Tesla Delays Model Y L Deliveries to November Due to High Demand

Tesla has announced that the delivery time for new orders of the Model Y L has been pushed back to November. This change in delivery schedule was confirmed on the company's official website on September 11, indicating that all Model Y L vehicles available for sale in October have been sold out. Customers with purchase intentions will now have to wait until November or later for their orders to be fulfilled.

The Model Y L, a six-seater electric SUV, was launched in China on August 19 with a starting price of 339,000 yuan. The vehicle is equipped with a full-wheel drive system, offering a range of 751 kilometers under the CLTC (China Light-Duty Vehicle Test Cycle) and a 0-100 km/h acceleration time of just 4.5 seconds. The top speed is 201 km/h. Tesla has expanded the horizontal space at the rear of the vehicle by 20mm, providing ample space for the third row of seats. The Model Y L boasts a storage capacity of 2,539 liters, with the trunk able to accommodate two 24-inch and one 20-inch suitcases.

Industry analysts view the launch of the Model Y L as a strategic move by Tesla to cater to the Chinese market's preference for larger, family-oriented vehicles. This initiative is seen as an effort to boost sales and gain a stronger foothold in the competitive electric vehicle market. Tesla has also offered various financial benefits and privileges to Model Y L buyers since its launch on August 19. However, reports of 120,000 units sold within a day, with an average of 10,000 orders per day, have been met with skepticism by industry experts, who believe these figures may be exaggerated.

In addition to the Model Y L, Tesla introduced the Model 3 long-range rear-wheel drive version on August 12. This model offers a range of 830 kilometers under the CLTC, a 0-100 km/h acceleration time of 5.2 seconds, and a starting price of 269,500 yuan. Notably, just a month after its release, the Model 3's price was reduced by 10,000 yuan, bringing the new price to 259,500 yuan. This price adjustment reflects Tesla's dynamic pricing strategy aimed at maintaining competitiveness in the market.

Beyond its electric vehicle business, Tesla has also made significant strides in its energy storage solutions. On September 9, the company unveiled its latest Megablock energy storage system. This pre-designed medium-voltage integrated system utilizes the third-generation Megapack, featuring a reliable inverter and fire protection system, as well as a simplified thermal management module that reduces connection points by 78%. The Megablock system is expected to commence deliveries in the second half of 2026, further solidifying Tesla's position in the energy storage sector.