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中文(ZH) 视源股份：针对上游原材料价格上涨，公司已积极采取价格传导措施以缓解成本压力

Tesla retires Model S/X, repurposes lines for humanoid robot production

作者 PulseAugur 编辑部 · [6 个来源] ·

Tesla has officially retired its Model S and Model X vehicles from its Fremont, California factory, with the last units having completed delivery. The production lines for these iconic electric cars will be repurposed to manufacture Tesla's humanoid robots, aiming for a production capacity of one million units annually. This transition marks a significant shift in Tesla's manufacturing focus, moving from its foundational electric vehicles to its next-generation robotics endeavors. Concurrently, Tesla is facing a recall of over 218,000 vehicles in the US due to potential delays in the rearview camera feed. AI

影响 Repurposing automotive manufacturing for mass robot production signals a major shift in industrial AI deployment.

排序理由 The retirement of iconic vehicle lines and repurposing of manufacturing for a new product category (robots) is a significant strategic shift for a major automaker.

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Tesla retires Model S/X, repurposes lines for humanoid robot production

报道来源 [6]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Genvid: In response to the rising prices of upstream raw materials, the company has actively taken price transmission measures to alleviate cost pressure

    36氪获悉，视源股份在互动平台表示，针对上游原材料价格上涨，公司已积极采取价格传导措施以缓解成本压力，同时根据原材料成本、市场供需等因素动态调整产品价格策略。关于未来原材料价格、产品价格调整的具体安排，公司将综合考量市场供需等多方面因素审慎判断、决策。

  2. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Tesla's last batch of Model S/X completed delivery, original production line to mass-produce robots

    随着最后一批特斯拉Model S/X在加州弗里蒙特工厂下线，这两款开启全球电动化浪潮的传奇车型正式退役。这里的Model S/X生产线将在4个月内完成拆除与重构，转型为特斯拉人形机器人的专用生产线，规划年产能达100万台；得州工厂正在筹备的第二代产线，目标产能直指千万台级别。（新浪科技）

  3. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Tesla: The last Model S and Model X rolled off the line at the Fremont factory

    当地时间5月9日，特斯拉在社交平台表示，最后一辆Model S和最后一辆Model X已在弗里蒙特工厂下线。（界面新闻）

  4. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Tesla recalls over 210,000 vehicles in the US due to potential delays in rearview camera images

    5月6日，据美国国家公路交通安全管理局（NHTSA）披露，特斯拉正在召回部分2017年、2021-2023年款Model 3、2020-2023年款Model Y、2021-2023年款Model S和Model X车型，共计218868辆，这些车辆运行的软件版本为2026.8.6，当车辆挂入倒挡时，后视摄像头图像可能出现延迟。（界面）

  5. Forbes — Innovation TIER_1 English(EN) · Brooke Crothers, Contributor ·

    In California, Tesla Does What No Other American Car Maker Can Do

    The last time an American car manufacturer had a best-seller in California was in the 1990s. Tesla broke that long losing streak.

  6. X — Elon Musk TIER_1 English(EN) · Elon Musk ·

    RT Sawyer Merritt: The Tesla Model X was the fastest-selling used vehicle in the U.S. in March 2026, according to a new study by iSeeCars. On average,...

    RT Sawyer Merritt<br />The Tesla Model X was the fastest-selling used vehicle in the U.S. in March 2026, according to a new study by iSeeCars.<br /><br />On average, it found a buyer in 26 days, compared to the typical car, which usually lingers on the market for about two months…

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