特斯拉中國銷量下滑,比亞迪緊追猛趕?




特斯拉在中國的銷售下滑

北京(路透社)- 美國汽車製造商特斯拉(NASDAQ: TSLA)在三月份售出78,828輛中國製造的電動車,較去年同期下降了11.5%。根據中國乘用車協會(CPCA)周三的數據顯示,中國生產的Model 3和Model Y的交付量較上個月增長了156.9%。

與此同時,中國競爭對手比亞迪(SZ: 002594)在上個月的乘用車銷售量同比增長了23.1%,達到371,419輛。比亞迪的海洋系列和王朝系列電動車及插電式混合動力車型表現突出。

特斯拉在中國於二月底開始交付改版的熱銷Model Y,而在上個月則在美國和歐洲推出,這幫助刺激了需求,因為潛在客戶一直在等待這次更新。

在第一季度,特斯拉交付了172,754輛中國製造的汽車,包括中國的出貨量和出口到歐洲等市場,這一數字同比下降21.8%,是兩年多以來的最低水平,這主要是受到中國市場競爭加劇的影響。

根據Counterpoint Research的數據,比亞迪今年將首次取代特斯拉成為全球電動車銷售的領頭羊,市場份額為15.7%,而特斯拉則為15.3%。這家中國電動車巨頭今年的銷售目標是550萬輛,其中14.5%將出口海外。比亞迪通過在其大部分產品上提供智能駕駛功能而不收取額外費用以及推出新的超充電技術,已經在本土市場引起了震動。

特斯拉的中國競爭對手在過去一年內推出了至少六款新車以對抗Model Y,而小米(OTC: XIACF)計劃於2025年推出的新款YU7跨界SUV被視為可能的強勁對手。

為了挽回失去的市場份額,特斯拉計劃在上海使用現有生產線生產更低成本的Model Y,並計劃於明年開始大規模生產。

特斯拉面臨新挑戰

隨著2024年估值飆升,許多投資者對於是否應該再投入資金感到不安。儘管股市中總有機會,但現在找到這些機會似乎比一年前更困難。對於下一步的投資不確定?尋找新高潛力機會的最佳方法之一是看看今年表現最佳的投資組合。ProPicks AI提供了6個來自Investing.com的模型投資組合,這些投資組合識別出目前最佳的股票。例如,ProPicks AI發現了9隻被忽視的股票,今年單獨上漲了超過25%。這些新股票有可能在未來幾年內帶來可觀的回報。特斯拉是否也在其中?

這篇報導揭示了特斯拉在中國市場的困境,面對日益激烈的競爭,特斯拉需要不斷調整其策略來維持其市場地位。比亞迪的成功顯示了本土品牌在技術創新和市場應對上的優勢,特斯拉若不迅速行動,可能會被更具競爭力的對手所超越。投資者對於特斯拉未來的預測也因此變得更加謹慎,顯示出市場的不確定性。這一切都提醒我們,無論是消費者還是投資者,在這個快速變化的市場中,都必須保持靈活和敏銳。

以上文章由特價GPT API KEY所翻譯及撰寫。

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