Tesla(US:TSLA) Zhi Tong Cai Jing·2025-10-07 03:20Core Insights - Tesla plans to launch a lower-priced Model Y to fulfill its commitment to offer more affordable models in response to the cancellation of U.S. electric vehicle subsidies, with the announcement expected on October 7 [1][2] - The new entry-level Model Y will reduce certain features and use lower-grade materials to offset the impact of the $7,500 federal tax credit elimination [1][2] Group 1 - The new Model Y was teased on Tesla's official X account with a brief video, indicating a significant announcement [1] - The vehicle's design changes include a two-part headlight system, differing from the standard Model Y's continuous light strip [1] - Tesla's stock rose over 5% following the news of the upcoming vehicle launch [1] Group 2 - Analysts suggest that the new Model Y may be a more affordable version aimed at the mass market, with sightings of test vehicles near Tesla's Texas Gigafactory [2] - Tesla's CFO and VP of Vehicle Engineering provided limited details about the new model during a recent earnings call, indicating production readiness [2] - Tesla reported a record global delivery of 497,099 vehicles from July to September, although the end of tax credits may weaken future demand for electric vehicles [2]