Tesla(US:TSLA) Bei Jing Shang Bao·2025-08-19 15:01Group 1 - Tesla officially launched the Model Y L in China on August 19, with a starting price of 339,000 yuan and an expected delivery time in September [2] - The Model Y L is a six-seat pure electric SUV, featuring a body length increase of 179mm and a wheelbase increase of 150mm compared to the standard Model Y [4] - The vehicle is equipped with a dual-motor all-wheel drive system, achieving a 0-100 km/h acceleration in just 4.5 seconds, and has a CLTC range of 751 km with an 82 kWh lithium-ion battery [4] Group 2 - Tesla's global delivery volume for the first half of the year was 721,000 units, a year-on-year decline of 13%, with a wholesale volume in China of 364,000 units, down 14.6% [4] - The increasing penetration of new energy vehicles and rising competition in the market have put pressure on Tesla, prompting the company to update its Model 3 and Model Y in recent years [6] - The Model Y L aims to fill the gap in the six-seat mid-size pure electric SUV segment, expanding Tesla's market coverage and catering to diverse consumer needs [6][7] Group 3 - The domestic market for electric SUVs priced between 250,000 and 300,000 yuan is highly competitive, with brands like Xiaomi, Zeekr, and Xpeng actively participating [6] - The launch of the Model Y L is expected to intensify competition in the pure electric six-seat SUV market, following the introduction of other large SUVs like the Leado L90 and Li Auto i8 [7]