1月6日，特斯拉官微发布消息称，特斯拉Model 3/Y/Y L推出7年超低息购车方案。其中，Model 3/Y首付7.99万元起，月供可低至1918元；Model Y L首付 9.99万元起，月供可低至2947元。 分析认为，特斯拉2025年四季度销量下降主要受到美国联邦政府提前在9月30日前终止电动汽车激励措施的影响。这一决定比原计划更早，并促使特斯拉及 其他汽车制造商的电动汽车销量提前至第三季度。 近期，特斯拉还在其他市场进行了价格调整。12月31日，据报道，特斯拉在韩国对Model 3轿车和Model Y运动型多用途车的价格进行了下调，最高降幅达 940万韩元（约合6490美元）。 其中Model 3高性能全轮驱动版现售价为5999万韩元，较此前6939万韩元的定价有所下降。两款Model Y车型价格也下调约300万韩元。报道称，此举可能旨 在吸引消费者，为即将上市的新车型预热。 特斯拉当前正面临销量下滑的压力。官方公布的2025年四季度数据显示，特斯拉当季生产超过43.4万辆新车，同比下降5.5%；交付了超过41.8万辆新车，同 比下降约16%。 特斯拉还表示，Model Y L首次推出5年0息，首 ...

特斯拉丢掉"全球电动车销冠王座"。 当地时间1月2日，特斯拉发布了2025年四季度和全年的汽车交付数据，两项数据均大幅下滑。 值得注意的是，就全年数据来看，特斯拉有史以来首次被中国汽车制造商比亚迪超越。数据显示，特斯拉2025年全球交付汽车163.6万辆，同比下降约 8.6%。同期，比亚迪纯电动汽车销量为225.67万辆。 当天，特斯拉美股高开低走，开盘一度涨近2%，随后持续走低，盘中一度跌超3%，截至收盘，跌幅达2.59%，报438.07美元/股。 不过，数据显示，特斯拉储能业务维持高速增长态势。从2025年全年来看，尽管销量承压，但特斯拉股价总体持续上涨，并在去年12月底创下历史新高， 市值一度超过了1.6万亿美元。 全年产销下滑 根据特斯拉发布的数据，公司2025年四季度生产超过43.4万辆车辆，交付了超过41.8万辆，并部署了14.2 GWh的储能产品——创下部署次数新高。公司将 于2026年1月28日(星期三)市场收盘后公布2025年第四季度的财务业绩。届时，特斯拉将发布一份简短的公告，其中包含2025年第四季度更新的数据。 | | 四季度产量 | 四季度交付 | 全年产量 | 全年交付 | | - ...

特斯拉丢掉"全球电动车销冠王座"。 当地时间1月2日，特斯拉发布了2025年四季度和全年的汽车交付数据，两项数据均大幅下滑。 值得注意的是，就全年数据来看，特斯拉有史以来首次被中国汽车制造商比亚迪超越。数据显示，特斯拉2025年全球交付汽车163.6万辆，同比下降约 8.6%。同期，比亚迪纯电动汽车销量为225.67万辆。 当天，特斯拉美股高开低走，开盘一度涨近2%，随后持续走低，盘中一度跌超3%，截至收盘，跌幅达2.59%，报438.07美元/股。 不过，数据显示，特斯拉储能业务维持高速增长态势。从2025年全年来看，尽管销量承压，但特斯拉股价总体持续上涨，并在去年12月底创下历史新高， 市值一度超过了1.6万亿美元。 | | 四季度产量 | 四季度交付 | 全年产量 | 全年交付 | | --- | --- | --- | --- | --- | | Model 3/Y | 422,652 | 406,585 | 1,600,767 | 1,585,279 | | 其他车型 | 11,706 | 11,642 | 53,900 | 50,850 | | 合计 | 434,358 | 418,227 | 1 ...

特斯拉丢掉 "全球电动车销冠王座"。 当地时间1月2日，特斯拉发布了2025年四季度和全年的汽车交付 数据 ，两项数据均大幅下滑。 值得注意的是，就全年数据来看，特斯拉有史以来首次被中国汽车制造商比亚迪超越。数据显示，特斯拉2025年全球交付汽车163.6万辆， 同比下降约8.6%。同期，比亚迪纯电动汽车销量为225.67万辆。 当天，特斯拉美股高开低走，开盘一度涨近2%，随后持续走低，盘中一度跌超3%，截至收盘，跌幅达2.59%，报438.07美元/股。 不过，数据显示，特斯拉储能业务维持高速增长态势。从2025年全年来看，尽管销量承压，但特斯拉股价总体持续上涨，并在去年12月底 创下历史新高，市值一度超过了1.6万亿美元。 全年产销下滑 根据特斯拉发布的数据，公司2025年四季度生产超过43.4万辆车辆，交付了超过41.8万辆，并部署了14.2 GWh的储能产品——创下部署次 数新高。公司将于2026年1月28日（星期三）市场收盘后公布2025年第四季度的财务业绩。届时，特斯拉将发布一份简短的公告，其中包 含2025年第四季度更新的数据。 | | 四季度产量 | 四季度交付 | 全年产量 | 全年交付 | ...

