Group 1 - Tesla's Model Y L has sold out for October, with deliveries starting in November, indicating strong demand for the vehicle [1] - The six-seat version of Model Y L, priced at 339,000 yuan, is perceived as offering high value for money, appealing particularly to consumers seeking premium travel experiences [1] - The rapid growth in the penetration of intelligent components in vehicles is expected to benefit related companies, alongside the increasing demand for power batteries and electric drive systems due to the rise of new energy vehicles [1] Group 2 - Sanlian Forging is an indirect supplier to Tesla, providing components used in Model 3 and Model Y [2] - Keda Li is a direct supplier to Tesla, supplying structural components for lithium batteries [2] - Ruihu Mould has significant clients including a well-known global new energy brand and several domestic automakers such as Chery, JAC, NIO, Li Auto, and Xiaomi Auto [3]