"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."
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.
Read at TESLARATI
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