Tesla revealed in May that the production capacity of Shanghai's new third phase is expected to double. The company's income from Tesla accounts for nearly 50%, and the product ASP has increased by nearly 60%. It also has the characteristics of low valuation + high growth rate + small circulation market value.

Musk visited China for the first time in three years. It is worth noting that according to the EIA materials submitted by Tesla in May, the designed annual production capacity of the new phase III project in Shanghai is expected to double to 2 million units. Analysts believe that the target of Tesla's industrial chain has undergone a deep adjustment, and the profit growth rate is expected to be significantly increased in the next three years, and it is optimistic that the beneficiary companies will open up new space for growth.