特斯拉董事长呼吁批准马斯克万亿薪酬计划，鸿蒙智行全系累计交付突破100万辆

Group 1 - Tesla's chairman, Robyn Denholm, warns shareholders that CEO Elon Musk may leave if his $1 trillion compensation plan is not approved, highlighting the company's reliance on Musk's leadership [1] - The compensation plan, announced on September 5, sets ambitious phased goals for Tesla, with Musk potentially receiving 12% of the company's stock if all 12 targets are met, leading to a projected market value of $8.5 trillion [1] - Approval of the compensation plan could boost investor confidence in Tesla's future, while rejection may raise concerns about the company's long-term growth potential [1] Group 2 - Shenzhen's automotive replacement subsidy policy has been halted due to reaching its budget limit, indicating the effectiveness of the policy in stimulating consumption [2] - Sichuan province has implemented a lottery system for automotive replacement subsidies to ensure fairness amid limited funding, with the first lottery scheduled for October 31 [2] - The adjustments in subsidy policies reflect strong demand for vehicle replacements, suggesting that manufacturers may need to increase promotional efforts to maintain sales growth and manage potential inventory pressures [2] Group 3 - Xiaoma Zhixing has launched its IPO in Hong Kong, with shares priced up to 180 HKD, and has secured $120 million from cornerstone investors, indicating strong market interest [3] - The company reported a revenue of $35.43 million in the first half of 2025, a 43.3% year-on-year increase, with its Robotaxi segment seeing a remarkable 178.8% revenue growth [3] - The dual listing in the US and Hong Kong is expected to enhance liquidity and support the company's market expansion and technological development [3] Group 4 - Hongmeng Zhixing announced the delivery of its one-millionth vehicle, marking a significant milestone for Huawei in the smart automotive sector, achieved in just 43 months [4] - The company also reported that its AITO M9 model has set a record for luxury vehicles priced over 500,000 yuan, with total deliveries exceeding 250,000 units in 21 months [4] - This achievement underscores Huawei's rapid growth in the electric vehicle market and its increasing competitiveness in smart driving and related technologies [4]