U.S. automaker Tesla (TSLA.O) sold 94,139 China-made electric vehicles (EVs) in December, a 68.7% increase from a year earlier, China Passenger Car Association (CPCA) data showed on Wednesday.
Deliveries of China-made Model 3 and Model Y vehicles were up 14.2% from November.
Chinese rival BYD, with its Dynasty and Ocean lineup of EVs and petrol-electric hybrid models, delivered 341,043 passenger vehicles in December, up 13% from November and a 45% jump year-on-year.
BYD had a record quarter with sales of 944,779 new energy vehicles in the fourth quarter, including 526,409 pure EVs.
Tesla’s figures took its China-made sales, which include exports, to 947,742 for the full year, accounting for 52.4% of the U.S. EV pioneer’s global deliveries.
Tesla’s Shanghai plant, its biggest globally, is capable of producing 1.1 million units of Model 3 and Model Y cars a year and besides China also supplies countries such as New Zealand, Australia and Europe.
Worldwide, Tesla delivered a record 484,507 cars in the fourth quarter, beating market estimates, but was dethroned by BYD as the top EV maker.
Tesla faces mounting competition in China, the world’s largest auto market, where a bruising price war and slowing EV demand has not inhibited Chinese latecomers from venturing into the arena.
In China, Tesla kicked off a price war at the start of last year that drew in more than 40 brands and dealt a blow to industry profitability.
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