Tesla Sales Jump 126% As Elon Musk's EV Giant Reports 11.3k New Insured Registrations In China - Tesla (NASDAQ:TSLA)

Core Insights - Tesla Inc. has reported a significant increase in sales in the Chinese market, indicating steady growth in the region [1] Sales Performance - Tesla recorded 11,300 new insured registrations in China from October 6 to October 12, marking a 126% increase week-over-week and a 33% year-over-year growth [2] - In September, Tesla experienced over a 25% surge in sales in China, selling over 71,525 units, making it the second-highest monthly total for 2025 [4] - Year-to-date sales are down 5.0% compared to 2024, but the week of October 6 to October 12 was the highest week of the quarter so far [3] Regional Challenges - While sales in China are increasing, Tesla's sales in Europe have declined by more than 25% during September [4] Product Strategy - Tesla's affordable Model Y and Model 3 trim levels have received mixed market reactions, with some investors expressing concerns about their impact on brand leverage [5] - Analyst Dan Ives views the affordable models as a positive step towards achieving 500,000 deliveries per quarter, but he is disappointed with their pricing relative to existing trim levels [6] Market Metrics - Tesla scores well on Momentum and Growth metrics, with satisfactory Quality but poor Value, and shows a favorable price trend in the short, medium, and long term [6]