大家好我是大鱼 全美都在 忙着过感恩节 Tesla 的 AI 团队 却在深夜搞突袭！ 距离上一版 仅仅七天 V14.2%.1 横空出世 这种迭代速度 简直是外星科技 但先别急着欢呼 我在发布说明中 发现了一行 耐人寻味 的「警语」 这背后究竟 释放了什么讯号呢？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 全球电动车 市场最新动态 最新的2025年 第三季度 全球数据出来了 纯电车销量 暴涨48% 而那些传统车企 吹上天的 插电混动（PHEV） 只涨了可怜的3.9% 这哪里是 「油电过渡」？ 这简直就是 传统车企为了 掩盖自己无能 而编造的世纪谎言！ 首先我们要 戳破「油电混合」 的泡沫 这两年大家 恐怕都听腻了吧？ 丰田章男带头喊 福特通用 也跟着附和 连大众 （Volkswagen） 都在那边扭扭捏捏 说什么消费者 更喜欢混动 让大家产生错觉 好像纯电的 需求会放缓 媒体也跟着起哄 搞得好像纯电车 真的要完蛋了一样 但数据 是不会说谎的 根据TrendForce 刚出炉的 Q3 报告 全球纯电动车 （BEV）卖了 371 万辆 成长率是 惊人的48% 反观插混 只有167 万辆 成长率 ...

Ross Gerber, co-founder of investment firm Gerber Kawasaki, has weighed in on the progress made by Elon Musk‘s Tesla Inc. (NASDAQ:TSLA) , as well as Robotaxi rival Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo in the Robotaxi and self-driving sectors.Tesla FSD v14.2 Impressed Ross GerberTaking to the social media platform X on Thursday, Gerber shared his experiences with the FSD system, saying that the technology "drives much better than before." However, the investor did concede that there were still ...

↑点击上面图片 加雪球核心交流群 ↑ 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： KAIZEN投资之道 来源：雪球 新能源汽车行业宛如一部跌宕起伏的史诗 ， 从 " 蔚小理 " 初探江湖的锋芒 ， 到如今赛力斯 、 小米等新玩家搅动风云 ， 这场变革早已超越 " 造车 " 本身 ， 成为科技 、 资本与政策交织的战场 。 站在2025年的节点 ， 我们既要透视当下市场的刀光剑影 ， 更要解码未来的投资密码 ， 探寻这场变革背后的深层启示 。 一 、 市场现状 ： 狂飙之后的冷静 ， 分化中的新机遇 2025年的新能源汽车市场呈现出 " 冰与火之歌 " 的格局 。 一方面 ， 销量数据依然亮眼 ： 前5月产销同比大增45% ， 渗透率突破44% ， 每 两辆新车就有一辆新能源 。 但另一方面 ， 增速放缓的阴影浮现 —— 总车市增幅仅3% ， 新能源从 " 野蛮生长 " 转向 " 精耕细作 " 。 竞争格局中 ， 比亚迪与特斯拉双雄争霸 ， 前者以垂直整合和技术迭代构筑护城河 ， 后者用FSD智能驾驶撬动全球市场 ； 新势力阵营则加速分 化 ： 理想凭借精准定位 ...

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Core Insights - The 2025 Automechanika Shanghai exhibition opened with 7,465 participating companies from 44 countries and regions, marking a 10% year-on-year increase in exhibitors [1] - The exhibition area expanded by 9% to 383,000 square meters, utilizing all 15 exhibition halls of the National Exhibition and Convention Center (Shanghai) for the first time [1] - The event showcased significant domestic and international participation, with 15 national and regional exhibition groups, highlighting the global professional service platform's role in market promotion, trade services, information exchange, and industry education [1] Industry Trends - The exhibition reflects the robust innovation vitality and global influence of China's automotive industry, as stated by the General Manager of Frankfurt Exhibition (Hong Kong) Ltd [1] - China is increasingly recognized as a key hub for global automotive sales, production, and new energy technology innovation, with a growing trend of vehicle manufacturers enhancing their international influence through the exhibition platform [1] - The event featured major automotive brands such as GAC Aion, Li Auto, Chery Holding, and Tesla, along with key enterprises from the automotive supply chain, showcasing a diverse range of products and solutions across the entire automotive ecosystem [1] New Energy and Smart Connectivity - The new energy and intelligent connected vehicle sector expanded by 50%, focusing on core electric components and systems, intelligent driving assistance, charging infrastructure, and more [2] - Nearly 30 domestic and international brands participated for the first time, showcasing cutting-edge technologies in semiconductor chips, intelligent driving systems, and powertrain systems [2] - The inaugural 2025 Automechanika Shanghai Automotive Industry International Development Conference CEO Summit was held concurrently, featuring 94 high-quality forums and technical seminars covering technology foresight, market trends, talent development, and cross-industry integration [2]

Core Insights - December 2025 is a critical month for the automotive industry, with companies increasing discounts and the countdown for tax exemptions on new energy vehicles approaching [1][3] Group 1: Tesla Promotions - Tesla has announced exclusive December promotions for three models: Model 3, Model Y, and Model Y L [4] - The promotions include financing options such as 5 years at 0% interest or 3 years at 0% interest, along with an 8000 yuan limited-time insurance subsidy [6] - Specific pricing for Model 3 ranges from 235,500 to 339,500 yuan, with a down payment of 79,900 yuan and monthly payments starting at 2,460 yuan [9] Group 2: Other New Energy Vehicles - Other domestic new energy vehicle brands are also offering discounts and policies, including local automotive consumption vouchers [13] - The new Deep Blue S05 model features a cash discount of 2,000 yuan, an 8,000 yuan trade-in subsidy, and a price starting at 119,900 yuan after discounts [15] - The Deep Blue S07 model offers a cash discount of 3,000 yuan and a trade-in subsidy of 8,000 yuan, with a starting price of 138,900 yuan after discounts [17] Group 3: Market Opportunities - Consumers planning to purchase vehicles before the end of the year have a significant opportunity due to the upcoming discounts [3][18] - The automotive industry is expected to see more companies announcing their December purchase incentives, creating a favorable environment for buyers [18]

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