"Model Y L launch boosts order flow Dealer feedback compiled by Deutsche Bank suggests that Tesla China's new orders in September could reach around 73,000 units, which is roughly up 14% year-over-year, as noted in a CNEV Post report. The increase is attributed in no small part to the Model Y L, a six-seat long-wheelbase variant of the best-selling all-electric crossover that was launched last month."
"Tesla's insurance registrations in China reached 46,950 units in the first three weeks of September 2025, pointing to a steady pace of deliveries for the month. For context, Tesla delivered 57,152 vehicles in August 2025, as per data from the China Passenger Car Association (CPCA). That figure represents a decrease of about 10% year-on-year, but an increase of over 40% from July 2025's 40,617 units."
Deutsche Bank projects approximately 72,000 Tesla deliveries in China for September 2025, a 27% increase from August and roughly flat year-over-year. Dealer feedback indicates new orders could reach about 73,000 units, up roughly 14% year-over-year, fueled partly by the Model Y L six-seat long-wheelbase variant launched last month with deliveries starting in September and current orders scheduled for November. Insurance registrations hit 46,950 in the first three weeks of September, signaling steady delivery momentum. Tesla delivered 57,152 vehicles in August 2025, down about 10% year-on-year but up over 40% from July 2025. China remains pivotal for Q4 deliveries.
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