Welcome back. Sales of Tesla vehicles in Europe plunging in July. The European Automobile Manufacturers Association saying the company's new car registrations total just 8800 last month, down 40% year-over-year.It was Tesla's seventh consecutive month of European sales declines, even as the industry data showed overall sales of battery electric cars rose. China's BYD saw a 225% surge in new European registrations in the same time period. So BYYD clearly picking up a lot of share and then some it seems like ...

特斯拉在中國 真的不行了嗎？ 最新的 Model Y L 一發布 訂單直接爆滿 上海工廠都在 瘋狂加班！ 有的分析師卻說 這是特斯拉 絕望的一步棋！ 證明它被 中國對手打怕了 只能被動的 迎合市場！ 聽起來 好像有道理？ 但他們 完全搞錯了！ 這根本不是迎合 而是特斯拉 最恐怖的戰術 降維打擊！ 他們忽略了什麼？ 特斯拉 最致命的武器 全球化標準 和極致的 成本控制！ 這台 Model Y L 可不是什麼 中國特供版 的花瓶 它的每一個零件 每一道工序 都建立在特斯拉 全球最高效的 供應鏈之上 正因如此 它才能把一台 加長加座 的純電 SUV 定在一個讓 所有對手都 都很難受 的價格上！ 所以 看懂了嗎？ 這不是 黔驢技窮的防守 而是集結了 全球優勢兵力 對單一市場 發動的總攻擊！ 現在 真正的壓力 已經到了 中國電動車 品牌身上. ...

Core Insights - The European EV market is becoming increasingly competitive, with Chinese brands like BYD gaining significant market share, reaching over 5% in the first half of the year, and BYD alone accounting for 1.1% in July, surpassing Tesla's 0.7% [1][2] - Tesla is facing challenges due to an aging product lineup, having not released a new mass-market vehicle since the Model 3 in 2017, which has led to perceptions of it being a maturing brand rather than an innovator [3][4] - BYD's success in Europe is attributed to competitive pricing, a diverse vehicle lineup, strategic market targeting, and a cost of ownership advantage, making it appealing to cost-conscious consumers [8][10][12] Group 1: Competitive Landscape - Tesla is increasingly caught between higher-priced offerings compared to Chinese competitors and less local appeal than European rivals, as companies like Volkswagen and Renault ramp up production of affordable EVs [2] - BYD's pricing strategy allows it to offer vehicles below many European models and Tesla's offerings, with the BYD Dolphin Surf priced at €19,990, making it competitive with conventional petrol cars [8][9] - BYD has become the world's largest producer of battery-electric and plug-in hybrid cars, leveraging economies of scale to maintain aggressive pricing [9] Group 2: Product and Market Strategy - Tesla's recent revamp of the Model Y did not significantly boost sales, and the anticipated Cybertruck has not made a notable impact in Europe [3][4] - BYD's broad range of vehicles, from compact cars to luxury models, contrasts with Tesla's reliance on the Model Y and Model 3, appealing to a wider audience [10] - BYD has strategically targeted markets with weaker domestic auto industries, such as the UK, Spain, and Italy, and has managed to maintain demand despite facing a 17.4% tariff in the EU [11] Group 3: Financial Performance and Investor Sentiment - Tesla's second-quarter 2025 results showed a decline in auto sales revenue and continued loss of market share, raising concerns among investors about Musk's divided focus on ventures outside of Tesla [6][7] - BYD has overtaken Tesla as the world's biggest EV manufacturer by sales volume, with a growth rate exceeding 20% in 2025, indicating strong financial momentum and resilience [13] - The diverging fortunes of Tesla and BYD signal a shift in the balance of power in the EV market, with affordability and product diversity becoming key factors for success [14][15]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 电动车行业 最大软肋 2. Robotaxi 车队 扩张50% 3.星舰完成全垒打 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 特斯拉的股票 周三收盘是349.6% 全天下跌了 2.07%美元 跌幅是0.59% 第一部分 补贴揭开电动车 行业最大软肋 最近在美国想买 特斯拉的朋友 是不是都盯着 9月30号这个大限 心里挺急的？ 之前的视频中 我们提到 国税局IRS 给所有想赶上 这趟7500美元 优惠末班车的人 开了一个后门 你不需要在 9月30号 之前拿到车 你只需要在 那一天之前 跟车厂签了有法律 约束力的合约 付一些订金 就算把这 7500美元锁定了！ 这件事看上去 是法外施恩 对消费者来说 无疑是一件好事 但咱们看事情 不能只看 表面的好处 我们要挖掘出 存在的隐忧 说白了 这既是一个 短期的胜利 更是一个长期的 巨大警告 为什么这么说？ 我拆成 两点来聊 第一是 这个抢购潮 恰恰证明了 电动车的「软肋」 还是太贵 如果电动车的 价格已经 足够够亲民 大家真的需要 为了补助挤破头吗？ 现在市场上 这种末班车效应 所有人预期 ...

