Tesla(US:TSLA) 大鱼聊电动·2025-07-04 11:04Robotaxi Development - Tesla is expanding its Robotaxi service, currently testing in Austin, Texas, using Model Y vehicles equipped with potential LiDAR technology for mapping and calibration [2] - The company uses LiDAR to establish ground truth data for calibrating its vision system's depth perception and distance measurement, ensuring FSD system performance in specific areas [2] - Austin is considered Tesla's "ground-zero" location for Robotaxi development, allowing for concentrated calibration efforts before expanding service areas [2] Impact of the "大而美" (Great and Beautiful) Act on Battery Manufacturing - The "大而美" Act's 45X credit offers $35 per kWh tax credit for battery cell production and $10 per kWh for battery modules, contingent on US manufacturing and increasing domestic content requirements [2] - Tesla is building a new LFP battery factory in Nevada, expected to be completed by the end of 2025, to produce US-made LFP batteries and qualify for the 45X credit [2] - The 48E investment tax credit for energy storage systems like Megapack requires 55% domestic content by 2026, increasing to 75% by 2030, which Tesla is positioned to meet due to its US-based manufacturing of key components [2] - The company faces challenges in meeting the increasing domestic content requirements, potentially missing out on tax benefits if it continues to rely on Chinese CATL batteries or equipment [2][3] Sales and Market Performance - Tesla's UK sales rebounded in June 2025, growing by 12% with 7,891 vehicles delivered, driven by the new Model Y [3] - In Norway, Tesla sold 5,646 electric vehicles in June, a 53.8% increase year-over-year, with Model Y accounting for 88.6% of Tesla's total sales and 27.2% of all new car registrations in Norway [3] - Tesla sold over 4,500 electric vehicles in Australia in June, marking its highest record since 2025, boosted by new Model Y deliveries and incentives on Model 3 inventory [3]