新力量New Force总第4593期

Investment Rating - The report assigns a "Buy" rating to Tesla (TSLA) [4][12]. Core Insights - Tesla's Full Self-Driving (FSD) technology shows significant safety improvements, with one accident occurring every 6.88 million miles (11.07 million kilometers) when using FSD, compared to one accident every 1.45 million miles (2.33 million kilometers) without it [4]. - Tesla has been included in more government procurement lists in China, expanding its market access [4]. - Tesla's partnership with Sunrun aims to enhance grid reliability and reduce energy costs through the installation of Powerwall systems [5]. Company Performance - Tesla's Q2 2024 safety report indicates a strong performance in accident prevention with FSD technology [4]. - In July, Tesla's wholesale vehicle sales in China reached 74,117 units, a month-on-month increase of approximately 4% and a year-on-year increase of about 15% [7]. - The domestic sales volume for Tesla in July was 46,227 units, reflecting a year-on-year increase of around 47% [7]. Market Data - Tesla's stock price is currently at $200.00, with a market capitalization of$638.93 billion [4]. - The stock has a 52-week high of $278.98 and a low of$138.80 [4]. - The report highlights Tesla's significant growth potential in the electric vehicle market, particularly in China [4][7].