Tesla’s Shanghai plant delivered a record 97,171 vehicles in December 2025, marking its strongest month. Despite a 7% decline in annual shipments, Giga Shanghai accounted for over half of Tesla’s global deliveries, totaling 1.64 million vehicles. The facility also achieved production milestones, highlighting its importance to Tesla’s operations.

Chinese automakers like BYD and Geely also reported strong December deliveries. BYD delivered 414,784 vehicles globally, while Geely delivered 154,264 units. Both companies met their full-year sales targets, with BYD selling 4.6 million vehicles and Geely selling 3.02 million. Geely aims for 3.45 million sales in 2026, signaling growth.

In terms of price performance, Tesla has outperformed the Zacks Automotive – Domestic industry, with a 53.7% surge in the past six months. However, Tesla appears overvalued compared to industry peers based on its price/sales ratio. Analysts revised down EPS estimates for 2025 and 2026 in recent days, indicating potential challenges ahead.

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Read more at Nasdaq: Tesla’s China Sales Dip in 2025 Despite Record December Deliveries