特斯拉交出十年最差季报！营收利润销量全下滑，平价新车下半年量产

车东西07-24

车东西作者｜郭月编辑｜志豪特斯拉半年净利跌去3成！马斯克急于救市，连画“大饼”。车东西7月24日消息，就在刚刚，特斯拉发布了其2025年第二季度业绩报告，路透社指出，这是特斯拉十多年来最严重的季度销售额下滑。而从今年上半年来看，特斯拉营收、净利润更是双双下滑。特斯拉2025年上半年总收入为418亿美元（约合人民币2995亿元），相比去年同期的468亿美元（约合人民币3351亿元），同比下滑...

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非流顿牛体
07-24
非流顿牛体
垃圾公司，早晚倒閉

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志豪特斯拉半年净利跌去3成！马斯克急于救市，连画“大饼”。车东西7月24日消息，就在刚刚，特斯拉发布了其2025年第二季度业绩报告，路透社指出，这是特斯拉十多年来最严重的季度销售额下滑。而从今年上半年来看，特斯拉营收、净利润更是双双下滑。特斯拉2025年上半年总收入为418亿美元（约合人民币2995亿元），相比去年同期的468亿美元（约合人民币3351亿元），同比下滑11%。汽车业务收入为306亿美元（约合人民币2193亿元），同比下滑18%。特斯拉上半年净利润更是跌去30%，上半年其归母净利润（⾮GAAP）为23.27亿美元（约合人民币167亿元），去年同期为33.48亿美元（约合人民币240亿元）。此外，特斯拉自由现金流仅为1亿美元（约合人民币7亿元）。▲特斯拉2025年2季度财务表现可以说，上半年特斯拉的财务表现稍显弱势，这也和销量下滑有关，特斯拉上半年共生产新车77.29万台，同比下滑8%，交付新车72.08万台，同比下滑13.2%。▲特斯拉2025年2季度汽车销量表现对此，马斯克警告称：特斯拉处于一个“不寻常的转型期”。公司在美国丧失电动汽车销售激励政策，恐怕会面临“好几个形势严峻的季度”。不过他也释放了不少好消息，给市场一些信心。特斯拉更实惠的车型已经在美国工厂开始生产，下半年量产。马斯克更是在电话会上接连放话：“FSD或获得荷兰批准，有望改变欧洲销售局面”、“FSD即将迎来重大更新”、“Robotaxi两周内将超越竞对、年底可服务美国一半人口”……截至发稿时，特斯拉美股盘后价格下跌超4%，报317美元（约合人民币2270元）/股。在目前新能源汽车竞争如此激烈的当下，特斯拉能不能凭借技术领先再次获得销量提升，还有待观察。▲特斯拉股价一、营收净利润双双下滑剧透平价新车正在生产从二季度财报来看，特斯拉营收、净利润双双下滑，总收入为225亿美元（约合人民币1611亿元），同⽐下降12%，归母净利润（⾮GAAP）为13.93亿美元（约合人民币100亿元），同比下滑23%，GAAP总⽑利率也从去年同期的18.0%降至17.2%。从具体业务上看，特斯拉三项业务板块中汽车总收入、能源生产和存储收入这两项Q2同比均呈现下滑。其中，汽车销售方面，特斯拉的汽车收入同比下跌了16.6%，从2024年第二季度的199亿美元（约合人民币1425亿元）降至166亿美元（约合人民币1189亿元）。特斯拉今年二季度总共交付了38.41万辆汽车，与2024年第二季度相比下降了14%。▲特斯拉各地区市场份额变化而特斯拉“服务及其他”类别的收入从2024年第二季度的26.1亿美元（约合人民币187亿元）增加到了2025年的30亿美元（约合人民币215亿元），增幅达到17%。▲特斯拉V4充电柜虽然如此，特斯拉仍在努力提振市场信心，官方在报告中表示，已在6月首次推出更实惠的车型，并计划在2025年下半年量产。该公司表示，它还在继续开发特斯拉Semi和Cybercab，预计将在2026年投入批量生产。▲特斯拉确认更实惠车型已于6月开始生产值得注意的是，特斯拉的现金储备在第二季度减少了2亿美元（约合人民币14亿元），至368亿美元（约合人民币2635亿元），自由现金流（即扣除日常运营支出和资本支出后的现金）仅为1亿美元（约合人民币7亿元）。有海外分析师预测，特斯拉的自由现金流在今年晚些时候实际上可能会变为负值，或引发股价大幅下跌。二、马斯克接连“画大饼”Robotaxi年底可服务半数美国人总的来看，特斯拉上半年业绩表现相比往常有所下降，不过特斯拉也带来了不少新的利好。在业绩会电话会环节中，特斯拉CEO埃隆·马斯克回应了关于FSD、Robotaxi、人形机器人等多个话题。1、FSD或将拿下重要一国！扭转欧洲局面马斯克会上透露了一个重要消息：接近获得荷兰监管部门对有监督的完全自动驾驶（FSD）功能的批准。一旦受监管的完全自动驾驶功能获得批准，特斯拉在欧洲的销量将大幅提升。▲特斯拉FSD演示图2、FSD将迎来重大改进明年推出AI5FSD的推广显然面临监管挑战，但马斯克指出，特斯拉将获得这些批准，他希望尽量让欧洲用户也可以享受到美国人可以有的服务，“这真的是最大的需求驱动力”，马斯克说。另一方面，他还指出，特斯拉正在对其FSD软件进行重大改进，该公司可能会把模型参数量增加10倍。特斯拉计划在明年推出AI5。并且其希望在完成 AI4上的无人监督 FSD 开发后，再决定如何处理HW3车辆。▲特斯拉FSD累计行驶里程3、Robotaxi两周内超竞争对手 年底覆盖美国一半人口特斯拉在财报电话会上介绍了特斯拉在奥斯汀推出的无人出租车（Robotaxi）服务。“到目前为止，Robotaxi在奥斯汀的表现一直很好，”特斯拉首席财务官 Vaibhav Taneja回答说。“客户真的很喜欢这种体验。超级流畅，非常安全，总体来说是一次很棒的体验。”▲在运行中的特斯拉Robotaxi（图源网络）接下来特斯拉会努力降低成本，Robotaxi每英里成本会降到0.3-0.4美元（约合人民币2～3元）。他补充说，奥斯汀的扩张已经开始，其他一些城市的测试也已经开始。在未来几个月内，Robotaxi服务将扩展到湾区、亚利桑那州和佛罗里达州。特斯拉首席执行官埃隆·马斯克表示，Robotaxi将在未来两周内扩张到“远远超过竞争对手的表现”。值得注意的是，马斯克甚至豪言称：“到今年年底，特斯拉能够为一半的美国人口提供Robotaxi服务”。“这是我们的目标，但须获得监管部门的批准”，马斯克说。特斯拉官方表示，当前监管部门的批准将是最大的障碍，即使特斯拉正在谨慎地扩大其Robotaxi服务，要求每辆Robotaxi都有一名特斯拉员工监管。而提到何时开始赚钱，马斯克表示可能要明年年底才能实现。4、人形机器人新版本年内亮相 5年后年产100万台会上，有人问特斯拉人形机器人Optimus什么时候扩大生产规模及对外销售？▲特斯拉Optimus马斯克表示，今年可能会看到Optimus版本3的原型机，明年开始批量生产。考虑到公司每年生产数百万台擎天柱机器人的愿望，特斯拉将尽快推进这些举措。马斯克认为，很难预测一两年之后人形机器人会发展成什么样子，在五年内，实现月产10万台Optimus机器人是可行的。马斯克说：“我们并不总是按时完成，但我们会完成它。”他还重申，如果特斯拉执行得好，它可以成为世界上最有价值的公司。5、评特斯拉餐厅“相当了不起” 超级计算机明年规模部署马斯克还提到特斯拉餐厅的推出。“这是一个非常特别的餐厅，”他说，并指出该设施是一个“希望的灯塔”。他开玩笑说，餐厅很少成为新闻，但新推出的餐厅是相当了不起的。▲特斯拉餐厅特斯拉官方也提了一嘴Dojo（超级计算机）的进展，预计Dojo 2将在2026年大规模部署。6、回应销量局面下滑：取决于多种因素对于二季度业绩、销量表现，特斯拉官方回应称：“虽然我们正在进行审慎的投资，以促进我们的汽车和能源业务的增长，但实际结果将取决于多种因素，会受到宏观经济环境的影响，特斯拉正在努力加速生产。”▲特斯拉工厂内部三、发新车、大降价、加快AI上车 马斯克忙于救市2025年上半年，特斯拉在全球汽车市场的销量表现不尽人意，呈现出明显的下滑趋势。今年上半年，特斯拉共交付汽车72.08万辆，与去年同期的83.1万辆相比，减少了约13.3%，特斯拉在全球市场正面临着严峻的挑战。▲特斯拉2025年二季度销量这其中，中国市场作为特斯拉全球布局中的重要一环，今年上半年的销量同样出现了下滑。2025年上半年，特斯拉在中国市场的销量达26.34万辆，与上年同期的27.83万辆相比，同比下降约5.4%。▲特斯拉旗下工厂生产车型规划面对销量下滑的困境，特斯拉采取了一系列举措以挽救颓势。在产品方面，特斯拉持续推进车型更新与优化。日前，特斯拉在微博官宣，特斯拉Model Y 6座版新车将命名为Model Y L，将在今年第三季度发布。▲特斯拉在微博官宣Model Y L除此之外，一款紧凑型SUV已经现身特斯拉加州工厂，新车比Model Y小一圈，或是传说中的平价车型Model Q，这也意味着这款车型距离落地越来越近了。▲网友晒出疑似特斯拉平价新车视频并且，特斯拉xAI团队打造的人工智能助手Grok已在美国市场实现应用上车，后续或有更深度的整合。特斯拉正通过丰富产品矩阵、提升智能化水平来满足市场多样化需求，进一步提升市场竞争力。在价格策略上，特斯拉也做出了诸多调整。7月4日，特斯拉宣布，全面下调中国香港市场Model 3售价，最高降幅达18%，配合当地“一换一”免税政策，后驱版起售价降至24.9万港元，特斯拉还同步推出0%年利率贷款、5年免息等策略。7月11日，特斯拉Model Y长续航版也在加拿大市场降价2万加元（约10.5万元人民币）。▲特斯拉焕新Model Y效果图无论是发新车，还是降价，或是加快AI上车，都是马斯克为了挽回销量的手段。结语：马斯克积极救市谋销量无论是FSD、机器人技术、Robotaxi、全新的AI计算集群，特斯拉都走在了目前先进技术的最前端。尽管今年早些时候，马斯克的部分个人行为和特朗普政府的互动令部分人疑惑，但从本次投资者会议所透露的信息上不难看出，特斯拉依旧还在追求最前沿的技术，并致力于将其落地。当前，特斯拉面临多个市场的销量下滑，马斯克救市策略到底能够带来什么样的效果，我们不妨拭目以待。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":460046494470320,"gmtCreate":1753328648423,"gmtModify":1753333793427,"author":{"id":"3524525397197596","authorId":"3524525397197596","name":"非流顿牛体","avatar":"https://community-static.tradeup.com/news/09ed65bb9b4f57bf28a2370381f34b78","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3524525397197596","idStr":"3524525397197596"},"htmlText":"垃圾公司，早晚倒閉","listText":"垃圾公司，早晚倒閉","text":"垃圾公司，早晚倒閉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460046494470320","repostId":2553227493,"repostType":2,"repost":{"id":"2553227493","kind":"news","pubTimestamp":1753323730,"share":"https://ttm.financial/m/news/2553227493?lang=en_US&edition=fundamental","pubTime":"2025-07-24 10:22","market":"us","language":"zh","title":"Tesla handed over its worst quarterly report in ten years! Revenue, profit and sales all declined, and affordable new cars were mass-produced in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=2553227493","media":"车东西","summary":"而从今年上半年来看，特斯拉营收、净利润更是双双下滑。