Tesla(US:TSLA) Zheng Quan Shi Bao·2025-09-14 14:51Core Viewpoint - Tesla is signaling a rebound in sales, particularly in its German factory, which has adjusted its production plans upward due to strong sales data, indicating a potential recovery in the European market [1][4]. Group 1: Sales Performance - Tesla's sales in Europe have been declining, with significant drops in new car registrations, including a 39% decrease in Germany and a 56% drop in the first eight months of the year [4][5]. - In China, Tesla's sales for the first half of 2025 were 263,400 units, down 5.4% year-on-year, while the overall new energy vehicle market grew by 40.3% [4]. - Despite challenges, there are signs of recovery, with Tesla's Model Y L selling out in China, leading to a delivery estimate pushed to November 2025 [2][4]. Group 2: Market Challenges - Tesla faces multiple challenges in the European market, including a limited product lineup, increased competition, and backlash against CEO Elon Musk's political stance [5][6]. - The company has implemented price cuts, such as reducing the price of the Model 3 Long Range from 269,500 CNY to 259,500 CNY, which may help boost sales in China [4]. Group 3: Leadership and Future Plans - Elon Musk's return to focus on Tesla after stepping back from political engagements is seen as a positive factor for the company's recovery [6][7]. - Tesla has proposed a groundbreaking compensation plan for Musk, potentially worth $1 trillion, contingent on achieving ambitious goals, including expanding into autonomous taxi services and increasing the company's market value significantly [7][8]. - The company is shifting its focus towards artificial intelligence and robotics, with plans for mass production of the Optimus V3 robot by 2026, which is expected to play a crucial role in Tesla's future value [8][9].