特斯拉：周报-20250311

Investment Rating - The report does not explicitly state an investment rating for the company [5]. Core Insights - Tesla is enhancing its electric vehicle (EV) charging infrastructure by collaborating with Apple Maps to integrate Tesla's North American Charging Standard (NACS) into navigation features, improving user experience for EV drivers [1]. - The new Model Y features an upgraded braking system that optimizes energy recovery and reduces wear on traditional braking components, enhancing driving efficiency and reducing maintenance costs [2]. - Tesla has secured its first store in India, renting a 4,000 square foot space in Mumbai, although it faces challenges due to high import tariffs on fully imported vehicles [3]. - Tesla is collaborating with the Guadalupe Valley Electric Cooperative and the Texas Electric Reliability Council to expand its virtual power plant initiative, utilizing Powerwall systems to stabilize the grid and provide backup power during peak demand [4]. Summary by Sections Charging Infrastructure - Apple Maps will soon include Tesla's NACS in its navigation system, providing real-time notifications for charging needs [1]. Vehicle Technology - The new Model Y's braking system allows for dynamic switching between regenerative and mechanical braking, prioritizing energy recovery and improving driving experience [2]. Market Expansion - Tesla has completed a lease for its first showroom in India, with plans to hire for various positions to support its entry into the market despite high tariffs [3]. Energy Solutions - The partnership with GVEC aims to create a distributed battery system using Powerwall units, contributing to grid stability and allowing users to sell stored energy back to the grid [4].