Core Viewpoint - The article discusses the rising popularity of "Laotou Le," a small electric vehicle originally designed for the elderly, which has now become a trendy choice among young women and middle-class residents in county towns due to its affordability, practicality, and customization potential [5][15][68]. Group 1: Transformation of "Laotou Le" - "Laotou Le" has evolved from a vehicle primarily for the elderly to a fashionable choice for young women in county towns, featuring modern designs and functionalities [5][14]. - The vehicle is now equipped with advanced features such as four-wheel drive, large LCD screens, and smart voice control, making it appealing for daily use [14][15]. - The cost of "Laotou Le" is significantly lower than traditional cars, with prices around 20,000 to 30,000 yuan, making it accessible without the need for loans [5][15]. Group 2: Young People's Engagement - Young people are customizing "Laotou Le" as their first modification vehicle, spending thousands on personalized upgrades like ambient lighting and decals [17][26]. - The vehicle has become a social tool among youth, creating new communities and trends on social media platforms, with videos of modified "Laotou Le" gaining millions of views [23][26]. - Young women are particularly embracing "Laotou Le" as a platform for creativity, using it for social gatherings and personal expression, often sharing their experiences online [31][32]. Group 3: Practical Benefits for Middle-Class Residents - The affordability of "Laotou Le" is a major draw for middle-class families, with low electricity costs (around 0.5 yuan per kWh) and minimal maintenance expenses compared to traditional vehicles [39][41]. - The vehicle's compact size makes it ideal for navigating narrow streets and finding parking in crowded areas, addressing common challenges faced by county residents [46][48]. - "Laotou Le" strikes a balance between practicality and social perception, allowing owners to maintain a low profile while enjoying the benefits of a vehicle [48][51]. Group 4: Changing Consumer Attitudes - The shift in consumer preferences reflects a desire for practicality over status, with many opting for "Laotou Le" as a second vehicle that meets their daily needs without the financial burden of larger cars [51][63]. - The vehicle serves as a multifunctional tool for families, allowing for shared use among different family members without the complications of scheduling [59][62]. - The article emphasizes that "Laotou Le" represents a lifestyle choice that prioritizes comfort and convenience over traditional notions of luxury and status [63][68].

Core Insights - The 10th Anniversary of Guigang's New Energy Electric Vehicle Industry Development and the 5th (2025) New Energy Electric Vehicle Industry Development Conference will take place on August 28 in Nanning, focusing on innovation and global connectivity in the electric vehicle sector [1] - The conference aims to enhance exchanges in the RCEP market and promote mutual recognition of certifications for new national standard products in ASEAN markets [1] Group 1: Industry Development - Gangbei District has established the China-ASEAN New Energy Electric Vehicle Production Base, attracting over 100 electric vehicle enterprises, with more than 50 operational [2] - The production base has an annual capacity of 5 million two-wheeled electric vehicles, 500,000 three-wheeled electric vehicles, and 5 million sets of parts and components, with a local supporting rate of 80% [2] - The district's electric vehicle products include over 100 models, providing economical green transportation solutions for users in ASEAN and globally [2] Group 2: Infrastructure and Logistics - Gangbei District is strategically located at the intersection of key economic regions, providing excellent access to transportation networks, including high-speed railways and expressways [3] - The Guigang Port serves as a vital export channel for materials from Southwest China to international markets, enhancing the electric vehicle industry's global reach [3] Group 3: International Cooperation - Gangbei District actively promotes external cooperation to facilitate the electric vehicle industry's entry into international markets, hosting the New Energy Electric Vehicle Industry Development Conference for four consecutive years [4] - The district has established partnerships with national departments and industry associations, enabling enterprises to stay updated on market trends and technologies [4] Group 4: Export and Market Presence - Electric vehicles produced in Gangbei District have been exported to various countries, including India, Thailand, and the Netherlands, establishing a foothold in the international market [5] - The district plans to continue expanding its global presence and enhance the competitiveness of "Made in Guigang" electric vehicles [5]

