格隆汇11月26日丨宝武镁业(002182.SZ)在投资者互动平台表示，公司在南京精密和重庆博奥已经自建 了300吨，1300吨，1500吨，3500吨的半固态铸造产线，设备由伊之密和海天提供，目前主要生产汽车 仪表盘支架、转向支架、行李箱支架，无人机机仓等部件。公司会向生产机器人的公司提供材料加部件 的一体化服务方案。 ...

Core Viewpoint - Tesla's Q2 revenue and earnings have significantly declined, with a 12% year-over-year drop in revenue and a 23% decrease in EPS, exceeding expectations for a downturn. The automotive business continues to face challenges, while the energy sector shows mixed results [1][15][19]. Financial Performance - Q2 revenue reached $22.5 billion, down 12% year-over-year, slightly below analyst expectations of $22.64 billion [7][15]. - Adjusted EPS for Q2 was $0.40, a 23% decline year-over-year, also below the expected $0.42 [7][15]. - Operating profit fell to $923 million, a 42% decrease year-over-year, with an operating margin of 4.1% [8][9]. - Net profit for Q2 was $1.393 billion, down 23% year-over-year, with a gross margin of 17.2%, which is a decline of 71 basis points from the previous year [9][15]. Business Segment Performance - Automotive revenue for Q2 was $16.661 billion, down 16% year-over-year, marking a slowdown from a 20% decline in Q1 [10][19]. - Energy generation and storage revenue was $2.789 billion, a 7% decrease year-over-year, following a significant increase of 67% in Q1 [11][19]. - Service and other revenue grew by 17% to $3.046 billion, driven by the expansion of the Supercharger network [18][19]. Strategic Initiatives - Tesla plans to launch new vehicles this year, including a more affordable model, with production expected to begin in the second half of 2025. The Cybercab and Semi truck are also slated for production in 2026 [20][21][23]. - The company is transitioning towards becoming a leader in AI and robotics, with plans to expand its Robotaxi service in Texas and potentially other states pending regulatory approval [24][26]. Market Challenges - The company faces challenges from the removal of electric vehicle tax credits and tariffs, which are expected to increase costs by approximately $300 million [2][3][28]. - CEO Elon Musk indicated that Tesla is in an "unusual transition period" and anticipates several challenging quarters ahead due to the loss of sales incentives in the U.S. [3][4].