在全球范围内，这家电动汽车制造商以创纪录的季度交付量超出了分析师的预期，因为 9 月底美国对电 动汽车的税收抵免政策到期，引发了抢购热潮。 它推出了长期承诺的经济型 Model Y 和 Model 3 车型，这些车型的交付计划将于 12 月至 1 月期间在许 多地区开始。但尚未给出中国的交付日期。 为了应对全球最大汽车市场的日益严峻挑战，特斯拉于 8 月推出了六座版的 Model Y L——其畅销车型 Model Y 的长轴距版本。该新款车型的交付工作于 9 月开始。 智通财经APP获悉，特斯拉中国 9 月份批发销量同比增长 2.8%，达到 90,812 辆，结束了两个月的下滑 态势。此前，其新款六座车型已在中国开始交付。特斯拉位于上海的工厂生产的 Model 3 和 Model Y 车 型(包括出口到欧洲和其他市场的车辆)的销量较 8 月份增长了 9.2%。 此前，有消息称这家美国汽车制造商在本月其在欧洲的销量也出现部分回升。特斯拉中国制造的电动汽 车也已于上个月开始向印度交付。特斯拉在第三季度交付了 241,890 辆中国制造的电动汽车，这是有记 录以来的第四高。 ...

交付报告显示，特斯拉Q3总交付量达497099辆，不仅较富国银行自身预测的412000辆高出20.7%，也较 市场共识预期的443079辆超出12.2%，同时实现7%的同比增长及29%的环比增长。 具体来看，为对冲美国电动汽车税收抵免政策到期影响，特斯拉在Q3推出多重激励措施：美国市场 Model Y/3库存车最高折扣2000美元、美国及加拿大市场Model3车型提供18个月免费超级充电服务，以 及其他超级充电套餐，此外，特斯拉还新增6500美元租赁补贴，进一步加码促销力度。 价格端压力同样明显，富国银行估算，特斯拉Q3平均订单价格环比小幅下降，其中Model Y/3定价环比 下跌1%。该行判断，Q3大概率将是特斯拉未来一段时间内交付量最强劲的季度，后续为维持交付规 模，公司需持续推出有吸引力的激励政策与折扣，以抵消7500美元税收抵免到期的影响。 基于对后续需求及利润压力的判断，富国银行下调了特斯拉2025年核心业绩预期：预计全年交付量约 148万辆，同比下降13%，显著低于市场共识的164万辆;同时将2025年每股收益预期下调至较市场共识 低29%的水平，核心原因在于对Q4交付疲软、利润率承压及监管信贷收 ...

市场预计，特斯拉第三季度汽车交付量将实现同比增长，部分原因是7500美元电动汽车税收抵免政策即 将到期，推动了近期的销售热潮。 周一，特斯拉(TSLA.US)涨6%，报419.71美元。消息面上，文件显示，马斯克于9月12日在公开市场购 买了257万股特斯拉普通股，价格介于每股372.370美元至396.540美元之间，价值约10亿美元。 近期，特斯拉在中国、欧洲等地的销量均出现积极信号。在中国市场，登录特斯拉官网会发现，特斯拉 Model Y L车型的预计交付时间已经变成了2025年11月，这意味着10月份能够销售的Model Y L车型已经 售罄。在挪威和西班牙市场，特斯拉销量有所上涨。8月，特斯拉在挪威新车注册量增长21.3%，而西 班牙市场，特斯拉8月销量从去年同期的549辆增至1435辆，增幅达161%。 ...

市场预计，特斯拉第三季度汽车交付量将实现同比增长，部分原因是7500美元电动汽车税收抵免政策即 将到期，推动了近期的销售热潮。 近期，特斯拉在中国、欧洲等地的销量均出现积极信号。在中国市场，登录特斯拉官网会发现，特斯拉 Model Y L车型的预计交付时间已经变成了2025年11月，这意味着10月份能够销售的Model Y L车型已经 售罄。在挪威和西班牙市场，特斯拉销量有所上涨。8月，特斯拉在挪威新车注册量增长21.3%，而西 班牙市场，特斯拉8月销量从去年同期的549辆增至1435辆，增幅达161%。 智通财经APP获悉，周一，特斯拉(TSLA.US)涨6%，报419.71美元。消息面上，文件显示，马斯克于9 月12日在公开市场购买了257万股特斯拉普通股，价格介于每股372.370美元至396.540美元之间，价值约 10亿美元。 ...

