特斯拉近况

Group 1: Tesla's Equity Incentive Plan - The equity incentive plan consists of 12 stages, with 12 market value milestones and 12 operational milestones. Each completed pair allows Musk to unlock 1% of Tesla shares [1] - Currently, Musk holds approximately 13% of Tesla shares, which could increase to 25% if the entire incentive plan is executed [2] - The market value milestones range from a minimum of $2 trillion to a maximum of $8.5 trillion [3] Group 2: Operational Milestones - The operational milestones include three product-related and nine profit-related targets. The product-related goals are to achieve a fleet of 20 million electric vehicles by 2030, produce 1 million Robotaxis, and complete 1 million humanoid robots within the next decade, though timelines for the latter two are uncertain [4] Group 3: Shareholder Voting Dynamics - The 2024 vote on the 2018 equity incentive plan received 72% approval, and a similar outcome is expected in 2025, likely exceeding 50% support. The majority of Tesla's shareholders are retail investors who generally trust Musk, increasing the likelihood of favorable votes [5] Group 4: Business Progress and Outlook - In the automotive sector, Tesla plans to increase its production from approximately 1.6 million units this year to around 2.5 million by the end of 2026, with further increases to 4 million by 2027 and over 5 million by 2028. However, challenges include the impact of the cancellation of EV subsidies and competition in the Chinese market [6] - The Robotaxi business aims to begin mass production of the CyberCab by April 2026, with significant growth potential. The current Full Self-Driving (FSD) version shows improvements, but still lags behind competitors like Waymo [7] - In the robotics sector, Tesla plans to mass-produce its third version of robots by the end of 2026, with an initial production line capacity of 1 million units [8] - The energy storage business is expected to double in 2024 compared to 2023, with significant growth anticipated in 2025, driven by the need for power supply solutions in the AIGC sector [9]