Tesla(US:TSLA) 大鱼聊电动·2025-07-08 11:09Regulatory & Policy Impacts - China's new regulation on single-pedal driving mode, effective January 1, 2026, prohibits stopping a vehicle solely by releasing the accelerator pedal, requiring brake pedal use, impacting Tesla's vehicle control logic and user experience [1] - The US federal tax credit of $7,500 is set to expire on September 30, 2025, prompting Tesla to alert customers [1] - A US manufacturing auto loan interest tax deduction policy proposed by Trump allows consumers to deduct up to $10,000 in interest on loans for US-assembled vehicles between 2025 and 2028, benefiting Tesla [1] Market Trends & Sales Performance - China's new energy vehicle sales account for over 60% of global sales, with over 30 million vehicles in use by early 2024, holding the largest global share [1] - Tesla's China insurance registrations for the week of June 30 to July 6, 2025, fell 75.8% week-over-week to 5,010 units and 22.9% year-over-year, indicating sales pressure [1] - Year-to-date, Tesla's China insurance registrations are down 5.3% compared to last year, reflecting market competition or economic factors affecting consumer confidence [1] - Statista forecasts the global electric vehicle market revenue to reach $784.2 billion in 2025, with China contributing $377.9 billion, nearly half of the total [1] Industry Challenges & Adjustments - China's electric vehicle market faces overcapacity, intense competition among hundreds of manufacturers, leading to price wars and reduced profits [1] - Porsche's IT subsidiary is cutting hundreds of jobs as part of a digital transformation and cost control strategy [2] - Honda has canceled the development of a large electric SUV, originally planned for 2027, and lowered its 2030 electric vehicle sales target from 30% to 20% due to slowing demand in the US market [2] - Other automakers like Ford, Jaguar Land Rover, and Nissan are also slowing down or canceling electric vehicle projects [2]