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Tesla China retail sales slip in November, facing impossible task to avoid first annual

dtyamada | 2025-12-10 16:09 | 207 views

Comments (48)
OilAdministrative197 2025-12-10 16:19

Up 50% bullish.

dtyamada 2025-12-10 16:26

More room for growth!!! :p

JRLDH 2025-12-10 16:45

That happens if all you have is a name without substance. Chinese customers may not care about right wing politics and only focus on the label but the label has to represent *something*. Good luck long time trying to be Louis Vuitton but cheap. That will not last. Once the reputation of luxury is gone, it’s over.

NebulousNitrate 2025-12-10 17:14

Tesla numbers for the US aren’t out for post-tax incentive sales, but some companies like Hyundai and Kia have released their numbers… and it’s abysmal. Only about 1/3rd of the sales compared to a year ago. And those companies had models that were increasing in sales elsewhere in the world. So my guess is in the US Tesla is probably selling only like 1/4th the cars they were back in August.

crappydeli 2025-12-10 17:15

All they need to do is set up a brand new rental company and buy a fleet of Teslas. That will save the sales year and then they just need to light everything on fire. Receive the insurance payout and move on. Isn’t being ultra rich so easy and fun?

EconomyDoctor3287 2025-12-10 17:16

According to Elmo, Tesla ain't a car company anymore, so if car sales drop, that really shouldn't matter. Btw. next year Tesla's will be flying, according to him! so buckle up and enjoy the 5x

North-Outside-5815 2025-12-10 17:31

Why would anybody in China be buying Elon's outdated garbage in 2025?

cjmpeng 2025-12-10 17:43

Don't forget the 10 trillion robots or whatever that will ship by the end of the year

TheAnalogKoala 2025-12-10 17:48

> First annual First annual WHAT? You’re edging me!

dtyamada 2025-12-10 18:09

Oops, apparently the word 'decline' got cut off lol

zedk47 2025-12-10 18:16

How about Robotaxis and Optimus sales?

a_Sable_Genus 2025-12-10 18:30

They are going to need a lot of people in VR headsets to control that many robots!

Far_Addition1210 2025-12-10 18:33

Tesla won't sell 1m cars next year.

TheSilverSeraph 2025-12-10 18:34

I am going to hold my breath re flying cars, as he has been soooo accurate in the past with his promises. What could possibly go wrong!

Far_Addition1210 2025-12-10 18:34

Sir Isaac tintin bot will be along soon to tell us all that they aren't really declining.

Optimal_Collection77 2025-12-10 18:40

I was in China and Hong Kong a few weeks ago and there was a fair few Teslas on the road but there were WAY more local brands and a few of the really cool Xiaomi cars

Wild-Style5857 2025-12-10 19:02

Those are old news, we're on to flying cars and computer chips now.   I know not what next amazing thing Tesla is going to talk about producing next but I'm sure it'll be fucking fantastic.

Schoeddl 2025-12-10 19:12

That's why Elon's activity in India. Officially he wants to sell cars there, but in reality he's looking for staff for Optimus and Robotaxis. Rumor has it he was caught at the border with 150,000 VR glasses from Zuckerberg.

gwenver 2025-12-10 19:28

I'm sure a month on month sales rise in China was the reason for a pump in the stock price a week or so back. What's the bet we don't see the opposite on contradictory news.

GoldenBunip 2025-12-10 19:59

All insured by Tesla insurance!

