特斯拉Q2产销分析

Group 1 - Tesla's production in Q2 2025 reached 410,200 units, a year-on-year decrease of 0.1% and a quarter-on-quarter increase of 13% [1] - Tesla's delivery volume for Q2 2025 was 384,100 units, reflecting a year-on-year decline of 13% and a quarter-on-quarter increase of 14% [1] - Model-specific production for M3/Y was 396,800 units, showing a year-on-year increase of 3% and a quarter-on-quarter increase of 15% [1] Group 2 - Estimated domestic sales in China for Q2 2025 were over 130,000 units, with approximately 60,000 units exported [1] - Production by region included 150,000 units in the USA, 50,000 units in Europe, and 44,000 units in other regions [1] - Production by factory was as follows: Shanghai factory produced 196,000 units, Fremont factory 130,000 units, Texas factory 50,000 units, and Berlin factory 30,000 units [1] Group 3 - The global delivery forecast for Tesla in 2025 is 1.6 million units, representing a year-on-year decrease of 11% [1] - Q3 2025 production estimates include 232,000 units in China (up by 35,000 units quarter-on-quarter) and 200,000 units in the USA, with Berlin factory maintaining 30,000 to 40,000 units, totaling an estimated 460,000 units (up by 50,000 units quarter-on-quarter) [1] - Sales volume for Q3 is expected to be between 440,000 and 460,000 units, with a key focus on whether the USA will increase installations [1]