"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.""
"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."
Tesla China released a video showing Giga Shanghai's manufacturing of the Model Y L. The factory has dialed in production of the extended-wheelbase, six-seat Model Y L alongside high-volume standard Model Y output. Robotic automation performs tasks from assembling third-row seats to battery modules, indicating a highly automated line. Registrations rose recently, with about 4,000 Model Y L registrations during September 22-28, 2025, out of 19,300 total insurance registrations that week, putting the Model Y L near 20% of weekly figures. Earliest deliveries for new orders are estimated around November 2025, and the ramp could bolster Q4 2025 results while Benchmark maintained a Buy rating with a $475 target.
Read at TESLARATI
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