Xiaomi's EV Unit Surpasses Tesla in January Sales
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy TSLA?
Source: seekingalpha
- Sales Leadership: Xiaomi's YU7 SUV topped the Chinese market in January with 37,869 units sold, achieving double the sales of Tesla's Model Y, which sold only 16,845 units, indicating Xiaomi's strong performance in the EV sector.
- Market Ranking Shift: Tesla's Model Y plummeted from the best-selling model in December to 20th place in January, suggesting a significant decline in market demand that could impact brand perception and future sales strategies.
- New Energy Vehicle Competition: In the new energy vehicle segment, Tesla's ranking fell from first to seventh, reflecting intensified market competition and the rise of emerging brands like Xiaomi, posing challenges for Tesla.
- Overall Market Performance: While Tesla ranked fifth in overall sales in China last year and Xiaomi tenth, this shift in trends may prompt Tesla to reassess its market strategies to counter the rapid growth of competitors like Xiaomi.
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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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See More
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- Sales Decline: Tesla's auto deliveries fell by approximately 9% in 2025, amidst a 2% decline in the overall EV market, indicating a weakening competitive position that resulted in nearly halved profits, reflecting struggles in a soft market.
- Quarterly Sales Data: In Q1 2026, deliveries dropped 14% from the previous quarter, although there was a slight year-over-year increase, this trend suggests ongoing sales pressure for Tesla in the short term, potentially impacting investor confidence.
- Robotaxi Market Potential: Tesla anticipates that by 2029, its robotaxi business could represent around 90% of its enterprise value, with this market projected to reach $10 trillion, highlighting the strategic shift potential for Tesla's future growth.
- Production Capacity Advantage: Tesla's Austin factory can produce over 5,000 vehicles daily, with the capability to match the entire ride-hail fleet of urban Austin in about 9 days, indicating that its rapid deployment ability in the robotaxi market will provide a competitive edge.
See More
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See More
