特斯拉，突传利好！ 销量或“触底反弹”

Core Insights - Tesla is experiencing a potential sales rebound, particularly in Europe and China, as indicated by positive sales signals and production adjustments at its German factory [1][2][4][5] - The company's sales in China have shown signs of recovery, with the Model Y L model sold out for October deliveries, suggesting strong demand [2] - Despite a decline in overall sales in Europe, there are indications of a turnaround, particularly with the German factory increasing production due to strong sales data [1][4][5] Group 1: Sales Performance - Tesla's production plans for the German factory have been adjusted upwards for Q3 and Q4 due to excellent sales data [1] - In China, Tesla's sales for the first half of 2025 were 263,400 units, a year-on-year decline of 5.4%, while the overall NEV market grew by 40.3% [4] - In August 2025, Tesla's wholesale sales in China were 83,192 units, showing a 22.6% increase month-on-month despite a 4% year-on-year decline [4] Group 2: Market Challenges - Tesla faces significant challenges in the European market, including a 39% decline in new car registrations in Germany in August and a 56% drop in registrations for the first eight months of the year [4][5] - The company is also experiencing declines in other European countries, with registration drops of 47.3% in France, over 84% in Sweden, and 50% in the Netherlands [4] - Competition from new entrants and traditional automakers, along with a limited product lineup, are contributing to Tesla's struggles in Europe [5] Group 3: Leadership and Strategic Direction - 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 $1 trillion compensation plan for Musk, contingent on achieving ambitious goals, including expanding into autonomous taxi services and increasing the company's market value significantly [7] - The company's future strategy includes a shift towards AI and robotics, with plans for mass production of the Optimus V3 robot by 2026, which is expected to be a major growth driver [8][9]