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特斯拉高管解读Q2财报:年底能实现湾区产品全自动工厂发货
TeslaTesla(US:TSLA) Xin Lang Ke Ji·2025-07-24 01:15

Core Insights - Tesla reported Q2 2025 revenue of $22.496 billion, a 12% decrease from $25.500 billion year-over-year, and net profit of $1.190 billion, down from $1.416 billion, with net profit attributable to common shareholders at $1.172 billion, a 16% decline from $1.400 billion year-over-year [1] Group 1: Financial Performance - Tesla's Q2 2025 revenue decreased by 12% compared to the same quarter last year [1] - Net profit for Q2 2025 was $1.190 billion, down from $1.416 billion year-over-year [1] - Net profit attributable to common shareholders was $1.172 billion, a 16% decrease from $1.400 billion year-over-year [1] Group 2: Robotaxi Development - Tesla's Robotaxi has shown excellent performance and user satisfaction, with plans to expand operations in Austin significantly [2] - The company is testing Robotaxi services in various cities, including the San Francisco Bay Area, and is working closely with local governments for regulatory approval [2] Group 3: Full Self-Driving (FSD) Plans - Tesla aims to launch fully autonomous FSD services for personal users by the end of this year in select areas, emphasizing safety and caution [3] - The AI software used in Robotaxi is the same as that in Tesla's factory products, achieving full automation from factory to delivery [3] Group 4: Optimus Robot Production - Tesla plans to begin mass production of the Optimus robot in 2026, with expectations of producing around 100,000 units per month within five years [5] - The company acknowledges challenges in predicting early production ramp-up due to supply chain and internal factors [5] Group 5: New Affordable Model - Tesla's new affordable model has officially started production in June, with plans to maximize output in North America [6] - The launch of this model is aimed at providing a more economical option for consumers rather than focusing solely on revenue or profit margins [6]