$TSLA China posted 7.5K insured registrations for the week of Feb 10-16. After 7 weeks, 1Q is -7.0% YoY and -40.1% QoQ. We believe customers waiting for the refreshed Model Y is one reason for the weak QTD registrations. Source: @piloly pic.twitter.com/wkXd75GK9z

— Gary Black (@garyblack00) February 18, 2025