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Tesla 2025 Outlook and New Model Updates: Long-Term Growth Potential

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Tesla's New Model Y Launch and Consumer Reactions

1. Reactions During Chinese New Year Holiday

• Tesla's new Model Y launch in China is generating significant consumer interest.
• Chinese stores are packed with visitors, and the excitement from consumers eager to examine the new design and features is palpable.
• Initial orders of 50,000 units → 70,000 contracts within 5 days → 130,000 pre-orders 16 days after release. This demonstrates Tesla's strong brand presence in China.

2. Initial Reactions in the United States and Europe

• People are lining up at Tesla showrooms in Seattle, USA, to see the Model Y.
• Similar reactions are being seen in Europe, and exhibition schedules for the model in Japan and South Korea are approaching.

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Design Changes and Market Expectations

1. Contrast with Past Design Philosophy

• Tesla has previously avoided TV advertising and frequent design changes.
• However, the new vehicle design, unveiled after 5 years, reflects a symbolic decision by Tesla to embrace market rules.
• Consumers are carefully scrutinizing Tesla, expecting design innovation even with simple refreshes.

2. Market Adaptation and Fierce Competition

• Elon Musk has historically strongly opposed changes in design cycles.
• However, this bypass was implemented in response to the competitive Chinese market and the realities of the global market.

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Tesla 2024-2025: Key Outlooks and Global Growth

1. Key Goals in the Chinese Market

• A record of 480,000 units sold in 2024, and a target of 520,000 units in 2025.
• China is a critical market for expanding its electric vehicle market share.

2. Robotaxi and Autonomous Driving (AI) Market

• The potential for the full introduction of autonomous taxis after 2025 is increasing due to further regulatory easing. Elon Musk evaluates the economics of robotaxis as being far superior to existing competitors.
• Cost per vehicle: Tesla $30,000 vs. Waymo $150,000.

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Model 2 and Cybertruck Prospects: Low-Price Strategy

1. Model 2 ( $30,000 Model)

• Scheduled for release in the second quarter of 2025. This is seen as Tesla's true entry into the compact car market. It remains to be seen how much the low price policy will shake up the existing market depending on detailed specs and release conditions.

2. Cybertruck

• Although production has been somewhat delayed, it is receiving favorable reviews in the United States and Europe as a highly practical and utilitarian vehicle.

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Other Tesla Revenue Streams: Charging Stations and Energy Business

• Supercharger Network: As other electric vehicle manufacturers use the Tesla network, Tesla can secure exclusive revenue from the charging station business. This network is very stable and expanding rapidly.
• Energy Solutions (Megapack, Powerwall, etc.): Energy storage devices are also revenue drivers in addition to traditional vehicle sales.

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Elon Musk's Speech in Germany and Political Controversy

1. Controversy Over Support for AFD (German Right-Wing Party)

• In a speech to the AFD party in Germany, he urged understanding of freedom of expression and government oppression. German media criticized Elon Musk for his connections to far-right politics.

2. Impact of Environmental Policies and Subsidy Removal

• The German government's revocation of Tesla subsidies and cases of production non-cooperation have become major points of criticism against Musk.

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< Summary >

1. Tesla's new Model Y is seeing strong reactions, leading to practical sales growth in China and the United States.
2. Tesla is showing that it's not just an electric vehicle manufacturer, but a diverse company aiming to expand into the energy business and the autonomous driving market.
3. The potential launch of Robotaxis, Model 2, and Cybertruck is increasing consumer expectations.
4. Musk's statements are drawing attention to the German and global political influence.

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[More…]

1. Tesla Model Y Sales Status Update
   Tesla Model

2. 2025 European EV Market Changes Led by Tesla
   Europe

*YouTube Source: [오늘의 테슬라 뉴스]

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