🚀📈Tesla China suddenly "clears inventory": Model S completely sold out, only the last batch of Model X is on the way

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The Chinese market is once again witnessing a Tesla-style acceleration scenario. The Model S, originally considered a "niche high-end model," has now been completely sold out in China. This indicates that the demand structure for high-end pure electric sedans is being redefined, especially as competition in the new energy sector accelerates stratification. Tesla's high-end product line is now beginning to exhibit "scarcity attributes."

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More noteworthy is the Model X. Despite limited overall supply, the last batch of inventory currently being shipped to delivery centers nationwide is also expected to be quickly absorbed upon arrival. The high-end SUV market is already fiercely competitive, and the fact that the Model X is nearing a sell-out in such a short time demonstrates that users' expectations for flagship models remain very clear—performance, brand, safety, and Tesla's long-term OTA value continue to be highly attractive.

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From a market signal perspective, this is a critical inflection point: In a market as competitive and price-transparent as China, Tesla's highest-end models can still experience a "sold-out" situation, indicating that consumer recognition of $Tesla(TSLA.US)'s high-end product matrix is rebounding. Combined with the recent global restocking trends and supply chain adjustments, this clearance of high-end models is likely a prelude to the next phase of pricing strategies and product cycles.

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Institutions generally believe that the strong demand for high-end models is not just a sales event but also a reflection of brand momentum. When flagship products trigger a "scarcity effect," it often signals that the brand is entering a new window of recognition. This is precisely the change Tesla needs to capture in China's high-end market.

Do you think the first to benefit will be the brand momentum of high-end models or the price elasticity of the overall product line?

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