Tesla(US:TSLA) Guo Ji Jin Rong Bao·2025-09-18 06:59Group 1: Sales Performance - Tesla's German factory has increased its production plan for the second half of the year despite a six-month decline in sales across Europe [1] - In June 2025, Tesla's new car registrations in Europe were 34,800, down 22.9% from 45,100 in the same period last year [1] - Tesla's market share in the EU has dropped to a historic low of 1.2%, with a 40.5% year-on-year decrease in new car registrations in Q2 [1] Group 2: Market Dynamics - The decline in Tesla's European sales began in early 2025, coinciding with Elon Musk's increased political involvement, which has led to a significant brand image crisis [2] - BYD surpassed Tesla in pure electric vehicle sales in Europe for the first time in April, with BYD's sales reaching 7,231 units, a 169% increase, while Tesla's sales fell by 49% [2] - Other Chinese automakers like Geely and SAIC have also seen significant growth in the European market, with SAIC's new car registrations up 49.1% and Xpeng's sales increasing by 350% in May [2] Group 3: Corporate Strategy - On September 12, Tesla's chairman announced that Musk had "completed" his political service and returned to the company, coinciding with a new compensation agreement potentially worth around $1 trillion [2] - The new compensation plan includes ambitious targets for Musk, such as developing Tesla's emerging autonomous taxi business and increasing the company's market value to at least $8.5 trillion over ten years [3][4]