在激烈竞争中，特斯拉削减在中国的 Model Y 产量

特斯拉 正在减少 型号 Y 生产 中国 据《纽约时报》报道，由于竞争加剧和市场放缓 Barron’s.此举可能会影响 特斯拉‘s second-quarter delivery expectations and raises concerns about demand growth.

中国电动汽车市场面临的挑战

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.

全球增长问题

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.

市场前景

Despite the recent slowdown, Tesla’s 型号 Y 仍然是中国最畅销的纯电动汽车，在过去 12 个月中售出约 63 万辆。华尔街分析师对 2024 年下半年的反弹持乐观态度，预计第三和第四季度的总交付量将达到 97.9 万辆，同比增长 6%。

股票表现

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.

照片由特斯拉汽车公司提供。