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“特供”中国市场的Model Y L:是特斯拉的救星吗?
凤凰网财经· 2025-08-22 15:16
Core Viewpoint - Tesla has launched a new six-seat electric SUV, Model Y L, priced at 339,000 yuan, which is higher than the five-seat Model Y AWD by over 20,000 yuan, raising market interest amid Tesla's declining performance [2][6]. Group 1: Product Features - Model Y L features a larger design compared to the standard Model Y, with an increase in length by 179 mm, height by 44 mm, and a wheelbase by 150 mm, adopting a "2+2+2" seating layout [2][4]. - The starting price of Model Y L is 339,000 yuan, which is 25,500 yuan more than the 2025 Model Y AWD's starting price of 313,500 yuan, primarily due to the addition of a third row of seats and increased dimensions [3][4]. - Despite the larger size, the interior configuration has not seen significant upgrades, leading to mixed customer feedback regarding its value proposition [4][5]. Group 2: Market Strategy - Model Y L is currently produced only at Tesla's Shanghai factory, with no plans for overseas sales, indicating a focus on the Chinese market [6][7]. - The introduction of Model Y L is seen as a strategic move to cater to the growing demand for larger, multi-seat vehicles in China, particularly among families, amidst Tesla's recent sales challenges [6][7]. - Tesla's Q2 2025 financial report showed a revenue decline of 12% year-over-year, with net profit down by 20.7%, highlighting the need for new models to boost sales [6][7].