--- title: "As Tesla Model Y L Orders Cross 120,000 In China, Supply Exhausted Until November" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/256850738.md" description: "Tesla's Model Y L has received over 120,000 orders in China, leading to a supply shortage until November 2025. The company reported an average of 10,000 orders daily, but deliveries are halted for September and October. Additionally, Tesla announced a 3.7% price cut for the Model 3 Long Range sedan in China, now priced over $36,000. Despite challenges in the U.S. market, where Tesla's share fell below 40%, the company saw a 41% increase in new registrations in China." datetime: "2025-09-11T05:31:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/256850738.md) - [en](https://longbridge.com/en/news/256850738.md) - [zh-HK](https://longbridge.com/zh-HK/news/256850738.md) --- > 支持的语言: [English](https://longbridge.com/en/news/256850738.md) | [繁體中文](https://longbridge.com/zh-HK/news/256850738.md) # As Tesla Model Y L Orders Cross 120,000 In China, Supply Exhausted Until November **Tesla Inc.**'s TSLA six-seater Model Y L is reportedly sold out in the Chinese market amid the company's poor sales in multiple regions. ## Model Y L's Strong China Performance According to the official Tesla China website on Wednesday, deliveries for the Model Y L won't take place until November 2025, indicating that the EV giant has run out of Model Y L units for the rest of September as well as the entirety of October. The news comes as it was reported that the Model Y L had received over 120,000 orders in China since its launch, with local sales officials saying that it was averaging 10,000 orders a day. _Source: Tesla China (Originally in Chinese)_ ## Model 3 Price Cuts, Tesla China Sales Meanwhile, Tesla also announced a 3.7% price cut for the Model 3 Long Range sedan in China. The EV, available for more $36,000 in the Chinese market, offers almost 500 miles of range on a single charge and faces stiff competition from **Xpeng Inc.**'s XPEV P7 sedan launched for $30,000. Tesla's performance in China could also provide the company with some relief despite sales woes, as Elon Musk's EV giant recorded 14.3k new insured registrations in China, a 41% growth over the previous quarter. ## Tesla's U.S. Market Share Falls, BYD Renews India Push Elsewhere, Tesla's U.S. market share fell below 40% for the first time since October 2017, with the automaker capturing over 38% of the U.S. EV sector despite the segment experiencing record growth, largely driven by the ending of IRA incentives. The company's rival **BYD Co. Ltd.** BYDDY BYDDF, on the other hand, has renewed its push in the Indian market, where Tesla recorded slower-than-expected growth, accumulating 600 orders for the $70,000 Model Y, the company's sole offering in the region. Tesla scores well on Momentum and Growth metrics, while offering satisfactory Quality, but poor Value. For more such insights, sign up for Benzinga Edge Stock Rankings today! _Check out more of Benzinga's Future Of Mobility coverage by_ _following this link__._ - Elon Musk Says The Government Is ‘Unfixable,' Hails Trump's Crypto Czar David Sacks: ‘Haven't Been To DC Since May' _Photo courtesy: Around the World Photos On Shutterstock.com_ ### 相关股票 - [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-CN/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-CN/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-CN/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-CN/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-CN/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-CN/quote/TSLR.US.md) ## 相关资讯与研究 - [SpaceX IPO Puts Sam Bankman Fried/FTX Stake In Musk Company Back In Spotlight: Here's The Missed Profits](https://longbridge.com/zh-CN/news/281557662.md) - [Tesla Is Sitting On A Record 50,000 Unsold EVs](https://longbridge.com/zh-CN/news/281618373.md) - [Balanced Risk-Reward Amid Delivery Misses and Uncertain AI Execution Keeps Tesla at Hold](https://longbridge.com/zh-CN/news/281558821.md) - [Tesla’s sales recover slightly, but the trend lines are all bad](https://longbridge.com/zh-CN/news/281541012.md) - [Gavin Newsom Hails Apple's '50 Years Of Innovation' As Tesla, Chevron, McKesson Leave California](https://longbridge.com/zh-CN/news/281496370.md)