▲特斯拉2025年2季度财务表现可以说，上半年特斯拉的财务表现稍显弱势，这也和销量下滑有关，特斯拉上半年共生产新车77.29万台，同比下滑8%，交付新车72.08万台，同比下滑13.2%。特斯拉更实惠的车型已经在美国工厂开始生产，下半年量产。特斯拉今年二季度总共交付了38.41万辆汽车，与2024年第二季度相比下降了14%。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O1uYdMaJEV-RH2aULe4FoaUoNGqY94wHjiIvvUwt0qhbYAA/0\"/>Car stuffAuthor | Guo YueEditor | Zhihao<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Half-year net profit fell by 30%! Musk is eager to save the market and even draws a \"big pie\".Chedongxi reported on July 24 that just now, Tesla released its second quarter performance report for 2025. Reuters pointed out that this is Tesla's worst quarterly sales decline in more than a decade. Judging from the first half of this year, Tesla's revenue,Net profitBoth declined.Tesla's total revenue in the first half of 2025 was US $41.8 billion (approximately RMB 299.5 billion), a year-on-year decrease of 11% compared with US $46.8 billion (approximately RMB 335.1 billion) in the same period last year. Automotive business revenue was US $30.6 billion (approximately RMB 219.3 billion), down 18% year-on-year.Tesla's net profit in the first half of the year fell by 30%. Its net profit attributable to the parent company (non-GAAP) in the first half of the year was US $2.327 billion (approximately RMB 16.7 billion), compared with US $3.348 billion (approximately RMB 16.7 billion) in the same period last year. 24 billion yuan). In addition, TeslaFree cash flowOnly 100 million US dollars (about 700 million yuan).<img src=\"https://inews.gtimg.com/om_bt/OzNAdcdDjWEMTLc4tb3hmZdw0XF9G2vjtJwjE0IUj0DgwAA/0\"/>▲ Tesla Q2 2025 Financial PerformanceIt can be said that Tesla's financial performance in the first half of the year was slightly weak, which is also related to the decline in sales. Tesla produced a total of 772,900 new cars in the first half of the year, a year-on-year decrease of 8%, and delivered 720,800 new cars, a year-on-year decrease of 13.2%.<img src=\"https://inews.gtimg.com/om_bt/OGKeCRtQ5oMgS4TTAddj08zqXRQ_3mgpBrTjXdwyWhRaYAA/0\"/>▲ Tesla's car sales performance in the second quarter of 2025In this regard, Musk warned that Tesla is in an \"unusual transition period.\" The company may face \"several severe quarters\" if it loses incentives for electric vehicle sales in the United States.However, he also released a lot of good news and gave the market some confidence. Tesla's more affordable models have already begun production at U.S. factories, with mass production in the second half of the year.Musk even spoke one after another in the conference call:\"FSD may be approved by the Netherlands, which is expected to change the sales situation in Europe\", \"FSD is about to usher in a major update\", \"Robotaxi will surpass competitors within two weeks and can serve half of the U.S. population by the end of the year\"...As of press time, the after-hours price of Tesla's U.S. stock market fell by more than 4% to US $317 (approximately RMB 2,270) per share. At the moment when the competition for new energy vehicles is so fierce, it remains to be seen whether Tesla can increase sales again by virtue of its technological leadership.<img src=\"https://inews.gtimg.com/om_bt/O_oV2ZWmY47B4AzERe-37a6ExIQzqteL2vSANJzupaR4YAA/0\"/>▲ Tesla Stock Price1. Both revenue and net profit declined, spoilers that affordable new cars are being producedJudging from the second quarter financial report, Tesla's revenue and net profit both declined. The total revenue was US $22.5 billion (approximately RMB 161.1 billion), a year-on-year decrease of 12%. The net profit attributable to the parent company (non-GAAP) was 1.393 billion U.S. dollars (approximately RMB 10 billion), a year-on-year decrease of 23%, GAAP totalInterest ratesIt also dropped to 17.2% from 18.0% in the same period last year.From a specific business perspective, Tesla's three business segments, total automobile revenue, energy production and storage revenue, all showed a year-on-year decline in Q2.Among them, in terms of car sales, Tesla's car revenue fell by 16.6% year-on-year, from US $19.9 billion (approximately RMB 142.5 billion) in the second quarter of 2024 to US $16.6 billion (approximately RMB 118.9 billion).Tesla delivered a total of 384,100 vehicles in the second quarter of this year, a 14% decrease compared to the second quarter of 2024.<img src=\"https://inews.gtimg.com/om_bt/O557G3Z0vmyDlOW72_gmK_6PveMiSXMrh-Wz3Gt8TmcRkAA/0\"/>▲ Tesla Market Share Changes by RegionTesla's revenue in the \"services and others\" category increased from US $2.61 billion (approximately RMB 18.7 billion) in the second quarter of 2024 to US $3 billion (approximately RMB 21.5 billion) in 2025, an increase of 17%.