Tesla's sales fell by more than 60%month -on -month?How did the giant Tesla's performance suddenly change their face?

In the Chinese new energy vehicle market, Tesla can be a evergreen tree in the market, and the appeal in the market is unique. However, recently, Tesla has been exposed to China. What happened to Tesla who suddenly changed his face? What should we think of Tesla?

1. Tesla China has plummeted from the previous month?

On August 9, the nationwide passenger car market information joint meeting (hereinafter referred to as the "multiplier") released data. Data show that in July, the wholesale sales of narrow passenger cars were 2.134 million units, an increase of 40.8 % year -on -year, and a decrease of 2.5 % month -on -month. New energy passenger cars have become one of the main forces of the market. In July, wholesale sales reached 564,000 units, an increase of 123.7 % year -on -year, and a decrease of 1.1 % month -on -month, the growth rate exceeded market expectations.

Based on the dynamic judgment of market conditions, Cui Dongshu, Secretary -General of the Federation of Federation, said that the sales progress of domestic new energy passenger cars has exceeded the previous forecast of the Passenger Federation. The sales data of the car is adjusted from 5.5 million to 6 million.

In July, BYD, SAIC -GM Wuling, and Geely Automobile three Chinese car companies, with sales of 162,200, 593,000 and 320,000, occupy the "top three" sales list, and Tesla China sales ranked ranking. The position has declined. In July, sales were 28,200, a decrease of 64.2 % month -on -month.

In contrast, Tesla China, which continues to occupy the sales of new energy passenger cars, has not been expected in July. Data show that in July, Tesla China car sales of 28,217 vehicles, a decrease of 64.2 % from the previous month.

Industry insiders analyzed that Tesla China ’s decline was affected by production capacity on the one hand, and on the other hand, it was related to various negative information. This information indirectly affected Tesla’ s brand power in the terminal consumer market. Essence

Second, Tesla's performance suddenly changes his face?

We see that Tesla currently has a relatively large -scale decline in a year -on -month, and many people will be surprised. Why is there such a phenomenon? Where is Tesla? What is the reason?

First of all, we must understand that for the current market, Tesla is actually in the process of clear market capacity pressure. It is affected by the supply chain and multiple factors of its own development. The overall delivery time of buying Tesla Auto is delayed. In such a big background, the result that must occur is that Tesla's overall sales have declined to a certain extent. After all, for consumers to come to consumers It is said that many consumers are unwilling to accept the life that can not be mentioned at all, so we see that the current Tesla is actually in such a state. Most consumers are not optimistic about Tesla's current. The delivery level naturally leads to a decline in sales.

Secondly, what we see is that Tesla is actually in a relatively negative state. A large number of consumers have actually discovered that Tesla has a big problem on the overall public opinion, although Musk has been giving it Tesla brings goods, but Tesla is facing the pressure of economic development very much. Once this kind of public opinion gradually affects consumer consumption confidence, Tesla will face a large market problem. At present, it is such a state. Everyone is a little worried about Tesla's quality problems. In addition, a series of negative public opinion intertwined, the end result directly affects Tesla's sales.

Third, from the perspective of long -term market development, the current decline in Tesla's sales has actually brought more opportunities to many domestic new energy companies. After all, Tesla was too popular before, most domestic new energy vehicles In fact, there is not enough market competitiveness. Now Tesla has a decline in sales, leaving enough market space for the market. Therefore, we have seen a large number of domestic domestic new energy companies began to show signs of large -scale expansion. This also sees the development trend of the entire market. For the current domestic new energy vehicles, when you need to quickly try to implement the curve, whether you can grab more market share at this time depends on domestic new energy sources. Can cars get more cost -effective products?

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