Tesla
Tesla, Inc. is an electric vehicle and clean energy company based in the United States. It was founded in 2003 with the mission of "accelerating the world's transition to sustainable energy". Its core business includes pure electric vehicles, solar panels, energy storage systems, and charging networks.
Brand DNA: Since the launch of its first all-electric supercar, Roadster, in 2008, Tesla has disrupted the century-old automotive industry with "Silicon Valley speed". The Model S/X established a high-end image, while the Model 3/Y ignited the global electric vehicle revolution with its mass production scale.
Technical moat: Self-developed 4680 battery, SiC electric drive, FSD full autonomous driving chip, Dojo supercomputer, OTA sustainable upgrades, keeping hardware always in good condition; Autopilot/FSD have already been implemented in North America for "fully autonomous" Robotaxi deliveries.
Production method: Vertical integration + high automation, with four super factories globally located in the United States, China, Germany, and Mexico, with a long-term leading position in单车毛利率.
Market position： In Q2 of 2025， Tesla delivered 384，000 vehicles globally， with the Shanghai factory in China contributing 47% of the output， making it the only growth pole； the European market declined by 40% due to intensified competition， but the stock price still soared due to AI expectations， increasing its market value by 345 billion yuan overnight.
Product matrix： Covers sedans， SUVs， pickups， heavy trucks， and the second-generation Roadster supercar， with the fastest 0-100 km/h time being 2 seconds or less， and the maximum range exceeding 650 km； the global supercharging network has 50，000 charging piles， and 15 minutes of charging can provide 270 km of power.
Brand influence： The opening of 986 patents has given rise to new global forces， transforming electric vehicles from "environmental tools" into "high-performance technological fashion items"， and promoting the energy business to form a "vehicle + solar + storage + charging" closed loop.