Facing a Market Chill and Intense Competition from Chinese Rivals, Can Tesla's New Platform Rise to the Challenge? (AI Translation)
Listen to the full version
- Tesla retains its title as the global electric vehicle (EV) sales champion in 2023, amidst signs of a cooling EV craze. Toyota's chairman predicts EVs will only capture up to 30% of the global market share, with Tesla CEO Elon Musk expressing disappointment and facing challenges including a significant stock price drop and no sales target for 2024.
- The EV market enters a downturn with reduced incentives in key markets like the U.S. and Europe, impacting Tesla's dominance. In China, Tesla faces stiff competition from local manufacturers like BYD, which surpassed Tesla in quarterly EV sales.
- Tesla is at a critical juncture with upcoming product launches and innovations such as the Cybertruck and new battery technology. Despite current challenges, including legal issues surrounding Musk's compensation plan, Tesla aims to maintain its influence in the evolving automotive industry through ambitious projects like Optimus robots and self-driving technology advancements.
文｜财新周刊 安丽敏
By Caixin Weekly's An Limin
特斯拉（NASDAQ：TSLA）在2023年卫冕全球电动汽车销量冠军，但它发起的全球电动汽车热潮出现降温趋势。
Tesla (NASDAQ: TSLA) retained its title as the global electric vehicle sales champion in 2023, but the worldwide electric vehicle craze it sparked is showing signs of cooling.
2024年1月23日，丰田汽车发出会长丰田章男在公司内部的演讲和问答。在展望前景时，丰田章男称，全世界有10亿人生活在没有电的环境中，丰田汽车应该提供多种选择。他判断，电动汽车的全球市场份额最多只有30%，其余70%市场属于其他动力形式的汽车。
On January 23, 2024, Toyota Motor issued a speech and Q&A session by Chairman Akio Toyoda to the company's internal audience. Looking ahead, Akio Toyoda stated that with one billion people worldwide living without electricity, Toyota should offer a variety of options. He estimated that electric vehicles would account for no more than 30% of the global market share, with the remaining 70% belonging to cars powered by other forms of energy.
对于丰田的预测，1月24日，特斯拉CEO马斯克在社交媒体上评论：Sigh（叹气）。同一天，特斯拉发布2023年四季度财报。2023年，特斯拉的Model Y超越丰田RAV4，成为全球包括燃油车在内的最畅销车型，但由于降价促销等因素，公司全年营业利润同比下滑，毛利率进一步降低。特斯拉一反常态，没有给出2024年销量目标指引，还称销量增速相比2023年将显著下滑。
Regarding predictions for Toyota, on January 24, Tesla CEO Elon Musk commented on social media: "Sigh." On the same day, Tesla released its fourth quarter earnings report for 2023. In 2023, Tesla's Model Y surpassed Toyota's RAV4 to become the world’s best-selling vehicle model, including fuel vehicles. However, due to factors such as price reductions and promotions, the company's annual operating profit declined year-over-year and its gross margin further decreased. Breaking from tradition, Tesla did not provide sales target guidance for 2024 and stated that the growth rate of sales would significantly decline compared to 2023.
Sign in with Google
Sign in with Facebook
Sign in with 财新