【文/观察者网 潘昱辰 编辑/高莘】根据通用汽车日前披露的数据，今年第三季度，通用汽车在中美两 大市场依托不同的动力来源，共同实现了销量的持续增长。 今年第三季度，通用汽车在中国市场零售销量约47万辆，同比增幅达10.1%，连续两个季度达成销量和 市场份额同比双增长。 别克GL8陆尚 视觉中国 此外，五菱宏光MINIEV家族销量约11.7万辆，其中年初上市的四门版车型销量逾7.7万辆，五菱缤果及 缤果PLUS合计销量近3.9万辆。 通用汽车高级副总裁兼通用汽车中国公司总裁何思文（Steve Hill）表示，第三季度的强劲表现和各个 层面的增长态势体现了通用汽车在中国市场稳健的发展步伐。通用汽车依托本土创新和本地合作，为实 现全年盈利性增长奠定基础。 此外通用汽车表示，得益于燃油车和电动汽车的强劲需求，第三季度通用汽车在美国市场的销量同比增 长8%。其中电动汽车交付量达6.65万辆，创下新的销售纪录。 通用汽车表示，随着美国的7500美元联邦税收抵免退坡，整个行业的电动汽车销量继续激增。今年迄今 为止，通用汽车在美国的电动汽车总销量为14.47万辆，同比增长105%。 具体来看，雪佛兰Equinox EV是除特 ...

【消息称#通用汽车将采购宁德时代电池#，用于"最便宜"的雪佛兰Bolt】据《华尔街日报》今日报道， 尽管受到关税影响，通用汽车仍计划从中国进口电池，用于旗下第二代雪佛兰 Bolt 纯电动车。此举在 一定程度上填补了供应链缺口，与其在美国本土电池制造上的高调投入形成反差。 通用表示，这项临时措施意在为其自主制造磷酸铁锂电池铺路。"近年来，多家美国车企都依赖海外厂 商提供磷酸铁锂电池和相关授权。为了维持竞争力，通用将短期内从类似供应商采购电池组，为旗下价 格最亲民的电动车供能。" 通用表示，目前旗下 12 款在售电动车均搭载美国制造的电池，涵盖售价 3.5 万美元（现汇率约合 25.2 万元人民币）的雪佛兰 Equinox EV 和高达 34 万美元（现汇率约合 244.3 万元人民币）的凯迪拉克 Celestiq。 通用于 2016 年推出 Bolt，并在 2023 年停产。新一代 Bolt 定价约 3 万美元（现汇率约合 21.6 万元人民 币）。通用董事会成员 Jon McNeill 去年曾透露，在 7500 美元补贴下，新 Bolt 售价将降至 2 万美元出 头，但该补贴将在新车上市前被取消。（IT之家） ...

Core Viewpoint - The focus of Tesla has shifted towards autonomous driving and robotics, with expectations of having fully autonomous Teslas available for rental by 2026, despite a decline in vehicle sales in the second quarter [1][4][19]. Group 1: Sales and Market Challenges - Tesla's global vehicle sales fell by 13.5% year-over-year in the second quarter, continuing a trend of declining sales [4][11]. - The company faces increasing competition from traditional automakers like General Motors and BYD, which are launching high-tech vehicles and capturing market share [4]. - Consumer preferences are shifting back towards traditional vehicles, compounded by potential cuts to electric vehicle tax incentives by the U.S. Congress [4][11]. Group 2: Strategic Shift and Future Plans - Despite automotive sales accounting for approximately 75% of Tesla's projected $100 billion revenue in 2024, the focus is now on transforming the company through autonomous vehicles and robotics [6]. - The development of a new affordable model, "Model 2," has been frozen, with current efforts directed towards a model called "Cybercab," which will not have a steering wheel or pedals [6][7]. - Musk envisions a future where owners can rent their autonomous vehicles to others, similar to Uber or Airbnb [19]. Group 3: Investor Sentiment and Valuation - Investors continue to support Musk's vision, maintaining a company valuation close to $1 trillion, despite analysts suggesting that Tesla's automotive business is worth significantly less [3][9]. - Analysts estimate that Tesla's core automotive business is valued between $50 and $100 per share, indicating skepticism about the company's current trajectory [10]. Group 4: Operational and Leadership Changes - Tesla has experienced leadership changes, including the departure of key executives involved in sales and manufacturing [15][16]. - Musk's political activities have impacted Tesla's brand image, leading to dissatisfaction among consumers with varying political views [12]. Group 5: Technological Developments - Tesla is working on launching autonomous taxi services in Austin, Texas, with the first successful self-driving trip reported [17][19]. - The company aims to catch up with competitors like Waymo, which already operates hundreds of autonomous taxis in various cities [18]. Group 6: Vision and Mission - Tesla's mission emphasizes the belief that automation will save lives, time, and money while improving the quality of life for everyone [21].

Group 1 - New York State has announced an additional $30 million for electric vehicle (EV) purchase or lease rebates, covering over 60 EV models. The rebate amount is based on range, with $2,000 for models over 322 km and $1,000 for those between 64-321 km. Since 2017, over 190,000 rebates have been issued, increasing the state's EV ownership to over 280,000 [4][5] - The "Charge Ready NY 2.0" program has increased charging station subsidies, raising the installation subsidy for Level 2 chargers from $2,000 to $3,000, and $4,000 for disadvantaged communities. New York now has over 17,000 public charging stations, second only to California [4][5] Group 2 - The 2025 Kia EV6 has been announced with a slight price increase despite significant upgrades, including improved design, quieter cabin, and increased battery capacity by approximately 10%. The vehicle now supports over-the-air updates and features a native NACS charging interface [6][7] - The pricing strategy reflects a keen understanding of market competition, balancing hardware upgrades and local production to mitigate cost pressures. The introduction of the NACS interface enhances user convenience and demonstrates a pragmatic approach by traditional automakers [7][8] Group 3 - General Motors (GM) has confirmed it will not relocate its electric vehicle production from Mexico back to the U.S., despite uncertainties such as tariffs and labor issues. GM has been producing EVs exclusively at its Ramos Arizpe plant in Mexico since last year, creating around 5,000 jobs [13][14] - GM's decision highlights a strategic balance between cost advantages and regional market positioning, indicating that the company prioritizes operational efficiency over political pressures [14] Group 4 - ArcBest Freight (ABF) has added five Orange EV electric terminal tractors, expanding its electric fleet to 14 units. This move underscores the operational efficiency, cost-effectiveness, and environmental benefits of electric equipment in logistics [17] - Free2move has introduced 50 electric Opel Mokka-e vehicles in Amsterdam, enhancing its sustainable car-sharing service. This expansion responds to customer demand and supports urban transportation electrification [19] Group 5 - ABB E-mobility and MAN Truck & Bus have successfully completed the world's first standardized MCS charging test, demonstrating the commercial reliability of the technology. This breakthrough is crucial for establishing a robust megawatt charging network [22] - Rivian has partnered with HelloFresh to deploy 70 electric delivery trucks, achieving a milestone of reducing 200 tons of CO2 emissions. This collaboration enhances operational efficiency and supports carbon neutrality commitments [25]