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Tesla

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Tesla
Tesla
The latest news, analysis and opinion on Tesla. In-depth analysis, industry insights and expert opinion.
Chairman / President
Elon Musk
CEO / Managing Director
Elon Musk
CFO / Finance Director
Zachary Kirkhorn
Industry
Automotive / Energy
Website
tesla.com
Headquarters address
Tesla, Inc.,3500 Deer Creek Road,Palo Alto, CA 94304,United States
Stock Code
NASDAQ:Tesla
Year founded
2003
Geely’s Xingyuan was the top-selling EV on the mainland last year. Photo: Weibo
Electric & new energy vehicles

Low-cost models dominate China EV sales, surpassing Tesla and BYD

Geely’s and Wuling’s sub-100,000 yuan battery EVs ranked first and second in mainland China last year, each selling over 400,000 units.

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Electric & new energy vehicles

Geely’s Zeekr shifts into Italy as China’s European EV push gathers speed

Luxury cars

Andrea Zagato on the Capricorn 01, coachbuilder Zagato’s first hypercar

US-China trade war

Has Trump ceded EV market to China with latest string of policy shifts?

Analysts say rolling back regulations pushes US further towards petrol cars, discourages EV innovation, and gives China competitive edge.

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The BYD Explorer vessel docks at Yantai port in eastern China’s Shandong province as it awaits the loading of Chinese electric vehicles for export overseas. Photo: AFP
Robotics

China’s humanoid robot orders surge after Spring Festival spotlight

Interest also spiked in Noetix’s Bumi, a companion robot that appeared in a family-themed comedy sketch at the gala.

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SCMP Highlights

CATL’s sodium-ion breakthrough, Tesla’s AI training centre: 7 EV reads

From China banning carmakers from selling below cost to Chinese brands’ dominance in Brazil, here are seven EV stories you may have missed.

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Electric & new energy vehicles

China’s efforts to control EV price war sees carmakers paying vendors quicker

Only a handful of the nearly 50 mainland China-based EV builders have been able to turn a profit amid the price wars.

An aerial drone photo taken on January 14, 2026, shows domestically produced vehicles for export at Yantai Port in east China’s Shandong Province. Photo: Xinhua
Electric & new energy vehicles

Opinion | High volume and low cost is how BYD beat Tesla in the EV race

Vast economies of scale, tightly integrated supply chains and China’s control over key materials give Chinese EV makers a systemic edge.

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Electric & new energy vehicles

Tesla launches China AI training centre as self-driving race accelerates

US EV giant opens hub to advance its Full Self-Driving software, as Chinese carmakers step up their own L3 autonomous driving plans.

Solar energy

How Elon Musk’s space-based AI vision sparked a Chinese solar stock frenzy

Musk’s pursuit of space-based data centres has drawn attention to China’s solar industry, sparking market rallies – and calls for caution.

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Discussions between SpaceX and China’s solar suppliers underscore the competitiveness of the country’s solar sector, analysts say. Photo: Reuters
Electric & new energy vehicles

China’s turbocharged EV market hits a speed bump amid falling sales

After years at full throttle, China’s EV sector is slowing sharply, with sales sliding in January as tax breaks fade and costs rise.

China’s roughly 50 electric carmakers sold about 900,000 vehicles last month, down 42.3 per cent from 1.56 million units in December. Photo: Xinhua
Electric & new energy vehicles

China’s first ‘Tesla killer’, flying car makers eye lift-off date: 7 EV reads

From analysis on Beijing-Ottawa tariff deal to foreign carmakers set to stage China comeback, here are seven EV stories you may have missed.

Electric & new energy vehicles

Tesla, Xiaomi vie for Chinese EV buyers with cheaper, longer loans

Low interest rates and seven-year payback periods replace price discounts while EV sales drop and materials costs rise.

Robotics

‘Optimus chain’: Chinese suppliers form backbone of Tesla’s humanoid robot plans

Tesla’s pivot to producing humanoid robots is expected to engage a network of key Chinese component makers.

