Tesla(US:TSLA) 大鱼聊电动·2025-09-23 10:50Battery Technology - Some new Model Ys have a hidden secret that could revolutionize battery maintenance, potentially eliminating range anxiety [1] - LG's new M53F cells in Model Y exceed the 42% volt charging voltage limit of ternary lithium batteries, reaching 4242% volt [1] - Tesla's vehicle engineering VP suggested that in the near future, cars will maintain a higher state of charge without battery degradation concerns [1] Tesla's Market Performance - Tesla China's insurance registration number reached 17300 units in the third week of September, the highest single-week record in the third quarter and the third highest weekly sales this year, an increase of 13% compared to the previous week [1] - Tesla's third-quarter total sales in China fell by about 8% year-on-year, indicating intense competition in the Chinese electric vehicle market [1] - Model Y is expected to regain the European pure electric vehicle sales champion in the third quarter of 2025 [1] BYD's Financial Analysis - Berkshire Hathaway sold all of its BYD shares, ending a 17-year investment with over 20x returns [1] - BYD's cash flow is negative, indicating that the company's operating income is not enough to cover its expenses, and it raised a record $56 billion in March [2] - BYD extends the payment cycle to suppliers to over 130 days, while the industry average is about 70 days, creating a cash flow illusion [2] - A significant portion of BYD's profits comes from government subsidies, which are more like blood transfusions than rewards [2] - BYD's sales growth has stagnated, and sales in China may have peaked in December 2024 [2] Musk's Vision - Musk said Optimus will be a full-featured humanoid robot capable of performing various tasks, with an estimated 20 billion units working in the industry [2]