第一上海：特斯拉：周报-20240813

Investment Rating - The report does not explicitly state an investment rating for the company Core Insights - Tesla's Full Self-Driving (FSD) technology shows significant safety improvements, with a reported accident rate of one per 6.88 million miles (11.07 million kilometers) when using FSD, compared to one per 1.45 million miles (2.33 million kilometers) for non-FSD users [1] - Tesla has been included in more government procurement lists in China, allowing local governments and agencies to purchase Tesla vehicles, including the Model Y [1] - Tesla has partnered with Sunrun to enhance grid reliability in Texas by integrating Powerwall storage systems into solar installations [2] - The Cybertruck has been launched in Canada and Mexico, with prices starting at 137,990 CAD for the all-wheel-drive version [3] - In July, Tesla China reported wholesale sales of 74,117 vehicles, a month-on-month increase of approximately 4% and a year-on-year increase of about 15% [4] Summary by Sections Company Performance - Tesla's Q2 safety report indicates a significant reduction in accident rates when using FSD technology [1] - The company has seen an increase in vehicle sales in China, with a notable rise in domestic sales [4] Partnerships and Collaborations - The collaboration with Sunrun aims to improve energy cost savings and grid reliability through the integration of Tesla's Powerwall [2] Product Launches - The Cybertruck has officially launched in Canada and Mexico, expanding Tesla's product offerings in North America [3] Market Position - Tesla's inclusion in government procurement lists in China enhances its market position and potential sales growth in the region [1]