Tesla's China operations commenced the third quarter of 2025 with a focus on exports from its Giga Shanghai facility. During the first week of July, Tesla registered 5,000 vehicles domestically in China. Insurance registration data for the week ending July 6 shows Tesla with 5,010 units, surpassing competitors Xiaomi and Nio, which had 4,890 and 2,500 registrations respectively. Nio's total insurance registrations, including its Onvo and Firefly brands, declined by 18.89% from the previous week, totaling 5,110 units. Tesla delivered 3,500 new Model Ys and 1,500 Model 3s to customers in China during the same period. Analysts have begun examining Tesla's short interest and search interest trends in China to assess market positioning and investor sentiment.