Tesla's China operations just hit a milestone nobody expected this early. The entire Model Y production allocation for 2025 has been completely sold out. Customers placing orders today are looking at delivery windows that stretch into early 2026, and this applies across the board—both Standard Range and Long Range variants face the same extended timeline. The demand surge caught even industry watchers off guard. Production slots vanished faster than anticipated, leaving a waiting list that now spans months. This isn't just about one trim level struggling to keep up; every configuration is backlogged. The situation highlights how quickly inventory can evaporate when demand exceeds manufacturing capacity, even for an automaker known for scaling production aggressively.