Workflow
Tesla(TSLA)
icon
Search documents
Tesla-Like EV Makers Need To Be 'Absolutely Relentless' At Reducing Costs, Says Former Sales Chief — Hails This BYD Manufacturing Practice - Tesla (NASDAQ:TSLA)
Benzinga· 2025-11-28 07:35
Former Tesla Inc. (NASDAQ:TSLA) global sales chief Jon McNeill says that the EV giant learned a valuable technique from its Chinese rivals during his time with the company.Tesla Is A ‘Learning Sponge,' Says Jon McNeillIn an interview with Business Insider on Thursday, McNeill, who also serves as a member of the General Motors Co (NYSE:GM) board, shared that the Elon Musk-led EV giant was like "a learning sponge," adding that the brand learned some lessons when taking apart a Chinese competitor's vehicle, th ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)🚗✨ Big news, Tesla fans! @tesla is thrilled to announce that you can now experience Full Self-Driving (Supervised) on your local roads in Italy, France, and Germany! 🌍Hop into the passenger seat and see how FSD handles real-world traffic, tackling the trickiest parts of daily driving to make roads safer for everyone. This is your chance to ride along and witness the future in action!Available now in Italy, France & Germany – with more countries coming soon. ...
前特斯拉高管:中国车企对零部件的复用达到新高度
Guan Cha Zhe Wang· 2025-11-28 07:17
【文观察者网 潘昱辰 编辑/高莘】据《商业内幕》11月27日报道,前特斯拉全球销售主管、现通用汽车 董事会成员乔恩·麦克尼尔(Jon McNeill)表示,特斯拉一直在拆解竞争对手的汽车,并从中国电动汽车中 吸取宝贵的经验。 汽车行业长期以来都对方向盘或转向挡杆等零部件进行复用。但麦克尼尔表示,中国车企在复用汽车零 部件的程度上是与众不同的,从电池组、汽车座椅内的热泵到电机都能实现复用。 麦克尼尔曾于2015—2018年期间效力于特斯拉,他表示特斯拉是一块"学习海绵"。而汽车制造商都在不 断向中国竞争对手学习,特斯拉也不例外。 乔恩·麦克尼尔 商业内幕 在麦克尼尔任职特斯拉期间,特斯拉正处于Model 3的"产能地狱"。他透露,特斯拉从中国电动汽车中 学会零部件的复用,这在后来的Model 3与Model Y中得到体现。 特斯拉首席执行官(CEO)埃隆·马斯克曾在2019年电话财报会议上表示,Model Y与Model 3共享了约 四分之三的零部件,从而提高了产量。 麦克尼尔并未透露特斯拉在他任职期间拆解了哪些中国电动汽车,但表示通用汽车近期在拆解比亚迪的 汽车时,发现中国车企将零部件的复用提升到了新水平。 ...
新能源车周报:商务部表示将推进汽车流通消费改革试点
Sou Hu Cai Jing· 2025-11-28 07:13
证券之星新能源车行业周报:据上海有色网,本周磷酸铁锂整体受碳酸锂价格持续上涨影响,价格进一 步提高,整体涨价约245元吨,碳酸锂在本周涨价约1000元/吨。近期,铁锂企业仍就加工费涨价一事积 极与下游电芯厂商谈中,头部企业谈涨落地,但大部分铁锂企业仍未有结果。 券商观点 甬兴证券认为政策持续呵护汽车消费,叠加新能源车销量向上。维持汽车行业"增持"评级。建议关注以 下投资主线:1)整车端,政策利好,建议关注智能化领先、技术周期和车型周期共振的整车企业,如上 汽集团、小鹏汽车、小米集团和零跑汽车等;2)零部件端,看好电动智能化增量环节,以及AIDC液冷 产业链。我们建议关注沪光股份、川环科技、银轮股份和地平线机器人等。 财通证券指出特斯拉与Waymo不断更新开城进展:1)特斯拉:特斯拉原来计划2025年底在内华达州、佛 罗里达州和亚利桑那州开展业务,近期其已获得亚利桑那州的交通网络公司(TNC)许可证,允许特斯拉 在车内有人的情况下向乘客提供收费打车服务,同时特斯拉已完成内华达州的Robotaxi自认证流程,待 获得内华达交通管理局批准后便可运营Robotaxi或网约车服务。此外,特斯拉开始额外在马萨诸塞州和 宾 ...
X @Tesla Owners Silicon Valley
🚗✨ Big news, Tesla fans! @tesla is thrilled to announce that you can now experience Full Self-Driving (Supervised) on your local roads in Italy, France, and Germany! 🌍Hop into the passenger seat and see how FSD handles real-world traffic, tackling the trickiest parts of daily driving to make roads safer for everyone. This is your chance to ride along and witness the future in action!Available now in Italy, France & Germany – with more countries coming soon. ...
权威部门首次预警人形机器人风险 背后有何考量?
