Tesla(US:TSLA) 大鱼聊电动·2025-06-05 11:04Rare Earth and Supply Chain - Suzuki had to halt production of its popular Swift model due to parts shortages caused by China's rare earth export restrictions [1] - Rivian's CEO pointed out the weakness of the United States in rare earth processing, emphasizing the importance of heavy rare earths for high power density motors and the challenges in establishing domestic processing capabilities [1] - Tesla announced their next-generation motors will completely eliminate the use of rare earth elements, with their Model 3 and Y powertrains already reducing heavy rare earth usage by 25% since 2017 [1] European Electric Vehicle Market - Tesla's sales in Germany decreased by 362% year-over-year in May 2025, with only 1210 vehicles sold, resulting in a market share of 281% in the electric vehicle market and 051% in the total passenger car market [1] - Tesla's sales in the UK decreased by 455% year-over-year in May 2025, with 1758 vehicles sold, while the overall UK electric vehicle market grew by 28% [1] - BYD's sales in Germany surged ninefold to 1857 vehicles, surpassing Tesla's 1210 vehicles, and doubled in the UK to 1388 vehicles [1] - Tesla's European sales challenges are attributed to supply issues related to Model Y transitions, brand image challenges related to Musk's political stances, and increased competition from Chinese and European brands [1] Amazon's Humanoid Robot Project - Amazon is developing AI software to drive humanoid robots for package delivery, aiming for autonomous navigation of complex delivery routes [1] - Amazon is building a "humanoid park" in San Francisco, California, to test robots in real-world scenarios, including obstacles like stairs and narrow passages [1] - Amazon plans to outsource robot hardware and focus on software development, potentially competing with Tesla's Optimus [1][2] - Amazon has already deployed over 750000 wheeled robots in its warehouses and introduced the Vulcan warehouse robot with tactile capabilities [2]