New growth point! Tesla Model Y L orders will be delivered as early as November, with the stock price rising over 4% during intraday trading

Tesla's long-wheelbase six-seat pure electric SUV model - Model Y L, has sold out in the Chinese market in October, with new orders indicating the earliest expected 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, and it was delivered for the first time this month, with the first batch of deliveries starting last week. The Model Y L is equipped with an all-wheel-drive system, achieving a range of 751 kilometers under CLTC (China Light-Duty Vehicle Test Cycle) conditions, a 0-100 km/h acceleration time of 4.5 seconds, and a top speed of 201 km/h. Without changing the vehicle's width, Tesla has expanded the lateral space at the rear of the vehicle by 20mm, providing ample lateral space for the third row. Industry insiders believe that Tesla launched the Model Y L to cater to the preferences of the Chinese market, aiming to boost sales. According to the latest orders, this new vehicle has quickly become one of Tesla's best-selling models in key overseas markets, with strong market demand. Industry estimates indicate that orders for the Model Y L exceeded 35,000 units on the day of its release. Although some orders may overlap with the standard version of the Model Y, insiders point out that this six-seat long version is expanding Tesla's potential market, attracting consumers who need more space and seating. The strong momentum of the Model Y L is significant for Tesla, especially in the fiercely competitive Chinese electric vehicle market. With delivery schedules extending to November, this new model is expected to drive Tesla's quarterly sales performance and help maintain its competitiveness. Outside of China, the Model Y L may also serve as a strategic export product, targeting overseas markets that demand spacious family vehicles. Its "sold out upon launch" performance indicates that Tesla has opened up new growth points within its most successful product line. Moreover, the starting price of 339,000 yuan makes the Model Y L appear to offer excellent value for money. On Thursday, Tesla's stock price rose over 4%, reaching a new high since May of this year.