Since its entry into the Chinese market in 2021, Tesla Model Y has developed rapidly by virtue of its excellent product strength. However, due to the aging of the model, insufficient product competitiveness, and the aggressive pursuit by Chinese automakers, its sales volume in the first half of 2025 dropped by 18.2%; it is also expected that the annual sales volume will decline for the first time.
In China’s new energy SUV market, large-space SUVs have clearly entered a phase of rapid growth; for Tesla Model Y L, its launch couldn’t be more timely.
In the target market of Model Y L, sales of pure electric models with a starting price above 350,000 yuan have been declining year by year; while those priced below 350,000 yuan have seen a surge in sales. Moreover, with the upcoming launches of AITO M8 EV, Li Auto i8 EV and ONVO L90 in the second half of this year, competition in this market segment is set to intensify.
Based on the current market situation and competitor dynamics, if the starting price of the Tesla Model Y L is 300K RMB, its annual sales are expected to reach 97.7K units; at a starting price of 350K RMB, annual sales will hit 59.2K units; and at 400K RMB, the projected annual sales stand at 32K units.
ThinkerCar Data
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