According to Sawyer Merritt, Tesla’s Model Y L is now sold out in China for January 2026, with new orders estimated for delivery in February 2026 (source: Teslarati, Sawyer Merritt). This rapid sellout highlights the effective use of AI-driven demand forecasting and production optimization in Tesla’s manufacturing and supply chain strategy. Advanced AI algorithms enable Tesla to accurately predict market trends and consumer demand, allowing for better inventory management and resource allocation. For AI industry players, this demonstrates a growing opportunity for AI-powered solutions in automotive sales forecasting, dynamic pricing, and supply chain automation, especially in the competitive Chinese EV market.

According to Sawyer Merritt, Tesla’s Model 3 and Model Y outperformed competing electric vehicles in a recent real-world energy-consumption test conducted by China’s Autohome (source: Twitter/@SawyerMerritt, Nov 30, 2025). The test’s controlled conditions and data-driven methodology highlight how Tesla leverages advanced AI-powered energy management systems to optimize battery efficiency and driving range in practical scenarios. This reinforces Tesla’s competitive edge in the rapidly growing Chinese EV market, where AI-based energy optimization is becoming a key differentiator among automakers. For AI businesses, these results underscore the expanding opportunities in developing intelligent battery management and vehicle telemetry solutions for OEMs aiming to improve real-world performance and consumer trust.

According to Sawyer Merritt, Tesla has launched the Model Y Long Range RWD in China, featuring an industry-leading 821 km CLTC range, which surpasses all previous Model Y variants in the region (source: Sawyer Merritt on Twitter). This improvement is enabled by advanced AI-powered battery management systems and adaptive driving algorithms, highlighting the role of artificial intelligence in optimizing electric vehicle performance. The launch, priced at 288,500 yuan ($40,500 USD), signals a significant business opportunity for AI integration in EVs, offering enhanced user experience and operational efficiency. With deliveries starting in two weeks, this move demonstrates how AI is accelerating the competitiveness of smart vehicles in the Chinese market.

According to Sawyer Merritt, Tesla has announced the Vehicle-to-Load (V2L) capability for the Model Y L in China, as reported by Drive Tesla Canada. This new feature leverages AI-driven energy management systems, allowing the car to supply power to external devices and homes, which opens up significant business opportunities in energy resilience and smart home integration. The move highlights Tesla's strategy to integrate advanced AI technology within automotive platforms, strengthening its foothold in the Chinese EV and clean tech markets. This development could accelerate the adoption of AI-powered energy solutions in China, driving further innovation and partnerships in the smart mobility and renewable energy sectors (Source: Sawyer Merritt via Drive Tesla Canada).