Tesla réduit la production de la Model Y en Chine en raison d'une concurrence féroce

Tesla réduit ses dépenses Modèle Y production en Chine en raison d'une concurrence accrue et d'un ralentissement du marché. Barron’s. Cette décision pourrait avoir un impact sur Tesla‘s second-quarter delivery expectations and raises concerns about demand growth.

Défis du marché chinois des VE

The Chinese electric vehicle (EV) market is highly competitive and showing signs of slowing down. Through April, Chinese automakers sold approximately 1.6 million battery-electric vehicles (BEVs), a 9% increase year over year. However, Tesla’s sales from its Shanghai plant fell by 7%, totaling about 283,000 cars. This decline caused Tesla’s market share to drop by about 3 percentage points, now sitting at around 17% of all BEV sales.

Questions relatives à la croissance mondiale

Tesla’s global growth has been an issue in 2024. In the first quarter, Tesla delivered around 387,000 units, a nearly 9% decrease year over year. Wall Street projects second-quarter deliveries at 452,000 cars, a 3% decline compared to the previous year. This slowing growth has negatively impacted investor sentiment, with Tesla’s stock down 30% this year.

Perspectives du marché

Despite the recent slowdown, Tesla’s Modèle Y reste le BEV le plus vendu en Chine, avec environ 630 000 unités vendues au cours des 12 derniers mois. Les analystes de Wall Street sont optimistes quant à un rebond au second semestre 2024, prévoyant 979 000 livraisons au cours des troisième et quatrième trimestres combinés, soit une augmentation de 6% d'une année sur l'autre.

Performance des actions

On Friday, Tesla’s stock showed a slight uptick of 0.3% in premarket trading, reaching $174.29, while the S&P 500 and Nasdaq Composite futures also rose by about 0.3%.

EVXL’s Take

Tesla’s decision to cut Model Y production highlights the intense competition and dynamic nature of the Chinese EV market. Despite current challenges, the long-term outlook for Tesla remains positive, with expectations of recovery and growth in the latter half of 2024. The Model Y’s popularity in China underscores Tesla’s resilience and potential to navigate through a competitive landscape.

Avec l'aimable autorisation de Tesla Motors.