11月26日，21财经《辟谣财知道》注意到，针对近期市场关于"特斯拉要求供应商在北美制造环节排除中国零部件"的传闻，特 斯拉全球副总裁陶琳通过社交平台作出公开回应，明确否认这一说法。 值得注意的是，陶琳在回应中特别以上海超级工厂为例，阐释了中国供应链对特斯拉全球战略的重要价值。她表示，特斯拉在 中国市场的性价比要归功于特斯拉上海超级工厂的"中国智造"，特斯拉很骄傲能和中国本土的400多家供应链伙伴们一起，追求 最好的品质、最高的效率和最优的成本，为中国、亚太和欧洲市场的数百万用户打造最棒的产品。"也很荣幸我们已经把其中60 多家供应商引入特斯拉的全球采购体系。" 事实上，这一表态与特斯拉近年来的全球供应链战略高度吻合。作为特斯拉首个海外整车制造基地，上海超级工厂在其全球布 局中占据重要地位，自2019年底投产以来，持续刷新着产能纪录。 2024年，上海超级工厂全年整车下线量突破300万辆，其中向海外市场出口的汽车达100万辆，全年交付量超过91.6万辆，占据特 斯拉全球交付量的半壁江山。2025年一季度，该工厂仅用6周就完成了产线切换，让刷新亚太市场单日订单纪录的焕新Model Y 成为特斯拉产能爬坡最快的车 ...

Core Viewpoint - Tesla's global vice president, Tao Lin, publicly denied rumors that the company is requiring suppliers to exclude Chinese components in North American manufacturing, emphasizing the importance of the Chinese supply chain to Tesla's global strategy [1][3]. Group 1: Tesla's Supply Chain and Production - The Shanghai Gigafactory is highlighted as a crucial part of Tesla's global supply chain strategy, showcasing the value of local manufacturing [3]. - Tesla's Shanghai Gigafactory has achieved a production milestone of over 3 million vehicles in 2024, with 1 million units exported to overseas markets, accounting for nearly half of Tesla's global deliveries [3]. - The factory's rapid production capabilities are demonstrated by the Model Y, which became the fastest ramping model in Tesla's history, completing a production line switch in just six weeks [3]. Group 2: Market and Industry Trends - The article notes significant market movements, such as the rise of optical modules and innovative pharmaceuticals, with companies like Zhongji Xuchuang seeing a nearly 14% increase in stock price and a market capitalization exceeding 600 billion yuan [4]. - A new stringent regulation for power banks is expected to increase costs by 20%-30%, indicating potential shifts in the industry landscape [4].