Tesla closed Q3 2025 in China with a strong burst of momentum, posting its best week of the quarter thanks to surging interest in the new six-seat Model Y L. Weekly insurance registrations reached 19,300 units between September 22 and 28, an 11.9% rise from the prior week’s 17,300 and the highest weekly tally of the quarter.
For the full quarter, Tesla logged 66,250 registrations in China. While that is 8.7% lower than Q3 2024, it represents a solid 26.9% rebound from Q2 2025. Year-to-date registrations remain 6.4% below last year’s pace, but the final week of September ranked as Tesla’s third-strongest week of 2025, signaling renewed traction heading into Q4.
The standout performer was the extended-wheelbase, six-seat Model Y L. Launched in China on August 19 with deliveries beginning in early September, the family-focused crossover contributed around 4,000 registrations last week—about 20% of Tesla’s total. Delivery estimates on Tesla’s China site have shifted into November, suggesting a healthy order backlog as interest grows in a roomier, more versatile Model Y option.
Quick snapshot of the numbers:
– Week of Sep 22–28: 19,300 registrations, up 11.9% week-over-week
– Q3 2025 total: 66,250 registrations in China
– Versus Q3 2024: down 8.7%
– Versus Q2 2025: up 26.9%
– Year-to-date: tracking 6.4% below 2024
– Model Y L: about 4,000 weekly registrations (~20% of total)
What it means for Q4: If current trends hold, the Model Y L could become a key growth driver as production scales at Giga Shanghai. Strong weekly results, improving quarter-over-quarter performance, and extended delivery timelines point to resilient demand in China’s competitive EV market. With the Model Y L drawing families seeking a practical six-seat layout and extra space, Tesla has a timely catalyst to carry momentum into the year’s final stretch.
