Tesla sold just 8,817 vehicles in China in October 2026, its lowest domestic monthly total since July 2022, down 66.1% from a year earlier. The Model Y dropped from first place in September to 66th, as a September promotional push appears to have pulled deliveries forward.
At the 200,000–300,000 yuan price band, new Chinese EVs now benchmark Xiaomi rather than Tesla. Executives at Chery's Luxeed and Volkswagen's Anhui unit openly compare their cars to Xiaomi's SU7 and YU7, a sign of how fast the marketing reference point has moved.
Alipay has become the latest Chinese internet giant to plug its services into Tesla's in-car system, following WeChat and ByteDance's Doubao AI model. Elon Musk's carmaker is turning its dashboard into a platform for China's biggest apps.
Tesla sold 48.65 million? No — 48.65 thousand? Its third-quarter volume held near last year's level and revenue stayed around $28 billion, but net profit fell 43% to $787 million. Model 3 and Model Y still carry the business, so the search for a second profit engine is getting urgent.
A robot memory system called LT-Mem won the best paper award at IROS 2026, letting machines recall where objects have moved over time rather than only their latest position. The work arrives as China's embodied AI sector races to make robots more useful in real spaces.
Tesla has begun producing commercial-grade Optimus humanoid robots at its Fremont factory, converting Model S and Model X lines in 46 days. Musk says reaching 20,000 units a week would take about a year.
Elon Musk says he will hand one SpaceX share to every American child next year. At the latest quoted price that is about $146 each — a small gift with a big marketing purpose behind it.
Chinese brokerages published a wave of research notes on Monday, arguing that the worst of the market environment has passed, that domestic AI models like DeepSeek are gaining ground, and that infrastructure spending will pick up.
Alltron, the world's top maker of high-density circuit boards for cars, lost 191 million yuan in six months while its core margin fell to 2.8%. The Tesla supplier is still pushing a dual listing in Hong Kong and Shanghai.
Tesla unveiled its second-generation Roadster in Texas, demonstrating a car that can briefly hover, drive upside down, and adjust its position mid-air using cold-gas thrusters. The stunt blends rocket technology with electric vehicles.
Analysts at Barclays say clients keep asking whether Tesla and SpaceX could combine, reviving speculation about a Musk mega-merger. No deal has been confirmed, but the chatter is shaping how investors view both companies.
Subscription features like Tesla's monthly Full Self-Driving plan are turning one-time car purchases into recurring software revenue. Automakers keep experimenting even after BMW's heated-seat fiasco showed buyers have limits.
Chinese auto-parts makers that supply Tesla are quietly developing their own humanoid robots, betting that car factories can mass-produce machines. Analysts see a race to lock in orders before the market opens.
China's National Day holiday kicked off a fourth-quarter sales push, with Tesla stores packed and discounts everywhere. Buyers are racing a year-end purchase-tax change that makes 2026 cars thousands of yuan pricier.
Taiwan's chipmaking giant is in talks with Elon Musk's Terafab wafer project, with Musk confirming discussions are underway. The move could reshape where advanced chips for Tesla and SpaceX get built.
Tesla shares climbed more than 5% after the company said it delivered over 486,000 vehicles in the third quarter of 2026, outpacing production by roughly 22,000 units. Storage deployments also hit 13.7 gigawatt-hours.
Chinese solar-equipment maker Liancheng CNC has sued rival Jingsheng Mechanical & Electrical in the United States over patented technology, reportedly tied to a roughly 3-billion-yuan order from Tesla. The case marks a rare direct legal clash between two Chinese suppliers on American soil.
Tesla's Cybercab is now charging passengers in Austin, but the company faces a skeptical public and regulatory hurdles. Meanwhile, Chinese autonomous driving firms are taking a different path to scale.
Newly published patent filings reveal Tesla is developing a retractable, multi-segment active rear wing for its next-generation Roadster, which debuts October 1 in Texas. The design aims to keep the electric supercar glued to the road at high speed while cutting drag on straights.
Tesla has released another teaser for its second-generation Roadster, showing only a front LED light strip. The electric supercar is set to be fully unveiled on October 2, Beijing time.
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