特斯拉最便宜新车要来了，比Model Y小一圈，高管：上半年投产

Core Viewpoint - Tesla is facing significant sales challenges, with a recent drop in domestic sales to 3,070 units, prompting speculation about a new affordable model that could revitalize its market position [1][5][12]. Group 1: New Model Development - A new, affordable model, speculated to be called "Model 2" or "Model Q," has been spotted at Tesla's Giga Texas factory, indicating that the development of a budget-friendly vehicle is underway [1][6]. - The new model is expected to maintain the design language of the Model 3 and Model Y, targeting the entry-level market, although Tesla has not confirmed any specific details or naming [6][8]. - Tesla's vehicle engineering VP stated that the new model will be produced on existing production lines and aims to be more affordable for consumers, with production planned to start in the first half of 2025 [8][16]. Group 2: Sales Performance and Market Challenges - Tesla's sales in China have seen a significant decline, with a drop from 10,300 units in week 17 to 3,070 units in week 19, indicating a troubling trend [5][12]. - In April 2025, Tesla's sales in Europe fell sharply, with BYD outselling Tesla by nearly double, selling 11,123 units compared to Tesla's 6,253 units [9][12]. - The UK market saw a 62% year-on-year decline in new registrations for Tesla, while Sweden experienced an 81% drop, highlighting the broader challenges faced in key markets [11][12]. Group 3: Inventory and Production Issues - Tesla reported a 13% year-on-year decline in global deliveries for the first quarter, with a significant inventory backlog of 26,000 units despite a reduction in production [14][15]. - The company has initiated mandatory one-week leave for employees at its Austin factory, indicating that production capacity currently exceeds sales demand [15][16]. - The introduction of a new affordable model is seen as a strategic move to create new growth opportunities amid these challenges [16].