Xiaomi Outsells Tesla in China's EV Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy TSLA?
Source: Benzinga
- Sales Comparison: According to the China Passenger Car Association, Xiaomi's YU7 SUV delivered 37,869 units in January, more than double the Tesla Model Y's 16,845 units, showcasing Xiaomi's strong performance in the EV market.
- Market Share Shift: The success of the YU7 caused the Model Y to drop from the top seller in December to 20th place in January, indicating significant challenges for Tesla in China, particularly as its ranking in the new energy vehicle sector fell from first to seventh.
- Price Advantage: Priced 10,000 yuan ($1,450) lower than the Model Y, the YU7's competitive pricing strategy is expected to attract consumers and capture market share from Tesla, as analysts had anticipated.
- International Expansion Plans: Despite a slowdown in China's EV market, Xiaomi plans to expand into Europe next year, leveraging the success of the YU7 to enhance its international competitiveness and brand influence.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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