Tesla(US:TSLA) 大鱼聊电动·2025-08-19 11:12Tesla China Sales Performance - Tesla China's weekly sales reached 14,000 units, indicating a strong recovery from the first half of the year [2] - Analysts have raised Q3 delivery expectations for Tesla China by 25,000 units, projecting total sales of 164,000 units [2] - Tesla's cumulative registered data in China is almost on par with the previous two years, despite intense competition in the Chinese electric vehicle market [2] - The launch of the new Model YL in China is expected to significantly boost Tesla's sales [2] Model YL Global Strategy - Model YL is not exclusive to China and will likely be introduced in North America and Europe [2] - Production costs for Model YL are minimal as it is a modified version of the existing Model Y and can be produced on the same production line [2] - Tesla plans to leverage the Shanghai factory for Model YL production before expanding to other locations like Texas [2] - The introduction of Model YL in the US market is strategically timed to offset potential sales declines following the expiration of federal electric vehicle tax credits [2] - European market introduction of Model YL will follow North America, based on market demand for larger SUVs [2] Tesla Production and Operations - In Europe, Tesla Model Y continues to dominate the electric vehicle market, outselling the second-place Volkswagen ID4 by 170% with 2,768 units [3] - Tesla increased the annual percentage rate (APR) on Model Y loans from 349% to 399% in the US, signaling strong demand [3] - Tesla updated its Referral Program, offering $250 discount for Model S or X purchases, and three months of free FSD (Supervised) for Model 3, Y, or Cybertruck purchases [3] - Musk views X platform as the future of citizen journalism [3]