Core Points - The U.S. Congress has officially passed the "Big and Beautiful Act" (H.R.1), which terminates the electric vehicle tax credit policy that has been in place for 17 years [2][3] - The act will end the $7,500 federal tax credit for new electric vehicle purchases and the $4,000 credit for used electric vehicles effective September 30 [2] - The deadline for tax credits for commercial clean energy vehicles has also been moved up from 2032 to September 30 of this year [2] Industry Impact - The termination of the tax credit policy is expected to have significant implications for the U.S. electric vehicle industry, potentially leading to a decrease in market demand as consumers lose important financial incentives [3][4] - Electric vehicle manufacturers may face increased production costs and challenges in profitability and investment decisions due to the loss of tax credit support [3] - There are differing opinions on the future of the electric vehicle industry, with some believing that advancements in technology and market maturity will allow the industry to thrive without government subsidies [3][4]

Core Viewpoint - The public feud between Tesla CEO Elon Musk and former President Donald Trump highlights the tensions surrounding the proposed spending bill, known as the "Big Beautiful Bill," which Musk criticizes for its potential negative impact on the electric vehicle industry and federal budget deficit [1][7][14]. Group 1: Musk's Criticism of Trump's Policies - Musk has openly criticized the spending bill, claiming it will exacerbate the federal budget deficit, potentially reaching $2.5 trillion [14]. - He argues that the bill retains cuts to electric vehicle and solar tax incentives, which he finds unfair [9]. - Musk has called for the public to contact Congress to oppose the bill, emphasizing the urgency of the situation [17]. Group 2: Trump's Response to Musk - Trump expressed disappointment in Musk, stating that Musk had previously shown no objections to the bill until it threatened the electric vehicle mandate [2][7]. - Trump suggested that Musk's criticism stems from the removal of the electric vehicle mandate, which he claims was financially beneficial for the electric vehicle sector [7]. - Trump hinted at the possibility of terminating government contracts with Musk's companies, citing potential savings of billions [2]. Group 3: Relationship Dynamics - The relationship between Musk and Trump has soured, with Musk previously supporting Trump during the election but now openly opposing his policies [7][8]. - Trump's administration had previously nominated Musk's ally, Isaacman, for a NASA position, but this nomination was withdrawn, further straining their relationship [8]. - Musk's social media posts indicate a significant shift in his stance towards Trump, suggesting a breakdown in their previously amicable relationship [9][10].

Core Viewpoint - Trump's surprise at Musk's reaction suggests underlying tensions related to electric vehicle tax credit policies [1] Group 1 - Trump's comments indicate that Musk's dissatisfaction may be linked to government policies affecting the electric vehicle market [1]

Domestic News - During the "May Day" holiday, over 60,000 applications for the old-for-new car subsidy were submitted, driving new car sales to 8.8 billion yuan [2] - In Songjiang, consumers can enjoy a maximum subsidy of 24,000 yuan when purchasing a car, with a tiered subsidy structure based on the car's price [3] - Beijing Hyundai's first pure electric platform SUV, ELEXIO, was officially unveiled and is expected to launch in the third quarter of this year [4] - Tesla's localization rate for parts has exceeded 95%, with over 400 local suppliers contributing to the Shanghai Gigafactory [5] - BAIC Group established the Anpeng Innovation Automotive Industry Investment Fund with a total investment of 1.9 billion yuan [7] - The service fee for the BaaS battery rental package for the Leidao L60 has been drastically reduced to 1 yuan, enhancing its competitiveness [8] - Pony.ai's Robotaxi service will be integrated into the Uber platform within this year, starting in the Middle East [9] - Bangbang Automotive Service and Great Wall Recycling Resources have reached a strategic cooperation agreement to enhance the automotive parts remanufacturing sector [10] International News - The U.S. may soon cancel the electric vehicle tax credit policy, as indicated by House Speaker Mike Johnson [12] - Rivian announced a $120 million investment to strengthen its supply chain near its Normal, Illinois factory [13] - Waymo plans to expand its autonomous taxi service to Atlanta, Miami, and Washington D.C. by 2026, in partnership with Magna to build a new factory [14] - LG Energy Solution aims to accelerate the localization of its supply chain in North America in response to regulatory changes affecting the battery industry [15] Commercial Vehicles - Zero One Automotive delivered its first batch of new energy heavy trucks in Shanghai, marking a significant step in its global strategy [16] - King Long Bus and Yuchai have secured a major order for 234 high-end customized tourist buses to be delivered to Saudi Arabia [18] - Scania's new parts center in Suzhou has officially opened, enhancing service response times and parts delivery efficiency [19] - Dongfeng Liuzhou's Chao Long H5V gas heavy trucks were delivered in bulk, featuring advanced fuel efficiency and lightweight technology [20]