销量下滑，特斯拉高管重返中国

特斯拉 将高管 Tom Zhu 调回 中国 amid slumping sales and increased competition in the world’s largest electric vehicle market. Zhu, who was promoted to senior vice president of automotive in April 2023, previously led Tesla’s entry into China and oversaw the company’s Asia Pacific operations, 彭博社 报告。

Zhu’s Role and Promotion

Tom Zhu, one of Tesla’s three named executive officers, was promoted to senior vice president of automotive in April 2023. In this role, he oversaw global production, sales, deliveries, service, and the company’s factories from Tesla’s Austin headquarters. Prior to this, Zhu was based in China, heading Tesla’s Asia Pacific operations.

Tesla’s Slumping Sales in China

Tesla’s deliveries from its Shanghai factory, which include domestic sales and exports, fell 18% in April compared to the previous year, with 62,167 vehicles delivered. This decline occurred despite an estimated 33% increase in overall new-energy passenger vehicle wholesales in China, which reached around 800,000 units.

Increased Competition in China’s EV Market

Tesla faces growing competition in China from companies like 比亚迪 Co., which offers a wide range of vehicles, including the popular budget Seagull hatchback. New entrants, such as tech giant 小米 公司的 SU7 电动汽车也引起了轰动，订单超过 76,000 份。为了应对日益激烈的竞争，特斯拉在 4 月下旬下调了全线产品的价格，以促进销售。

Musk’s Surprise Visit to Beijing

In an effort to revive Tesla’s fortunes in China, CEO 埃隆-马斯克 made a surprise visit to Beijing in late April. During his visit, Musk received in-principle approval from government officials to deploy Tesla’s driver-assistance system in the 国家.

EVXL’s Take

Tesla’s decision to send Tom Zhu back to China highlights the importance of the Chinese market for the company and the challenges it faces in maintaining its position as a leading EV manufacturer. As competition intensifies and sales slump, Tesla must adapt its strategies to remain competitive and appeal to Chinese consumers. Zhu’s experience and success in leading Tesla’s entry into China 生产 him well-suited to navigate these challenges and help the company regain its footing in the world’s largest EV market. The outcome of Tesla’s efforts in China will have significant implications for the global EV industry and the future of sustainable transportation.

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