Tesla’s facelifted Model Y ‘Juniper’ reportedly hits 200,000 orders in China

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Awesome

But..but sales drop 😂

Hopefully the stock will rise on this news. Hopefully…

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The cybertruck also received over a million pre-orders. Tesla already has an inventory glut of them. Pre-orders != sale.

I am very interested in seeing how well the cybertruck sells in China, having lived in Asia the cybetruck seems like the type of flashy modern tech-y type thing that rich people would absolutely love to be seen driving around in. Also, if it wasn't for the regulatory hurdles pickup trucks currently face, pickups in china would likely be pretty popular if neighboring countries are any indication (tons of southeast asians love pickups)

I get that. But is the inventory overage due to people cancelling their pre-orders or because Tesla overestimated demand beyond them and goosed the supply too much?

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Lmao Reddit isn't going to like that...

I had a preorder for cybertruck.   The range / efficiency was quite a bit less than advertised (300 miles to 500 miles range) and the price was about 40k to 50k more than what was advertised in 2019-2020.   Both of these problems the model y will not suffer and the pre-ordered fee is higher now and I don't believe all of it is refundable like cybertruck.

I honestly didn’t know the answer. Thanks for the info. I would suspect the heavy inflationary period between announcement and launch played into that as well. That kind of bump in price coupled with loss in range would have led me to walk away as well.

The article does not provide a source for this number.

The source is mentioned in the first paragraph.

Nah I read tesla is done for and no one wants one. *Source: Reddit*

Pre-order cancel for model y is 250 canadian bucks, for me at least.

Yeah but there is no link to any actual source material. It's just "36kr is reporting". And later on the article under the heading "200,000 orders" it just talks about past deliveries and trim levels.  The closest thing to actual info is the quote that dealers reported up to 100 orders per day, over an unknown timeframe.  I'm just wondering where these numbers are coming from, it doesn't seem like it's from Tesla.

Saw one on the physician parking lot today. Looks slick af

Well this is in China and I doubt you're interacting much with the Chinese community on Reddit (if there is one honestly have no idea)

This

They just started deliver at the end of Feb, why surprised when they have to retooling the factory in Feb

Funny, in the numerous posts about Tesla sales declines I don’t see anyone so persnickety about the data sources.

This definitely hurts the reddit hive mind narrative, just dismiss it as fake, it'll be ok 👍

If there is, it’s heavily limited. I have no doubt that Reddit is blocked in China just like nearly all Western social media platforms.

But Reddit was right on Netflix! Also Meta! Also NVIDIA! Oh and Reddit stock. And countless others. Inverse Reddit is never wrong!

I lived in China for a decade and can count on my hands how many pickups I saw in total. There is way too many tiny narrow alleys and small parking spots for CT to be convenient. I’m guessing only the ultra rich who already own 2-3 cars will get one for funsies.

Cybertruck is $80K plus. Model Y starts at like half that. So not exactly apples to apples

That is because pickups trucks are regulated differently in china (as commercial type vehicles) limiting their practicality, and normal pickup trucks wouldn't have the same appeal as a cybertruck anyway. I can assure you that ridiculously oversized inconvenient cars are extremely popular basically everywhere that a smaller car would be more practical, hence why people are driving ford rangers through super congested stop and go traffic in downtown Bangkok, Manila etc. People who can afford a cybertruck in China can afford paid parking and valet parking

Yea but in this case it does almost all will buy because all the info about the car is out and real and they can go see it. Unlike the cyber truck at the time.

But Tesla may actually done for in China. With the rise of Chinese EV, all Western car companies except Tesla is already dead. Its great that Tesla still can achieve record delivery last year but I don’t think Tesla can hold much longer.

The Model Y also already sold 500k units last year, making it the best selling car in the country

BINGCHILLING

Well 200k cars is a decent amount but what are their global sales numbers? All the stats I've seen say they're down dramatically.

Everyone I know is dumping their Tesla stock out of principle.

*worldwide

Did the orders come from Canada?

Teslas best year was 2023 with 1.8 Million sales globally followed by 2024 with 1.78 Million sales. If they can get 150-300k sales/quarter they will at least stay afloat for 2025 with 600k - 1.2m sales. Keep in Mind, brands like Polestar sold only 44k cars in 2024, The complete VAG-Group (VW, Skoda, Seat, Cupra, Audi, Porsche,...) only sold around 750k EVs in 2024. 200k sales is huge in a bad 2025 EV market for anything other than Chinese brands.

I'm not surprised cause IIRC, China does have government EV subsidies and the New Model Y ended up qualifying for it. Also the Launch Series for China was different from other markets - I believe it was the same price as regular trims available now but it came with some nice additions (branding, puddle lights, etc). Also I remember watching an interview video of an experienced Tesla owner (and maybe employee?) in China - he said people there view Teslas as very stable/reliable cars.

That’s not comparable to cybertruck. Model Ys get delivered in a few weeks with the price promised on the order. The conversion rate for model Ys is extremely high.

You found a job right there.

Buy more as always.

It is, Ive been living here for a bit now, you need a VPN to access it and quite frankly, most chinese people are not interested in foreign politics, and the ones I saw using reddit were for other purposes, mostly just fan bases of games/shows/etc (to be fair, most Chinese people I know have vpns)

Yeah the cybertruck also had totally different specs and price point from the pre-order to actual sale. The Y should be a close match to the pre-order.

Chinese companies have a price advantage but Tesla’s FSD is still better than any Chinese ADAS.

China is very loyal to Chinese brands now, not like when the US brands ruled. With a trade war and tariffs they may punish Tesla anyway because it’s a US company regardless of where the cars are made.