<img src=\"https://inews.gtimg.com/om_bt/ON7q9MsFD2-qRauq5ZM3dMaanSZPeksrM1ua1GgEMC_HAAA/0\"/>▲ Tesla V4 Charging CabinetEven so, Tesla is still working hard to boost market confidence. Officials said in the report,A more affordable model has been launched for the first time in June, and mass production is planned for the second half of 2025.The company said,It is also continuing to develop the Tesla Semi and Cybercab, which are expected to enter mass production in 2026.<img src=\"https://inews.gtimg.com/om_bt/Oup53j0vC5ZrN94JlPNNflcFhhvdWX9QXY1p8pQ0pBPd0AA/0\"/>▲ Tesla Confirms Production of More Affordable Models Has Started in JuneIt is worth noting that Tesla's cash reserves decreased by US $200 million (approximately RMB 1.4 billion) in the second quarter to US $36.8 billion (approximately RMB 263.5 billion), and free cash flow (i.e. cash after deducting daily operating expenses and capital expenditures) is only US $100 million (approximately RMB 700 million).Some overseas analysts predict that Tesla's free cash flow may actually turn negative later this year, or trigger a sharp drop in the stock price.2. Musk successively \"draws big cakes\" Robotaxi can serve half of Americans by the end of the yearOverall, Tesla's performance in the first half of the year has declined compared to usual, but Tesla has also brought many new benefits. During the performance conference call, Tesla CEO Elon Musk responded to questions about FSD,Robotaxi, humanoid robotWait for multiple topics.1. FSD may win an important country! Turning the tables on EuropeMusk revealed an important news at the meeting:Close to obtaining Dutch regulatory approval for supervised fully autonomous driving (FSD) functionality.Once the regulated fully autonomous driving feature is approved, Tesla's sales in Europe will jump.<img src=\"https://inews.gtimg.com/om_bt/OkoLEIV2j6ny7bkQDGyiEkIjt32xOK1yvG4kNW6cZsmvAAA/0\"/>▲ Tesla FSD demo diagram2. FSD will usher in major improvements and launch AI5 next yearThe promotion of FSD obviously faces regulatory challenges, but Musk pointed out that Tesla will get these approvals. He hopes to try to make European users also enjoy services available to Americans. \"This is really the biggest driver of demand,\" Musk said.On the other hand, he also pointed out that Tesla is making major improvements to its FSD software, and the company may increase the amount of model parameters by 10 times.Tesla plans to launch AI5 next year. And it hopes to decide what to do with the HW3 vehicle after completing the unsupervised FSD development on AI4.<img src=\"https://inews.gtimg.com/om_bt/Oksco2Ky91VnLUwVjWL7a3MbJNo7uRIzBiVRUEOBVLhuYAA/0\"/>▲ Tesla FSD cumulative mileage3. Robotaxi surpasses competitors in two weeks and covers half of the U.S. population by the end of the yearTesla introduced Tesla's unmanned taxi (Robotaxi) service in Austin during its earnings call.\"Robotaxi has been doing very well in Austin so far,\" Tesla CFO Vaibhav Taneja replied. \"The customer really enjoyed the experience. It was super smooth, very safe and overall a great experience.\"<img src=\"https://inews.gtimg.com/om_bt/OoVNuKd7ZoI9lNE1-3x2jIwP2EqfPjLrNLAQdsEu2OfbEAA/0\"/>▲ Tesla Robotaxi in operation (Source Network)Next, Tesla will work hard to reduce costs, and the cost per mile of Robotaxi will drop to 0.3-0.4 US dollars (about 2-3 yuan).He added that expansion has begun in Austin and testing has begun in some other cities.In the coming months, Robotaxi services will expand to<a href=\"https://laohu8.com/S/00737\">Bay area</a>, Arizona and Florida.Tesla CEO Elon Musk said,Robotaxi will expand to \"far outperform its competitors\" in the next two weeks.It is worth noting that Musk even boasted that: \"Tesla Able to Provide Robotaxi Services to Half of the U.S. Population by the End of the Year\".\"That's our goal, subject to regulatory approval,\" Musk said.Tesla officials say current regulatory approval will be the biggest obstacle, even as Tesla is cautiously expanding its Robotaxi service, requiring each Robotaxi to be supervised by a Tesla employee.When it comes to when to start making money, Musk said that it may not be realized until the end of next year.4. A new version of the humanoid robot will be unveiled within this year, with an annual output of 1 million units in 5 yearsAt the meeting, someone asked when Tesla's humanoid robot Optimus will expand its production scale and external sales?<img src=\"https://inews.gtimg.com/om_bt/OLI5yGXrWIoUhOhKlhYjcDB7nlOqnu5jQRbVpeUsuEOHQAA/0\"/>▲ Tesla OptimusMusk said,A prototype of Optimus Version 3 may be seen this year, with series production starting next year.Given the company's desire to produce millions of Optimus Prime robots annually, Tesla will move forward with these initiatives as soon as possible. Musk believes that it is difficult to predict what humanoid robots will look like in a year or two.Within five years, it is feasible to achieve a monthly production of 100,000 Optimus robots.