Tesla(US:TSLA) 大鱼聊电动·2025-08-02 10:20Electric Vehicle Industry Trends - Tesla's Optimus robot is adopting magnesium alloy, reducing weight by 30% and improving efficiency [2] - The global humanoid robot market is projected to exceed 1 million units by 2030, with lightweight materials like magnesium alloy being crucial [2] - Norway's new car registrations are 972% electric in July 2025, with Tesla Model Y leading at 75% market share [2] - BYD's sales growth slowed to 1% year-over-year in July 2025, with a 10% decrease compared to June [2][3] Tesla Developments - Tesla's first Supercharger in India, equipped with four V4 supercharging piles (250kW), is set to launch in Mumbai on August 4, 2025 [2] - Tesla plans to build eight Supercharger stations in India, four each in Mumbai and Delhi [2] - Tesla is using magnesium alloy for Optimus robot's drives, with potential for wider application due to cost-effectiveness and lightweight properties [2] - Elon Musk stated that Tesla will not sue other companies for using its patents, aiming to promote industry development [3] BYD Challenges - BYD's plug-in hybrid vehicle (PHEV) sales dropped by 226% in July, indicating potential market saturation or increased competition [3] - Chinese regulators are reportedly urging BYD and other automakers to avoid selling cars below cost and reduce price wars [3] - BYD's capital base is under pressure due to record financing and strained supplier relationships [3]