特斯拉并未按车型或地区细分销量与产量数据。不过，该公司表示，其最畅销的 Model 3 与 Model Y 两款车型的产量达 43.58万辆。 今年前三个季度，特斯拉的交付量约为120万辆，较2024年同期下降约 6%。 特斯拉昨夜大跌。 当地时间10月2日，特斯拉高开低走，收跌超5%，市值蒸发约780亿美元（约合人民币5500亿元），盘初一度涨超2%。 消息面上，当天盘前，特斯拉公布了第三季度交付数据。数据显示，第三季度，特斯拉全球交付量达创纪录的49.7万辆，同比增加7.4%，远高于媒体统计的平均预 测约43.96万辆。 产量则同比有所下滑，达到44.7万辆，去年同期为46.29万辆。 市场分析认为，特斯拉第三季度的业绩受到欧洲市场持续销量下滑的拖累，但欧洲市场的销量放缓在一定程度上被美国市场抵消：在美国联邦税收抵免政策到期 前，消费者纷纷抢购电动汽车。 此前，得益于美国前总统拜登任内推出的政策，消费者购买新的电动汽车可享受最高7500美元的税收抵免，二手车则可获得最高4000美元税收抵免。但今年7月， 美国总统特朗普签署了"大而美"税收和支出法案。法案中规定，美国联邦政府从今年9月30日起将不再为电动汽 ...

（原标题：特斯拉英国销量暴跌60%，比亚迪逆势飙升） 金融时报8月5日报道，英国汽车制造商和贸易商协会（SMMT）数据显示，特斯拉7月在英国的汽车注册 量为987辆，同比下降60%，去年同期为2462辆。这一降幅逆转了6月14%的增长趋势。 相比之下，中国车企比亚迪在英国表现强劲，7月注册量达3184辆，同比增长超过四倍。 其他品牌方面，菲亚特注册量下降43%，本田下降46%，宝马下降18%，丰田下降23%。 在欧洲其他主要市场，特斯拉销量同样下滑：瑞典下降86%至163辆，法国下降27%至1307辆，比利时下降 58%至460辆。尽管近期推出了升级版Model Y，特斯拉销量仍出现大幅下滑。 7月英国整体汽车注册量同比下降5%至140154辆。业内人士指出，消费者对政府新的电动汽车补贴政策存 在不确定性，影响了需求。英国政府近日宣布，四款雪铁龙电动汽车可享受补贴，但雪铁龙7月注册量仍下降 41%。 ...

Group 1 - Trump hinted at the possibility of deporting Musk, stating "we'll have to see" regarding the situation [1] - Musk expressed frustration over losing electric vehicle subsidies, indicating that the potential losses could be significant [1] - The recent "Big Beautiful Bill" passed by the Trump administration has led to the cancellation of tax credit policies benefiting electric vehicle consumers, which has long-term implications for Tesla's sales performance [7] Group 2 - Musk criticized the latest version of the "Big Beautiful Bill," claiming it would destroy millions of American jobs and financially support outdated industries [7] - Trump accused Musk of receiving more subsidies than anyone in history and suggested that without these subsidies, Musk's businesses would struggle to survive [7] - Following Trump's comments, Tesla's stock experienced a decline of over 7% during early trading [5]

Core Viewpoint - Lucid Group is experiencing significant sales growth, projected at 72% this year and 97% next year, driven by the introduction of its Gravity SUV platform, but faces critical risks from potential changes in federal policies regarding EV incentives [1][2]. Sales Growth - Sales are expected to grow by 72% in the current year and 97% in the following year due to the new Gravity SUV platform [1]. - New models may be introduced as early as 2026, indicating a positive outlook for product expansion [1]. Policy Risks - Lucid Group is particularly vulnerable to changes in federal policies, especially regarding the potential elimination of long-standing subsidies, such as the federal tax credit for EV buyers, which can be as high as $7,500 [2]. - The elimination of these incentives could lead to a significant increase in the effective cost of purchasing an EV, negatively impacting sales across the electric vehicle sector [3]. Historical Context - Historical data from Europe shows that when EV incentives were reduced, sales were adversely affected. For instance, after Germany ended its average incentives of around €4,700 per car in 2023, EV sales in Germany dropped by 16.4%, while the rest of Europe saw a 9.4% increase in sales [5][6]. - This historical precedent suggests that if U.S. tax credits are eliminated, Lucid's sales growth could decline sharply [6].

Group 1 - The public feud between Elon Musk and Donald Trump has escalated significantly, impacting Tesla's stock price and market capitalization [5][10][28] - Tesla's market value has dropped by $150 billion, marking the largest decline since the pandemic in 2020, primarily due to Musk's criticism of a large spending bill that could reduce electric vehicle subsidies [5][28] - The conflict has drawn attention from various political figures and celebrities, indicating a broader interest in the implications of this feud on the political and business landscape [2][4][26] Group 2 - Musk's comments on the spending bill, which he described as "absurd" and "disgusting," suggest that his business interests are at stake, as the bill could significantly cut subsidies for electric vehicles [5][12] - The feud has led to a notable decline in Tesla's stock, with a 14% drop in one day, resulting in a market capitalization of $916 billion, thus exiting the "trillion-dollar club" [28] - The conflict has also affected SpaceX, with Trump threatening to terminate government contracts, which could have significant repercussions for the company [13][27]