Tesla YL in China got 10K order daily

https://www.nextbigfuture.com/2025/09/tesla-yl-could-outsell-the-standard-model-y-in-china.html?utm_source=chatgpt.com

Beijing media outlet Cailians reports the Tesla Model Y L is popular with consumers, particularly bigger families that need more space for their children. The Model Y L has garnered 120,000 orders and is getting almost 10,000 new orders daily. The first batch of customers began receiving deliveries in the past two days.

If the Tesla Model YL became the most popular in this mid-size, premium-priced 3-row segment, it could realistically sell 400,000-500,000 units annually in China. This might even be more sales within China for the standard Model Y’s 480,309 units in 2024. The Tesla model YL might outsell the standard Tesla Model Y.

 

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YL爆衝銷量,Q3財報應該不會太差 -穆丹之鄉- 給 穆丹之鄉 發送悄悄話 (0 bytes) () 09/07/2025 postreply 19:14:40

US sale is excellent too because of the rebate expiring 9/30 -BrightLine- 給 BrightLine 發送悄悄話 BrightLine 的博客首頁 (167 bytes) () 09/07/2025 postreply 19:18:13

如果美聯儲如期9月降息,應該多少能彌補一些取消rebate後帶來的影響,我覺得重中之重應該還是Robotaxi 的進展 -穆丹之鄉- 給 穆丹之鄉 發送悄悄話 (0 bytes) () 09/07/2025 postreply 19:24:52

這個消息已經 price in 了 -QinHwang- 給 QinHwang 發送悄悄話 QinHwang 的博客首頁 (0 bytes) () 09/07/2025 postreply 19:20:56

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