The addition of the feature was highlighted by Tesla in its release notes for China’s 2025.32.300 update.

Model Y L gains V2L and other convenience upgrades

The 2025.32.300 update, which is rolling out to Model Y L vehicles in China, introduces several notable additions. First among them is an “external discharge function,” which enables V2L capability through an official adapter that Tesla plans to release later.

The feature should enable the Model Y L to power appliances, tools, or possibly even other EVs, making it extra useful for camping trips or the occasional power outages. 

Other improvements include a lower temperature limit for Dog Mode, customizable low-battery settings to conserve energy while parked, and expanded personalization for the vehicle’s “Rave Cave” entertainment feature. Tesla noted that certain functions may vary depending on vehicle configuration, and rollout timing could differ by region.

Model Y L is surging in China’s SUV rankings

Despite being new in the market, the Model Y L is already making some waves in  China’s top-selling mid-to-large SUVs lists. Data from Yiche showed that Tesla sold 8,221 units in September, securing fourth place in the segment behind the Leapmotor C16, Li Auto L6, and the Xiaomi YU7.

The Model Y L’s rapid ascent highlighted its strong market appeal despite a higher price point than most local competitors. Interestingly enough, the Xiaomi YU7, which is positioned closer to the standard Model Y with its five-seat configuration, topped the rankings with 22,244 units sold in September.

With Tesla’s continued free software upgrades, as well as its features like Full Self-Driving (Supervised), however, the Model Y L may have a chance at climbing China’s lists for the best-selling mid-to-large SUVs.

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Giga Shanghai on full throttle

The recently shared Weibo video featured a rather rare glimpse of the exterior of Giga Shanghai, which, unlike Giga Texas, the Fremont Factory, and Giga Berlin, reportedly no longer allows drone flyovers. As noted by Tesla China in its Weibo post, Giga Shanghai has finished its vehicle shipping center, which allows the company to ship cars efficiently. 

Tesla China posted a video of numerous Model Y vehicles being loaded onto car carrier trucks. And as could be seen in the video, a good number of the Model Ys being shipped from Giga Shanghai were Model Y L units, the all-electric crossover’s six-seat, extended wheelbase variant that only started deliveries last month. 

Insurance registration reports

Tesla China does seem to be moving at full throttle this Q4 2025. Whisper numbers from industry watchers have suggested that the electric vehicle maker recorded 16,500 new vehicle registrations in the week of October 13-19. Considering that Tesla China typically focuses on exports during the first weeks of a quarter, the company’s numbers this Q4 could be quite impressive.

For context, Tesla China saw 5,020 new vehicle registrations in the week ending October 5 and 11,300 new vehicle registrations in the week ending October 12, 2025. The momentum of the Model Y L is also building up, with previous reports stating that the extended wheelbase, six-seat Model Y variant was able to help boost Tesla China’s wholesale numbers to 90,812 units in September, becoming the country’s fourth best-selling mid-to-large SUV in the process.

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The momentum of the Model Y L has been so notable that it ended up being China’s fourth best-selling mid-to-large SUV in September.

Tesla Model Y L September sales

As per data compiled by Yiche, the Tesla Model Y L was able to sell 8,221 units domestically in September. This places it in fourth place in China’s rankings for best-selling large SUVs, just below the Leapmotor C16, the Li Auto L6, and the Xiaomi YU7, which sold 8,312, 11,827, and 22,244 units in September, respectively.

A look at the prices of China’s top four mid-to-large SUVs would show that the Model Y L is one of the pricier vehicles among the four. The Xiaomi YU7’s inclusion in the list is also quite interesting as the all-electric crossover primarily competes with the five-seat Model Y, not the Model Y L. Needless to say, the price difference between the Model Y L and the Xiaomi YU7 is quite substantial.

Just getting started

The Tesla Model Y L only started deliveries sometime in September. Following its launch in August, the Model Y L received positive reviews from professional reviewers, with many praising the vehicle’s spacious cabin and its reasonable price. It did not take long before the Model Y L was sold out for October, and later, November as well. Considering that the Model Y L now has an estimated delivery date of December 2025 for new orders, it seems safe to assume that every unit built by Giga Shanghai this quarter will be sold to consumers.

The Model Y L has the makings of a best-seller. With a spacious second row that features two captain seats with retractable armrests, as well as a third row that could accommodate regular-sized adults, the Model Y L is a true family hauler. Combined with its starting price of $47,566 before options, the extended wheelbase all-electric crossover SUV does seem to have the makings of a best-seller.

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This suggests that the six-seat, all-electric crossover SUV has become fully sold out for both October and November. This bodes well for the vehicle, considering that it is currently the most expensive trim of the Model Y available in China.

Model Y L demand

Launched in August and first delivered in September, the Model Y L seems to be gaining momentum among Chinese EV buyers who are looking for added space and flexibility in their family vehicles. The Model Y L features a six-seat configuration with a very comfortable second row and a third row that fits regular-sized adults. This makes it a good all-around family car. 