\"We don't always get it done on time, but we get it done,\" Musk said, who also reiterated that if Tesla executes well, it can become the most valuable company in the world.5. Comment on Tesla restaurant's \"quite remarkable\" supercomputer deployment next yearMusk also mentioned the launch of Tesla restaurants. \"It's a very special restaurant,\" he said, noting that the facility is a \"beacon of hope.\" He joked that restaurants rarely make news, but the newly launched restaurants are pretty remarkable.<img src=\"https://inews.gtimg.com/om_bt/OAhgJJJQt1IRMyidSeVAPz1GSOUM8DZWqta34QIdXuzOYAA/0\"/>▲ Tesla RestaurantTesla officials also mentioned the progress of Dojo (supercomputer),Dojo 2 is expected to be deployed on a large scale in 2026.6. Respond to the decline in sales: depends on many factorsRegarding the second quarter results and sales performance, Tesla officially responded: \"Although we are making prudent investments to promote the growth of our automotive and energy businesses, the actual results will depend on a variety of factors and will be affected by the macroeconomic environment. Impact, Tesla is working hard to accelerate production.\"<img src=\"https://inews.gtimg.com/om_bt/OAzy_xApnG3Aqjlt2ZdYbe1kbv29kzb5D7JLjp7ySRzi8AA/0\"/>▲ Inside the Tesla Factory3. Launching new cars, big price cuts, and accelerating AI vehicles. Musk is busy saving the marketIn the first half of 2025, Tesla's sales performance in the global auto market was unsatisfactory, showing a clear downward trend.In the first half of this year, Tesla delivered a total of 720,800 vehicles, a decrease of approximately 13.3% compared with 831,000 vehicles in the same period last year. Tesla is facing severe challenges in the global market.<img src=\"https://inews.gtimg.com/om_bt/O9pYVU3tNHvNEVNrnZfDjlyZCOSe5zZLZ_65Eaysc8ApwAA/0\"/>▲ Tesla's second quarter 2025 salesAmong them, the Chinese market, as an important part of Tesla's global layout, also experienced a decline in sales in the first half of this year. In the first half of 2025, Tesla's sales in the Chinese market reached 263,400 vehicles, a year-on-year decrease of approximately 5.4% compared with 278,300 vehicles in the same period last year.<img src=\"https://inews.gtimg.com/om_bt/O0o8n-sY-k3dmgStj-gkKUNSupMtUMWifhysmcFsrN9M8AA/0\"/>▲ Tesla's factory production model planningFaced with the dilemma of declining sales, Tesla has taken a series of measures to save the decline.In terms of products, Tesla continues to promote model updates and optimizations. A few days ago, Tesla officially announced on Weibo that the new Tesla Model Y 6-seater version will be named Model Y L and will be released in the third quarter of this year.<img src=\"https://inews.gtimg.com/om_bt/Orp0_lMj3OsZQXtiyNcCcUolfj4Qtv_Px0GfsI-mO1h6MAA/0\"/>▲ Tesla officially announces Model Y L on WeiboIn addition, a compact SUV has appeared at Tesla's California factory. The new car is smaller than the Model Y, or the legendary affordable model Model Q, which also means that this model is getting closer and closer to landing.<img src=\"https://inews.gtimg.com/om_bt/OopFnSZKSmIIEuCndbR_GLhJ8-xtNzfHHDxHP1EUSxh5gAA/0\"/>▲ Netizens post video of suspected Tesla affordable new carMoreover, Grok, an artificial intelligence assistant created by Tesla's xAI team, has been applied in the US market, and may have deeper integration in the future.Tesla is enriching its products<a href=\"https://laohu8.com/S/301365\">Matrix</a>Improve the level of intelligence to meet the diversified needs of the market and further enhance market competitiveness.In terms of price strategy, Tesla has also made many adjustments.On July 4, Tesla announced that it would comprehensively lower the price of Model 3 in the Hong Kong market, China, with a maximum reduction of 18%. In line with the local \"one for one\" tax-free policy, the starting price of the rear-wheel drive version dropped to HK $249,000. Tesla also simultaneously launched strategies such as 0% annual interest rate loans and 5-year interest-free loans.On July 11, the price of the Tesla Model Y long-range version was also reduced by 20,000 Canadian dollars (approximately 105,000 yuan) in the Canadian market.<img src=\"https://inews.gtimg.com/om_bt/OiS_945ylhFSLYW4aqWxVxbsdPLor86S6ANz1VKkTCuCQAA/0\"/>▲ Tesla refreshes Model Y renderingsWhether it is launching a new car, cutting prices, or speeding up the launch of AI, it is Musk's means to recover sales.Conclusion: Musk actively saves the market and seeks salesWhether it is FSD, robotics, Robotaxi, or the new AI computing cluster, Tesla is at the forefront of current advanced technologies.Although some of Musk's personal behaviors and the interaction with the Trump administration puzzled some people earlier this year, it is not difficult to see from the information revealed at this investor meeting that Tesla is still pursuing the most cutting-edge technology and is committed to putting it on the ground.Currently, Tesla is facing declining sales in multiple markets. We might as well wait and see what effect Musk's rescue strategy can bring.