"A look at Tesla China's order page for the Model Y shows a message informing customers that those who wish to guarantee delivery by the end of the year should purchase an inventory unit. This was despite the Model Y RWD and Model Y L showing an estimated delivery timeline of 4-8 weeks, and the Model Y Long Range RWD and Model Y Long Range AWD showing 4-13 weeks."
"As per industry watchers, these updates on the Model Y's order page suggest that Tesla China's sales capacity for the remainder of 2025 has been sold out. The fact that estimated delivery timeframes for the Model Y Long Range RWD and AWD extend up to 13 weeks also bodes well for demand for the vehicle, especially given strong rivals like the Xiaomi YU7, which undercuts the Model Y in price."
"What is quite interesting is that Tesla China is still competing in the country with one hand partly tied behind its back. So far, Tesla has only been able to secure partial approval for its flagship self-driving software, FSD, in China. This has resulted in V14 not being rolled out to the country yet. Despite this, Tesla China's "Autopilot automatic assisted driving on urban roads," as the system is called locally, has earned positive reviews from users."
The Model Y is effectively sold out for 2025 across all four variants in China, with buyers told to purchase inventory units to guarantee year-end delivery. Estimated delivery windows for some versions range from 4–8 weeks, while Long Range variants show up to 13 weeks. Industry observers interpret the order-page notices as a sign that 2025 sales capacity in China is exhausted, indicating strong demand despite lower-priced competitors such as the Xiaomi YU7. Tesla China currently has only partial approval for Full Self-Driving, delaying V14 rollout, though its local Autopilot system has received positive user feedback.
Read at TESLARATI
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