
大多數(shù)人在提起電動汽車時,,首先浮現(xiàn)腦海的公司一定是特斯拉(Tesla Inc.),,但幾乎令人難以想象的是,,這家公司或許已在中國這個全球最大,、最先進的電動汽車市場度過了它的黃金時期。
中國乘用車市場信息聯(lián)席會(Passenger Car Association)的數(shù)據(jù)顯示,,埃隆·馬斯克執(zhí)掌的特斯拉在中國市場的銷量已連續(xù)五個月同比下滑,。今年2月特斯拉出貨量同比暴跌49%,只有30,688輛,,創(chuàng)下自2022年7月以來的最低月度出貨量,。當時正值新冠疫情中期,月度出貨量僅28,217輛,。
為提高生產(chǎn)效率和重新推出熱銷的Model Y車型,,位于上海郊區(qū)的特斯拉工廠對部分生產(chǎn)線進行了改造,因此產(chǎn)量下降并需要時間恢復本就在預(yù)料之中,。但即使在此之前,,特斯拉的銷量就已呈現(xiàn)頹勢,。
中國前12大車企的市場份額涵蓋純電、混動及燃油車型,,排名第11位的特斯拉市場份額已跌破5%,。事實上,多數(shù)車企(尤其是國際品牌)的市占率曲線均呈下滑態(tài)勢,。
反觀比亞迪(BYD Co.),,自2022年3月起全面停止生產(chǎn)純?nèi)加蛙嚕涫姓悸收平?5%,。上月該公司純電與混動乘用車銷量突破31.8萬輛,,同比激增161%。這家總部位于深圳的車企海外銷量亦以67,025輛再創(chuàng)新高,。
比亞迪的成功正是特斯拉敗退的主要原因之一,。
馬斯克在政治上的言行令許多人反感,隨著他越來越多地涉足政治,,特斯拉在全球多地銷量暴跌,。例如在德國市場,上個月盡管當?shù)仉妱悠囌w注冊量激增,,但特斯拉的銷量卻驟降76%,,僅有1,429輛。而特斯拉在中國市場的敗退,,更多源于產(chǎn)品線單一且過時,,面對比亞迪等本土品牌推出的新穎車型顯得力不從心。
中國汽車技術(shù)研究中心(China Automotive Technology and Research Center)的數(shù)據(jù)顯示,,特斯拉去年年底的在華銷量占比跌至2.6%,,創(chuàng)12個月新低。
價格也揭示了比亞迪如何攻占特斯拉的核心陣地,。
特斯拉上海工廠生產(chǎn)的Model Y和Model 3沒有大幅降價,,僅小幅下調(diào)了價格,平均售價仍維持在約3.35萬美元,。
而比亞迪今年最暢銷的運動型兩廂轎車宋Plus(Song Plus),,根據(jù)不同配置降價8%-18%,頂配版零售價約2.1萬美元,,遠低于特斯拉競品,。
比亞迪另一熱銷車型海鷗(Seagull)均價更降至9,900美元,今年已售82,435輛,。
中國車企在適合本地駕駛環(huán)境的智能駕駛系統(tǒng)開發(fā)方面亦取得顯著進展,。
比亞迪年初宣布將高階智駕系統(tǒng)“天神之眼”(God’s Eye)下放至部分售價最低的車型,使車道保持,、自適應(yīng)巡航等功能不再專屬中高端車主,。
中國市占率第四的吉利汽車(Geely Automobile Holdings Ltd.)近日透露,,其AI智駕系統(tǒng)將覆蓋銀河(Galaxy)、極氪(Zeekr),、領(lǐng)克(Lynk)等全系品牌,,G-Pilot技術(shù)可提供高速公路自動駕駛和自動泊車等功能。
特斯拉并非停滯不前,。除備受期待的Model Y改款車型(這款運動型多功能汽車前臉新增貫穿式LED燈帶,,致敬Cybertruck的設(shè)計風格)外,特斯拉上個月在中國推出了輔助駕駛功能,,其水平接近在美國推出的全自動駕駛(FSD),。該功能的開通費用為6.4萬元(約合8,800美元)。這筆費用幾乎等同于購買一輛比亞迪整車的價格,。
對特斯拉而言,,調(diào)整定價策略(涵蓋輔助駕駛功能與整車售價)已迫在眉睫。
借鑒美國市場的FSD分級套餐或訂閱模式,,或能提升產(chǎn)品的吸引力,。中國消費者非常重視車載智能系統(tǒng)。這正是特斯拉在馬斯克個人魅力褪色時可把握的機遇,。
特斯拉還可以增加本地零部件采購,,并借力中國完善的產(chǎn)業(yè)生態(tài),或許能打造出真正以科技驅(qū)動的電動汽車產(chǎn)品,,而不僅是電力驅(qū)動的交通工具,。
比亞迪深諳本土市場走勢。其未來的挑戰(zhàn)在于能否在即便面臨關(guān)稅壁壘的情況下,,在海外主流市場復制國內(nèi)的成功,。建立國際品牌形象需要時間沉淀與持續(xù)投入。(財富中文網(wǎng))
譯者:劉進龍
審校:汪皓
大多數(shù)人在提起電動汽車時,,首先浮現(xiàn)腦海的公司一定是特斯拉(Tesla Inc.),,但幾乎令人難以想象的是,這家公司或許已在中國這個全球最大,、最先進的電動汽車市場度過了它的黃金時期,。
