Core Viewpoint - Tesla is facing a significant decline in sales and market share, attributed to product stagnation, quality issues with new models, regulatory challenges, and increasing competition from Chinese automakers [3][4][5][6][8][10]. Group 1: Sales Performance - Tesla's global deliveries in Q2 were 384,100 units, marking a year-on-year decline of 13.5%, the steepest drop since 2015 [3][4]. - In China, Tesla delivered 129,000 vehicles in Q2, contributing 34% to its total sales, but the cumulative sales for the first half of the year fell by 5.4% compared to the same period in 2024 [7][8]. Group 2: Product Issues - The product lineup remains heavily reliant on Model 3 and Model Y, which together accounted for 97.3% of total deliveries, while the high-end models like Model S/X and Cybertruck contributed only 10,400 units, a 50% year-on-year decline [3][4]. - The Cybertruck has faced multiple recalls and quality issues since its production began in 2023, significantly undermining market confidence [4]. Group 3: Regulatory and Competitive Challenges - Tesla's Full Self-Driving (FSD) technology is encountering regulatory hurdles in Europe and China, delaying its rollout plans [4][5]. - Chinese competitors, such as BYD, are rapidly gaining market share in Europe, with BYD's electric vehicle sales surpassing Tesla's for the first time in April, showing a year-on-year growth of 359% [5][6]. Group 4: Market Dynamics - Tesla's market share in China has shrunk from a peak of 15% in 2020 to 7.6%, facing intense competition from local brands that are improving in technology and pricing [8][9]. - The marketing landscape is shifting, with new entrants like Xiaomi's automotive venture directly competing with Tesla's offerings, further straining Tesla's market position [9][10].

关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 特斯拉在美发布改款 Model S/X； 新款欧拉好猫开启预售，预售价 8.98-10.98 万元； 领克首款中大型插混轿车定名领克 10 EM-P； 小鹏G7 开启预售，预售价 23.58 万元 ； 一 汽丰田bZ5上市，售价12.98-15.98万元； 奇瑞多米上市，售价5.99-6.99万元； 公司动态： 理想汽车与壳牌达成合作； 吉利发布雷神 AI 电混 2.0 ，将于银河A7、银河M9首发； 广汽丰田将推出增程版车型，并与华为展开深度合作； 广汽集团飞行汽车 GOVY AirCab 亮相，定价不超168万元； 零跑汽车首家香港门店开业； 6 月 13 日，新款特斯拉 Model S 和 Model X 在美国正式上市。 其中， Model S 四驱版售价 84990 美元（约合人民币 60.99 万元）， Plaid 版售价 99990 美元（约 合人民币 71.76 万元）； Model X 四驱版售价 89990 美元（约合人民币 64.58 万元）， Plaid 版售价 104990 美元（约合人民 币 75 ...

金价持续上涨，瑞银预测要涨到明年。 今天，现货黄金价格突破 3200 美元/盎司，上海金早盘价上涨至每克 760.66 元，金饰价格冲破 1000 元/克。瑞银集团预计黄金价格在今年会突破 3500 美元/盎司，涨势会延续到明年，并且在更 加长期内保持高位。瑞银分析师称，黄金需求将来自不同的市场领域，包括官方部门、长期资产管 理者、宏观基金、私人财富和零售投资者。当关税不确定性加剧、经济增长疲软、通胀走高以及地 缘政治风险增强时，作为安全资产的黄金需求量增大。 昨天，上海黄金交易所发布公告称，近期国际形势复杂多变，贵金属价格波动较大，市场风险加 剧，提醒投资者做好风险防范工作，合理控制仓位，理性投资。 特斯拉中国停售进口 Model S 及 X 新车。 4 月 11 日，特斯拉中国官网显示，目前 Model S/X 车型已不再提供单独的 "订购新车" 选项，目前 相应车型页面中仅显示有 "查看现车" 按钮，点击 "查看现车" 则可以看到一系列车型信息。 据了解，特斯拉此前在中国销售 Model S/X 车型均为美国进口，其中 Model S 起售价为 68.49 万 元，而 Model X 起售价为 72.4 ...