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[@CShen1992](/creator/twitter/CShen1992)
"December delivery = production bottleneck not just demand. Tesla's ramping XXX units/day of Model Y L while orders hit 10K/day at launch. They finally cracked China's playbook: regional variants + premium positioning while BYD bleeds margins (-29.9% profit YoY despite revenue growth). First time Tesla localized product strategy. Smart move in a market where X of top XX EV brands are now Chinese"  
[X Link](https://x.com/CShen1992/status/1979196162436690426) [@CShen1992](/creator/x/CShen1992) 2025-10-17T14:41Z XXX followers, 1061 engagements


"1. Production crisis: 35K orders on launch day 10K/day after. Only making 200/day. That's XX days of demand PER DAY of production. X. China playbook shift: First regional variant ever. While BYD/Li Auto race to bottom (4.3% margins) Tesla holds premium positioning. X. Market timing: Launch before zero-interest ends (Jan 31) + ahead of their own $27.5K variant (mid-2026). They're playing chess while others play checkers in the world's most competitive EV market.""  
[X Link](https://x.com/CShen1992/status/1979196486677344711) [@CShen1992](/creator/x/CShen1992) 2025-10-17T14:43Z XXX followers, XXX engagements