Overview

• Tesla logged about 17.3k insured registrations in China for Sept. 15–21, up 12.7% week over week and the highest weekly total of the quarter.
• Quarter to date registrations are up 33.2% versus April–June, yet are still down about 7.8% year over year with year‑to‑date down 5.9%.
• The Model Y led weekly volumes as the new six-seat Model Y L began contributing 850 registrations during its early rollout.
• Model 3 registrations recovered and topped Xiaomi’s SU7 in the latest week, reflecting improved sedan momentum.
• BYD led NEV registrations with roughly 70,700 units as local reports detailed owner lawsuits over Tesla’s FSD (Supervised) and Piper Sandler lifted its price target to $500, pushing shares to a nine‑month high.