Tesla(US:TSLA) 大鱼聊电动·2025-07-05 10:02US Battery Industry & China's Role - US's Inflation Reduction Act allows Chinese battery manufacturers to establish joint ventures in the US and receive $35 per kilowatt-hour in tax credits, potentially benefiting Chinese suppliers by $35 billion [2] - The joint venture policy requires a gradual reduction of reliance on Chinese materials, with 60% of materials from the US or other countries by 2026 and 85% by 2030 [2] - Despite the potential benefits, former President Trump's policies, including tariffs on China and reduced tax incentives, could deter battery manufacturers [2] - Local opposition, as seen with Gotion's battery plant plan in Michigan, can hinder the implementation of favorable policies [2] Tesla's Optimus Project - Tesla's Optimus project is temporarily suspended from mid-June 2025 for two months to redesign hardware and software [2] - Tesla is optimizing key areas, including joint actuators' thermal control, hand load-bearing capacity, transmission mechanism durability, and battery life [2] - The project's leader, Milan Kovac, left Tesla in June 2025, potentially impacting the future development of Optimus [2] Tesla's Market Performance & Strategy - Tesla dominated the South Korean imported electric vehicle market in the first half of 2025, accounting for approximately 60% of sales with 19,212 vehicles [3] - Elon Musk hinted at the potential launch of Full Self-Driving (FSD) in South Korea [3] - Xiaomi CEO Lei Jun recommended the Model Y to customers who are unwilling to wait for Xiaomi's YU7 SUV, acknowledging Tesla's technological and market leadership [3]