In June 2026, BYD led China's NEV exports with 170,897 units (34.2% market share), while Tesla China ranked 4th with 36,171 units (7.2% share), according to CPCA data.
BYD's exports surged 98.8% year-on-year and 9.6% month-on-month; Chery ranked second with 73,819 units (14.8% share) and 177.8% YoY growth, while third-ranked Geely held 12.3% share.
Domestically, BYD leads China's overall NEV market with 22.3% share while Tesla ranks 5th for the second consecutive month, with Nio's retail sales jumping 62.6% YoY to rank 8th.
Tesla filed a new Model Y Performance variant in China through MIIT's regulatory process, with public disclosure from July 11-17 and production at its Shanghai facility.
The variant reaches 250 km/h top speed with dual-motor AWD (176 kW front, 291 kW rear), LG Energy Solution ternary battery pack, performance suspension, and 21-inch wheels (255/35R21 and 275/35R21 tires).
Model Y represents 73.04% of Tesla's June China deliveries; the Performance version will be priced above the current ¥339,000 Model Y L, strengthening Tesla's competitive position in China's premium EV segment.