Core Viewpoint - The National Development and Reform Commission (NDRC) has issued a warning regarding risks in the humanoid robot industry, highlighting the rapid influx of capital and the increasing number of companies in this sector, which exceeds 150, with over half being startups or companies from other industries [1][2]. Industry Overview - The NDRC's warning is the first of its kind for the humanoid robot industry in China, emphasizing the need to prevent the market from being flooded with similar products and to ensure adequate research and development space [2]. - Following the NDRC's comments, the A-share humanoid robot sector experienced a cooling effect, with many stocks showing a pattern of rising and then falling [3]. Market Dynamics - The NDRC aims to coordinate resource allocation within the industry to support companies that possess global competitiveness [3]. - There is a call for investment to focus on critical segments of the humanoid robot supply chain, such as the "big and small brains" of robots, to promote coordinated and rapid development while avoiding internal competition [4]. Investment Trends - The investment community has noted a trend where companies showcase their products through demonstrations to attract venture capital, a practice referred to as "Price to Demo" [5]. - The industry is currently experiencing a surge in product launches, but there are concerns that the market may be oversaturated with similar offerings, which could hinder innovation [6][7]. Future Outlook - Experts suggest that the humanoid robot industry is still in its early stages, and while there is significant capital inflow, the focus should shift towards practical applications and commercial viability [9]. - The NDRC's strategic adjustments are seen as beneficial for the industry, helping to avoid chaotic development and allowing for more concentrated talent and investment [9]. Competitive Landscape - The financing landscape for humanoid robot companies in China is fragmented, with an average of just over 100 million yuan per company since 2025, which is significantly lower compared to international counterparts [13]. - Notably, global companies like FigureAI and Apptronik have secured substantial funding, highlighting a disparity in financial resources available to Chinese firms [13]. Technological Development - The humanoid robot sector is recognized for its potential in embodied intelligence, but current language models are insufficient for achieving this goal [14]. - Companies are encouraged to focus on real-world applications and simulations to enhance the robots' capabilities and to identify viable commercial scenarios for their deployment [14].
雷军回应小米汽车能耗评测弱于特斯拉:车大配置高
Feng Huang Wang· 2025-11-28 06:38
凤凰网科技讯 11月28日,雷军发微博称:小米汽车能的耗表现也非常不错,大家可以仔细看一下。评 测结果弱于特斯拉,也有一定客观原因:小米SU7是C级车,车大配置高,车会重一些,能耗肯定会 高。当然,我们会继续向特斯拉学习,进一步优化能耗表现。 近日,有博主对21台热门电车进行了能耗测试,在气温10℃,满载375kg,全程120km/h时速且全程空调 24度自动的条件下,小米YU7续航最长,420公里;小米SU7达成率最高,达到54.86%。但均不如特斯 拉Model 3和Model Y的表现。 ...
前三季度全球新能源车市大扫描 中国市场领涨,纯电小车火爆
编前:Clean Technica网站日前发布的统计数据显示,今年9月,全球电动汽车(乘用车)销量同比增长22%,突破210万辆,创下历史新高。其中,纯 电动汽车销量同比增长32%,达到创纪录的140万辆;插电式混合动力汽车仅增长6%,约70万辆。不过,该网站指出,插混车销量增幅收窄,主要原因是全 球最大的新能源汽车市场——中国需求开始放缓。如果不考虑中国市场,则9月国际市场插混车的销量增速达到44%。 累计来看,今年1~9月,全球电动汽车销量达到1457万辆,同比增长20%;市占率上升至25%,其中纯电动汽车的份额为17%,插混车为8%。中国市 场依然是推动全球电动汽车市场增长的核心支柱,国内新能源汽车渗透率已经超过50%,行业预测2025年全年中国新能源汽车销量有望突破1600万辆。 品牌层面,比亚迪仍保持着"断层"领先的优势,特斯拉销量继续下滑,两者的差距越拉越大。不过,比亚迪在国内的销量增速明显放缓,在海外市场势 头更猛。零跑汽车同样在海外市场表现出色,登顶中国造车新势力销冠。这也说明,中国车企的出海布局成效初显。值得关注的是,与去年同期风头大盛的 理想、问界相比,今年"高歌猛进"的则是零跑、小鹏以及 ...
瑞典工會攔不住!Tesla FSD 殺入敵營獲批!政客理由荒謬如兒戲? #FSD #瑞典罷工 #Tesla #馬斯克 #自動駕駛 #歐洲市場 #大魚聊電動
大鱼聊电动· 2025-11-28 06:19
在全世界最恨 特斯拉的地方 馬斯克 居然贏了? 各位敢信嗎? 在罷工鬧得最兇 恨不得把 Tesla 趕出去的瑞典 FSD 竟然 拿到了城市 路測通行證! 這件事最荒謬的 不是結果 而是過程! 當地的左派政客 試圖攔截測試 理由是什麼? 不是 FSD 不安全 也不是怕 撞到麋鹿 理由竟然是 Tesla 正在 跟工會吵架! 這就像 你去考駕照 考官說你技術完美 但我不能給你過 因為你昨天 跟鄰居吵了 一架沒和好 這簡直就是 滑天下之大稽! 把公權力當成 政治鬥爭的打手! 但好在 瑞典 Nacka 市政府夠硬氣 直接回擊說 政府應該 促進技術進步 而不是 阻礙未來! 這就是常識 對抗偏見的勝利! 產品力是無法 被意識形態 封鎖的 那些想用 過時規則 絆倒 Tesla 的人 終將被 歷史碾壓!. ...
X @Tesla AI
Tesla AI· 2025-11-28 06:13
RT Tesla Europe & Middle East (@teslaeurope)Italy https://t.co/UkUppCDT93France https://t.co/3lvq827UTgGermany https://t.co/kAoKfH5v3p ...