According to Sawyer Merritt, Tesla has officially launched the updated 2026 Model S and Model X in China, but these vehicles are only available through existing inventory sales channels (Sawyer Merritt, Twitter, Nov 21, 2025). This move underscores Tesla's strategy to leverage advanced AI-driven features, such as enhanced autonomous driving and smart cockpit technologies, to appeal to the Chinese market. The inventory-only approach enables faster market penetration and allows Tesla to gauge demand for premium AI-powered EVs, presenting new business opportunities for AI integration in automotive retail and aftersales services. As the Chinese EV market prioritizes intelligent automation and AI capabilities, Tesla’s launch sets a precedent for competitors seeking to deploy AI innovation in automotive product lines.

According to Sawyer Merritt, Tesla China has introduced a new Model Y L V2L (Vehicle-to-Load) adapter, offering it free to early owners. The adapter supports a 220V current and is designed with an IP44 protection grade, ensuring durability against dust and water, which is significant for outdoor and emergency applications. Capable of operating in temperatures from -30℃ to +50℃, this innovation enhances the Model Y's utility for powering external devices, opening new business opportunities in the portable energy and smart home markets. Tesla’s move demonstrates a growing trend in integrating electric vehicles with smart energy solutions, providing a competitive edge in the Chinese EV and AI-driven energy ecosystem (source: Sawyer Merritt via Teslarati).