthy, as the combined sales volume for Tesla's China-made EVs is still more than double that of the next closest automaker, Leapmotor. Reuters also reported last week that new registrations for Tesla's EVs, a proxy for sales, rose broadly across Europe in February, most of which are exported from Tesla's Shanghai factory.
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