央视网消息：海南自贸港从蓝图绘就到成型起势，是开放中国的生动缩影。新时代以来，我国锚定自贸试验区与自由贸易港建设，破除制 度壁垒、降低贸易成本、畅通要素流动，为全球经济带来新机遇。接下来，就让我们循着时间的足迹，见证中国从未停歇的开放步伐。 上午8点多，洋浦港已是一派繁忙。东南亚的椰子、南美的木材等货物正陆续卸船，它们一部分将直运内地，一部分则会在岛内加工后发 往全国。看似如常的作业背后，一个新变化却即将发生，在距离岸边两公里外的洋浦海关，工作人员正紧锣密鼓忙碌着。 洋浦海关综合业务处工作人员符贞坤称："这几天很忙，自贸港的政策陆陆续续已经在发布了，有越来越多的享惠主体，现在做的就是审 核企业的享惠主体资质，在12月18日封关之后就可以进口'零关税'货物。为了保证企业在第一时间能够享受政策红利，我们把工作做在前 面。" 海南自贸港封关在即，进口"零关税"商品覆盖范围将从目前的1900个税目扩大到约6600个税目……符贞坤的主要工作就是负责加工增值免 关税相关业务的审核，这一系列政策对于他所在辖区内的企业也带来了更多利好。 从2020年6月《海南自由贸易港建设总体方案》正式发布，到如今海南全岛封关运作的历史一刻 ...

Group 1: Tesla's Q3 Financial Performance - Tesla reported a record high in Q3 2025 with total revenue of $28.1 billion, a 12% year-over-year increase, and free cash flow of $4 billion [1][3] - In Q3, Tesla produced approximately 447,000 electric vehicles and delivered 497,000 units, with energy storage installations reaching 12.5 GWh, marking a historical high [3][7] - Despite revenue growth, Tesla's net profit declined by 37% due to lower vehicle prices impacting margins and increased R&D expenditures, particularly in AI [9] Group 2: New BYD Vehicle Launches - BYD launched the new Song L DM-i, priced between 139,800 to 156,800 yuan, featuring minor exterior changes and upgraded battery capacities [4][16] - The new Song Pro DM-i was introduced with a price range of 102,800 to 125,800 yuan, maintaining similar dimensions but with enhanced interior features and improved suspension [17][25] - The Qin L DM-i was also launched, priced between 96,800 to 106,800 yuan, focusing on increased electric range and reduced fuel consumption, maintaining competitive positioning in the market [26][34] Group 3: Tesla's Future Innovations - Tesla plans to begin mass production of the Cybercab autonomous electric vehicle in Q2 2026 and is set to launch its third-generation humanoid robot in Q1 2026 [5] - The company is installing production lines for humanoid robots, with an expected annual production capacity of 1 million units by the end of 2026 [5] Group 4: Energy Solutions - Tesla is introducing a new solar + Powerwall home energy storage leasing program, aimed at providing predictable electricity costs and boosting demand for home energy products [7]

Group 1 - Tesla reported a 12% year-over-year increase in total revenue for Q3 2025, reaching $28.1 billion, with free cash flow hitting $4 billion, setting records for both metrics [1] - In Q3 2025, Tesla produced approximately 447,000 pure electric vehicles and delivered 497,000 units, with energy storage installations reaching 12.5 GWh [1] - The Shanghai Gigafactory contributed significantly, with over 90,000 deliveries in September and sales in the Chinese market exceeding 71,000 units, reflecting a 25% quarter-over-quarter growth [1] Group 2 - Tesla is making rapid advancements in artificial intelligence, robotics, and related services while maintaining its leadership in electric vehicles and renewable energy [2] - The company began rolling out Smart Assist Driving V14 in Q3 and expanded the operational scope, timing, and fleet size of its Robotaxi autonomous ride-hailing service [2] - Tesla partnered with Samsung to produce chips for AI reasoning and training in the U.S., increasing its AI training computing power to an equivalent of 81,000 H100 chips [2]

