Tesla(US:TSLA) Guan Cha Zhe Wang·2025-05-15 05:35Group 1 - The core point of the article is that following the US-China Geneva trade talks, Tesla plans to resume importing Chinese components for the production of its Cybercab and Semi models starting at the end of May [1][3] - The Geneva trade talks resulted in an agreement to eliminate most tariffs and some countermeasures, which directly impacts business activities between the two economic powers [1][3] - Tesla aims to begin trial production of the Cybercab and Semi models in October 2023, with mass production scheduled for 2026 [3][4] Group 2 - The Cybercab is set to be officially launched in October 2024, targeting the ride-hailing market with a price below $30,000 (approximately 216,000 RMB) [3] - Tesla is currently seeking approval from the US government for the Robotaxi product, while the National Highway Traffic Safety Administration (NHTSA) plans to investigate Tesla's Robotaxi system under low visibility conditions [3][4] - The Semi electric truck, first announced in 2017, faced delays due to battery supply issues, with the first deliveries occurring in December 2022 [4][6]