Tesla’s Chinese Rival Beat It With First US Long Haul Electric Truck Delivery — What Does This Mean For The EV Giant?

• Tesla’s full-size, Class 8 battery-electric truck, called the Semi, is slated to enter volume production in the first half of 2026.  
• Vehicle deliveries are now slated to commence this year, expanding Tesla’s lineup and offerings for commercial customers.
• Electrek reported earlier this year that the company is quoting $290,000 for the 500-mile version of its Tesla Semi truck, before destination fees and taxes.

Tesla rival and Chinese electric vehicle startup Windrose has reportedly made its first delivery in the U.S., raising competition for the American EV giant ahead of the launch of its own full-size freight electric truck.

Reuters reported on Wednesday that Windrose delivered its long-haul electric heavy truck priced at $285,000 to Texas logistics firm Allogic through its American partner on April 1.

The Chinese company has reportedly secured full ​vehicle certification across Asia, ​Europe, ⁠and North and South America.

The Upcoming Tesla Semi

Tesla’s full-size, Class 8 battery-electric truck, called the Semi, is slated to enter volume production in the first half of 2026.  

The company unveiled the vehicle in November 2017 and promised a range of up to 500 miles on a single charge. Vehicle deliveries are slated to commence this year, expanding Tesla’s lineup and offerings for commercial customers. The company’s dedicated Semi factory in Nevada is currently in the tooling phase.

As per Tesla’s website, the vehicle will be available in two variants namely standard range and long range. While standard range will offer about 325 miles of range, the long range variant will offer about 500 miles of range.

Electrek reported earlier this year that the company is quoting $290,000 for the 500-mile version of its Tesla Semi truck, before destination fees and taxes, higher than the price announced at the time of its unveiling, but below the industry average for a class 8 electric truck.

Tesla’s only other truck currently in production is the stainless steel Cybertruck, which has failed to garner the demand previously expected by Tesla CEO and billionaire Elon Musk.

Tesla’s other rivals Ford (F) and General Motors (GM) also offer electric trucks but their efforts are focused on light-duty, medium-duty, and full-size consumer pickup electric trucks rather than heavy-duty freight trucks.

How Did Retail Traders React?

On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bearish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.

TSLA stock has gained 54% over the past 12 months.

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