While the initial weeks of Model Y L insurance registrations were quite low, the vehicle’s registrations have been picking up in recent weeks. As per recent reports, the Model Y L’s volumes have been growing so much that the vehicle has helped boost Tesla China’s wholesale numbers in September. Even more Model Y L units would likely be registered this October. 

Strong local momentum

The Model Y L’s sellout streak highlights Tesla China’s continued strength in the world’s most competitive EV market. With new orders now having an estimated delivery date of December, it seems all but certain that Tesla China would be selling every Model Y L it produces this fourth quarter. This could then help bolster the company’s numbers this Q4 2025. 

The Model Y L is only being sold in China for now, though the vehicle’s features and size would actually make it very competitive in markets where larger family EVs are in high demand. Priced from RMB 339,000 ($47,180), the crossover offers a blend of performance, practicality, and value that has seemingly struck a chord with consumers, both in China and potentially, even abroad.

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Tesla has traditionally stuck with either Black or White interior options with the Model 3 and Model Y, although the Model S and Model X have had additional colors. The Model S and Model X still have a Walnut Cream interior option that costs an additional $2,000.

With the mass market models, however, Tesla has maintained the Black or White selections, until now, at least in China.

Tesla just launched a new light grey interior option for the Model Y L in China, which will cost $1,120.

It differs from the white interior slightly, but it is nice for buyers in China to have this third option:

The new color is only available on the Model Y L in China, so customers who take delivery of other trim levels or in other regions will not have this color available to them, just as the vehicle configuration itself is exclusive to that market.

In terms of whether it will make its way to other markets, CEO Elon Musk has said that the Model Y L could potentially make its way to the United States at the end of 2026, but it is not a certainty.

Musk said:

“This variant of the Model Y doesn’t start production in the U.S. until the end of next year. Might not ever, given the advent of self-driving in America.”

This variant of the Model Y doesn’t start production in the US until the end of next year.

Might not ever, given the advent of self-driving in America.

— Elon Musk (@elonmusk) August 20, 2025

This came as a disappointment to many fans and owners in the U.S. because people here have been pushing Tesla to create and manufacture a new, full-size SUV, or at least something more traditional that competes with vehicles like the Chevrolet Tahoe and Ford Expedition.

While the Model Y L is not on par with the size of those vehicles, it is a longer and larger version of the best-selling Model Y.

Tesla China shows off Model Y L’s manufacturing process in new video

Nevertheless, the new interior option is something we could hopefully see added to U.S. vehicles, although it seems Tesla’s focus is truly dialed in on the Cybercab and expanding Robotaxi and autonomy.

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The video was shared by the electric vehicle maker on Chinese social media platform Weibo. 

Model Y L production

The Model Y L may be just an extended wheelbase, six-seat version of the best-selling all-electric crossover, but manufacturing such a vehicle at scale while the standard Model Y is still being produced at high volumes in Giga Shanghai is no joke. As could be seen in Tesla China’s video, however, it appears that Gigafactory Shanghai’s Model Y L line is now dialed in.

This is evident in the impressive automation on the Model Y L’s lines at Giga Shanghai. Throughout the video, robots can be seen producing and assembling parts of the Model Y L, from its third-row seats to its battery modules. Needless to say, it would appear that the Model Y L has become a product of “the machine that builds the machine.”

Model Y L momentum

Vehicle registrations of the Model Y L have been picking up as of late, with industry watchers stating that Tesla China saw 4,000 registrations of the extended wheelbase, six-seat vehicle during the week of September 22-28, 2025. Considering that Tesla China saw a total of 19,300 insurance registrations during the week, the Model Y L effectively contributed almost 20% of the company’s overall figures. 

Demand for the Model Y L seems to be quite steady, with Tesla China’s official website stating that the earliest deliveries of the vehicle, if ordered today, would be around November 2025. Overall, the production ramp of the Model Y L, paired with its seemingly healthy demand in China, could provide some notable contributions to the company’s results this coming Q4 2025.

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The extended-wheelbase variant, launched in August and first delivered this month, has quickly become one of Tesla’s strongest-selling vehicles in its key overseas market.

Demand and expectations

Tesla China initially positioned the Model Y L for September deliveries, with Vice President Grace Tao confirming on Weibo that the vehicle would begin reaching customers this September. True to that promise, the first handovers of the vehicle started last week. Since its launch, the six-seat crossover has sold out its September and October allocations, hinting at healthy demand.

Industry estimates suggested that Tesla received more than 35,000 orders for the Model Y L on launch day alone. While some Model Y L orders may overlap with those of the standard Model Y, industry watchers have noted that the six-seat, extended wheelbase variant is expanding the company’s total addressable market by appealing to car buyers who need more space and seating.

Tesla China boost

The Model Y L’s strong momentum is significant as Tesla navigates a competitive Chinese EV sector. With deliveries now stretching into November, the new crossover could potentially lift Tesla’s quarterly sales performance and help maintain its relevance in a market dominated by fast-moving domestic brands.

