近期，特斯拉在全球三大市场呈现截然不同的态势：在日本推出史无前例的降价促销，在自动驾驶领域加速推进FSD全球审批，在印度则正式终止了长达五年的建厂计划。

日本特斯拉，白菜价促销特斯拉在日本推出力度空前的购车优惠。Model 3后驱版叠加日本政府127万日元补贴及东京等地80万至100万日元地方补贴后，实际支付最低约314万日元，折合人民币仅13.4万元。

作为对比，国内Model 3起售价23.55万元，日本补贴后价格便宜近10万元。这一价位已接近丰田卡罗拉混动（约238万日元）和本田思域（约350万日元）等传统燃油A级车。

特斯拉日本负责人表示希望打破Model 3“豪华车”印象，将其推广为大众化车型。此外，特斯拉还推出0利率金融方案和三年免费超充福利，需在7月31日前完成订购。日本新能源车渗透率长期仅3%左右，远低于中国和欧洲，充电设施不足与本土品牌忠诚度高仍是挑战。FSD全球加速特斯拉人工智能负责人在CVPR会议上披露，全球已有130万辆特斯拉车辆开通FSD功能。

亚洲方面，中国已完成审批，FSD 13.0版本去年已上线，搭载最新14.0版本的FSD有望很快推出；日本计划今年年底前正式上线，印度、马来西亚、泰国待审批。美洲地区，美、加、墨及波多黎各已大范围上线，下一阶段瞄准智利和哥伦比亚。欧洲推进最猛，今年4月荷兰车辆管理局率先审批，立陶宛、爱沙尼亚相继获批，拉脱维亚即将完成，待审批欧盟国家达21个（含德、法、意），非欧盟国家15个（含英、瑞、挪）。中东已在阿联酋开展道路测试，以色列即将登陆，待审批市场包括卡塔尔、沙特、土耳其。非洲首次出现，仅埃塞俄比亚在推进本地审批。印度建厂终止印度重工业部部长证实，特斯拉已终止在印度建设超级工厂的计划，持续近5年的谈判告吹。

核心分歧在于：特斯拉希望先以较低关税进口汽车测试市场需求，再决定是否建厂；印度政府要求必须先承诺本地制造，才能享受更低关税。2025年特斯拉在印度注册量仅200余辆，初期订单约600辆。14亿人口并未转化为有效需求。

此外，印度产业配套短板明显，供应商网络、工程师队伍、物流体系和质量控制远不及长三角。沃达丰、福特、大众等外资均曾遭遇税务或亏损纠纷，政策风险高企。特斯拉认为，在需求未验证的市场新建重资产工厂，风险远大于收益。 

近期，特斯拉喺全球三大市場呈現截然唔同嘅態勢：喺日本推出史無前例嘅減價促銷，喺自動駕駛領域加速推進 FSD 全球審批，喺印度則正式終止咗長達五年嘅建廠計劃。

日本特斯拉，白菜價促銷特斯拉喺日本推出力度空前嘅購車優惠。Model 3 後驅版疊加日本政府 127 萬日元補貼及東京等地 80 萬至 100 萬日元地方補貼後，實際支付最低約 314 萬日元，折算人民幣僅 13.4 萬元。

作為對比，國內 Model 3 起售價 23.55 萬元，日本補貼後價格便宜近 10 萬元。呢個價位已接近豐田卡羅拉混動（約 238 萬日元）同本田思域（約 350 萬日元）等傳統燃油 A 級車。

特斯拉日本負責人表示希望打破 Model 3“豪華車”印象，將其推廣為大眾化車型。此外，特斯拉仲推出 0 利率金融方案同三年免費超充福利，需喺 7 月 31 號前完成訂購。日本新能源車滲透率長期僅 3% 左右，遠低於中國同歐洲，充電設施不足同本土品牌忠誠度高仍係挑戰。FSD 全球加速特斯拉人工智能負責人喺 CVPR 會議上披露，全球已有 130 萬輛特斯拉車輛開通 FSD 功能。

