Listen to this Post
Tesla’s Performance in China: June Ends with a Surge
Tesla wrapped up the second quarter of 2025 with a dramatic upswing in China, registering 20,680 insurance registrations between June 23–29—the highest weekly figure in Q2 and the second-highest week overall this year. This marks a 49.3% jump from the previous week and a 46.7% rise compared to the same period in 2024. Although Tesla’s Q2 results showed a year-over-year drop of 10.9% and a 4.6% decline from Q1, the strong finish is a clear sign of domestic momentum for the electric vehicle giant.
During this final week, 15,210 Model Y units were registered—the highest weekly figure since its Chinese debut—followed by 5,470 Model 3 units. These vehicles are assembled at Tesla’s Shanghai Gigafactory, which supplies both domestic and international markets. In May, Tesla sold 38,588 cars in China, down 30.1% YoY but up 34.3% MoM, while exporting 23,074 units from Shanghai.
Tesla also introduced minor updates to its long-range Model 3 and Model Y versions in China. The Model 3 saw a slight price increase, but the Model Y price remained unchanged. These updates aim to maintain Tesla’s competitiveness as Chinese EV manufacturers continue to expand aggressively.
In a surprising twist, financial analyst Jim Cramer—known for his fluctuating views on Tesla—shifted bullish again. Highlighting Tesla’s Robotaxi efforts and noting praise from NVIDIA CEO Jensen Huang, Cramer emphasized Tesla is more than just a car company. He downplayed concerns over delivery metrics and urged investors to look at the broader vision Tesla is pursuing.
Tesla’s Robotaxi program, which launched in Austin, Texas, recently faced media scrutiny over minor hiccups, including a single intervention with a UPS truck and a braking issue caused by sun glare. However, the general performance of the fleet has been smooth, with Safety Monitors barely needing to intervene. Elon Musk hinted that Tesla could begin removing these monitors within a month or two.
Another key development: Tesla has started rolling out its ultra-fast V4 Superchargers in China, now live in cities like Shanghai, Zhejiang, Gansu, and Chongqing. These chargers deliver up to 325kW and are open to non-Tesla EVs, strengthening Tesla’s presence in the world’s largest EV market. With over 70,000 Superchargers worldwide, Tesla continues to lead in global EV infrastructure.
What Undercode Say: 🚗📊
Tesla’s Strategic Revival in China
Tesla’s late-quarter surge in China reflects an intelligent strategy to close Q2 strong despite lagging numbers earlier in the quarter. By timing the delivery push and product updates just before quarter-end, Tesla created an illusion of regained momentum. The spike in Model Y sales is particularly noteworthy—it signals that Tesla’s crossover remains the company’s anchor product in China.
The Dual Narrative: Sales vs. Vision
The Tesla story in China is becoming more nuanced. Sales data suggests volatility, with year-over-year drops still present. However, technological evolution—like Robotaxis and V4 Superchargers—is where Tesla is gaining a competitive edge. Tesla is not just reacting to local competitors like BYD and Nio; it’s reshaping how the EV business is defined, from a product-based model to a services-and-data-driven platform.
Jim Cramer’s Flip Reflects Broader Market Sentiment
Cramer’s renewed optimism, influenced by NVIDIA’s Jensen Huang, highlights the market’s gradual acceptance that Tesla is not merely an automaker. The shift in narrative from production numbers to innovation strategy is where Tesla wants investor focus. If Robotaxi and FSD (Full Self-Driving) succeed, Tesla’s valuation could decouple entirely from traditional delivery metrics.
Robotaxi Launch: Strategic Risk or Bold Disruption?
Launching Robotaxi in Austin is a deliberate testbed approach. Tesla chose a controlled environment, complete with Safety Monitors, to perfect its autonomy model. Despite negative media coverage over minor incidents, the success rate of rides is reportedly near-perfect. This is Tesla’s way of preparing the public for an autonomous transport future—normalizing minor issues while highlighting the larger, safer picture.
Infrastructure Dominance Strengthens Tesla’s Moat
Tesla’s V4 Supercharger rollout in China, particularly with access granted to non-Tesla EVs, is a power move. This expands brand goodwill and brings more drivers into Tesla’s charging ecosystem. Unlike most OEMs, Tesla sees infrastructure as a customer acquisition and retention tool. The move also puts additional pressure on local infrastructure providers to improve speed and coverage.
Tesla’s Long Game
Tesla’s core strength remains in playing the long game. With its eye on a robotaxi-powered revenue model, global Supercharging dominance, and increasing software monetization, Tesla is slowly decoupling from its reliance on sheer volume. The company is shifting from being a car manufacturer to a multi-layered tech platform in transportation.
✅ Fact Checker Results
Tesla’s Q2 Chinese registrations surged 46.7% YoY in the final week ✅
Jim Cramer confirmed shifting bullish after Jensen
Robotaxi test rides in Austin have shown minor but non-critical issues ✅
🔮 Prediction
Tesla is likely to finish 2025 with stronger domestic market performance in China, driven by updated models, infrastructure rollout, and improved consumer sentiment. Expect the Robotaxi fleet to expand into more U.S. cities by Q4, and for Safety Monitors to be phased out gradually. If successful, this could be the pivotal year Tesla transforms from a carmaker into a dominant autonomous mobility platform.
References:
Reported By: www.teslarati.com
Extra Source Hub:
https://www.pinterest.com
Wikipedia
OpenAi & Undercode AI
Image Source:
Unsplash
Undercode AI DI v2
