Tesla(US:TSLA) Zheng Quan Shi Bao·2025-09-15 11:51Core Viewpoint - Elon Musk has significantly increased his stake in Tesla by purchasing 2.57 million shares at prices ranging from $372.37 to $396.54, totaling approximately $1 billion, which has positively impacted Tesla's stock price [1] Group 1: Sales Performance - Tesla has shown positive sales signals in China and Europe, with the Model Y L's estimated delivery time extending to November 2025, indicating that the October sales have sold out [2] - In the first half of 2025, Tesla's sales in China were 263,400 units, a year-on-year decline of 5.4%, while the overall new energy vehicle sales in China grew by 40.3% [3] - In August 2025, Tesla's wholesale sales in China were 83,192 units, a year-on-year decline of 4% but a quarter-on-quarter increase of 22.6% [3] Group 2: Price Adjustments and Market Challenges - Tesla has reduced the price of the Model 3 Long Range from 269,500 RMB to 259,500 RMB, which may boost sales in China [3] - In Europe, Tesla's sales have faced significant declines, with new car registrations in Germany dropping by 39% in August and 56% year-to-date [3] - Despite challenges, Tesla's sales increased in Norway by 21.3% and in Spain by 161% year-on-year in August, although these increases are still lower than competitors like BYD [4] Group 3: Competitive Landscape - Tesla faces multiple challenges in the European market, including a limited product lineup, increased competition, and backlash against Musk's political stance [4] - The head of Tesla's German factory indicated that due to strong sales data, the production of electric vehicles for the second half of the year has been adjusted upward, suggesting a potential turnaround in the European market [4]