大家好，我是特斯拉的一线销售。最近Model3出了新政策，今天讲讲这款车。 最近市场如何 ？ 目前来 店 看Model 3的客户 比 Model Y 略低一些，大概三七开。相比之前两个月，本月客流还是跌了，主要原因 就 是购车成本增加了，多了 购置税 也 没什么兜底政策 。 同时呢， 上个月确实逼得都挺狠的，存量客户少了。 别人都是怎么买这车的？ 卖 得 最好的还是标配后轮驱动版，车价235500，70%以上都是这个配置。 颜色搭配是 白色外观+黑色内饰，因为现在有引荐活动送车漆，所以选白色的 明显比以前增加了不少。 月初官网刚刚公布了新的提车周期， M odel 3全系都是2-4周提车， 中旬 订车年前都能拿车。 要说 难卖的 车型 ，其他几个配置都挺难卖，毕竟价格上去了，很多人就考虑买Y了 。 最难卖的还是3P，没有五年免息+车价高了不少。 这个月刚刚更新了贷款政策，推出了应该是行业首创的7年低息贷款，另外车型上也做了一些小更新，比如增加了海洋蓝车漆。这篇文章刚写完，又出了 8000的保险补贴政策。 五年免息金融方案： 7年低息 方案 年化费率0.7%，做个预算 ： 买这车的人都会对比哪些车？ 客户画像比 ...

OrthoPediatrics Conference Call Summary Company Overview - **Company**: OrthoPediatrics (NasdaqGM: KIDS) - **Industry**: Pediatric Orthopedics Key Points and Arguments Financial Performance - **Third Quarter Revenue**: Total revenue was $61.2 million, which was below expectations due to two main factors: delays in 7D capital sales and ongoing growth challenges in Latin and South America [6][7] - **Revenue Growth**: Excluding 7D capital sales, global revenue grew by 17%, and domestic revenue grew by 19% compared to the previous year [9][16] - **International Revenue**: Preliminary international revenue was $12.5 million, representing a 6% increase year-over-year [16] Challenges and Adjustments - **7D Capital Sales**: The expected 70 capital sales did not close before the quarter ended, leading to a significant revenue impact. The demand for 7D remains high, but timing and administrative delays in hospitals have created unpredictability [10][11][36] - **Latin America Sales**: Continued challenges in Latin America, particularly in Brazil, have led to a decision to limit new stocking and set sales, negatively impacting growth [12][13][72] - **Revenue Guidance Adjustment**: The company has lowered its full-year revenue guidance to $233.5 million to $234.5 million from a previous range of $237 million to $242 million, reflecting the impact of the aforementioned challenges [13][18] Strategic Focus - **Core Business Strength**: The company emphasizes that its core business segments, including trauma and deformity implants, specialty bracing, and international agencies, continue to show strong growth and higher margins [8][9] - **Long-term Growth Outlook**: OrthoPediatrics has set a long-term revenue growth target of 12% or greater annually, adjusting expectations due to the unpredictability of capital sales and international markets [14][30] - **Free Cash Flow Goals**: The company aims to achieve free cash flow breakeven by 2026, with expectations of positive free cash flow in the first quarter of 2025 [14][19] Market Position and Competitive Advantage - **Product Portfolio**: The broad product portfolio and commercial footprint are seen as key drivers for future growth and market share capture in pediatric orthopedics [8] - **Competitive Landscape**: The competitive environment remains stable, with no significant changes affecting the company’s market position. The 7D unit has gained a competitive advantage by eliminating the need for CT scans, thus offering zero radiation during procedures [52][53] Operational Insights - **Sales Cycle Variability**: The timing of capital sales is described as "lumpy," meaning that delays in sales can significantly impact quarterly revenue, making it difficult to predict future performance [36][47] - **Working Capital Utilization**: The company plans to improve working capital utilization to offset lost revenue and achieve free cash flow profitability without cutting into other performing areas [74] Additional Important Information - **Future Conference Call**: The company plans to provide full third-quarter financial results and additional commentary in a conference call scheduled for October 28, 2025 [20]