Spot on. China is the largest auto market in the world, and two thirds (~67%) of their sales are new energy vehicles now (battery electric and plug in hybrid). It’s ~6-7% in the US. The race is over.

Chart: A record two-thirds of car sales in China are now electric vehicles - https://www.carbonbrief.org/chart-a-record-two-thirds-of-car... - October 23rd, 2026

50% of their heavy duty trucks are electric already, four years ahead of the government’s 2030 target.

Electric trucks hit 50% of China’s heavy truck sales, diesel demand falls - https://news.ycombinator.com/item?id=50340612 - November 2026

China is going to hit 100% light and heavy vehicle sales by 2030, and then they’re going to export them to the world as fast as they can build and ship them.

It's great for Tesla regardless of the overall EV market in the US. Anyone with money in China is willing to pay more for a Tesla because they know its superior. It's quite like their obsession with Apple products.

Tesla? Superior? My X button is wearing out from all this doubt.

In many way Tesla products in China are viewed as superior. Recent reviews funded by the CCP showed their self driving is the only reliable one in China as well as the recent negative publicity from Huawei and their brake failures on their luxury models.($150,000)