On May 6, Tesla's official Weibo account posted a video with the caption, "Over 95% of the parts in every Model 3 and refreshed Model Y are made in China."
Image source: Screenshot from Tesla's Weibo post
The video shows that the localisation rate of Model 3 and refreshed Model Y vehicles produced at Tesla's Giga Shanghai has exceeded 95%. This means that over 95% of the parts in every Model 3 and refreshed Model Y purchased by consumers are made in China.
Tesla's official statement emphasizes its commitment to global R&D while actively establishing a localized supply chain. Official data indicates that Tesla's total R&D investment in 2024 was RMB 33.1 billion, and in Q1 2025, it invested RMB 10.3 billion in R&D.
Tesla believes that dedicated investment in its products provides users with the utmost safety assurance, enabling them to drive Tesla vehicles that offer exceptional value. This is Tesla, and this is "Made in China with Intelligence"!
Notably, Tesla's large-scale ESS battery, the Megapack, uses LFP batteries imported from China. Due to tariff policies, there are reports that Tesla's plan to ship parts for Cybercab self-driving taxis and Semi electric trucks from China to the US has been suspended.
In April this year, Tesla's official website in China showed that the Model S/X car models no longer offered a separate "Order New Car" option. Instead, the corresponding model pages only displayed a "View Available Cars" button. Clicking on this button revealed a series of model information. However, the Model Y and Model 3 still displayed the "Order Now" option at that time.
According to publicly available information, Tesla recently announced that its net profit in Q1 was $409 million, a 71% decrease YoY. Analysts attribute this decline primarily to product aging and a global sales slump caused by Elon Musk's political activities. The company's total revenue for the quarter decreased by 9.2% to $19.3 billion, with automotive revenue dropping by 20% to $12.9 billion.