Stock Performance & Market Sentiment - Tesla's stock experienced a roughly 3% decrease during the week, reflecting a broader conservative market sentiment affecting growth stocks [1] - Tesla's stock price is range-bound between $325 ± $10, awaiting a significant catalyst to drive substantial movement [1] - Tesla's forward P/E ratio is at 184, significantly higher than the S&P 500 average of 20+, traditional automakers (6-8), and even tech giants like Amazon (50+) and Nvidia (70+), indicating high market expectations for future growth [1] - Analysts project Tesla's stock price to reach $410-$460 within 12 months and $910-$1000 within 24 months, based on financial models, but these targets could be negatively impacted by Elon Musk's political activities [1] - Political uncertainty related to Elon Musk could reduce the 12-month target price by $60, suggesting a "Musk shut up discount" of approximately 15% [1] EU-US Trade Relations - The EU and the US are advancing a preliminary agreement on tariffs, with the US considering reducing its 27.5% auto tariffs on European imports to 15% if Europe lowers barriers to US goods [1] Tesla's China Strategy - Tesla is using DeepSeek, a Chinese AI company, for AI interaction and chat within its vehicles in China, replacing xAI's Grok, to comply with Chinese data security regulations [2] - Chinese regulations mandate that all geographical and personal data remain within China, preventing Tesla from using Grok's overseas servers [2] - The introduction of FSD (Full Self-Driving) in China faces hurdles due to data security concerns, potentially requiring a China-specific version with data processing and decision-making under Chinese supervision [2]

Core Viewpoint - Lucid Group Inc announced a 1-for-10 reverse stock split and a reduction in authorized shares, reflecting ongoing challenges in performance and production guidance [1][2][3]. Group 1: Stock Split and Share Reduction - The reverse stock split will reduce the number of authorized shares from 15 billion to 1.5 billion, effective after market close on August 29, with trading on a split-adjusted basis starting September 2 [2]. - The stock split is occurring as Lucid shares have declined approximately 30% since the beginning of the year [3]. Group 2: Production and Financial Performance - In the second quarter, Lucid produced 3,863 vehicles and delivered 3,309 vehicles, missing analyst estimates on both revenue and earnings [3][4]. - The company has revised its production guidance for 2025, lowering it from approximately 20,000 vehicles to a range of 18,000 to 20,000 vehicles, with expectations for Lucid Gravity production to ramp up in the second half of the year [4]. Group 3: Market Reaction - Following the announcement, Lucid shares were up 0.93% in after-hours trading, priced at $2.11 at the time of publication [7].

Group 1: Football Achievements - Changzhou secured a 1:0 victory over Zhenjiang, ending a 98-day, 700+ minute goal drought [1] - The victory achieved the team's "small goals" of earning a point, scoring a goal, and winning a match [1] Group 2: New Energy Sector - Changzhou is a critical hub in the global new energy supply chain, with a complete industry loop of "generation-storage-transmission-usage-grid" [2] - In 2024, the city's new energy sector topped 850 billion yuan, indicating a strong foundation for a trillion-yuan industrial landmark [2] - One in ten EVs globally is powered by a "Made in Changzhou" battery [2] Group 3: Economic Impact - Changzhou's GDP surpassed 500 billion yuan in the first half of 2025, reflecting a year-on-year growth of 5.8% [3] - The city remains in the top tier of Jiangsu's trillion-yuan cities [3] Group 4: Cultural and Tourism Integration - The Changzhou Municipal Bureau of Culture, Radio, Television and Tourism is promoting a "football plus culture-tourism" model [2] - Initiatives such as free entry to attractions during holidays have attracted over 100,000 visitors from Yangzhou [2] - Post-victory perks, including free entry to Tianmu Lake for visitors with the surname Zhao, are converting match-day traffic into economic gains [2] Group 5: Urban Development and Transformation - Football symbolizes the city's spirit, showcasing courage, opportunity, and cultural integration [4] - Changzhou is experiencing breakthroughs in industrial transformation and urban development [4]

On our latest “Drum Tower” podcast, @sarah_wu_ and Simon Wright ask whether oversupply could put the brakes on China’s EV industry https://t.co/SRFps6aP8y ...