特斯拉“供应链去中国化”？陶琳辟谣：供应商原产国或地理来源不构成排除性标准

Core Insights - Tesla's global supply chain strategy is based on strict and objective standards, focusing on quality, total cost, technological maturity, and long-term supply continuity, regardless of the supplier's country of origin [1][2] - The localization rate of parts for the Model 3 and Model Y produced at Tesla's Shanghai Gigafactory has exceeded 95%, contributing to competitive pricing in the Chinese market [2] - Tesla's Q3 revenue reached $28.1 billion, a 12% year-over-year increase, while net profit fell by 29% to $1.77 billion [2] - Global production in Q3 was 447,400 vehicles, a 4.8% year-over-year decline, while global deliveries increased by 7.4% to 497,000 vehicles, surpassing market expectations [3] Financial Performance - Tesla's core automotive business revenue grew by 6% in Q3, reaching $21.2 billion compared to $20 billion in the same period last year [2] - Despite strong Q3 performance, total global deliveries for the first three quarters of 2025 are projected to decline by approximately 5.9% compared to the same period in 2024 [3] Market Dynamics - In the Chinese market, Tesla's sales for the first half of 2025 totaled 263,400 vehicles, a decrease of about 5.4% from the previous year [3] - Q3 sales in China showed improvement, with 169,200 vehicles sold, representing a 31% quarter-over-quarter increase, and over 90,000 vehicles delivered in September alone [3]