EV pioneer's Model 3 tuav qhov chaw No.
Tesla lub ntiaj teb BEV feem tag nrho yog 26% xyoo tas los, nqis los ntawm 28% hauv 2020. Qhov sib faib poob qis - mus rau 17% los ntawm 18% - thaum plug-in hybrid muag tau ntxiv rau.
Qhov kev poob qis tuaj yeem cuam tshuam txog kaum ob tus qauv BEV tshiab tso tawm xyoo tas los. Sacconaghi suav 88 hauv 2021, nce los ntawm 83 hauv 2020, thiab 67 hauv 2019.
Cov tub lag luam paub tias Tesla yuav ntsib kev sib tw hnyav - sai lossis tom qab. Tseem, taug qab lub tuam txhab thoob ntiaj teb sib koom, tshwj xeeb tshaj yog nyob rau hauv cheeb tsam, yuav pab tau lawv qhov project qhov twg EV kev lag luam yog coj mus - thiab seb cov Tshuag yog yuav, los yog tsis.
Piv txwv li, Tesla lub lag luam North American tau loj hlob xyoo tas los - txog 75% los ntawm 71% hauv 2020. Nws qhov nce hauv Tebchaws Europe tseem loj dua: 18% vs. 13%.
Tab sis kev muag khoom poob rau hauv Suav teb - mus rau 19% los ntawm 20% - thiab poob los ntawm ib nrab - mus rau 18% los ntawm 36% - nyob rau hauv ib cheeb tsam catchall hu ua "lwm lub ntiaj teb no." Sacconaghi tsis suav micro-EVs, cov qauv me tshaj plaws uas nyiam nyob hauv Suav teb.
Sab saum toj tsib tus muag khoom zoo tshaj plaws: Tesla Model 3, 481,204; Tesla Model Y, 427,935;
BYD
(1211. Hong Kong) Han, 87,293;
Renault
(RNO. France) Zoe, 77,948; thiab
Volkswagen
(VOW3. Lub teb chaws Yelemees) ID. 3, 76,235, XNUMX ib.
Tesla Model 3 thiab Y muag tag nrho 909,139 units hauv 2021, nce 105% los ntawm kwv yees li 443,000 xa tawm hauv 2020. 10 EV qauv tom ntej muag 691,000 units, nce ntawm 410,000.
Kev loj hlob sai dua tau muab Tesla txog 57% ntawm cov khoom muag sab saum toj 12, nce ntawm 52%. Tesla tag nrho cov feem poob los ntawm qis kawg ntawm kev ua lag luam; tag nrho cov qauv tshiab eroded koom nyob rau hauv Tuam Tshoj thiab lwm lub ntiaj teb no.
Zuag qhia tag nrho, 3.6 lab BEVs thiab 1.9 lab PHEV tau muag hauv 2021. 5.5 lab tag nrho sawv cev kwv yees li 7% mus rau 8% ntawm lub ntiaj teb lub teeb muag tsheb, nce ntawm 3% mus rau 4% ntawm lub teeb muag tsheb hauv 2020.
Tesla yuav ua tau zoo los tuav 18% lossis 20% ntawm BEV kev lag luam hauv xyoo tom ntej. Cov tuam txhab tsheb loj tshaj plaws hauv ntiaj teb muaj kwv yees li 10% ntawm tag nrho cov lag luam rau lub teeb tsheb. Kev dai rau ib feem tsib ntawm kev ua lag luam tuaj yeem yog bullish rau cov Tshuag.
Sacconaghi, rau nws feem, tsis paub meej txog kev sib faib mus sij hawm ntev. Nws ntsuas Tesla Tshuag Muag thiab muaj $ 450 tus nqi phiaj. Tus kws tshuaj ntsuam ntseeg tias Tesla yuav xav tau ntau tus qauv, ntxiv rau 3 thiab Y, txhawm rau txhawb kev loj hlob.
Hnub Monday, Tesla shares tau kaw 5.9%. Cov
S&P 500
xaus qhov kev sib tham poob 0.3%, thiab cov
Nasdaq Composite
tau tawm txog 1.2%.
Qhov poob hauv Nasdaq tuaj yeem piav qhia txog ib nrab ntawm Tesla qhov poob. Lub tshuab tsim hluav taws xob zoo li yuav hloov pauv ntau dua li qhov ntsuas ntawd. Qhov seem yuav yog vim qhov qeeb qeeb tshaj qhov xav tau ntau lawm ramp nyob rau hauv Shanghai, uas tau raug kaw rau lub lis piam vim yog Tuam Tshoj txoj cai xoom-Covid.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]