On May 6, Tesla's official Weibo account posted a video with the caption, "Over 98% of the parts in every Model 3 and refreshed Model Y are made in China."
Image source: Screenshot from Tesla's Weibo post
According to the video, 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 developing products through global R&D while actively establishing a localized supply chain. Official data shows 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 only by investing wholeheartedly in its products can it provide users with the utmost safety assurance, enabling them to drive a Tesla that offers excellent value for money. This is Tesla, and this is "Made in China with Intelligence"!
It is worth noting that 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 Cybercab self-driving taxis and Semi electric truck parts 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, at that time, the Model Y and Model 3 still displayed the "Order Now" option.
According to publicly available information, Tesla recently announced that its net profit in Q1 was $409 million, a 71% decrease YoY. Analysts pointed out that this was mainly due to aging product lines and a decline in global sales 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 decreasing by 20% to $12.9 billion.
