新增长点！特斯拉中国Model Y L最早交付要到11月，股价大涨6%

Core Insights - Tesla's newly launched extended wheelbase six-seat electric SUV, Model Y L, has sold out in the Chinese market as of October, with new orders indicating the earliest delivery time is projected for November 2025 [1][4] - The Model Y L has quickly become one of Tesla's best-selling models in key overseas markets, highlighting its significant momentum for the company [1][5] Summary by Sections Product Launch and Specifications - The Model Y L was launched on August 19 on Tesla's China website, with a starting price of 339,000 RMB. The first deliveries commenced in October [3] - It features an all-wheel-drive system, a range of 751 kilometers under CLTC conditions, 0-100 km/h acceleration in 4.5 seconds, and a top speed of 201 km/h. The vehicle's width remains unchanged, but the rear horizontal space has been expanded by 20mm to accommodate the third row [3] Market Demand and Sales Performance - Industry estimates suggest that over 35,000 orders were placed on the launch day, indicating strong market demand. Although some orders may overlap with the standard Model Y, the six-seat extended version is attracting consumers seeking more space [5] - The strong performance of Model Y L is crucial for Tesla, especially in the competitive Chinese electric vehicle market. The extended delivery timeline to November is expected to boost Tesla's quarterly sales performance and maintain its competitiveness [5] Strategic Implications - Beyond China, the Model Y L may serve as a strategic export product targeting overseas markets that demand spacious family vehicles. Its immediate sell-out performance indicates a new growth opportunity within Tesla's most successful product line [5] - The competitive starting price of 339,000 RMB enhances the perceived value of the Model Y L, making it an attractive option for consumers [5] Stock Market Reaction - Following the strong sales performance and positive market reception of the Model Y L, Tesla's stock price surged over 6%, reaching its highest level since May of this year [6]