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2025/9/29-2025/9/30 汽车周报:特斯拉廉价版与 FSDv14 同时入局,科技依然引领赛道投资机会-20251009
2025 年 10 月 09 日 寺斯拉廉价版与 FSDv14 同时 , 科技依然引领事道投资机会 2025/9/29-2025/9/30 汽车周报 本期投资后示 证券分析师 樊夏沛 A0230523080004 fanxp@swsresearch.com 載文杰 A0230522100006 daiwj@swsresearch.com 1. 本周事件 1.1 特斯拉廉价版与 FSDv14 同时入局 10 月 8 日凌晨,特斯拉北美官网上架"廉价版" Model Y 与 Model 3。新 Model Y 命名为 Model Y Standard(标准版),起售价 39990 美元,比原最便宜的 Model Y (现称高级版)低 5000 美元;新标准版 Model 3 起售价 36990 美元,比 "高级后驱版" 低 5500 美元。两款新入门车均为后驱,续航从 357 英里降至 321 英里,还移除全景玻 璃天窗、前后灯带等配置,取消了后排中央触控屏,方向盘与外后视镜需要手动调节,取 消了 FM/AM 收音机功能,且仅前排座椅支持加热,车厢照明、悬挂等功能降级。 10 月 7 日,特斯拉的自动驾驶系统 F ...
汽车周报:特斯拉廉价版与FSDv14同时入局,科技依然引领赛道投资机会-20251009
Investment Rating - The report maintains a positive outlook on the automotive industry, particularly focusing on technology-driven sectors such as robotics, AI, and low-altitude economy [5]. Core Insights - The fourth batch of "trade-in" funds has been allocated, signaling the end of automotive subsidies, while the exemption from purchase tax for new energy vehicles will be halved starting next year, increasing costs for consumers [5][10]. - The report suggests that in light of uncertain consumer spending, investors should focus on "future industries" and companies with strong growth potential [5]. - The report highlights significant sales data, with retail sales of passenger cars reaching 650,000 units in the 39th week of 2025, showing a month-on-month increase of 27.95% and a year-on-year decrease of 1.02% [5]. Industry Updates - Traditional energy vehicle sales were approximately 280,000 units, up 32.70% month-on-month but down 15.07% year-on-year, while new energy vehicle sales reached 370,000 units, up 24.58% month-on-month and up 13.15% year-on-year, resulting in a penetration rate of 56.92% for new energy vehicles [5]. - The automotive industry index rose by 1.70% this week, closing at 8244.78 points, which is lower than the 1.99% increase in the CSI 300 index [15][20]. - The report notes that 151 automotive stocks rose while 133 fell, with the largest gainers being Shanzi Gaoke, Songyuan Co., and Huamao Technology, which increased by 21.1%, 19.5%, and 12.1% respectively [20]. Market Conditions - The total transaction value in the automotive sector reached 379.87 billion yuan this week, with a daily increase of 11.52% [5]. - The report indicates a decline in raw material prices for both traditional and new energy vehicles, with a decrease of 1.3% and 0.1% respectively over the past week [5]. Investment Recommendations - The report recommends focusing on domestic leading manufacturers such as NIO, Xiaomi, Xpeng, and Li Auto, as well as component manufacturers with strong performance and growth potential like Fuyao Glass and New Spring [5]. - It also suggests monitoring state-owned enterprise reforms, particularly with SAIC and Dongfeng, as potential investment opportunities [5].
X @Elon Musk
Elon Musk· 2025-10-07 17:33
RT Zack (@BLKMDL3)FSD v14 enters the Century City parking garage, pulls up to the ticket dispenser, waits for me to take a ticket then pulls into the garage and finds a spot.Insane. https://t.co/Iya6CGAS36 ...
X @Herbert Ong
Herbert Ong· 2025-10-04 12:57
🚨 Two $TSLA Catalysts Just Dropped!Cyber Bulls E162 🐂The Bulls:Alexandra @TeslaBoomerMamaJeff @thejefflutzMatt @MatchasmMatt------------------------------------------00:00 Intro: Key Signals01:52 Debate on Operator Roles08:57 Robotaxi Updates11:58 FSD v14 Expectations23:54 Q3 Production & Deliveries37:41 Earnings Excitement44:29 Record Deliveries & Media47:17 EV Future & Tax Credits52:15 Energy Deployment Success58:50 Optimus Robot Prospects------------------------------------------ ...
X @Herbert Ong
Herbert Ong· 2025-10-04 08:37
🚨 NEWS: Tesla FSD v14 is now set to release on Monday.Big $TSLA week ahead! 🔥 https://t.co/pM1WH0l2kfElon Musk (@elonmusk):@mrfundman Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features. ...
X @Tesla Owners Silicon Valley
BREAKING: FSD v14 is coming on MondayElon Musk (@elonmusk):@mrfundman Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features. ...
X @Herbert Ong
Herbert Ong· 2025-09-30 21:54
Join us!Herbert Ong (@herbertong):Tesla new vehicle incomingFSD v14!Join us today at the Cyber Bulls space!Follow @cyberbulls1@TeslaBoomerMama@thejefflutz@R6Alexhttps://t.co/Jf2FwPVZxC ...
X @Herbert Ong
Herbert Ong· 2025-09-30 17:52
Product & Technology - Tesla is releasing a new vehicle [1] - FSD (Full Self-Driving) version 14 is incoming [1] Community & Events - Invitation to join Tesla event at the Cyber Bulls space [1] - Promotion of Cyber Bulls space and related social media accounts [1]
Stock Market Today: Dow Up Despite Shutdown Worries; These Stocks Fall On Trump Tariff Threat
Investors· 2025-09-29 20:45
Group 1 - Futures for the Dow Jones Industrial Average and other major stock indexes are trading higher as Wall Street anticipates this week's jobs report and a potential government shutdown [1] - Tesla is experiencing positive momentum in the stock market ahead of its third-quarter deliveries, which are expected to be announced on Thursday [1] - The Dow traded up by 0.4% before the market opened, indicating a favorable market sentiment [1] Group 2 - Tesla's Q3 deliveries are anticipated to be strong, driven by expiring U.S. tax credits that are expected to fuel demand [2] - There is growing optimism around Tesla, with some analysts projecting a 42% upside for the stock as expectations for the company's performance continue to rise [4] - Tesla's registrations in China are ramping up, further supporting expectations for robust global deliveries in Q3 [4]
X @Herbert Ong
Herbert Ong· 2025-09-29 12:37
Product Development - Tesla FSD (Full Self-Driving) v14 is expected to be released soon [1] - FSD v14 wide release is anticipated next week [1] - FSD v14.1 is expected 2 weeks after v14 [1] - FSD v14.2 is expected to make the car feel almost sentient [1] Market Sentiment - There is positive sentiment surrounding the upcoming FSD v14 release [1]