Tesla China has shared a video showing a glimpse at the impressive manufacturing process of the Model Y L. 

The video was shared by the electric vehicle maker on Chinese social media platform Weibo. 

Model Y L production

The Model Y L may be just an extended wheelbase, six-seat version of the best-selling all-electric crossover, but manufacturing such a vehicle at scale while the standard Model Y is still being produced at high volumes in Giga Shanghai is no joke. As could be seen in Tesla China’s video, however, it appears that Gigafactory Shanghai’s Model Y L line is now dialed in.

This is evident in the impressive automation on the Model Y L’s lines at Giga Shanghai. Throughout the video, robots can be seen producing and assembling parts of the Model Y L, from its third-row seats to its battery modules. Needless to say, it would appear that the Model Y L has become a product of “the machine that builds the machine.”

Model Y L momentum

Vehicle registrations of the Model Y L have been picking up as of late, with industry watchers stating that Tesla China saw 4,000 registrations of the extended wheelbase, six-seat vehicle during the week of September 22-28, 2025. Considering that Tesla China saw a total of 19,300 insurance registrations during the week, the Model Y L effectively contributed almost 20% of the company’s overall figures. 

Demand for the Model Y L seems to be quite steady, with Tesla China’s official website stating that the earliest deliveries of the vehicle, if ordered today, would be around November 2025. Overall, the production ramp of the Model Y L, paired with its seemingly healthy demand in China, could provide some notable contributions to the company’s results this coming Q4 2025.

Benchmark has reiterated its “Buy” rating and $475 price target on Tesla stock (NASDAQ: TSLA) as the company prepares to report its third-quarter vehicle deliveries in the coming days. 

Tesla stock ended the third quarter at $444.72 per share, giving the EV maker a market cap of $1.479 trillion at the end of Q3 2025. 

Benchmark’s estimates

Benchmark analyst Mickey Legg noted that he expects Tesla’s deliveries to hit around 442,000 vehicles this Q3, which is under the 448,000-unit consensus but still well above the 384,000 vehicles that the company reported in Q2 2025. According to the analyst, some optimistic estimates for Tesla’s Q3 deliveries are as high as mid-460,000s.

“Tesla is expected to report 3Q25 global production and deliveries on Thursday. We model 442,000 deliveries versus ~448,000 for FactSet consensus with some high-side calls in the mid-460,000s. A solid sequential uptick off 2Q25’s ~384,000, a measured setup into year-end given a choppy incentive/pricing backdrop,” the analyst wrote.

Benchmark is not the only firm that holds an optimistic outlook on Tesla’s Q3 results. Deutsche Bank raised its own delivery forecast to 461,500, while Piper Sandler lifted its price target to $500 following a visit to China to assess market conditions. Cantor Fitzgerald also reiterated an “Overweight” rating and $355 price target for TSLA stock.

Stock momentum meets competitive headwinds

Tesla’s anticipated Q3 results are boosted in part by the impending expiration of the federal EV tax credit in the United States, which analysts believe has encouraged buyers to finalize vehicle purchases sooner, as noted in an Investing.com report.

Tesla shares have surged nearly 30% in September, raising expectations for a strong delivery report. Benchmark warned, however, that some volatility may emerge in the coming quarter.

“With the stock up sharply into the print (roughly ~28-32% in September), its positioning raises the bar for an upside surprise to translate into further near-term strength; we also see risk of volatility if regional mix or ASPs underwhelm. We continue to anticipate policy-driven choppiness after 3Q as certain EV incentives/credits tighten or roll off in select markets, potentially creating 4Q demand air pockets and order-book lumpiness,” the analyst wrote.

It appears that Tesla Gigafactory Texas is determined to make sure that it ends the third quarter of 2025 on a very strong note. This was hinted at in videos of the massive electric vehicle complex on the final day of Q3 2025.

Giga Texas’s push

As per longtime Tesla watcher and drone operator Joe Tegtmeyer, who has been chronicling the progress of the Giga Texas complex since its earliest days, hundreds of vehicles were being handed to customers on the final day of Q3. 

“Hundred and hundreds of Tesla  cars going to customers at Giga Texas today as part of a huge end of quarter event! Still a few hours left until midnight!” The drone operator observed.

Tesla has been encouraging customers to pick up their vehicles at Giga Texas before the quarter ended. Just a few days ago, the official Tesla North America account on X posted an image of a fleet of new Model Y units that are ready for delivery at Giga Texas. In a follow-up post, the electric vehicle maker advised that, “For an expedited delivery, come pick up your car at its birthplace at Giga Texas – straight off the factory line.”

A very busy Giga Texas

Giga Texas has been a hub of production activity as of late, with Tegtmeyer observing that the facility’s overflow lot and outbound lots were being filled with vehicles just days before the quarter ended. As per the longtime Tesla watcher, this was the most vehicles he has seen in Giga Texas this year. 

“Production & new vehicle inventory is off the charts at Giga Texas, with a full overflow lot on the E side in addition to a full & overflowing W outbound lot! This is the most new vehicles at Giga Texas at the same time than I have observed this year!” The drone operator noted in a post on X.