Beyond China, the extended-wheelbase Model Y L may also serve as a strategic export product for markets where larger family vehicles are in demand. Its early sellout performance suggests that Tesla has tapped into a new growth lever within its most successful vehicle lineup. With a starting price of RMB 339,000 ($47,180), after all, the Model Y L has the makings of a true bang-for-the-buck vehicle.

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The Model Y L is Tesla’s entry into China’s competitive six-seat crossover SUV segment, which has previously been out of reach for the standard Model Y.

Model Y L delivery celebrations

Tesla Model Y L owners in China have been sharing enthusiastic reviews following the delivery of their vehicles. Many cited the SUV’s safety, practicality, and family-friendly design as key reasons for choosing the vehicle. Several noted that they placed orders for the vehicle without seeing the Model Y L in person, while others highlighted that they “only trust Tesla for its safety and technology.”

“For our two kids and two grandparents, the six-seater Model Y L is perfect for our family of six. Because we trust Tesla’s safety and intelligent features, we placed a blind order to be among the first owners to take delivery!” one Model Y L owner stated, as translated by Tesla watcher @tslaming.

Owners praised the six-seater’s handling, spaciousness, and advanced features, with one calling it “perfect” compared to competitors. Families highlighted the Model Y L’s suitability for accommodating children and grandparents, while others described upgrading from previous Teslas as a natural choice. Some even made long trips to pick up their vehicles, eager to take road trips across China in the new model.

“This is my second Tesla, and I specially took the high-speed train to pick it up! The first thing I’ll do with my new car is take my family and dog on a road trip to Xinjiang, and travel all over China with the Model Y L,” another Model Y L customer wrote. 

Tesla Model Y specs

Unveiled on August 19, the Model Y L joins Tesla’s existing five-seat variants in China, offering a larger footprint and additional seating. Priced from RMB 339,000 ($47,460), the vehicle is positioned above the RWD and long-range AWD five-seat versions. The Model Y L is longer than the standard Model Y, with a wheelbase extended to 3,040 mm.

The timing of the Model Y L’s release aligns with growing demand for Tesla vehicles in China. Recent insurance registration data showed 12,500 Tesla units recorded last week, a 21% increase from the previous week’s 10,300 units. Analysts expect the addition of the six-seat SUV to broaden Tesla’s appeal to families seeking larger electric options, further boosting sales momentum this third quarter.

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Amidst the Model Y L’s rollout, Tesla China’s sales this third quarter could see a notable improvement.

Model Y L orders

Citing information from a salesperson from a Tesla store in Beijing, media outlet Cailianshe stated that the Model Y L has been resonating well with consumers, particularly bigger families that need more space for their children. The salesperson stated that since the vehicle’s unveiling in China, the Model Y L has garnered 120,000 orders, and almost 10,000 new orders daily.

“(The Model Y L) is selling very well. Since its launch, 120,000 orders have been received, with nearly 10,000 orders placed every day. The first batch of customers began receiving deliveries in the past two days,” the Tesla representative noted.

More momentum

China is the world’s largest electric vehicle market, and it is also the most unforgiving and competitive. While the standard Model Y consistently performed well in the premium crossover SUV segment, it was high time for Tesla China to offer a larger vehicle for domestic consumers. There are quite a lot of customers, after all, who need more space than what the standard Model Y could offer.

The Model Y L’s spacious interior seems to be well appreciated by consumers, with the Tesla Beijing salesperson noting that the vehicle’s excellent rear seats have been a notable selling point. “Although the Model YL is a bit more expensive, it has more space and a more flexible rear seat, making it perfect for families with children,” the representative added.

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Model Y L deliveries

Since the Model Y L’s official launch earlier this month, Tesla has been pretty consistent in the idea that the extended wheelbase variant of its best-selling vehicle will see its first deliveries sometime in September. This was quite an impressive timeframe for Tesla, considering that the Model Y L has only been launched this August. 

Nevertheless, both Tesla China’s Model Y configurator and comments from company executives have noted that the vehicle will see its first customer deliveries in September. “Tesla cars are fun to drive alone, whether you have children or how many children, this car can meet all your needs. We will deliver in September and wait for you to get in the car,” Tesla China VP Grace Tao wrote on Weibo.

October 2025 deliveries

A look at Tesla China’s order page as of writing shows that the earliest deliveries for the Model Y L, if ordered today, would be October 2025 instead. This suggests that the six-seat Model Y variant has effectively been sold out for September. This bodes well for the vehicle, and it suggests that it is a variant that may be able to raise Tesla’s sales numbers in China, as well as territories where the Model Y L could be exported.

Rumors of the Model Y L’s strong sales have been abounding. After the vehicle’s launch, industry watchers estimated that Tesla China has received over 35,000 orders for the Model Y L in just one day. Later estimates suggested that the Model Y L’s orders have breached the 50,000 mark.

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