2019年特斯拉研究报告.docx

9
IZZI
5
IZZI
IZZI

2019 = = = = =

7
1 2003-2008 Roadster 8..
2 2009-2015 1.0
1 10
2 Model S 1..2..
3 2016 1..4
17
1 1..7
1 18
1.9.
2. 0
2..1
...23
2 24
25
Model3 27
2 2..9...
1 29
2 33
Autopilot 3..4.
Autopilot 3.5...
3..6
3 3..7
4 3. 9
41

1 4..1..
1 41
2 4..2...
3 45
4 4..6
5 4..7...
2 4.8...
1 49
2
4..9...
3 4.9

2003
Roadster 2005
2008
CEO
ModelS
Roadster
2009
OEM
know-how 2012
OTA

ModelS ModelS
Model3 Model3

1.
5%
OTA
2.
Model3
Model 3
Model3
50
2018
L2
110 /KWh
7000
10%
LG CATL

3.
Roadster
2-3

ModelS/X
/SUV Model 3/Y /SUV
4.
CEO
Twitter
2018 BrandZ 100
94
+OTA
OEM

Uber

Model3
Model Y SUV
2030
Tesla Semi

3500
300