21天卖光俩月产能，特斯拉等来救命稻草

Core Viewpoint - Tesla's new Model Y L, designed specifically for the Chinese market, has been launched without prior announcements, and its pricing has exceeded expectations, contributing to a significant increase in sales despite a general slowdown in Tesla's overall sales growth [1][2][3]. Group 1: Product Launch and Sales Performance - The Model Y L was made available on Tesla's website without any prior notice, surprising many sales personnel [1] - The actual price of Model Y L is 339,000 yuan, which is lower than the expected 400,000 yuan, and it offers more seating capacity compared to the Model Y Long Range version [1] - The Model Y L sold out its September production capacity in just six days and its October capacity in 15 days, indicating strong demand [4] - Sales personnel reported a significant increase in customer orders, with some completing multiple orders in a single day [3][4] Group 2: Market Strategy and Competition - The Model Y L is a China-specific model, contrasting with Tesla's global offerings like Model 3 and Model Y, which were not tailored for local preferences [5][8] - The demand for large SUVs in China is growing, with a projected retail sales increase of 52.5% in the large and mid-large SUV market for 2024 [5] - Tesla has been actively lowering prices in China, making its vehicles among the cheapest globally, but this strategy alone has not been sufficient to maintain sales momentum [5][6] Group 3: Financial Performance and Future Outlook - Tesla's revenue and net profit have declined, with Q2 2023 revenue at $22.496 billion, down 12% year-over-year, and net profit down 16% to $1.172 billion [5] - Despite the challenges, Tesla aims to deliver 20 million vehicles over the next decade, with a current average monthly delivery of 120,000 units [10] - The company is experiencing a rebound in sales, with increased production plans for Q3 and Q4 due to strong demand [10]