</article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla handed over its worst quarterly report in ten years! Revenue, profit and sales all declined, and affordable new cars were mass-produced in the second half of the year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla handed over its worst quarterly report in ten years! Revenue, profit and sales all declined, and affordable new cars were mass-produced in the second half of the year\n</h2>\n<h4 class=\"meta\">\n\n车东西2025-07-24 10:22\n\n</h4>\n</header>\n<article>\n<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O1uYdMaJEV-RH2aULe4FoaUoNGqY94wHjiIvvUwt0qhbYAA/0\"/>Car stuffAuthor | Guo YueEditor | Zhihao<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Half-year net profit fell by 30%! Musk is eager to save the market and even draws a \"big pie\".Chedongxi reported on July 24 that just now, Tesla released its second quarter performance report for 2025. Reuters pointed out that this is Tesla's worst quarterly sales decline in more than a decade. Judging from the first half of this year, Tesla's revenue,Net profitBoth declined.Tesla's total revenue in the first half of 2025 was US $41.8 billion (approximately RMB 299.5 billion), a year-on-year decrease of 11% compared with US $46.8 billion (approximately RMB 335.1 billion) in the same period last year. Automotive business revenue was US $30.6 billion (approximately RMB 219.3 billion), down 18% year-on-year.Tesla's net profit in the first half of the year fell by 30%. Its net profit attributable to the parent company (non-GAAP) in the first half of the year was US $2.327 billion (approximately RMB 16.7 billion), compared with US $3.348 billion (approximately RMB 16.7 billion) in the same period last year. 24 billion yuan). In addition, TeslaFree cash flowOnly 100 million US dollars (about 700 million yuan).<img src=\"https://inews.gtimg.com/om_bt/OzNAdcdDjWEMTLc4tb3hmZdw0XF9G2vjtJwjE0IUj0DgwAA/0\"/>▲ Tesla Q2 2025 Financial PerformanceIt can be said that Tesla's financial performance in the first half of the year was slightly weak, which is also related to the decline in sales. Tesla produced a total of 772,900 new cars in the first half of the year, a year-on-year decrease of 8%, and delivered 720,800 new cars, a year-on-year decrease of 13.2%.<img src=\"https://inews.gtimg.com/om_bt/OGKeCRtQ5oMgS4TTAddj08zqXRQ_3mgpBrTjXdwyWhRaYAA/0\"/>▲ Tesla's car sales performance in the second quarter of 2025In this regard, Musk warned that Tesla is in an \"unusual transition period.\" The company may face \"several severe quarters\" if it loses incentives for electric vehicle sales in the United States.However, he also released a lot of good news and gave the market some confidence. Tesla's more affordable models have already begun production at U.S. factories, with mass production in the second half of the year.Musk even spoke one after another in the conference call:\"FSD may be approved by the Netherlands, which is expected to change the sales situation in Europe\", \"FSD is about to usher in a major update\", \"Robotaxi will surpass competitors within two weeks and can serve half of the U.S. population by the end of the year\"...As of press time, the after-hours price of Tesla's U.S. stock market fell by more than 4% to US $317 (approximately RMB 2,270) per share. At the moment when the competition for new energy vehicles is so fierce, it remains to be seen whether Tesla can increase sales again by virtue of its technological leadership.<img src=\"https://inews.gtimg.com/om_bt/O_oV2ZWmY47B4AzERe-37a6ExIQzqteL2vSANJzupaR4YAA/0\"/>▲ Tesla Stock Price1. Both revenue and net profit declined, spoilers that affordable new cars are being producedJudging from the second quarter financial report, Tesla's revenue and net profit both declined. The total revenue was US $22.5 billion (approximately RMB 161.1 billion), a year-on-year decrease of 12%. The net profit attributable to the parent company (non-GAAP) was 1.393 billion U.S. dollars (approximately RMB 10 billion), a year-on-year decrease of 23%, GAAP totalInterest ratesIt also dropped to 17.2% from 18.0% in the same period last year.From a specific business perspective, Tesla's three business segments, total automobile revenue, energy production and storage revenue, all showed a year-on-year decline in Q2.Among them, in terms of car sales, Tesla's car revenue fell by 16.6% year-on-year, from US $19.9 billion (approximately RMB 142.5 billion) in the second quarter of 2024 to US $16.6 billion (approximately RMB 118.9 billion).Tesla delivered a total of 384,100 vehicles in the second quarter of this year, a 14% decrease compared to the second quarter of 2024.