Elon Musk Podcast Tesla’s Model Y L Is Selling Fast in China
6 snips
Sep 4, 2025 The new six-seat Model Y L is gaining incredible traction in China, with soaring demand right out of the gate. This three-row SUV presents a practical alternative to the pricier Model X. Tesla meticulously reengineered the Model Y for the Chinese market, focusing on family-friendly features and design tweaks. The role of Gigafactory Shanghai is crucial for the model's success, highlighting Tesla’s strategic push in China. There's also speculation on whether this variant will expand to other markets.
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Real Three-Row Reengineering
- Tesla stretched the Model Y into a longer three-row SUV to add real third-row utility rather than cramming seats.
- The reworked chassis and rear architecture deliver true six-seat comfort and space for families.
Aggressive Local Pricing Drives Demand
- Tesla priced the Model YL around RMB 309,900 to undercut the Model X and capture mainstream family buyers.
- Early demand and demo bookings in China show the strategy is resonating with local preferences.
Shanghai Factory Enables Fast Localization
- Gigafactory Shanghai localized production and supply chains to avoid import delays and markups.
- Local build lets Tesla price aggressively and react faster to Chinese buyer trends for larger vehicles.