Recently, Tesla can be said to be on the cusp of the field of new energy vehicles, and has gained a lot of attention. However, this is actually not good news for Tesla, because the news about Tesla in recent times is actually negative.
Tesla first announced a 10% layoff of employees worldwide, that is, about 14,000 people, and then there was news that Tesla's European factories began to stop production due to the activities of European climate activists. The most important thing is that Tesla's two mainstream models, Model 3 and Model Y, have been reduced by nearly 10,000 yuan in the Chinese market, and the current prices have fallen to the starting prices of 231,900 yuan and 249,900 yuan respectively. I have to say that it is another layoff and a price cut, and it is estimated that Musk is really starting to panic.
People who know something about new energy vehicles must know Tesla, and even many people who don't care about the new energy vehicle industry have heard of Tesla and its founder and CEO Elon Musk. Since 2019, Tesla has solved the problem of production capacity and cost after investing in the construction of the Shanghai Gigafactory in China, and then its shipments and influence in the international market have been increasing, and even for a long time, Tesla has faintly had the title of "No. 1" in the Chinese market.
However, the rapid development of China's new energy vehicle industry is also obvious to all, especially in the field of batteries, motors, electronic control and other electric fields, Chinese companies are even better, and even Tesla's new energy vehicles are equipped with many models equipped with power batteries shipped by Chinese companies such as CATL.
After that, many Chinese new energy vehicle companies began to enter the high-end market, accelerated the development of intelligent and intelligent assisted driving technologies, and gradually entered the high-end field, and the competition faced by Tesla suddenly became a lot bigger. The most important thing is that in 2024, BYD will surpass Tesla to become the manufacturer with the most new energy vehicle shipments, and in the first quarter of 2024, many Chinese new energy vehicle manufacturers have begun to cut prices.
There is no doubt that the technological advantage is gradually leveled, and China's new energy vehicle manufacturers have come up with a cost-effective advantage, and Tesla's performance in the Chinese market is getting worse and worse. In order to cope with this situation, Tesla can only choose to be forced to follow up and start a large-scale price cut.
Judging from public data, the number of new energy vehicles sold in the Chinese market will reach 6 million in 2023, accounting for more than 60% of the global new energy vehicle market share. It can be said that for new energy vehicle manufacturers, the importance of the Chinese market is undoubted, and if the Chinese market is lost, it is a very serious problem for any new energy vehicle manufacturer.
In the Chinese market, more and more consumers are now choosing domestic new energy vehicles, this reason is actually the aforementioned reason, there is no big difference in technology, but the new energy vehicles shipped by Chinese enterprises are becoming more and more excellent in terms of cost performance.
Judging from the public data, the number of new energy vehicles delivered by Tesla in the first quarter of 2024 is 386,800, although this data is still very good, but it is also the first time that Tesla's quarterly sales have declined. This is enough to see that Tesla is facing fierce competition from Chinese car companies in the Chinese market and is gradually losing its competitiveness.
On top of that, not only is Tesla's performance in the Chinese market a little poor, but Tesla's performance in other international markets has also begun to gradually weaken. Judging from public data, China's automobile exports will be 5 million units in 2023, surpassing Japan and Germany to become the world's largest automobile exporter, of which the export growth rate of new energy vehicles exceeds that of fuel vehicles. In April this year, the market penetration rate of new energy vehicles in the Chinese market exceeded 50%.
From these data, it can also be seen that the new energy vehicles of Chinese car companies are also quite competitive in the international market. Not long ago, the American media released a survey data, from which it can be seen that more than 60% of Americans said in the survey: if they buy new energy vehicles, they will give priority to China's new energy vehicle industry.
It is not difficult to see from the current situation that in terms of new energy vehicles, Chinese enterprises have begun to "overtake in corners", although foreign car companies in fuel vehicles rely on long-term advantages in technical barriers, but now in terms of new energy vehicles, Chinese enterprises have come up with too much core technology, and their performance in the international market is becoming more and more outstanding.
Tesla is actually the representative of the United States new energy vehicle manufacturers, in addition to Tesla, there is basically no well-known new energy car companies in the United States, Ford, General Motors and other old American car companies although they perform well in fuel vehicles, but there is no good performance in the transformation of new energy vehicles.
There is no doubt that it is not difficult to see from the recent situation faced by Tesla that the development of the new energy vehicle industry in the United States seems to have begun to lag behind, not only lacking local industrial chains and power battery manufacturers, but also Tesla, the former "first", has gradually begun to be unable to do so.
However, in the face of China's rapid development in the field of new energy vehicles, it will take ten years to increase the market penetration rate of new energy vehicles from 1% to more than 50%, and it is estimated that there is no good way to deal with it by another new energy vehicle manufacturer.
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