Tesla(US:TSLA) Benzinga·2025-10-13 07:30Core Insights - Tesla Inc. recorded its second-highest monthly sales in China for 2025, with 71,525 units sold in September, reflecting a 25.15% month-over-month growth compared to August 2025 [2][3] - Despite the growth in September, Tesla's sales are down 0.9% year-over-year, marking the seventh consecutive month of decline [2][3] - Tesla's market share in the Battery EV sector in China is currently at 8.66%, with year-to-date retail sales at 432,704 units, down 5.97% year-on-year [3] Sales Performance - The highest sales tally for Tesla in 2025 was recorded in March, with 74,127 units sold [3] - In Europe, Tesla's sales are declining, with a reported 25% drop in the Italian market during September [4] Market Dynamics - The Chinese market is experiencing a transition towards electric vehicles (EVs), leading to decreasing profit margins for car dealers due to overcapacity and intense competition amid an EV price war [6] - Tesla has introduced affordable trim levels for the Model Y and Model 3 in the U.S., which has received mixed market reactions [5] Competitive Landscape - The UK has become the largest overseas market for rival BYD Co. Ltd., indicating increasing competition for Tesla in international markets [4] - Tesla scores well on momentum and growth metrics but has poor value ratings, while showing a favorable price trend in the short, medium, and long term [7]