Tesla(US:TSLA) 大鱼聊电动·2025-10-03 09:59Tesla's Automotive Strategy - Tesla is potentially developing a new, more affordable vehicle platform, possibly priced around $25,000, which is currently undergoing road testing [1] - The new vehicle is expected to utilize Tesla's revolutionary Unboxed Process, aiming for a 30% reduction in costs and a 40% reduction in factory footprint, leading to exponential production efficiency improvements [1] - The adoption of the Unboxed Process signifies a manufacturing revolution, potentially making electric vehicles cheaper than gasoline cars [1] Tesla's Energy Business Model - Tesla is offering a solar panel and Powerwall leasing program with a low upfront cost (solar at $600 plus $100 per Powerwall) and a fixed monthly rental fee for 25 years (solar) and 12 years (Powerwall), with Tesla covering installation, warranty, maintenance, and replacements [1] - Tesla benefits from the leasing program by claiming the 30% Investment Tax Credit (ITC) on the system cost, which would otherwise go to the homeowner if they purchased the system outright [1][2] - After five years, customers have the option to buy out the system at a predetermined price, renew the lease at a new rate, or have Tesla remove the system for a fee, creating long-term customer engagement and potential revenue streams [1][2] Market Analysis and Future Outlook - Tesla's energy deployment is experiencing explosive growth, with the installations in the first three quarters of 2025 already exceeding the total for 2024 [1] - Tesla's CEO, Elon Musk, believes the company is often underestimated because analysts tend to focus on past performance rather than future potential [2]