突发！特斯拉工厂停工！

Core Insights - Tesla's Austin Gigafactory has announced a mandatory one-week shutdown for Model Y and Cybertruck production during Memorial Day week, marking the first such extended halt compared to full operations last year [1] - This decision is linked to a 13% decline in global sales and an inventory backlog of 26,000 vehicles, indicating a mismatch between production and market demand [1][2] - The company has adjusted its Cybertruck production targets and reassigned some workers in response to these challenges, reflecting a shift from expansion to inventory management amid cooling demand [2] Summary by Sections - Production Adjustments - The Austin factory will halt production for a week, allowing employees to take paid leave or engage in non-production tasks [1] - Since February, work hours have fluctuated, with early departures and strict overtime limitations being reported [1] - Sales and Inventory Issues - Tesla's Q1 production decreased by nearly 100,000 units, while delivery volumes fell more significantly year-on-year, leading to an inventory surplus [1] - The Cybertruck has seen cumulative deliveries of less than 50,000 units, falling short of expectations [2] - Market Confidence and Strategic Shift - Tesla's stock has dropped 26% year-to-date, reflecting diminished market confidence [2] - Analysts view the mandatory shutdown as a strategic signal of Tesla's transition from an "expansion-first" approach to a focus on "inventory control" due to increased competition and changing consumer preferences [2]