Di Yi Cai Jing·2025-10-29 23:55Group 1 - The core viewpoint indicates that while the production and sales data for the "Golden September and Silver October" period is performing well, market sentiment regarding short-term rush purchases is dampened due to factors such as the increase in purchase tax next year and uncertainties in subsidy policies [1] - Tesla's third-quarter report guidance reveals that the Robotaxi fleet has accumulated 1 million kilometers of driving, with plans to expand to 8-10 metropolitan areas by the end of the year and gradually remove safety drivers [1] - The expectation for next year includes the production of models without steering wheels and pedals, reflecting a strong outlook for high-end and technology-driven structural growth in the industry [1] Group 2 - The industry is closely monitoring the release of the L3 autonomous driving national standard, advancements in the Robotaxi sector, and the export of competitive complete vehicles [1]