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Tesla’s Optimus humanoid robot is seen on display at a company showroom in Phoenix, Arizona. Photo: Shutterstock
Robotics

Forget soulless humanoid robots like Tesla’s Optimus. This one’s more Wall-E

Fauna Robotics’ humanoid robot Sprout is an attempt to start a focus on ‘approachable’ robots inspired by Wall-E and BB-8, not Terminator.

Fauna Robotics’ new humanoid robot Sprout shows off its dexterity while being operated remotely at the company’s headquarters in New York on January 14, 2026. Photo: AP
Electric & new energy vehicles

How Tesla’s AI shift is prompting Chinese rivals to expand tech offerings

As Tesla diversifies into humanoid robots and self-driving cars, its Chinese competitors are also moving into flying cars, robots and chips.

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Robotics

China’s humanoid robot sales to double this year as costs fall: Morgan Stanley

The US investment bank revises its China robot sales forecast to 28,000 units this year, while it sees parts prices falling 16 per cent.

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China jobs

With AI in the driving seat, China moves to rein in job displacement risks

China’s central government unveils plans for policy to reduce industrial labour pains caused by widespread use of artificial intelligence.

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Employees work on a Neolix X3 vehicle production line at a factory of Chinese autonomous delivery vehicle maker Neolix in Yancheng, in eastern China’s Jiangsu province. Photo: AFP
Trending in China

Why tech billionaires enjoy rock star treatment in China compared to the US

From personal foibles to that particular look or ability to charm, the business success of global moguls can rest on setting a narrative.

Electric & new energy vehicles

Tesla reports first ever annual revenue decline as China’s EV giants zoom ahead

Tesla’s vehicle production fell 7 per cent year on year in 2025, as Elon Musk signals company will pivot to humanoid robots.

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Electric & new energy vehicles

Xiaomi’s SU7 becomes China’s first Tesla killer, outselling the Model 3

Tesla’s grip on China’s premium sedan segment has loosened, as a bruising price war reshapes the EV landscape.

A Xiaomi SU7 Max is displayed at the entrance of the company’s EV factory in Beijing. Photo: AFP
China energy security

In Davos debut, Musk highlights key China advantage in AI race

China’s energy supply edge was also at the heart of a panel discussion on clean energy in Europe.

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Tesla CEO Elon Musk at the World Economic Forum in Davos, Switzerland, on Thursday. Photo: EPA
Electric & new energy vehicles

Major foreign carmakers set to stage a comeback in China this year: analysts

Foreign carmakers ‘will fight back because they will have the same products’ as their Chinese rivals, consultancy head Denis Depoux says.

US-China trade war

Beijing-Ottawa deal reinforces China’s dominance in EV industry, analysts say

New agreement is set to significantly boost Chinese carmakers’ global expansion and offers easier entry into the North American EV market.

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SCMP Highlights

Chinese carmakers eye Western markets, China-EU dispute progress: 7 EV reads

From a widening gap in US-China electric vehicle markets to Xiaomi’s refreshed SU7, here are seven EV stories you may have missed.

Electric vehicles for export are seen at a port in Hangzhou, in eastern China’s Zhejiang province on April 2, 2025. Photo: AFP
Electric & new energy vehicles

Chinese EV makers’ outlook overseas improves as Europe levels the playing field

Europe’s 33 per cent EV sales growth outpaces the mainland in 2025, while Germany launches a US$3.5 billion subsidy programme.

A BYD Seal is displayed at the Brussels Motor Show on January 9, 2026. Photo: EPA
Robotics

China’s Unitree ships over 5,500 humanoid robots in 2025, surpassing US peers

The Hangzhou-based firm’s output far outstripped the roughly 150 units each shipped by Tesla, Figure AI and Agility Robotics last year.

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Accidents and personal safety

Hong Kong driver avoids injury after drone crashes onto Tesla roof

Police are searching for the owner of a drone that fell out of the sky and damaged a Tesla stopped at traffic lights in Jordan.

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