• Since its launch on August 19, orders for the Model Y L have reached 120,000 units, averaging nearly 10,000 orders per day, according to a local media report.
• From October 2024 to August 2025, Tesla China's monthly sales volume, including exports, declined year-on-year every month except June.

The launch of the six-seat Model Y L SUV (sport utility vehicle) appears to be improving Tesla's (NASDAQ: TSLA) sluggish performance in China.

Since its August 19 launch, Model Y L orders have reached 120,000 units, averaging nearly 10,000 daily orders, local media outlet Cailian reported yesterday, citing a Tesla salesperson.

This figure aligns with information gathered by some analysts.

On August 27, Deutsche Bank cited dealer feedback in a research note as saying that Tesla China's new order flow in August were expected to increase by about 100 percent month-on-month, reaching about 130,000 units.

This growth is primarily driven by the launch of the new six-seat long-wheelbase SUV Model Y L, Deutsche Bank stated.

The strong sales of the Model Y L demonstrate significant market demand for large six-seat SUVs, Cailian quoted an unnamed industry insider source as saying.

Meanwhile, Tesla faces intense competition from domestic brands in the Chinese market and urgently needs a new growth driver, the source added.

Persistent pressure in overseas markets is another reason Tesla is intensifying its focus on China, the insider noted.

Tesla launched the Model Y L in China on August 19 and announced on September 2 that deliveries had commenced.

Customers who order the six-seat SUV are expected to receive deliveries in October, according to Tesla China's website.

The entire Model Y lineup now offers three variants in China: the entry-level rear-wheel-drive Model Y, the long-range all-wheel-drive Model Y, and the six-seat Model Y L, with starting prices of RMB 263,500 ($36,890), RMB 313,500, and RMB 339,000 respectively.

Both five-seat versions have estimated delivery times of 1-3 weeks after ordering, per Tesla China's website.

Tesla China sold 83,192 vehicles in August, including units sold domestically and exported overseas, according to data released Tuesday by the China Passenger Car Association (CPCA).

This represents a 4.04 percent decrease from the 86,697 units sold in the same month last year, though it marks a 22.55 percent increase compared to July's 67,886 units.

Tesla China's monthly sales volume, including exports, from October 2024 to August 2025 showed year-on-year declines in all months except June, which saw a 0.83 percent increase, according to data compiled by CnEVPost.

Tesla's August delivery figures in China and export numbers from its Shanghai factory are currently unavailable.

($1 = RMB 7.1426)