Tesla(US:TSLA) 电动车公社·2025-12-31 15:59Core Viewpoint - Tesla has achieved a significant milestone by surpassing a global production of 9 million electric vehicles, demonstrating its strong manufacturing capabilities and market leadership in the electric vehicle sector [2][4]. Group 1: Tesla's Production Milestone - Tesla's 9 millionth electric vehicle, a Model Y, rolled off the production line at the Shanghai Gigafactory, which has contributed nearly half of Tesla's global delivery volume in just six years [2]. - Despite facing competition from domestic new energy vehicle manufacturers, Tesla maintains its leading position due to its advanced battery technology and brand recognition [4]. - With the current production pace, Tesla is expected to reach 10 million vehicles produced by mid-next year [4]. Group 2: Huawei's Autonomous Driving System - Huawei's QianKun intelligent driving system has reached a cumulative installation of 1.4 million units, with assisted driving mileage nearing 7 billion kilometers [6]. - The system has been adopted by over 15 automotive brands, covering more than 35 vehicle models, with a high active user ratio of 95.2%, indicating strong market acceptance [9]. Group 3: Zhuoyue's Technological Advancements - Zhuoyue Technology has launched the VLA multimodal world model, showcasing its ability to achieve high performance with lower computational requirements compared to industry standards [13]. - The company has secured nine mass production customers for its autonomous driving technology, with over 50 models already in production and more than 30 models set to launch soon [14]. - Zhuoyue aims to expand its technology capabilities beyond passenger vehicles to include heavy-duty trucks [14]. Group 4: National Subsidy Policy for 2026 - The National Development and Reform Commission has announced the 2026 automotive subsidy policy, which will adjust subsidies based on vehicle price, with new energy vehicles receiving a 12% subsidy capped at 20,000 yuan [18]. - The policy aims to prevent excessive subsidies for low-priced models and reduce price dumping and unhealthy competition in the market [23]. Group 5: New Vehicle Launches - The new GAC Trumpchi M8 has been launched with a price range of 309,900 to 359,900 yuan, featuring upgraded comfort and intelligent configurations [24][29]. - The vehicle includes a hybrid system with a 140kW 2.0T engine and a 160kW electric motor, offering a pure electric range of 248 km and a fuel consumption rate of 6.15L/100km [27].