特斯拉Q2营收224.96亿美元，同比下降12%创十年最大降幅！

Core Insights - Tesla's Q2 financial report indicates a significant decline in performance, with revenue of $22.496 billion, a 12% decrease year-over-year, marking the largest quarterly drop in nearly a decade [1] - Net profit stands at $1.172 billion, down 16% compared to the previous year, falling short of the market's revenue expectation of $22.6 billion [1] Automotive Business Performance - Revenue from the automotive segment decreased by 16% to $16.661 billion, with global vehicle deliveries around 384,000 units, reflecting a 13% year-over-year decline [3] - The decline in performance is attributed to changes in tariff policies, reduced carbon credit income, and a decrease in average vehicle prices, amidst a persistently unstable macroeconomic environment [3] Model 3 Sales and Market Competition - Tesla recently announced that the Model 3 has achieved global sales of 3 million units, maintaining its position as the world's best-selling electric sedan for seven consecutive years [4] - Despite this, competition is intensifying, particularly from emerging players like Xiaomi, which has sold approximately 155,700 units of its SU7 model in the first half of the year, compared to Tesla's 91,900 units of Model 3 [4] - Tesla's promotional efforts in China, including a five-year interest-free plan and an 8,000 yuan insurance subsidy, have not significantly boosted sales [4] Affordable Model Plans and Product Strategy - Elon Musk revealed plans for a long-awaited affordable electric vehicle based on the Model Y, with initial production starting in June and large-scale production expected in the second half of the year [5] - The company aims to focus on selling existing models in Q3, with the more affordable model set to launch in Q4, especially as the U.S. electric vehicle tax credit is set to expire on September 30 [5] - Tesla has announced the Model Y L, a luxury six-seater electric SUV, which will be produced at the Shanghai Gigafactory, aimed at competing in the growing market for large electric SUVs [5]