New growth point! Earliest deliveries for Tesla Model Y L orders won't be until November, stock price rises over 4% intraday.

New growth point! Earliest deliveries for Tesla Model Y L orders won't be until November, stock price rises over 4% intraday.

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The long wheelbase, six-seat, all-electric SUV — Model Y L — launched by Tesla in China, has sold out in the Chinese market for October. New orders show the earliest estimated delivery time is November 2025.

 

This long wheelbase model was launched on Tesla China’s official website on August 19, with a starting price of 339,000 yuan. It made its first deliveries this month, with the initial batch having started delivery last week.

The Model Y L is equipped with an all-wheel-drive system, offering a CLTC (China Light-Duty Vehicle Test Cycle) range of 751 kilometers, 0-100 km/h acceleration in 4.5 seconds, and a top speed of 201 kilometers per hour. While the vehicle width remains unchanged, Tesla expanded the horizontal space at the rear by 20mm, creating ample room in the third row.

Industry insiders believe Tesla introduced the Model Y L to better align with Chinese market preferences and to boost sales. Judging from the latest orders, the new car has quickly become one of Tesla’s bestsellers in a key overseas market, with strong demand from consumers.

Industry estimates indicate that orders for the Model Y L exceeded 35,000 on the day of its release. Although some orders may overlap with the standard Model Y, industry professionals point out that this six-seat long wheelbase version is expanding Tesla’s potential market and attracting consumers who need more space and seating.

The strong momentum of the Model Y L is highly significant for Tesla, especially in the fiercely competitive Chinese electric vehicle market. As delivery waiting times extend to November, this new model is expected to drive Tesla’s quarterly sales performance and help it remain competitive.

Beyond China, the Model Y L may also serve as a strategic export product, targeting overseas markets where large Family vehicles are in demand. Its “sold out on launch” performance shows that Tesla has opened a new growth point within its most successful product line. Moreover, with a starting price of 339,000 yuan, the Model Y L is highly cost-effective.

On Thursday, Tesla’s stock price rose more than 4%, hitting a new high since May this year.

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