Tesla China achieved a significant milestone in its weekly deliveries for the Model Y. In the 12th week of 2025 (March 17-23), Tesla delivered a total of 16,900 vehicles in China, marking the 4th consecutive weekly high for the year[1].
The breakdown of these deliveries is as follows:
– Model Y “Juniper”: 10,600 units
– Model 3: 6,300 units
This marks the first time Tesla has exceeded 10,000 weekly deliveries for the Model Y in China in 2025[1]. The Model Y “Juniper,” which is the facelifted version launched on January 10, 2025, has shown a stable production ramp-up since its delivery began on February 26[1].
## Weekly Delivery Trends
The Model Y deliveries have shown a consistent upward trend:
– Week 9 (Feb 24 – Mar 2): 6,700 units
– Week 10: 8,700 units
– Week 11: 9,500 units
– Week 12: 10,600 units
At this pace, Tesla is likely to deliver over 40,000 new Model Y vehicles in the first full month of launch[1].
## Impact on Q1 2025 Deliveries
While these weekly numbers are impressive, analysts are still cautious about Tesla’s overall Q1 2025 delivery expectations:
1. Tesla’s company-compiled consensus from 27 firms suggests expected deliveries of 377,592 vehicles for Q1 2025[2].
2. FactSet estimates are more optimistic, projecting 407,900 units for the quarter[2].
3. Deutsche Bank’s tracking data suggests deliveries between 340,000 and 350,000 vehicles in Q1[3].
It’s important to note that these Q1 estimates take into account potential impacts from the Model Y production transition and other factors affecting overall demand.