Tesla(US:TSLA) Mei Ri Jing Ji Xin Wen·2025-07-17 11:13Core Viewpoint - Tesla is launching the Model Y L, a six-seat electric SUV, targeting the rapidly growing segment of three-row SUVs in China, which is expected to enhance its market influence globally [1][4]. Group 1: Product Launch and Specifications - The Model Y L features a three-row, six-seat layout, with a length close to 5 meters and a wheelbase of 3040mm, slightly longer than the updated Model Y's wheelbase of 2890mm [1]. - The expected price for the Model Y L is around 350,000 yuan [2]. Group 2: Market Context and Competition - The introduction of the Model Y L signifies Tesla's entry into the competitive six-seat electric SUV market, which is becoming increasingly crowded with new models from competitors like Li Auto and Aito [4]. - Goldman Sachs predicts that the Model Y L could significantly boost Tesla's sales in key global markets, with annual sales potentially reaching 375,000 units by 2027 [4]. Group 3: Sales Performance and Future Outlook - Tesla's global vehicle deliveries in Q1 were approximately 336,700 units, marking a 32% quarter-over-quarter decline and a 13% year-over-year decrease, the lowest since Q4 2022 [4]. - For the first half of the year, Tesla's global deliveries totaled about 720,700 units, lower than the 830,800 units delivered in the same period of 2024 [4][5].