中國乘用車市場信息聯(lián)席會(Passenger Car Association)的數(shù)據(jù)顯示,埃隆·馬斯克執(zhí)掌的特斯拉在中國市場的銷量已連續(xù)五個月同比下滑,。今年2月特斯拉出貨量同比暴跌49%,只有30,688輛,,創(chuàng)下自2022年7月以來的最低月度出貨量,。當時正值新冠疫情中期,月度出貨量僅28,217輛,。
為提高生產(chǎn)效率和重新推出熱銷的Model Y車型,,位于上海郊區(qū)的特斯拉工廠對部分生產(chǎn)線進行了改造,,因此產(chǎn)量下降并需要時間恢復本就在預(yù)料之中。但即使在此之前,,特斯拉的銷量就已呈現(xiàn)頹勢,。
中國前12大車企的市場份額涵蓋純電、混動及燃油車型,,排名第11位的特斯拉市場份額已跌破5%,。事實上,多數(shù)車企(尤其是國際品牌)的市占率曲線均呈下滑態(tài)勢,。
反觀比亞迪(BYD Co.),,自2022年3月起全面停止生產(chǎn)純?nèi)加蛙嚕涫姓悸收平?5%,。上月該公司純電與混動乘用車銷量突破31.8萬輛,,同比激增161%。這家總部位于深圳的車企海外銷量亦以67,025輛再創(chuàng)新高,。
比亞迪的成功正是特斯拉敗退的主要原因之一,。
馬斯克在政治上的言行令許多人反感,隨著他越來越多地涉足政治,,特斯拉在全球多地銷量暴跌,。例如在德國市場,上個月盡管當?shù)仉妱悠囌w注冊量激增,,但特斯拉的銷量卻驟降76%,,僅有1,429輛。而特斯拉在中國市場的敗退,,更多源于產(chǎn)品線單一且過時,,面對比亞迪等本土品牌推出的新穎車型顯得力不從心。
中國汽車技術(shù)研究中心(China Automotive Technology and Research Center)的數(shù)據(jù)顯示,,特斯拉去年年底的在華銷量占比跌至2.6%,,創(chuàng)12個月新低。
價格也揭示了比亞迪如何攻占特斯拉的核心陣地,。
特斯拉上海工廠生產(chǎn)的Model Y和Model 3沒有大幅降價,,僅小幅下調(diào)了價格,平均售價仍維持在約3.35萬美元,。
而比亞迪今年最暢銷的運動型兩廂轎車宋Plus(Song Plus),,根據(jù)不同配置降價8%-18%,頂配版零售價約2.1萬美元,,遠低于特斯拉競品,。
比亞迪另一熱銷車型海鷗(Seagull)均價更降至9,900美元,今年已售82,435輛,。
中國車企在適合本地駕駛環(huán)境的智能駕駛系統(tǒng)開發(fā)方面亦取得顯著進展,。
比亞迪年初宣布將高階智駕系統(tǒng)“天神之眼”(God’s Eye)下放至部分售價最低的車型,,使車道保持、自適應(yīng)巡航等功能不再專屬中高端車主,。
中國市占率第四的吉利汽車(Geely Automobile Holdings Ltd.)近日透露,,其AI智駕系統(tǒng)將覆蓋銀河(Galaxy)、極氪(Zeekr),、領(lǐng)克(Lynk)等全系品牌,,G-Pilot技術(shù)可提供高速公路自動駕駛和自動泊車等功能。
特斯拉并非停滯不前,。除備受期待的Model Y改款車型(這款運動型多功能汽車前臉新增貫穿式LED燈帶,,致敬Cybertruck的設(shè)計風格)外,特斯拉上個月在中國推出了輔助駕駛功能,,其水平接近在美國推出的全自動駕駛(FSD),。該功能的開通費用為6.4萬元(約合8,800美元)。這筆費用幾乎等同于購買一輛比亞迪整車的價格,。
對特斯拉而言,,調(diào)整定價策略(涵蓋輔助駕駛功能與整車售價)已迫在眉睫。
借鑒美國市場的FSD分級套餐或訂閱模式,,或能提升產(chǎn)品的吸引力,。中國消費者非常重視車載智能系統(tǒng)。這正是特斯拉在馬斯克個人魅力褪色時可把握的機遇,。
特斯拉還可以增加本地零部件采購,,并借力中國完善的產(chǎn)業(yè)生態(tài),或許能打造出真正以科技驅(qū)動的電動汽車產(chǎn)品,,而不僅是電力驅(qū)動的交通工具,。
比亞迪深諳本土市場走勢。其未來的挑戰(zhàn)在于能否在即便面臨關(guān)稅壁壘的情況下,,在海外主流市場復制國內(nèi)的成功,。建立國際品牌形象需要時間沉淀與持續(xù)投入。(財富中文網(wǎng))
譯者:劉進龍
審校:汪皓
It’s almost unthinkable, but Tesla Inc., the company that comes to mind when most people think about electric vehicles, may have had its best days in China, the world’s biggest and most advanced EV market.