<img src=\"https://inews.gtimg.com/om_bt/O557G3Z0vmyDlOW72_gmK_6PveMiSXMrh-Wz3Gt8TmcRkAA/0\"/>▲ Tesla Market Share Changes by RegionTesla's revenue in the \"services and others\" category increased from US $2.61 billion (approximately RMB 18.7 billion) in the second quarter of 2024 to US $3 billion (approximately RMB 21.5 billion) in 2025, an increase of 17%.<img src=\"https://inews.gtimg.com/om_bt/ON7q9MsFD2-qRauq5ZM3dMaanSZPeksrM1ua1GgEMC_HAAA/0\"/>▲ Tesla V4 Charging CabinetEven so, Tesla is still working hard to boost market confidence. Officials said in the report,A more affordable model has been launched for the first time in June, and mass production is planned for the second half of 2025.The company said,It is also continuing to develop the Tesla Semi and Cybercab, which are expected to enter mass production in 2026.<img src=\"https://inews.gtimg.com/om_bt/Oup53j0vC5ZrN94JlPNNflcFhhvdWX9QXY1p8pQ0pBPd0AA/0\"/>▲ Tesla Confirms Production of More Affordable Models Has Started in JuneIt is worth noting that Tesla's cash reserves decreased by US $200 million (approximately RMB 1.4 billion) in the second quarter to US $36.8 billion (approximately RMB 263.5 billion), and free cash flow (i.e. cash after deducting daily operating expenses and capital expenditures) is only US $100 million (approximately RMB 700 million).Some overseas analysts predict that Tesla's free cash flow may actually turn negative later this year, or trigger a sharp drop in the stock price.2. Musk successively \"draws big cakes\" Robotaxi can serve half of Americans by the end of the yearOverall, Tesla's performance in the first half of the year has declined compared to usual, but Tesla has also brought many new benefits. During the performance conference call, Tesla CEO Elon Musk responded to questions about FSD,Robotaxi, humanoid robotWait for multiple topics.1. FSD may win an important country! Turning the tables on EuropeMusk revealed an important news at the meeting:Close to obtaining Dutch regulatory approval for supervised fully autonomous driving (FSD) functionality.Once the regulated fully autonomous driving feature is approved, Tesla's sales in Europe will jump.<img src=\"https://inews.gtimg.com/om_bt/OkoLEIV2j6ny7bkQDGyiEkIjt32xOK1yvG4kNW6cZsmvAAA/0\"/>▲ Tesla FSD demo diagram2. FSD will usher in major improvements and launch AI5 next yearThe promotion of FSD obviously faces regulatory challenges, but Musk pointed out that Tesla will get these approvals. He hopes to try to make European users also enjoy services available to Americans. \"This is really the biggest driver of demand,\" Musk said.On the other hand, he also pointed out that Tesla is making major improvements to its FSD software, and the company may increase the amount of model parameters by 10 times.Tesla plans to launch AI5 next year. And it hopes to decide what to do with the HW3 vehicle after completing the unsupervised FSD development on AI4.<img src=\"https://inews.gtimg.com/om_bt/Oksco2Ky91VnLUwVjWL7a3MbJNo7uRIzBiVRUEOBVLhuYAA/0\"/>▲ Tesla FSD cumulative mileage3. Robotaxi surpasses competitors in two weeks and covers half of the U.S. population by the end of the yearTesla introduced Tesla's unmanned taxi (Robotaxi) service in Austin during its earnings call.\"Robotaxi has been doing very well in Austin so far,\" Tesla CFO Vaibhav Taneja replied. \"The customer really enjoyed the experience. It was super smooth, very safe and overall a great experience.\"<img src=\"https://inews.gtimg.com/om_bt/OoVNuKd7ZoI9lNE1-3x2jIwP2EqfPjLrNLAQdsEu2OfbEAA/0\"/>▲ Tesla Robotaxi in operation (Source Network)Next, Tesla will work hard to reduce costs, and the cost per mile of Robotaxi will drop to 0.3-0.4 US dollars (about 2-3 yuan).He added that expansion has begun in Austin and testing has begun in some other cities.In the coming months, Robotaxi services will expand to<a href=\"https://laohu8.com/S/00737\">Bay area</a>, Arizona and Florida.Tesla CEO Elon Musk said,Robotaxi will expand to \"far outperform its competitors\" in the next two weeks.It is worth noting that Musk even boasted that: \"Tesla Able to Provide Robotaxi Services to Half of the U.S. Population by the End of the Year\".\"That's our goal, subject to regulatory approval,\" Musk said.Tesla officials say current regulatory approval will be the biggest obstacle, even as Tesla is cautiously expanding its Robotaxi service, requiring each Robotaxi to be supervised by a Tesla employee.When it comes to when to start making money, Musk said that it may not be realized until the end of next year.4. A new version of the humanoid robot will be unveiled within this year, with an annual output of 1 million units in 5 yearsAt the meeting, someone asked when Tesla's humanoid robot Optimus will expand its production scale and external sales?