Tesla(TSLA) 第一上海证券·2025-02-13 06:18Investment Rating - The report does not explicitly state an investment rating for the company [2]. Core Insights - The report highlights significant improvements in Tesla's Full Self-Driving (FSD) software, particularly version 12.6.3, which has received positive feedback from users [3]. - Tesla is actively recruiting for its humanoid robot project, Optimus, indicating a strategic push into robotics [4]. - The company has launched non-base models of the Cybertruck in Canada and has increased prices for the Model X in both Canada and the U.S. [5]. - Tesla's Shanghai energy storage factory is set to begin production, aiming for an annual output of 10,000 Megapacks [6]. - Recent updates to the Model Y include enhancements to braking systems and interior noise reduction [7]. - Tesla has partnered with ORIX to build a large-scale energy storage project in Japan, expected to be operational by 2027 [11]. - In January 2025, Tesla's domestic insurance registrations showed a quarter-over-quarter increase of approximately 28% and a year-over-year increase of about 5% [12]. Company Overview - The company's stock price is currently at 1.16 trillion and a total share count of 3.217 billion [8]. - The 52-week high and low for the stock are 138.80, respectively [8]. - The book value per share is reported at $22.66 [8].