Core Insights - Tesla's Cybertruck plans have faced a significant setback due to a drastic reduction in its battery supply deal with L&F Co, from $2.9 billion to just $7,386, marking a nearly 99% decrease [1][2][9] Group 1: Battery Supply Deal - L&F's regulatory filings revealed that the deal for supplying high-nickel cathode materials to Tesla has been drastically cut, which was originally intended to run from January 2024 to December 2025 [2] - The reduction in the deal is attributed to Tesla's decreased need for cathode materials due to slower EV demand and production ramp-up issues with the 4680 battery cells [4][9] Group 2: Cybertruck Production and Sales - Tesla's Cybertruck, which utilizes the 4680 battery cells, has a production capacity of 250,000 units per year but is currently selling at an annual run rate of approximately 20,000 to 25,000 units [5][9] - In response to low demand, Tesla has implemented discount strategies and 0% APR incentive programs to clear inventory, and it discontinued its lowest-priced Cybertruck variant due to insufficient customer interest [5][6] Group 3: Financial Performance - Tesla reported third-quarter 2025 revenues of $28.1 billion, reflecting a 12% year-over-year increase, with vehicle deliveries reaching 497,099, a 7% increase compared to the previous year [7]

大家好我是大鱼 一张Tesla德州 锂精炼厂照片 揭示了马斯克 一场惊心动魄 的「三体豪赌」 正当德州三兄弟 准备合体提速时 中国精准的 电池出口管制 重磅来袭 将锂电池变成 继稀土之后 又一张的筹码 这场管制 完美验证了 马斯克当年 的杞人忧天 4680电池 不再是技术问题 而是Tesla在 脱钩时代的 生存问题 它是否会成为 全村的希望呢？ 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周一收盘是435.9% 全天上涨了 22.41%美元 涨幅是5.42% 成交量是 7897万股 第一部分 Tesla德州三兄弟 被迫提速！ 大家先看这张图 这是Tesla观察家 Joe Tegtmeyer 最近在德州拍到的 Tesla 自己的 锂精炼厂 工地已经干干净净 大部分的重型 吊车都撤走了 主体结构看起来 也差不多完工了 整个就是一副 准备开工的样子 很多人看到这张图 第一反应就是 太棒了！ 马斯克吹了 这么久的牛 从矿石到电池一条龙 这最上游的 一块拼图 总算是要补上了 这件事背后 牵扯着一场 Tesla 内部的 三体协同豪赌 和一场中美之间 已经摆上台面的 地缘政治大棋 今天咱们就来 聊聊 ...

Group 1 - The company is currently in the small sample development stage for solid-state battery products [1] - The semi-solid state battery products have completed development and are officially starting market promotion [1] - The company plans to focus on key areas with full-tab 21700, 4680, and 4695 large cylindrical batteries, alongside a solid-state battery system to meet customer demands for high rate, high energy density, and long-range batteries [1]