| 2025 Q3 | Production 生产 | Deliveries 交付 | Subject to operating lease accounting 经营性租赁占比 | | --- | --- | --- | --- | | Model 3/Y | 435,826 | 481,166 | 2% | | 其他车型 | 11,624 | 15,933 | 7% | | Total 总计 | 447,450 | 497,099 | 2% | 除了电动车业务以外，特斯拉的储能业务也在该季度迎来最新进展，全球装机量超12.5GWh。 【大河财立方 记者 王宇】10月2日，特斯拉发布2025年第三季度全球生产与交付报告，电动车和储能业 务双双创出新高。 Megapack作为特斯拉为公用事业设计的储能系统，能在发电量高时储存能量、在电网需要时释放电 量，以此来平衡可再生能源的随机性、间歇性和波动性，为电网提供可靠支撑。第三代Megapack年产 能将达到50GWh，预计将于2026年下半年开始交付。 数据显示，本季度特斯拉全球共生产纯电动车约44.7万辆，交付量达49.7万辆。同期，特斯拉储能产品 装机量达到 ...

Group 1 - Tesla's Model Y L delivery timeline has changed, with expected deliveries now set for November, indicating that October's inventory has sold out [1] - The Model Y L, launched on August 19, is priced starting at 339,000 yuan and features an all-wheel drive system with a range of 751 kilometers under CLTC conditions, a 0-100 km/h acceleration time of 4.5 seconds, and a top speed of 201 km/h [2] - The Model Y L aims to cater to the Chinese market's preference for larger, family-oriented vehicles, and is seen as a strategy to boost sales [2] Group 2 - Since its launch, the Model Y L has reportedly received 120,000 orders, averaging nearly 10,000 orders per day, although some industry insiders suggest this figure may be exaggerated [2] - On September 1, Tesla announced a price reduction of 10,000 yuan for the Model 3 Long Range Rear-Wheel Drive version, bringing its price down to 259,500 yuan [3] - 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 [3]

Core 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]