Tesla(US:TSLA) Zhong Guo Ji Jin Bao·2025-11-08 03:37Core Insights - Tesla has launched the Model Y Long Range Rear-Wheel Drive version in China, starting at a price of 288,500 yuan, with an expected delivery time of 2 to 4 weeks and various promotional offers [1][5]. Group 1: Product Launch and Specifications - The new Model Y Long Range Rear-Wheel Drive features a CLTC range of 821 kilometers, a 0-100 km/h acceleration time of 5.6 seconds, a top speed of 201 km/h, and is equipped with a 78.4 kWh battery [5]. - The Model Y lineup now includes four variants: Rear-Wheel Drive (starting at 263,500 yuan), Long Range Rear-Wheel Drive (starting at 288,500 yuan), Long Range All-Wheel Drive (starting at 313,500 yuan), and the six-seat Model Y L (starting at 339,000 yuan) [5]. Group 2: Market Strategy and Sales Performance - Tesla has accelerated the release of new models this year, with multiple price reductions, including the launch of the refreshed Model Y in January and the Model 3 Long Range Rear-Wheel Drive in August [5]. - In Q3 2025, Tesla's global delivery volume increased by 7.4% year-on-year to 497,000 units, although total global deliveries for the first three quarters saw a decline of approximately 5.9% year-on-year [5]. Group 3: Regional Sales Trends - In October, Tesla sold only 750 vehicles in Germany, marking a year-on-year decline of 53.5%, with cumulative sales for the first ten months down 50.4% [6]. - Sales in several European countries, including Spain and the Netherlands, also experienced significant declines in October [6]. Group 4: Strategic Shift - Amidst ongoing global sales challenges, Tesla is shifting its business focus from electric vehicles and energy to artificial intelligence and robotics, as indicated in its "Fourth Chapter of the Master Plan" released in September [6]. - Elon Musk emphasized that autonomous driving and the Optimus robot are the company's top priorities, projecting that approximately 80% of Tesla's future value will derive from the Optimus robot [6].