Tesla(US:TSLA) 中国基金报·2025-07-16 13:58Core Viewpoint - Tesla has announced the upcoming launch of the extended version of Model Y, which is expected to hit the market in the third quarter, indicating a strategic move to enhance its product lineup in response to market dynamics [2][5]. Group 1: New Model Introduction - The new Model Y L is a 6-seat luxury electric SUV with a wheelbase exceeding 3 meters and a length of approximately 5 meters [5]. - It features a dual-motor system with power outputs of 142kW and 198kW, achieving a top speed of 201 km/h, and is designed as an all-wheel-drive model [5]. - The expected price for Model Y L is around 400,000 yuan, positioning it between the existing Model Y and Model X [5]. Group 2: Sales Performance - Despite a decline in overall sales for Tesla in China, the Model Y remains the best-selling SUV, with sales of 44,848 units in June 2025, making it the top-selling mid-size SUV for four consecutive months [7]. - The introduction of the refreshed Model Y has led to a rebound in sales, with the Chinese factory experiencing its first year-on-year growth in delivery volume in nine months [11]. Group 3: Market Dynamics and Analyst Insights - Analysts suggest that the lack of new mainstream models since 2020 may mean that the recent updates to Model Y could only provide a short-term boost [12]. - The updated Model Y incorporates elements of cyberpunk design and features such as fast charging capabilities and smart cockpit functionalities, appealing to the younger generation [10].