Tesla's sales rose in France and Denmark last month for the first time this year, local industry data showed on Wednesday, with the U.S. electric car maker's revamped Model Y coming in as the best-selling model in Denmark. ...

By Nick Carey and Jesus Calero LONDON (Reuters) -Tesla's sales rose in several European markets in September, including France and Denmark, driven by its updated Model Y, but analysts say the automaker risks losing ground as competition intensifies and its ageing lineup remains unchanged. The U.S. electric vehicle maker showed continued growth in Norway and Spain, local industry data showed on Wednesday, with the revised Model Y the best-selling model in Denmark. However, new car registrations - a pro ...

This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here.The big storyImmigration anxieties and a challenging job market have sparked an online backlash over China's latest attempt at attracting global talent — a new visa program announced in August.The program, which was rolled out on Wednesday with the aim of attracting foreign professionals, will also test how China balances ...

Japanese automaker Mazda Motor Corporation reported a 1.7% decline in global passenger vehicle production to 84,754 units in August 2025, down from 86,192 units in the same month last year. Production in Japan increased by 4.3% to 48,903 units, driven higher by a 44% surge in CX-5 output to 20,457 units. Overseas output declined by almost 9% to 35,851 units, reflecting mainly a 25% plunge in CX-30 output to 7,918 units. Sales in Japan declined only slightly to 9,926 units in August, despite an 11% drop in ...

Deepway Technology Company, a Chinese manufacturer of new energy heavy trucks, has signed a distribution agreement in Oman, as the company steps up its overseas expansion by targeting markets in the Middle East. The agreement, signed in Oman’s capital city of Muscat with local dealer group Top Autos LLC, is the company’s second distribution deal in the region, having recently established a similar partnership in the United Arab Emirates (UAE). Deepway said the new deal creates a “complementary north-sout ...

Japanese automaker Mitsubishi Motors Corporation reported an 11% decline in global production to 59,372 vehicles in August 2025, down from 66,637 units in the same month last year. Production in Japan fell by almost 15% to 25,628 units, while overseas output declined by 8% to 33,744 units. Sales in Japan declined by 11% to 8,096 units in August, reflecting a sharp drop in minicar sales, while exports fell by 14% to 16,075 units, with shipments to North America down slightly to 9,063 units after plunging b ...

2025年9月，蔚来公司交付新车34,749台，同比增长64%。其中，蔚来品牌交付新车13,728台；乐道品牌交付新车15,246台；firefly萤火虫品牌交付新车 5,775台。截至目前，蔚来公司已累计交付新车872,785台。其中，蔚来品牌累计交付新车762,176台；乐道品牌累计交付新车90,279台；firefly萤火虫品牌累 计交付新车20,330台。 2024年月交付量 2025年月交付量 34,749 35000 31,305 30000 24,925 25000 23,900 23,231 21,209 21,181 20,498 = 20,544 20,176 20000 15,039 15000 13,863 13,192 11,866 10,055 10000 8,132 5000 0 5月 6月 7月 1月 2月 3月 4月 8月 9月 蔚来品牌交付13,728台 全场景科技旗舰SUV 全新ES8正式上市并开启交付 引领高端大三排SUV进入纯电时代 firefly萤火虫品牌交付5,775台 再创历史新高 迎来第两万台交付里程碑 乐道品牌交付15,246台 乐道L90上市两月交付21, ...

分析师观点与市场估值 - Wedbush分析师Dan Ives认为特斯拉是“最被低估的真正AI标的”，并预测其市值将达到3万亿美元，较当前近1.4万亿美元的市值有115%的上涨空间 [1] - 然而，市场共识相对悲观，特斯拉的股价中位数目标价为349美元，较当前443美元的股价有21%的下跌空间 [2] - 特斯拉是目前标普500指数中第三昂贵的股票，基于2026年预期收益的市盈率高达178倍 [11] 电动汽车市场竞争态势 - 特斯拉在全球电动汽车市场的领导地位已被比亚迪取代，其市场份额从去年同期的18%下降至今年上半年的12% [2] - 公司第二季度交付量下降13%，导致营收下降12%至220亿美元，非GAAP摊薄后每股收益下降23%至0.40美元 [3] - 第三季度初数据显示，7月和8月欧洲销量分别下降40%和37%，中国销量分别下降12%和10%，美国市场份额降至38%，为2017年10月以来首次低于40% [4] 实体人工智能发展机遇 - 特斯拉的核心增长机会在于实体人工智能，特别是自动驾驶网约车和机器人业务 [5] - 公司已于6月在德克萨斯州奥斯汀推出首个自动驾驶网约车服务，并获准在亚利桑那州和内华达州进行测试 [6] - 与市场领导者Waymo相比，特斯拉仅依赖计算机视觉且不预先绘制城市地图，该方法成本更低、扩展性更强，在奥斯汀的覆盖面积已是Waymo的两倍 [7] 机器人业务潜力 - 公司正在开发名为Optimus的仿人机器人，预计该业务最终将占公司价值的80% [8] - 计划明年扩大生产规模，目标在五年内实现年产量至少100万台 [8] - 行业预测显示，到2035年仿人机器人销售额可能达到2100亿美元，到2050年可能达到5万亿美元 [10] 自动驾驶市场潜力 - 高盛预计到2030年美国网约车收入将达到1000亿美元，而摩根士丹利估计其潜在市场接近1万亿美元 [9] - 公司首席执行官埃隆·马斯克认为，若能在实体人工智能领域成功执行，特斯拉市值可能达到30万亿美元 [5]

（文章来源：每日经济新闻） 每经AI快讯，蔚来汽车官方微博10月1日宣布，9月交付34,749辆汽车，创下单月新纪录，同比增长 64.1%。第三季度共交付87,071辆汽车，创下季度新高，同比增长40.8%。截至2025年9月30日，累计交 付量达到872,785辆。 ...

(Reuters) -Tesla has raised lease prices for all its vehicles in the U.S. after a $7,500 federal tax credit that helped boost electric vehicle sales expired, according to the company's website on Wednesday. The change follows the end of tax incentives under sweeping legislation passed by Congress, which eliminated the $7,500 credit for new EV leases and purchases, as well as a $4,000 credit for used EVs, effective September 30. Tesla, along with its rivals, was receiving the tax credit from the U.S. gove ...