<img src=\"https://inews.gtimg.com/om_bt/OLI5yGXrWIoUhOhKlhYjcDB7nlOqnu5jQRbVpeUsuEOHQAA/0\"/>▲ Tesla OptimusMusk said,A prototype of Optimus Version 3 may be seen this year, with series production starting next year.Given the company's desire to produce millions of Optimus Prime robots annually, Tesla will move forward with these initiatives as soon as possible. Musk believes that it is difficult to predict what humanoid robots will look like in a year or two.Within five years, it is feasible to achieve a monthly production of 100,000 Optimus robots.\"We don't always get it done on time, but we get it done,\" Musk said, who also reiterated that if Tesla executes well, it can become the most valuable company in the world.5. Comment on Tesla restaurant's \"quite remarkable\" supercomputer deployment next yearMusk also mentioned the launch of Tesla restaurants. \"It's a very special restaurant,\" he said, noting that the facility is a \"beacon of hope.\" He joked that restaurants rarely make news, but the newly launched restaurants are pretty remarkable.<img src=\"https://inews.gtimg.com/om_bt/OAhgJJJQt1IRMyidSeVAPz1GSOUM8DZWqta34QIdXuzOYAA/0\"/>▲ Tesla RestaurantTesla officials also mentioned the progress of Dojo (supercomputer),Dojo 2 is expected to be deployed on a large scale in 2026.6. Respond to the decline in sales: depends on many factorsRegarding the second quarter results and sales performance, Tesla officially responded: \"Although we are making prudent investments to promote the growth of our automotive and energy businesses, the actual results will depend on a variety of factors and will be affected by the macroeconomic environment. Impact, Tesla is working hard to accelerate production.\"<img src=\"https://inews.gtimg.com/om_bt/OAzy_xApnG3Aqjlt2ZdYbe1kbv29kzb5D7JLjp7ySRzi8AA/0\"/>▲ Inside the Tesla Factory3. Launching new cars, big price cuts, and accelerating AI vehicles. Musk is busy saving the marketIn the first half of 2025, Tesla's sales performance in the global auto market was unsatisfactory, showing a clear downward trend.In the first half of this year, Tesla delivered a total of 720,800 vehicles, a decrease of approximately 13.3% compared with 831,000 vehicles in the same period last year. Tesla is facing severe challenges in the global market.<img src=\"https://inews.gtimg.com/om_bt/O9pYVU3tNHvNEVNrnZfDjlyZCOSe5zZLZ_65Eaysc8ApwAA/0\"/>▲ Tesla's second quarter 2025 salesAmong them, the Chinese market, as an important part of Tesla's global layout, also experienced a decline in sales in the first half of this year. In the first half of 2025, Tesla's sales in the Chinese market reached 263,400 vehicles, a year-on-year decrease of approximately 5.4% compared with 278,300 vehicles in the same period last year.<img src=\"https://inews.gtimg.com/om_bt/O0o8n-sY-k3dmgStj-gkKUNSupMtUMWifhysmcFsrN9M8AA/0\"/>▲ Tesla's factory production model planningFaced with the dilemma of declining sales, Tesla has taken a series of measures to save the decline.In terms of products, Tesla continues to promote model updates and optimizations. A few days ago, Tesla officially announced on Weibo that the new Tesla Model Y 6-seater version will be named Model Y L and will be released in the third quarter of this year.<img src=\"https://inews.gtimg.com/om_bt/Orp0_lMj3OsZQXtiyNcCcUolfj4Qtv_Px0GfsI-mO1h6MAA/0\"/>▲ Tesla officially announces Model Y L on WeiboIn addition, a compact SUV has appeared at Tesla's California factory. The new car is smaller than the Model Y, or the legendary affordable model Model Q, which also means that this model is getting closer and closer to landing.<img src=\"https://inews.gtimg.com/om_bt/OopFnSZKSmIIEuCndbR_GLhJ8-xtNzfHHDxHP1EUSxh5gAA/0\"/>▲ Netizens post video of suspected Tesla affordable new carMoreover, Grok, an artificial intelligence assistant created by Tesla's xAI team, has been applied in the US market, and may have deeper integration in the future.Tesla is enriching its products<a href=\"https://laohu8.com/S/301365\">Matrix</a>Improve the level of intelligence to meet the diversified needs of the market and further enhance market competitiveness.In terms of price strategy, Tesla has also made many adjustments.On July 4, Tesla announced that it would comprehensively lower the price of Model 3 in the Hong Kong market, China, with a maximum reduction of 18%. In line with the local \"one for one\" tax-free policy, the starting price of the rear-wheel drive version dropped to HK $249,000. Tesla also simultaneously launched strategies such as 0% annual interest rate loans and 5-year interest-free loans.On July 11, the price of the Tesla Model Y long-range version was also reduced by 20,000 Canadian dollars (approximately 105,000 yuan) in the Canadian market.