Tesla tseem yog lub npe nrov tshaj plaws-muag hluav taws xob tsheb hauv Teb Chaws Asmeskas, tab sis nws txoj kev tswj hwm yog eroding raws li cov neeg sib tw muab ntau tus qauv pheej yig dua, raws li tsab ntawv ceeb toom hnub Tuesday los ntawm S&P Global Mobility.
Cov ntaub ntawv pov thawj pom tias Tesla qhov kev lag luam feem ntawm cov tsheb hluav taws xob tshiab hauv Asmeskas tau sawv ntawm 65% los ntawm peb lub hlis twg, nqis los ntawm 71% xyoo tas los thiab 79% xyoo 2020. S&P kwv yees Tesla's EV kev lag luam feem yuav poob qis dua 20% los ntawm 2025, nrog tus naj npawb ntawm cov qauv EV xav tias yuav loj hlob los ntawm 48 hnub no mus rau 159 thaum ntawd.
ntsig txog kev nqis peev xov xwm
Kev poob qis hauv Tesla lub tebchaws Asmeskas kev lag luam tau xav tau, tab sis tus nqi ntawm qhov poob qis tuaj yeem cuam tshuam rau cov tub ua lag luam hauv Elon Musk lub tsheb thiab lub tuam txhab hluav taws xob. Raws li Musk tsom ntsoov rau kev kho nws tsis ntev los no tau txais social media tuam txhab, Twitter, Tesla shares kaw los ntawm ib qho taw tes rau $ 180 hnub Tuesday. Tesla cov khoom lag luam tau poob qis los ntawm yuav luag ib nrab xyoo rau hnub tim.
S&P tau tshaj tawm tias Tesla tau maj mam poob nws qhov stranglehold ntawm US EV kev lag luam kom muaj cov qauv hluav taws xob uas tam sim no muaj nyob rau hauv cov nqi qis dua $ 50,000, qhov twg "Tesla tseem tsis tau sib tw tiag tiag." Tesla qhov pib-theem Model 3 pib ntawm $ 48,200 nrog tus nqi xa khoom, tab sis cov tsheb feem ntau muag rau cov nqi siab dua nrog kev xaiv.
"Tesla txoj haujlwm tau hloov pauv raws li cov kev xaiv tshiab, pheej yig dua tuaj txog, muab kev sib npaug lossis zoo dua thev naus laus zis thiab tsim tsim," S&P tau hais hauv tsab ntawv ceeb toom. "Vim tias cov neeg siv khoom xaiv thiab cov neeg siv khoom txaus siab rau EVs tau loj hlob, Tesla lub peev xwm los tuav lub lag luam tseem ceeb yuav raug cuam tshuam mus tom ntej."
Cov ntaub ntawv tshiab ua raws li Reuters qhia hnub Monday tias Tesla tab tom tsim kho qhov hloov tshiab ntawm nws qhov nkag-qib Model 3 txhawm rau txiav cov nqi tsim khoom thiab txo cov khoom thiab qhov nyuaj hauv sab hauv.
Thaum lub sij hawm lub tuam txhab lub quarter thib peb cov nyiaj tau los hu rau lub Kaum Hlis, Musk tau hais tias Tesla thaum kawg tau ua haujlwm ntawm tus qauv tshiab, pheej yig dua uas nws thawj zaug teased hauv 2020.
"Peb tsis xav tham txog hnub tim, tab sis qhov no yog qhov tseem ceeb ntawm peb pab pawg txhim kho tsheb tshiab, pom tseeb," nws hais ntxiv tias Tesla tau ua tiav "kev tsim kho rau Cybertruck thiab rau Semi."
Nws piav qhia lub tsheb yav tom ntej yog qee yam "me me," uas yuav "tau tshaj qhov tsim tawm ntawm tag nrho peb lwm lub tsheb ua ke."
Stephanie Brinley, tus thawj coj ntawm AutoIntelligence rau S&P Ntiaj Teb Kev Mobility, tau sau tseg tias Tesla lub tsev muag khoom xav tias yuav nce ntxiv rau xyoo tom ntej txawm hais tias nws qhov kev lag luam poob qis.
Tesla txoj kev coj noj coj ua tam sim no hauv EVs dhau ntawm kev ua lag luam tsis tseem ceeb. Txawm hais tias muaj kev saib xyuas nyob ib puag ncig EVs, kev muag khoom ntawm tag nrho cov hluav taws xob thiab plug-in hybrid hluav taws xob tsheb - uas suav nrog lub tshuab hluav taws xob nrog rau lub tshuab hluav taws xob sab hauv - tseem yog me me.
Ntawm 10.22 lab lub tsheb tau sau npe hauv Asmeskas mus txog peb lub hlis twg, kwv yees li 525,000, lossis 5.1%, yog cov qauv hluav taws xob tag nrho. Qhov ntawd yog nce los ntawm 334,000, lossis 2.8%, mus txog lub quarter thib peb ntawm 2021, raws li S&P.
Feem ntau ntawm EVs tau sau npe txog lub Cuaj Hli - lossis ze li 340,000 - yog Teslas, raws li S&P. Cov tsheb uas tseem tshuav tau muab faib, tsis sib npaug, ntawm 46 lwm lub npe.
Tab sis Tesla txoj kev vam meej hauv kev ua lag luam nrog rau tsoomfwv cov kev txhawb siab muaj tag nrho tab sis yuam cov neeg ua lag luam ib txwm ua kom muaj kev rau siab hauv ntu EV loj hlob.
Ford Mustang Mach-E, thib peb hauv EV sau npe, yog tib lub tsheb uas tsis yog Tesla nyob rau saum tsib qeb, S&P tau hais. Cov EVs tau ua raws li Chevrolet Bolt thiab Bolt EUV, Hyundai Ioniq 5, Kia EV6, Volkswagen ID.4 thiab Nissan Leaf.
S&P tau sau tseg tias qhov kev loj hlob ntawm EVs yog los ntawm cov tswv tam sim no ntawm Toyota thiab Honda. Ob leeg ntawm cov automakers paub zoo rau cov tsheb siv roj tab sis tau ua qeeb rau kev hloov mus rau tag nrho cov qauv hluav taws xob.
Txhawm rau pab tiv thaiv cov pa roj carbon monoxide thiab lwm yam emissions los ntawm cov tsheb siv roj ib txwm muaj, ntau lub xeev thiab tsoomfwv tau txhawb nqa kev hloov pauv mus rau lub tsheb hluav taws xob tag nrho nrog kev txhawb nqa xws li kev so se.
Kev thauj mus los yog lub luag haujlwm rau 25% ntawm cov pa roj carbon emissions los ntawm tib neeg kev ua haujlwm thoob ntiaj teb, raws li kev kwv yees los ntawm lub koom haum nonprofit International Council on Clean Transportation.
Tau qhov twg los: https://www.cnbc.com/2022/11/29/teslas-dominance-of-evs-is-eroding-as-cheaper-cars-hit-the-market.html