Overview
- Tesla officially teased the Model Y L on Weibo and listed it in MIIT’s new vehicle catalog with a fall 2025 launch date for China.
- MIIT documents show the Model Y L measures 4,976 mm long with a 3,040 mm wheelbase and uses dual motors paired with LG-supplied batteries for a combined 340 kW output and 201 km/h top speed.
- Regulatory filings for the Model 3+ reveal a single-motor rear-wheel-drive sedan with a 225 kW motor and LG ternary lithium-ion cells aimed at delivering the longest range in Tesla’s China portfolio.
- The new trims respond to a 17.5% year-to-date decline in Model Y sales and rising competition from domestic rivals such as Nio’s Onvo L90, Li Auto i8, Aito M8 and IM Motors LS9.
- Goldman Sachs analysts describe the Model Y L as an incremental positive that could bolster Tesla’s SUV competitiveness in China, the US and Europe.