Elon Musk’s automaker has been backsliding in China for the past five consecutive months on a year-on-year basis, according to data from the country’s Passenger Car Association. Tesla’s shipments plunged 49% in February from a year earlier to just 30,688 vehicles, the lowest monthly figure since way back in July 2022, when it shipped just 28,217 EVs — and that was in the middle of Covid.
Tesla’s factory on the outskirts of Shanghai has had some of its production lines retooled for efficiency and to relaunch the popular Model Y, so it’s to be expected both that output dropped and will take some time to ramp back up. But even before that, the trend was heading in the wrong direction.
It shows the market shares of the top 12 automakers in China by sales for any type of car — electric, hybrid or otherwise. Tesla, at No. 11, is well under 5%. Indeed, most carmakers’ trend lines are sloping down, not up, especially the international ones.
But look at BYD Co. The company, which stopped making cars powered entirely by internal combustion engines in March 2022, has a market share heading toward 15%. It sold more than 318,000 fully electric and hybrid passenger vehicles last month, up 161% year-on-year. The Shenzhen-based carmaker also notched another record month for overseas sales, which hit 67,025 units.
Its success is a major reason why Tesla is losing.
While Tesla sales in other parts of the world are cratering as Musk wades deeper into politics many find unsavory — sales in Germany plunged 76% to only 1,429 cars last month, even as overall EV registrations jumped — in China, disappointing shipments have more to do with a narrow and dated lineup, particularly in the face of up-to-date and more exciting offerings from BYD and others.
Year-end data place Tesla’s share of domestic sales at 2.6%, the lowest in 12 months, according to figures compiled by the China Automotive Technology and Research Center.
Another chart shows how BYD has muscled into Tesla’s sweet spot.
Both the Model Y and Model 3, the two vehicles Tesla makes in Shanghai, have only had their prices trimmed, rather than slashed, and buying one still costs around $33,500 on average.
BYD’s best-selling model this year in China, a sporty hatchback called the Song Plus, has had its sticker price reduced by between 8% to 18%, depending on the car’s specs. The most expensive Song Plus EV retails for around $21,000 — much cheaper than a Tesla.
Another of BYD’s popular models, the Seagull, which has found around 82,435 buyers this year, comes in at an even more affordable $9,900, on average.
Chinese carmakers have also significantly upped their game when it comes to localized software tailored to domestic driving conditions.
BYD said earlier this year that it’s taking advanced driver-assistance to the masses by including its God’s Eye technology in even some of its cheapest cars. Now, features like lane keeping and adaptive cruise control will be for everyone, not only people who can afford mid- to high-end models.
Geely Automobile Holdings Ltd., China’s fourth-ranked carmaker by market share, said last week that its AI-powered pilot system will be added to all of its brands, including Galaxy, Zeekr and Lynk. The G-Pilot technology will enable cars to navigate highways and self park.
Tesla isn’t standing still. Apart from its highly anticipated Model Y refresh — the sport utility vehicle now features a thin LED light running across its front end, reminiscent of the Cybertruck — Tesla last month enabled driver-assistance capabilities in China similar to those marketed as Full Self-Driving, or FSD, in the US. The software will be switched on for customers who’ve paid 64,000 yuan ($8,800). Then again, that’s almost as much as what it would cost to buy an entire one of BYD’s cars.
For Tesla, a recalibration of its pricing strategies, both for its driver-assistance functions and the vehicles themselves, is paramount.
Offering tiered FSD packages, or a subscription option like what Tesla has in the US, could broaden the appeal of its EVs. Chinese consumers place a lot of importance on intelligent software features in cars. That’s something Tesla could capitalize on as Musk’s pulling power wanes among some consumers.
Tesla could also look to integrate more locally sourced components and leverage China’s robust supply chain so that it’s not only building cars powered by electricity, but also by technology.
BYD understands those domestic market dynamics well. The key for the company will be whether it can replicate its success in big car markets outside of China, even in the face of tariffs. It will take time and substantial investment to establish its brand abroad.