Tesla (TSLA) Stock: Model Y Performance Launches in China as August Deliveries Drop 26%

TLDR

• Tesla launched the Model Y Performance in China at 369,000 yuan (~$54,450), with a 0-100 km/h time of 3.5 seconds
• The new variant is the fifth and most expensive Model Y in China, priced 30,000 yuan above the Model Y L
• Model Y deliveries in China fell 25.8% year-over-year to 29,260 vehicles in August, the third straight month of declines
• Tesla’s total China deliveries dropped 12.4% to 316,251 in the first eight months of 2026
• Tesla is offering a 10,000 yuan discount on eligible Model Y inventory vehicles delivered by September 30

Tesla launched the Model Y Performance in China on Friday, September 11, announcing the new variant on Weibo. The starting price is 369,000 yuan, or roughly $54,450, with deliveries expected within two to six weeks.

$TSLA 🇨🇳
BREAKING : Tesla China has finally officially launched the "Model Y Performance"!

The starting price is 369,000 yuan. pic.twitter.com/G6pTl48MKW

- Tsla Chan (@Tslachan) September 11, 2026

The Performance variant hits 0-100 km/h in 3.5 seconds, tops out at 250 km/h, and offers a CLTC range of 659 kilometers. It becomes the fifth and priciest Model Y option in the country, sitting 30,000 yuan above the six-seat Model Y L.

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