特斯拉“供应链去中国化”？公司全球副总裁陶琳辟谣

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 produced at Tesla's Shanghai Gigafactory for Model 3 and Model Y 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][4] Production and Delivery Data - In Q3, Tesla's global production was 447,400 vehicles, a 4.8% year-over-year decline, while global deliveries reached 497,000 vehicles, a 7.4% increase, surpassing market expectations [4] - Despite a strong Q3 performance, total global deliveries for the first three quarters of 2025 are down approximately 5.9% compared to the same period in 2024 [4] - In the Chinese market, Tesla's sales for the first half of 2025 totaled 263,400 vehicles, a decline of about 5.4% year-over-year, but Q3 sales rebounded to 169,200 vehicles, a 31% increase from the previous quarter [4]