Group 1: Consumer Trends - The consumption sector in China is expected to remain weak for the rest of the year, with limited wealth effect despite recent stock market performance [1] - During the first six days of the National Day holiday, the box office for films reached 1.54 billion yuan, marking a 19.8% decline compared to the same period in 2024 and a 60.4% drop from 2019 [1] - New home sales in 14 cities totaled 307,000 square meters from October 1-5, down 27.2% year-on-year, with first-tier cities showing resilience while second and third-tier cities face significant adjustment pressure [1][3] Group 2: Political Developments - The election of high-profile political figures in Japan reflects a global trend towards right-wing populism, with implications for economic policies [5] - The new leadership is expected to rely on fiscal spending to drive economic growth, which may affect market expectations regarding interest rates and currency values [6] Group 3: Technology Sector - OpenAI held its largest developer conference, announcing a significant partnership with AMD to build AI data centers, with the first deployment of AMD's GPU expected in late 2026 [8][14] - The demand for AI products has led Dell to significantly raise its revenue growth forecast for the next four years, nearly doubling its annual growth rate to 7%-9% [8] - Samsung and SK Hynix signed an agreement to supply memory chips for OpenAI's data centers, indicating a growing demand in the AI sector [15] Group 4: Market Insights - The market is expected to see a structural recovery post-holiday, with a focus on sectors like AI, new drugs, and renewable energy [12] - Recent trends indicate a shift towards resource sectors, with precious and base metals prices rising during the holiday [11] - The A-share market is anticipated to maintain a steady upward trajectory, supported by structural characteristics and liquidity [12][27] Group 5: Industry Performance - The gold market has seen prices reach historical highs, with domestic gold jewelry prices exceeding 1160 yuan per gram [13] - The AI industry is experiencing rapid growth, with significant advancements in video generation technology and applications [22] - The energy storage sector is also expanding, with Tesla reporting a substantial increase in storage product installations [19]

Core Insights - Tesla has demonstrated its leading position in the clean energy sector, with its energy storage business becoming an increasingly important growth engine [2][3] Group 1: Business Performance - In Q3 2025, Tesla achieved a record-breaking energy storage product installation of 12.5 GWh, surpassing previous performances [6][8] - The company produced over 447,000 electric vehicles and delivered more than 497,000 units in the same quarter, setting new records for both metrics [7][8] Group 2: Strategic Developments - Tesla Energy has accelerated its storage strategy, with the deployment data for Q3 being shared through official channels, indicating the company's commitment to its energy business [9][10] - The Shanghai energy storage super factory is continuously ramping up production capacity, contributing to business growth [12] Group 3: Industry Context - The rapid growth of Tesla's energy storage business aligns with the booming global energy storage market, with Chinese companies reporting a total of 225 storage orders and a capacity of 405.919 GWh in the first three quarters of 2025 [14][15] - The new energy storage sector is becoming essential for building a modern power system, with a reported 29% increase in new energy storage installations in China in the first half of 2025 compared to the end of 2024 [17][16] Group 4: Future Outlook - Analysts maintain an optimistic outlook for Tesla's energy business as demand for storage products continues to rise [18] - Tesla's Q3 financial report is scheduled for release on October 23, 2025, where further details on energy business developments may be disclosed [19][21] - The global energy storage market is experiencing explosive growth, with Tesla leveraging its brand and technological advantages to secure a more significant position [22]

Core Insights - Tesla's Q3 2025 global production and delivery report shows a delivery volume of 497,000, exceeding market expectations, while production decreased [1][4] - Despite strong delivery numbers, Tesla's stock opened high but fell over 2%, with a total market capitalization of $1.49 trillion [1] Production and Delivery Summary - In Q3 2025, Tesla produced approximately 447,450 electric vehicles, a year-on-year decrease of 4.8%, while deliveries reached 497,099, a year-on-year increase of 7.4% [4][5] - Model 3/Y production was 435,826 units, down 1.8% year-on-year, while deliveries for these models were 481,166, up 9.4% year-on-year [5] Market Performance - The Shanghai Gigafactory delivered over 90,000 vehicles in September, with sales in the Chinese market exceeding 71,000 units, reflecting a 25% month-on-month growth [6] - Analysts attribute Tesla's strong performance to robust demand in the Chinese market and accelerated purchases in the U.S. before the expiration of electric vehicle tax incentives [9] Future Outlook - Tesla's Q3 financial report is scheduled for release on October 23, 2025, and the shareholder meeting will take place on November 7, 2025, where updates on AI, humanoid robots, electric vehicles, and energy sectors will be provided [7][8] - Analysts express that despite the strong delivery figures, the focus for investors is on Tesla's long-term potential in AI and autonomous driving, with expectations for future catalysts [10][11]