ShortFatStupid666 2025-12-10 20:33

Tesla is not a car company anymore It’s an artificial reef company

ShortFatStupid666 2025-12-10 20:33

The robots can help move the cars to the reef

ShortFatStupid666 2025-12-10 20:35

Breaking News: The VR headsets control the people, turning them into robots

ShortFatStupid666 2025-12-10 20:36

To be fair, some of his cars are flying off the roads…

ShortFatStupid666 2025-12-10 20:37

Louie Glutton

ShortFatStupid666 2025-12-10 20:39

He installed a one way valve on the stock price

EconomyDoctor3287 2025-12-10 21:10

SpaceX gonna be announcing another Tesla buying intent real soon xD

worker_bee_drone 2025-12-10 21:12

This reminds me of one of my favorite quotes: "They laughed at Louis Armstrong when he said he could fly to the moon. Now he's up there, laughing down at them." - Chazz Michael Michaels

Majestic-Internet123 2025-12-10 21:26

Morgan Stanley already has this business baked into its Tesla share price forecast valued at USD150 per share, so don’t get too excited.

Zippytang 2025-12-10 21:59

He’s up against so many better domestic EVs. They have battery swapping stations for Christ sake!

beren12 2025-12-10 23:38

It’s a stock company

beren12 2025-12-10 23:39

The real nuralink!

beren12 2025-12-10 23:40

Because it’s imported so “fancy” I know it’s made there. The brand is imported and was exotic in the beginning.

beren12 2025-12-10 23:41

Not all growth is positive :-)

Lopsided_Quarter_931 2025-12-11 00:10

That is one reason. It’s also seen as a low risk option. Been around the longest of all the EV brands. Nobody wants to buy a car from a brand that disappears again. Bit like why people buy Toyotas.

Busy-Explanation4339 2025-12-11 02:17

2020: Bro, they are not a car company, they are a tech and energy company 2021: Bro, they are not a car company, they are a robotaxi company 2022: Bro, they are not a car company, they are a brain implant company 2023-2025: Bro, they are not a car company, they are an AI and sex robot company

mr_grey 2025-12-11 03:40

Not selling any Teslas? I think Musk deserves a $3 trillion dollar pay package. /s

Overall_Curve6725 2025-12-11 03:49

Tesla is a generic electric with cheaply finished vinyl interior compared to what the other Chinese car makers are offering.

JUGGER_DEATH 2025-12-11 07:08

Crushed Waymo like a bug, what a champ!

[deleted] 2025-12-11 07:51

What do you think all the h1b visas were for

[deleted] 2025-12-11 07:52

They won’t because it’s uncompetitive price wise there obviously.  They’d be selling like hot cakes here if they weren’t banned.  Makes some sense they’re banned, but would be interesting to see some of the tech

Basement_Chicken 2025-12-11 13:47

Some analyst assigned $60 per share worth for their robots, which multiplied by 3.3 billion shares equals to market cap of $200 Billion. That's 10 million robots selling for $20,000 each. For that much money, it should prepare my lawnmower (fill up, add oil, clean the filter), start it, move my lawn, do the edging, blow the clippings off the sidewalks, clean the pool, back flush the filter, check the chemistry and adjust pH, vacuum the patio, the carpets inside, dust, wash the floors, clean the toilets, go grocery shopping, prepare the dinner, etc. etc. etc. If it cannot do all that, it's not worth it.

dtyamada 2025-12-11 13:57

That's assuming they sell for 20 k. The real price is likely to be much, much higher

dtyamada 2025-12-11 13:58

Careful, the board might agree. He's clearly not 'motivated' enough.

ExcitingMeet2443 2025-12-12 03:39

And according to a lot of short documentaries, have sex with the lady of the house.

homoiconic 2025-12-12 23:21

This concept is called a [reverse centaur](https://pluralistic.net/2025/12/05/pop-that-bubble/#u-washington). > Start with what a reverse centaur is. In automation theory, a "centaur" is a person who is assisted by a machine. You're a human head being carried around on a tireless robot body. Driving a car makes you a centaur, and so does using autocomplete. > And obviously, a reverse centaur is machine head on a human body, a person who is serving as a squishy meat appendage for an uncaring machine.

ImpressiveMuffin4608 2025-12-13 16:23

Chinese cars are cheaper and better than Teslas. Duh.

apworker37 2025-12-15 20:39

So sales are dropping in China, Europe and The US. Does not reflect the stock value though.

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