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旭升集团对特斯拉销售情况
旭升集团对特斯拉销售情况
行业数据
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所属报告：
旭升集团-新能源轻量化实现首次腾飞户储&铝瓶开启二次成长曲线-221128（28页）.pdf
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行业数据
2026-06-26
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特斯拉26年1月向xAI投资20亿美元
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行业数据
2026-06-26
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行星滚柱丝杠结构图(左)、Optimus运用的三种线性执行器(中)、特斯拉Optimus行星滚柱丝杠分布图(右)
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行业数据
2026-06-18
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特斯拉FSD发展历程概览
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产业概述
2026-05-28
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比亚迪与特斯拉研发支出对比（2019-2025）
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行业数据
2026-05-25
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特斯拉人形机器人各环节成本分析（大规模量产后）
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市场规模
2026-03-30
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行业数据
2026-03-25
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特斯拉股权结构
fCDogqHkuJwgICAgIHwg5oyB6IKh5q+U5L6LIHwKfC0tLS0tLS0tLS18LS0tLS0tLS0tLXwKfCDpqazmlq/lhYsgICB8IDE5Ljc3JSAgIHwKfCDlhYjplIvpm4blm6IgfCA2LjklICAgICB8Cnwg6LSd6I6x5b636ZuG5ZuiIHwgNS43JSAgICB8Cnwg5YW25LuWICAgICB8IDY3LjYzJSAgIHwKCui1hOaWmeadpea6kO+8muWQjOiKsemhumlGaW5E77yM55Sz5LiH5a6P5rqQ56CU56m2
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行业数据
2026-03-16
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竞争格局
2026-03-16
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特斯拉储能业务收入一致预期（单位：亿元）
fCDlubTku70gICB8IOS4muWKoeaUtuWFpe+8iOS6v+WFg++8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyNCAgIHwgNzI1LjAyICAgICAgICAgICB8CnwgMjAyNUUgIHwgOTgyLjc3ICAgICAgICAgICB8CnwgMjAyNkUgIHwgMTAxMS4xMiAgICAgICAgICB8CnwgMjAyN0UgIHwgMTEzOS45OSAgICAgICAgICB8CnwgMjAyOEUgIHwgMTIyMC45ICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJppRmluZO+8jOW9reWNmu+8jOeUs+S4h+Wuj+a6kOeglOeptg==
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公司与特斯拉合作关系深远，产品配套情况常年稳定。公司自 2013 年 6 月与特斯拉首次接触，当时只为对方供应电池冷却系统的单一零部件。在磨合过程中，公司的研发能力、产品供应能力、及时响应能力得到对方认可，逐渐融入对方的供应链体系，在 2017 年成为对方的全面合作伙伴，为其供应传动系统、悬挂系统、电池系统、电气系统、液压系统等新能源汽车核心领域的零部件产品。在 2017年之后的合作深化阶段，公司对特斯拉销售金额占对方成本比重维持在 0.34%-0.47%，双方达成了稳定的销售配套关系。2019-2021 年特斯拉进入高速发展时期，营业收入由 1714.6 亿元增长至 3431.6 亿元，公司从对方的营收放量中受益，同期对特斯拉销售金额从 5.9 亿元上升至 12.1 亿元。在新能源汽车市场日益扩张的背景下，与全球龙头特斯拉的深度绑定，能够为公司产品的需求量形成强劲支撑，双方的合作关系也将从研发、销售等方面持续推进。
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