突发！特斯拉中国停售两款新车

Core Viewpoint - Tesla is facing significant challenges, including a decline in production and delivery numbers, a drop in stock price, and increasing competition, which may impact its market position and profitability [4][5][6]. Group 1: Production and Delivery - In Q1 2025, Tesla's global production was 362,615 vehicles, a year-on-year decline of 13%, attributed to production line upgrades at four factories [4]. - Global deliveries also fell by 13% to 336,681 vehicles, missing Wall Street's expectations and marking the lowest quarterly delivery since Q2 2022 [4]. - The main models, Model 3 and Model Y, accounted for over 95% of total sales, with deliveries of 323,800 units, down 12% year-on-year [4]. Group 2: Financial Performance - Tesla's estimated net profit per vehicle is approximately $4,000, primarily driven by high-end models and software service revenue [5]. - The company's stock has seen a cumulative decline of over 37% this year, with a market value loss exceeding $480 billion [6]. Group 3: Market Sentiment and Analyst Predictions - Analysts predict that Tesla's stock may have a further downside of 43% due to U.S. government trade policies and other market factors [6]. - A notable analyst forecast suggests Tesla's stock could drop to $130 per share, nearly halving its current value [6]. Group 4: Brand and Market Challenges - Tesla is currently entangled in political disputes, a crisis of brand trust, and intensified market competition, which are affecting its reputation and sales [5]. - There is a growing sentiment against CEO Elon Musk, with some customers expressing dissatisfaction publicly [10].