今年二季度，特斯拉方面在财报中透露，今年6月已开始在美国初步生产新的平价车型，预计今年下半 年开始进行大规模量产。对于该车型，此前有消息称，特斯拉将推出一款售价2.5万美元的车型，或命 名为Model Q。但在二季度财报电话会上，特斯拉CEO埃隆·马斯克透露，平价车型将为Model Y的新版 本。 赶在四季度推出标准版本车型，绕不开特斯拉所面临的压力。数据显示，今年二季度，特斯拉全球交付 量为38.4万辆，同比下降13%。在二季度财报电话会议上，埃隆·马斯克坦言："受EV税收抵免政策突变 与关税冲击，特斯拉或将经历几个艰难的季度。" 北京商报讯（记者 刘晓梦）两组预热视频发布后，外界关注已久的特斯拉"平价车"揭开面纱。10月8 日，特斯拉美国官网上线"标准版本Model Y"与"标准版本Model 3"两款车型，售价分别为3.999万美元和 3.699万美元。 特斯拉美国官网显示，新增车型降低Model Y与Model 3起售价的同时，相比此前车型在配置上也有所调 整。其中，标准版Model Y的上线将Model Y起售价下探5000美元，续航里程从357英里下调至321英 里，标准版Model Y并未配置车 ...

T : Model Y | 321 mi | 125 mph | 6.8 sec | | --- | --- | --- | | Range (EPA est.) | Top Speed | 0-60 mp | | Cash | Lease | Finance | | Standard | | $39.5 | | Rear-Wheel Drive | | | 此前，美国国会参议院和众议院相继通过总统唐纳德·特朗普推动的"大而美"税收与支出法案。其中，该法案决定自今年9月30日起，取消购买新电动汽车可 享受的7500美元税收抵免。有分析人士认为，美国市场在特斯拉的全球销量中占比超过三成，取消购车税收抵免，对特斯拉下半年的销量表现增加不确定 性，平价版车型对于特斯拉而言或许是应对政策变化、提振销量的关键。 目前，特斯拉主力车型Model 3和Model Y已在市场征战多年，因此特斯拉何时推出更具价格竞争优势的新车型一直是外界关注焦点。此前，马斯克曾表 示："当特斯拉的低价电动汽车车型面世时，单价将低于3万美元，特斯拉不会生产缺乏无人驾驶版本的廉价车，常规售价2.5万美元的电动汽车将毫无意 义。" 不过，此次特斯拉 ...

Core Insights - Tesla's Q2 financial report indicates a significant decline in performance, with revenue of $22.496 billion, a 12% decrease year-over-year, marking the largest quarterly drop in nearly a decade [1] - Net profit stands at $1.172 billion, down 16% compared to the previous year, falling short of the market's revenue expectation of $22.6 billion [1] Automotive Business Performance - Revenue from the automotive segment decreased by 16% to $16.661 billion, with global vehicle deliveries around 384,000 units, reflecting a 13% year-over-year decline [3] - The decline in performance is attributed to changes in tariff policies, reduced carbon credit income, and a decrease in average vehicle prices, amidst a persistently unstable macroeconomic environment [3] Model 3 Sales and Market Competition - Tesla recently announced that the Model 3 has achieved global sales of 3 million units, maintaining its position as the world's best-selling electric sedan for seven consecutive years [4] - Despite this, competition is intensifying, particularly from emerging players like Xiaomi, which has sold approximately 155,700 units of its SU7 model in the first half of the year, compared to Tesla's 91,900 units of Model 3 [4] - Tesla's promotional efforts in China, including a five-year interest-free plan and an 8,000 yuan insurance subsidy, have not significantly boosted sales [4] Affordable Model Plans and Product Strategy - Elon Musk revealed plans for a long-awaited affordable electric vehicle based on the Model Y, with initial production starting in June and large-scale production expected in the second half of the year [5] - The company aims to focus on selling existing models in Q3, with the more affordable model set to launch in Q4, especially as the U.S. electric vehicle tax credit is set to expire on September 30 [5] - Tesla has announced the Model Y L, a luxury six-seater electric SUV, which will be produced at the Shanghai Gigafactory, aimed at competing in the growing market for large electric SUVs [5]