NEW DELHI—India’s two largest cities imposed stringent restrictions on movement and one planned to use hotels and banquet halls to treat COVID-19 patients as new infections in the country shot past 200,000 Thursday amid a devastating surge that is straining a fragile health system. The soaring cases and deaths come just months after India thought it had seen the worst of the pandemic—and have forced the country to delay exports of vaccines abroad. India is a major producer of COVID-19 shots, and its pivot to focus on domestic demand has weighed heavily on global efforts to end the pandemic. New Delhi announced stay-at-home orders for the weekend, though essential workers will be able to move about if they have a pass from local authorities. Restaurants, malls, gyms and spas will be shut down. Movie theaters will close on weekends, but can operate on weekdays at a third of their capacity. …