Group 1 - Tesla's six-seater Model Y L is sold out in China, with deliveries postponed until November 2025, indicating a strong demand despite overall poor sales in other regions [1][2] - The Model Y L has received over 120,000 orders in China since its launch, averaging 10,000 orders per day [2] - Tesla announced a 3.7% price cut for the Model 3 Long Range sedan in China, now priced over $36,000, to compete with rivals like Xpeng's P7 sedan priced at $30,000 [4] Group 2 - Tesla recorded 14,300 new insured registrations in China, reflecting a 41% growth over the previous quarter, which may help mitigate sales challenges in other markets [5] - In the U.S., Tesla's market share has fallen below 40% for the first time since October 2017, capturing over 38% of the EV sector amid record growth in the segment [6] - BYD has renewed its focus on the Indian market, where Tesla's growth has been slower than expected, with only 600 orders for the $70,000 Model Y [7]