Tesla(US:TSLA) 大鱼聊电动·2025-06-25 04:49Automotive Market Trends - US new car market under $30,000 saw a decrease of approximately 15% in listings since March due to tariff concerns [1] - US used car market is experiencing scarcity of 3-4 year old vehicles and those under $20,000 due to reduced new car production during 2020-2022 [1] - Hybrid car sales increased by 43% in 2025, driven by demand for fuel-efficient vehicles [1] Chinese Automotive Industry Practices - Chinese automotive industry is using a government-supported gray market to register new cars as used for export, inflating sales figures and clearing domestic inventory [1] - Local governments in at least 20 regions in China are supporting the export of "zero-kilometer" used cars to boost GDP and employment figures [1] - China's automotive export volume reached 5859000 vehicles in 2024, a 193% year-on-year increase, but is projected to grow only 58% to 6200000 vehicles in 2025 [1] Robotaxi and Ride-Sharing Industry - Uber is collaborating with Waymo and other autonomous driving companies to integrate Robotaxi services into its platform [2][3] - Waymo's Waymo One service has provided over 10 million paid rides, with a growth of over 50% in the last six months [3] - Tesla's Robotaxi service has launched in Austin, using Model Y vehicles, with Musk predicting a significant change in Tesla's financial performance by the end of 2025 [3] Challenges and Risks - The practice of selling new cars as used is facing increasing trade barriers, with the US and EU imposing tariffs on Chinese electric vehicles [1] - Some Chinese car companies are facing financial difficulties due to price wars and are resorting to selling cars below cost [1] - Uber faces a dilemma of potentially harming its driver base by adopting autonomous driving technology [3]