Tesla China delivered about 73,000 vehicles in November 2025, comprised of roughly 34,000 standard Model Y, 26,000 Model 3, and 13,000 Model Y L units. The Model Y L represented about 27% of Model Y sales while carrying an estimated ~28% price premium over the base RWD Model Y. The introduction of the Model Y L and other premium trims like the Long Range RWD signals a shift toward higher-priced variants. That shift can raise average selling prices and margins even if unit volumes remain flat, making simple year-over-year unit comparisons potentially misleading.
"Tesla's domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L's numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins. This suggests that the addition of the Model Y L to Tesla China's lineup will not result in a case of cannibalization, but a possible case of "premiumization" instead."
"Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers. This means that the Model Y L accounted for roughly 27% of Tesla China's total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year's mix."
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