<img src=\"https://inews.gtimg.com/om_bt/OiS_945ylhFSLYW4aqWxVxbsdPLor86S6ANz1VKkTCuCQAA/0\"/>▲ Tesla refreshes Model Y renderingsWhether it is launching a new car, cutting prices, or speeding up the launch of AI, it is Musk's means to recover sales.Conclusion: Musk actively saves the market and seeks salesWhether it is FSD, robotics, Robotaxi, or the new AI computing cluster, Tesla is at the forefront of current advanced technologies.Although some of Musk's personal behaviors and the interaction with the Trump administration puzzled some people earlier this year, it is not difficult to see from the information revealed at this investor meeting that Tesla is still pursuing the most cutting-edge technology and is committed to putting it on the ground.Currently, Tesla is facing declining sales in multiple markets. We might as well wait and see what effect Musk's rescue strategy can bring.</article></body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724102706a46037e4&s=b\">车东西</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724102706a46037e4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2553227493","content_text":"车东西作者 ｜ 郭月编辑 ｜ 志豪特斯拉半年净利跌去3成！马斯克急于救市，连画“大饼”。车东西7月24日消息，就在刚刚，特斯拉发布了其2025年第二季度业绩报告，路透社指出，这是特斯拉十多年来最严重的季度销售额下滑。而从今年上半年来看，特斯拉营收、净利润更是双双下滑。特斯拉2025年上半年总收入为418亿美元（约合人民币2995亿元），相比去年同期的468亿美元（约合人民币3351亿元），同比下滑11%。汽车业务收入为306亿美元（约合人民币2193亿元），同比下滑18%。特斯拉上半年净利润更是跌去30%，上半年其归母净利润（⾮GAAP）为23.27亿美元（约合人民币167亿元），去年同期为33.48亿美元（约合人民币240亿元）。此外，特斯拉自由现金流仅为1亿美元（约合人民币7亿元）。▲特斯拉2025年2季度财务表现可以说，上半年特斯拉的财务表现稍显弱势，这也和销量下滑有关，特斯拉上半年共生产新车77.29万台，同比下滑8%，交付新车72.08万台，同比下滑13.2%。▲特斯拉2025年2季度汽车销量表现对此，马斯克警告称：特斯拉处于一个“不寻常的转型期”。公司在美国丧失电动汽车销售激励政策，恐怕会面临“好几个形势严峻的季度”。不过他也释放了不少好消息，给市场一些信心。特斯拉更实惠的车型已经在美国工厂开始生产，下半年量产。马斯克更是在电话会上接连放话：“FSD或获得荷兰批准，有望改变欧洲销售局面”、“FSD即将迎来重大更新”、“Robotaxi两周内将超越竞对、年底可服务美国一半人口”……截至发稿时，特斯拉美股盘后价格下跌超4%，报317美元（约合人民币2270元）/股。在目前新能源汽车竞争如此激烈的当下，特斯拉能不能凭借技术领先再次获得销量提升，还有待观察。▲特斯拉股价一、营收净利润双双下滑剧透平价新车正在生产从二季度财报来看，特斯拉营收、净利润双双下滑，总收入为225亿美元（约合人民币1611亿元），同⽐下降12%，归母净利润（⾮GAAP）为13.93亿美元（约合人民币100亿元），同比下滑23%，GAAP总⽑利率也从去年同期的18.0%降至17.2%。从具体业务上看，特斯拉三项业务板块中汽车总收入、能源生产和存储收入这两项Q2同比均呈现下滑。其中，汽车销售方面，特斯拉的汽车收入同比下跌了16.6%，从2024年第二季度的199亿美元（约合人民币1425亿元）降至166亿美元（约合人民币1189亿元）。特斯拉今年二季度总共交付了38.41万辆汽车，与2024年第二季度相比下降了14%。▲特斯拉各地区市场份额变化而特斯拉“服务及其他”类别的收入从2024年第二季度的26.1亿美元（约合人民币187亿元）增加到了2025年的30亿美元（约合人民币215亿元），增幅达到17%。▲特斯拉V4充电柜虽然如此，特斯拉仍在努力提振市场信心，官方在报告中表示，已在6月首次推出更实惠的车型，并计划在2025年下半年量产。该公司表示，它还在继续开发特斯拉Semi和Cybercab，预计将在2026年投入批量生产。▲特斯拉确认更实惠车型已于6月开始生产值得注意的是，特斯拉的现金储备在第二季度减少了2亿美元（约合人民币14亿元），至368亿美元（约合人民币2635亿元），自由现金流（即扣除日常运营支出和资本支出后的现金）仅为1亿美元（约合人民币7亿元）。有海外分析师预测，特斯拉的自由现金流在今年晚些时候实际上可能会变为负值，或引发股价大幅下跌。二、马斯克接连“画大饼”Robotaxi年底可服务半数美国人总的来看，特斯拉上半年业绩表现相比往常有所下降，不过特斯拉也带来了不少新的利好。在业绩会电话会环节中，特斯拉CEO埃隆·马斯克回应了关于FSD、Robotaxi、人形机器人等多个话题。1、FSD或将拿下重要一国！扭转欧洲局面马斯克会上透露了一个重要消息：接近获得荷兰监管部门对有监督的完全自动驾驶（FSD）功能的批准。一旦受监管的完全自动驾驶功能获得批准，特斯拉在欧洲的销量将大幅提升。▲特斯拉FSD演示图2、FSD将迎来重大改进明年推出AI5FSD的推广显然面临监管挑战，但马斯克指出，特斯拉将获得这些批准，他希望尽量让欧洲用户也可以享受到美国人可以有的服务，“这真的是最大的需求驱动力”，马斯克说。另一方面，他还指出，特斯拉正在对其FSD软件进行重大改进，该公司可能会把模型参数量增加10倍。特斯拉计划在明年推出AI5。并且其希望在完成 AI4上的无人监督 FSD 开发后，再决定如何处理HW3车辆。▲特斯拉FSD累计行驶里程3、Robotaxi两周内超竞争对手 年底覆盖美国一半人口特斯拉在财报电话会上介绍了特斯拉在奥斯汀推出的无人出租车（Robotaxi）服务。“到目前为止，Robotaxi在奥斯汀的表现一直很好，”特斯拉首席财务官 Vaibhav Taneja回答说。“客户真的很喜欢这种体验。超级流畅，非常安全，总体来说是一次很棒的体验。”▲在运行中的特斯拉Robotaxi（图源网络）接下来特斯拉会努力降低成本，Robotaxi每英里成本会降到0.3-0.4美元（约合人民币2～3元）。他补充说，奥斯汀的扩张已经开始，其他一些城市的测试也已经开始。在未来几个月内，Robotaxi服务将扩展到湾区、亚利桑那州和佛罗里达州。特斯拉首席执行官埃隆·马斯克表示，Robotaxi将在未来两周内扩张到“远远超过竞争对手的表现”。值得注意的是，马斯克甚至豪言称：“到今年年底，特斯拉能够为一半的美国人口提供Robotaxi服务”。“这是我们的目标，但须获得监管部门的批准”，马斯克说。特斯拉官方表示，当前监管部门的批准将是最大的障碍，即使特斯拉正在谨慎地扩大其Robotaxi服务，要求每辆Robotaxi都有一名特斯拉员工监管。而提到何时开始赚钱，马斯克表示可能要明年年底才能实现。4、人形机器人新版本年内亮相 5年后年产100万台会上，有人问特斯拉人形机器人Optimus什么时候扩大生产规模及对外销售？▲特斯拉Optimus马斯克表示，今年可能会看到Optimus版本3的原型机，明年开始批量生产。考虑到公司每年生产数百万台擎天柱机器人的愿望，特斯拉将尽快推进这些举措。马斯克认为，很难预测一两年之后人形机器人会发展成什么样子，在五年内，实现月产10万台Optimus机器人是可行的。马斯克说：“我们并不总是按时完成，但我们会完成它。”他还重申，如果特斯拉执行得好，它可以成为世界上最有价值的公司。5、评特斯拉餐厅“相当了不起” 超级计算机明年规模部署马斯克还提到特斯拉餐厅的推出。“这是一个非常特别的餐厅，”他说，并指出该设施是一个“希望的灯塔”。他开玩笑说，餐厅很少成为新闻，但新推出的餐厅是相当了不起的。▲特斯拉餐厅特斯拉官方也提了一嘴Dojo（超级计算机）的进展，预计Dojo 2将在2026年大规模部署。6、回应销量局面下滑：取决于多种因素对于二季度业绩、销量表现，特斯拉官方回应称：“虽然我们正在进行审慎的投资，以促进我们的汽车和能源业务的增长，但实际结果将取决于多种因素，会受到宏观经济环境的影响，特斯拉正在努力加速生产。”▲特斯拉工厂内部三、发新车、大降价、加快AI上车 马斯克忙于救市2025年上半年，特斯拉在全球汽车市场的销量表现不尽人意，呈现出明显的下滑趋势。今年上半年，特斯拉共交付汽车72.08万辆，与去年同期的83.1万辆相比，减少了约13.3%，特斯拉在全球市场正面临着严峻的挑战。▲特斯拉2025年二季度销量这其中，中国市场作为特斯拉全球布局中的重要一环，今年上半年的销量同样出现了下滑。2025年上半年，特斯拉在中国市场的销量达26.34万辆，与上年同期的27.83万辆相比，同比下降约5.4%。▲特斯拉旗下工厂生产车型规划面对销量下滑的困境，特斯拉采取了一系列举措以挽救颓势。在产品方面，特斯拉持续推进车型更新与优化。日前，特斯拉在微博官宣，特斯拉Model Y 6座版新车将命名为Model Y L，将在今年第三季度发布。▲特斯拉在微博官宣Model Y L除此之外，一款紧凑型SUV已经现身特斯拉加州工厂，新车比Model Y小一圈，或是传说中的平价车型Model Q，这也意味着这款车型距离落地越来越近了。▲网友晒出疑似特斯拉平价新车视频并且，特斯拉xAI团队打造的人工智能助手Grok已在美国市场实现应用上车，后续或有更深度的整合。特斯拉正通过丰富产品矩阵、提升智能化水平来满足市场多样化需求，进一步提升市场竞争力。在价格策略上，特斯拉也做出了诸多调整。7月4日，特斯拉宣布，全面下调中国香港市场Model 3售价，最高降幅达18%，配合当地“一换一”免税政策，后驱版起售价降至24.9万港元，特斯拉还同步推出0%年利率贷款、5年免息等策略。7月11日，特斯拉Model Y长续航版也在加拿大市场降价2万加元（约10.5万元人民币）。▲特斯拉焕新Model Y效果图无论是发新车，还是降价，或是加快AI上车，都是马斯克为了挽回销量的手段。结语：马斯克积极救市谋销量无论是FSD、机器人技术、Robotaxi、全新的AI计算集群，特斯拉都走在了目前先进技术的最前端。尽管今年早些时候，马斯克的部分个人行为和特朗普政府的互动令部分人疑惑，但从本次投资者会议所透露的信息上不难看出，特斯拉依旧还在追求最前沿的技术，并致力于将其落地。当前，特斯拉面临多个市场的销量下滑，马斯克救市策略到底能够带来什么样的效果，我们不妨拭目以待。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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