On Tesla’s Model Y order page in China, a notice now tells shoppers that anyone hoping to take delivery before the end of the year can only do so by choosing a vehicle from existing inventory. По сути, это аккуратно направляет покупателей к машинам, которые уже на складе.

Even so, the page still lists estimated delivery windows: 4–8 weeks for the Model Y RWD and Model Y L, and 4–13 weeks for the Model Y Long Range RWD and Model Y Long Range AWD.

Industry observers say these updates suggest Tesla’s sales capacity for the Model Y in China is effectively maxed out for the remainder of 2025.

The reason, they note, is strong demand. The Tesla Model Y remains highly popular with Chinese buyers even alongside markedly cheaper alternatives such as Xiaomi’s YU7-series electric cars. Это лишь подчеркивает, что сочетание бренда и продукта здесь работает сильнее простой ценовой арифметики.