Tesla Faces a "Cold Winter"!

On March 13, the Korean media "Global Economy" published an article stating that the so-called "electric vehicle cold winter" is spreading worldwide, and Tesla is also hard to show defensive capabilities.

Data shows that global electric vehicle sales in January fell by 3% compared to the same period last year.

Although the European market saw a 24% increase in sales, the Chinese market declined by 20%, and the North American market even plummeted by 33%. These significant market contraction figures jointly dominated the overall sluggish global market situation.

In the United States, sales have clearly decreased since the previous年底 government under Trump abolished electric vehicle support policies. China has also recently reduced electric vehicle purchase incentives.

Tesla's electric vehicle sales in China in January reached the lowest level since the end of 2022, clearly reflecting the impact of policy changes.

Since Tesla introduced the Model Y in China in 2021, it has not yet launched any new electric vehicle models, which is also one of the reasons for the low sales.

In Europe, the political controversy surrounding Tesla CEO Elon Musk continues to have lingering effects, with observers believing that this has influenced the downward trend in electric vehicle sales.

According to statistics, Tesla's sales in France in January decreased by 42% compared to the same period last year, and Tesla's sales in the UK were only a quarter of those of BYD in China.

Tesla has encountered difficulties in both the European and Chinese markets, and achieving a full recovery this year still faces great challenges.

Tesla is placing its growth hopes on its future core business, autonomous driverless taxis and humanoid AI robots.

However, if the current important cash source - electric vehicle sales continue to decline, the ability to continue investing in this new growth driver may become unstable.

An analysis suggests that the shrinking electric vehicle market does not seem to be a big problem for Tesla's management. Because they are shifting their focus from automobile manufacturing to other areas.

Original article: toutiao.com/article/1859548700679168/

Statement: This article represents the views of the author himself.