Deliveries of the new Tesla Model Y in China are expected to begin tomorrow, February 26, 2025.
The impending deliveries of the new Model Y were announced in a post on Tesla China’s official Weibo account.
The road towards first deliveries:
- When the new Model Y was announced in China, Tesla noted that the first deliveries of the revamped all-electric crossover were expected to start around March 2025, pending regulatory approval.
- Earlier this February, the new Model Y was included in a catalog of vehicles that qualify for purchase tax deductions, as noted in a CNEV Post report.
- This suggested that the new Model Y had completed the full regulatory process for domestic sales in China.
- On February 18, Tesla’s official social media accounts announced that the mass production of the new Model Y was starting at Gigafactory Shanghai.
- Tesla watchers observed then that the estimated first deliveries of some new Model Y orders were showing February 2025 instead.


Tesla China’s announcement:
- As per Tesla China’s official Weibo account, new Model Y deliveries will indeed be starting this February.
- In its post, the electric vehicle maker noted that the first deliveries of the revamped all-electric crossover would be starting tomorrow, February 26, 2025.
- “The first batch of new Model Y will be delivered soon! Have you received the pick-up notice for the new Model Y? Surprise, pick up the car now. Congratulations on getting your car. You will see it tomorrow! Raise your hand in the comment section. Let’s see who will be the first owner to mention the new Model Y tomorrow!” Tesla China wrote in its Weibo post.
- Tesla China also included a hashtag on its post that translated to “#TheNewModelYwillOfficiallyStartDomesticDeliveryTomorrow#.”
The new Model Y:
- Tesla China’s first deliveries of the new Model Y will be for the first edition of the vehicle, dubbed the “Launch Series.”
- The new Tesla Model Y Launch Series is offered in Rear Wheel Drive (RWD) and All Wheel Drive (AWD) variants.
- New Model Y Launch Series units are fitted with special equipment, such as a distinct rear badge, light projections, and other interior flourishes.
- The Launch Series will also receive an additional two-year or 40,000-kilometer warranty.
- Tesla China will continue selling the new Model Y’s Launch Series until the end of February.


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With the promotion in place, customers would be able to take home a Model Y at a very low cost.
Tesla has rolled out what could very well be its most aggressive promotion for Model Y leases in the United States yet. With the promotion in place, customers would be able to take home a Model Y at a very low cost.
Zero downpayment leases
The new Model Y lease promotion was initially reported on X, with industry watcher Sawyer Merritt stating that while the vehicles’ monthly payments are still similar to before, the cars can now be ordered with a $0 downpayment.
Tesla community members noted that this promotion would cut the full payment cost of Model Y leases by several thousand dollars, though prices were still a bit better when the $7,500 federal tax credit was still in effect. Despite this, a $0 downpayment would likely be appreciated by customers, as it lowers the entry point to the Tesla ecosystem by a notable margin.
Premium freebies included
Apart from a $0 downpayment, customers of Model Y leases are also provided one free upgrade for their vehicles. These upgrades could be premium paint, such as Pearl White Multi-Coat, Deep Blue Metallic, Diamond Black, Quicksilver or Ultra Red, or 20″ Helix 2.0 Wheels. Customers could also opt for a White Interior or a Tow Hitch free of charge.
A look at Tesla’s Model Y order page shows that the promotion is available for all the Model Y Premium Rear-Wheel Drive and the Model Y Premium All-Wheel Drive. The Model Y Standard and the Model Y Performance are not eligible for the $0 downpayment or free premium upgrade promotion as of writing.
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Tesla has reportedly swapped out several China-made components already, aiming to complete the transition within the next two years.
Tesla has reportedly started directing its suppliers to eliminate China-made components from vehicles built in the United States. This would make Tesla’s US-produced vehicles even more American-made.
The update was initially reported by The Wall Street Journal.
Accelerating North American sourcing
As per the WSJ report, the shift reportedly came amidst escalating tariff uncertainties between Washington and Beijing. Citing people reportedly familiar with the matter, the publication claimed that Tesla has already swapped out several China-made components, aiming to complete the transition within the next two years. The publication also claimed that Tesla has been reducing its reliance on China-based suppliers since the pandemic disrupted supply chains.
The company has quietly increased North American sourcing over the past two years as tariff concerns have intensified. If accurate, Tesla would likely end up with vehicles that are even more locally sourced than they are today. It would remain to be seen, however, if a change in suppliers for its US-made vehicles would result in price adjustments for cars like the Model 3 and Model Y.
Industry-wide reassessments
Tesla is not alone in reevaluating its dependence on China. Auto executives across the automotive industry have been in rapid-response mode amid shifting trade policies, chip supply anxiety, and concerns over rare-earth materials. Fluctuating tariffs between the United States and China during President Donald Trump’s current term have made pricing strategies quite unpredictable as well, as noted in a Reuters report.
General Motors this week issued a similar directive to thousands of suppliers, instructing them to remove China-origin components from their supply chains. The same is true for Stellantis, which also announced earlier this year that it was implementing several strategies to avoid tariffs that were placed by the Trump administration.
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“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla is reportedly bracing for the integration of Apple’s well-known iOS automotive platform, CarPlay, into its vehicles after the company had avoided it for years.
However, now that it’s here, owners are more than clear that they do not want it, and they have their theories about why it’s on its way. Some believe it might have to do with the EV tax credit, or rather, the loss of it.
Owners are more interested in why Tesla is doing this now, especially considering that so many have been outspoken about the fact that they would not use it in favor of the company’s user interface (UI), which is extremely well done.
After Bloomberg reported that Tesla was working on Apple CarPlay integration, the reactions immediately started pouring in. From my perspective, having used both Apple CarPlay in two previous vehicles and going to Tesla’s in-house UI in my Model Y, both platforms definitely have their advantages.
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“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla has made a handful of moves to attract people to its cars after losing the tax credit. This could be a small but potentially mighty strategy that will pull some carbuyers to Tesla, especially now that the Apple CarPlay box is checked.
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