Yea, no matter how poorly tesla is performing elsewhere 200k is a fuckton of cars. Now mind you, this could also be falsified as tesla is doing in Canada. But who knows.

these aren’t $100 pre-orders for something coming in the future though. these are people confirming an order for a vehicle delivering within a month or two

Not in China. Many Chinese Tiktoker test FSD in China and it still behind few most advance ADAS in China. FSD biggest advantage in US is training data which also its biggest disadvantage in China because strict data law here. Not to mention BYD is selling much more cars than Tesla so their driving data will or already surpass Tesla.

Latest news: Tesla sales figures in Germany have plummeted by over 76.3%.  The registrations of all other manufacturers have risen by over 35%.

I'd these numbers are real I would imagine it would take effect the stock much at all. Tesla stock had never been driven by real data in the past, why would it now?

iirc preorders cost money. They get that money, and then they keep that money.

Silly question, can’t they use the fsd model that was trained globally in china? Rather than having to collect new driving data to make a new fsd model? I get that driving etiquette might vary depending where you are, but I’m assuming highway driving would be similar around the world

Source actual sales data Sales are in fact down globally.

Hope somebody working at Tesla can answer this question. But based on FSD performance in China right now, I think we can assume that they don’t build new model from ground up.

I tried following the sources and I have no idea what to make of the validity of the numbers. But I saw this paragraph and realize how different China’s social media is from the west. > 胖虎Shawn is also a Weibo-certified auto blogger with 121,000 followers. He won 97th place on the V Influence List 2024 Week 49 in the automobile category on Weibo. The influence score is based on three dimensions: communication influence (45%), content attractiveness (45%), and activeness (10%).

Because the sources are in the articles

At this stock price they need 2 million

You are also only allowed pro Democratic speech on reddit

Much of it transfers, there are some significant differences in driving styles, culture, signage, signals. Which means part of the stack needs to be retained. It needs to be good data though, garage in garbage out.

there's a few chinese subreddits but they are not where at the size of the rest given reddit was blocked a few years ago. Example of one of the bigger ones. [https://www.reddit.com/r/China\_irl/](https://www.reddit.com/r/China_irl/)

Having experienced local ADAS, I'd say FSD is super shit compared to some of the local variations. Not sure why you think otherwise.

There's some stuff posted on Tesla's Chinese media accounts explaining they aren't building the model from the ground up but rather adapting the existing model. Personally, I have driven all over the world, in dozens of countries, there's a lot of things here in China that I've never seen anywhere else on the road from unique signs to road configurations while driving in China. There's a national standard for road development in China but there's a lot of leeway when it comes to following that standard strictly. I don't see how Tesla manages to cover a lot of the edge cases or weird stuff without direct video input.

I don’t have firsthand experience but the reports out of China are mostly (though not all) pretty positive https://x.com/ray4tesla/status/1896591414525653116 https://x.com/ray4tesla/status/1898437263069204531

Cybertruck is plentiful and much cheaper where we are now. I think demand has dropped significantly.

I was sitting in my friends 3 yesterday here and it kept trying to blow through red lights. I dunno whats up, but I am not very impressed. Unfortunately my Y is on HW3, so I don't have access myself. That being said, I've not seen any Chinese ADAS system try to blow through a red and that feels like a pretty basic thing to get wrong. I'm optimistic that they'll fix it-- though I don't think Tesla can properly train their models without direct data collection like in North America. Chinese roads are, particular older areas, are crazy complex with little regards to national road standardization rules. Even I struggle as a human in areas I've not been in before.

That’s interesting to know. Which of the competitors do you think are doing a better job with the ADAS?

Pro-Western. FTFY.

Tesla in China is known to be the safest EV choice for the drivers. But in quality and design it's considered cheap and not advanced.

sheesh

FSD isn't approved for use in China.

There are a few fringe subs about sinoism and how China is going to beat down Taiwan and other stuff to glorify the CCP. Though I do believe those are run by certain people working for the Chinese government.

I lost hope for fsd when it read an overpass as a big rig I was going to crash into. The car full brakes on the highway and turned off fsd. Lucky for me it was an empty highway but holy shit did that throw me for a loop. Never trusted any other companies self driving since then. Everything just feels like an alpha build and the owners are the data testers.

Yeah, after I watched my friends try to plow through red lights, I think I lost trust in all systems going forward. To think I was so hands off and not paying attention on the highways with the old autopilot.

Weak AF.

This aged amazing.

Actually your source of the health of Tesla should be Tesla sales and stock price (both are crashing) not social media. but why look at facts if they hurt your sense of the world

honestly i’m not that much of a fan. maybe it’s bc im not a huge fan of evs but the connected tailights are pretty cool

What version FSD was that? They only get better over time, and there’s a high chance it won’t interpret an overpass like that any longer.

200,000 is peanuts in China. A drop in the ocean

The NVIDIA one is my favourite: “NVIDIA is done for bc nobody will need as many GPUs anymore thanks to deepseek” — the most braindead argument I’ve heard

I think CT was a meme vehicle from its inception. Still cool, and still the highest selling EV truck. But I think people realize that trucks just don’t make good EVs in general or else the lightning would be killing it just on its name alone.

Why would you believe that? China is making better cheaper EVs than Tesla. Seriously - do you think your information is correct? Genuine question.

MuSSk bought them himself?

No, it is not falsified. I live in a country where we get our Tesla from giga Shanghai. Deliveries for the refreshed model Y has been pushed back to late April from march because of the demand in China.