Core Viewpoint - Tesla has officially delivered its first batch of Model Y vehicles in India, produced at its Shanghai Gigafactory, marking its entry into the Indian market [1][4]. Group 1: Market Entry and Initial Performance - Tesla's first showroom in India opened in July, located in Mumbai, covering 4,000 square feet and primarily showcasing the Model Y [4]. - The starting price for the Model Y in India is 5.989 million rupees (approximately 499,000 RMB), with the long-range rear-wheel-drive version priced at 6.789 million rupees (approximately 566,000 RMB) [5]. - Since sales began in mid-July, Tesla has received over 600 orders, significantly below expectations, which is roughly equivalent to the number of vehicles Tesla delivers globally every four hours [5]. Group 2: Challenges in the Indian Market - The initial delivery of vehicles is limited to four cities: Mumbai, Delhi, Pune, and Gurugram, with delivery scale dependent on full payment received and existing operational capabilities [5]. - Factors such as high local import taxes, a price-sensitive market, and deteriorating US-India relations have hindered Tesla's ambitions in India [5]. Group 3: Performance in Other Markets - Tesla's sales in China from January to July were approximately 432,000 units, a decline of 13.6% compared to 500,000 units in the same period last year [5]. - In Europe, Tesla's vehicle registrations fell for the eighth consecutive month, with August figures showing a year-on-year decline of about 23% [6]. Group 4: Stock Performance and Future Plans - Tesla's stock price has shown strong performance, currently at $440.4 per share, up 4.02%, with a month-to-date increase exceeding 31% [8]. - Elon Musk's "secret master plan" emphasizes the strategic importance of the robot business, with a potential value of $975 billion tied to a compensation plan contingent on achieving specific operational milestones [10][11].