亞洲方面，中國已完成審批，FSD 13.0 版本去年已上線，搭載最新 14.0 版本嘅 FSD 有望很快推出；日本計劃今年年底前正式上線，印度、馬來西亞、泰國待審批。美洲地區，美、加、墨同波多黎各已大範圍上線，下一階段瞄準智利同哥倫比亞。歐洲推進最猛，今年 4 月荷蘭車輛管理局率先審批，立陶宛、愛沙尼亞相繼獲批，拉脫維亞即將完成，待審批歐盟國家達 21 個（含德、法、意），非歐盟國家 15 個（含英、瑞、挪）。中東喺阿聯酋開展道路測試，以色列即將登陸，待審批市場包括卡塔爾、沙特、土耳其。非洲首次出現，僅埃塞俄比亞喺推進本地審批。印度建廠終止印度重工業部部長證實，特斯拉已終止喺印度建設超級工廠嘅計劃，持續近 5 年嘅談判告吹。

核心分歧喺：特斯拉希望先用較低關稅進口汽車測試市場需求，再決定係咪建廠；印度政府要求必須先承諾本地製造，先至享受更低關稅。2025 年特斯拉喺印度註冊量僅 200 餘輛，初期訂單約 600 輛。14 億人口並未轉化為有效需求。

此外，印度產業配套短板明顯，供應商網絡、工程師隊伍、物流體系同質量控制遠不及長三角。沃達豐、福特、大眾等外資均曾遭遇稅務或虧損糾紛，政策風險高企。特斯拉認為，喺需求未驗證嘅市場新建重資產工廠，風險遠大於收益。 

Recently, Tesla showed distinctly different trends in the world's three major markets: launching unprecedented price-cut promotions in Japan, accelerating FSD global approval in the autonomous driving field, and officially terminating the five-year factory construction plan in India.

Tesla Japan launched an unprecedented car purchase discount. After combining the Model 3 Rear-Wheel Drive version with the Japanese government's 1.27 million yen subsidy and local subsidies in Tokyo and other places ranging from 800,000 to 1 million yen, the actual minimum payment is about 3.14 million yen, equivalent to only 134,000 yuan in RMB.

For comparison, the domestic Model 3 starts at 235,500 yuan, nearly 100,000 yuan cheaper than the subsidized price in Japan. This price point is close to traditional fuel A-segment cars like the Toyota Corolla Hybrid (about 2.38 million yen) and the Honda Civic (about 3.5 million yen).

A Tesla Japan representative stated hope to break the Model 3 "luxury car" impression and promote it as a mass-market model. Additionally, Tesla launched 0% interest financial schemes and three years of free Supercharging benefits, orders must be completed before July 31. Japan's NEV penetration rate has long been around 3%, far lower than China and Europe, with insufficient charging infrastructure and high loyalty to local brands still posing challenges. FSD Global Acceleration. Tesla's AI head revealed at the CVPR conference that 1.3 million Tesla vehicles globally have activated the FSD function.

For Asia, China has completed approval, FSD 13.0 version launched last year, FSD equipped with the latest 14.0 version expected soon; Japan plans to officially launch by end of this year, India, Malaysia, Thailand pending approval. For Americas, US, Canada, Mexico and Puerto Rico have large-scale launch, next phase targeting Chile and Colombia. Europe progress fastest, April this year Netherlands Vehicle Licensing Bureau approved first, Lithuania and Estonia approved in succession, Latvia about to finish, 21 EU countries waiting approval (including Germany, France, Italy), 15 non-EU countries (including UK, Switzerland, Norway). Middle East has carried out road testing in UAE, Israel about to arrive, waiting approval markets include Qatar, Saudi Arabia, Turkey. Africa appeared for first time, only Ethiopia is advancing local approval. India Factory Construction Termination. Indian Ministry of Heavy Industry Minister confirmed, Tesla has terminated the plan to build Super Factory in India, nearly 5-year negotiations failed.

Core divergence lies in: Tesla hopes to import cars at lower tariffs first to test market demand before deciding on building a factory; Indian government requires must commit to local manufacturing first to enjoy lower tariffs. 2025 Tesla registered volume in India only 200+ vehicles, initial orders about 600 vehicles. 1.4 billion population has not converted to effective demand.

Additionally, India's industrial support shortcomings are obvious, supplier network, engineer team, logistics system and quality control far behind Yangtze River Delta. Vodafone, Ford, Volkswagen and other foreign capital all once encountered tax or loss disputes, policy risks high. Tesla believes, building new capital-intensive factories in markets where demand is not verified, risks far exceed benefits.