Tesla(US:TSLA) 中国基金报·2025-09-11 16:18Core Viewpoint - Tesla's Model Y L delivery timeline has changed, indicating strong demand and a potential sales boost in the Chinese market [2][3][7] Group 1: Model Y L Launch and Sales - Tesla's Model Y L was launched on August 19, with a starting price of 339,000 yuan, featuring all-wheel drive and a range of 751 km under CLTC conditions [6] - The Model Y L has sold out for October, with expected deliveries now pushed to November, reflecting high consumer interest [3][7] - Reports indicate that 120,000 units of Model Y L have been ordered since its launch, averaging nearly 10,000 orders per day, although some industry insiders suggest this figure may be exaggerated [7] Group 2: Model 3 Long Range Version - Tesla also released the Model 3 Long Range Rear-Wheel Drive version on August 12, with a range of 830 km and a starting price of 269,500 yuan [7] - Less than a month after its release, the Model 3 Long Range saw a price reduction of 10,000 yuan, bringing the new price to 259,500 yuan [7] Group 3: Energy Storage Developments - Tesla introduced the Megablock energy storage system on September 9, which is designed to simplify installation and reduce connection points by 78%, with deliveries expected to start in the second half of 2026 [8]