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Industry Moves行业动向

Tesla builds its 10 millionth EV, marking the halfway point on Musk's $1 trillion pay-package target特斯拉第1000万辆电动车下线,马斯克万亿薪酬目标过半

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  1. Tesla announced on Thursday, July 30, 2026 that it has built its 10 millionth electric vehicle, six years after hitting the one-millionth mark, putting it halfway to the 20-million-vehicle build target Tesla must reach by 2035.
  2. That 20-million figure is one of four "product goals" - alongside 10 million Full Self-Driving subscriptions, 1 million "bots," and 1 million robotaxis on the road by 2035 - CEO Elon Musk must hit to unlock the full value of the $1 trillion pay package shareholders approved last year.
  3. Growth is slowing: Tesla has never sold 2 million vehicles in a single year, and U.S. sales fell 13% year-over-year in Q2 2026, pushing the company toward newer markets like Japan and Australia even as U.S. rivals Rivian and Lucid Motors have struggled to reach scale.
  1. 特斯拉于2026年7月30日周四宣布第1000万辆电动车下线,距其第100万辆下线已过去六年,这意味着公司完成了2035年2000万辆生产目标的一半进度。
  2. 万辆目标是马斯克必须达成的四项"产品目标"之一,其余三项为:1000万份"完全自动驾驶"(FSD)软件订阅、交付100万台"机器人"、以及2035年前部署100万辆robotaxi——达成全部目标才能解锁股东去年批准的万亿美元薪酬方案全部价值。
  3. 增长正在放缓:特斯拉迄今从未在单一年度售出200万辆汽车,且2026年第二季度美国销量同比下滑13%,促使公司转向日本、澳大利亚等新兴市场,与此同时Rivian、Lucid Motors等美国同行仍难以实现规模化。

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T2 Tesla made its 10 millionth EV 2026-07-30
techcrunch-mobility