At the "2022 AI Day" held in California, USA, Tesla showed its breakthroughs in the field of artificial intelligence , including the latest FSD autonomous driving technology, as well as the related functions and mass production plans of Optimus humanoid robots, all of which were exposed one after another, attracting widespread media attention for a while.
However, Tesla's "glory" at the exhibition cannot cover up some of the difficulties they are currently facing.
According to the latest data released by Tesla, in the third quarter of this year, Tesla produced a total of 365,923 cars worldwide, with a delivery of 343,830 vehicles, which was not as good as their previous expectations. At the same time, Tesla's stock price also fell by 18.61%, with a total market value of about 71.5 billion US dollars ( is approximately RMB 508.7 billion ).
In fact, As early as last quarter, Tesla's production and sales volume had been less than ideal. They produced a total of 258,580 vehicles and delivered 254,695 new vehicles in the second quarter. Although sales volume is still huge and achieved a year-on-year growth of 26.5%, the quarter-on-month indicator has fallen for the first time in nearly two years, with a margin of nearly 20%.
In fact, Tesla has recently fluctuated in production and sales, as well as the evaporation of market value, and is closely related to the repeated domestic epidemic and the shutdown caused by the global supply chain crisis. In addition, in order to solve the problem of insufficient production capacity, Tesla has made a big progress, has built two new factories in Berlin, Germany and Texas, the United States, and plans to comprehensively upgrade the Shanghai factory.
, and Musk insists on exploring artificial intelligence and space, which has increased Tesla's financial burden . Against the backdrop of the global economy and the slowdown in the growth rate of the electric vehicle market, Tesla's sales are difficult to make another breakthrough, and the slow iteration of new models and the recent multiple price hikes have also backfired Tesla's sales to a certain extent. Overall, the market competitiveness of Tesla brand models is indeed not as good as in previous years. Some time ago, Tesla has begun to reduce the number of shopping mall experience stores to save operating costs, which is enough to illustrate the problem.
Under the combined influence of multiple factors, investor confidence naturally weakens, and declines in shares and market value are inevitable. Faced with an increasingly inverted market, as the leading car company in the electric vehicle field, Tesla has to re-examine the current situation.
Interestingly, as one of Tesla's biggest competitors, BYD sold a total of 1.18 million new cars in the first three quarters of this year, with a year-on-year increase in sales reaching an astonishing 349.56% . Some time ago, they also announced the latest patent for hexagram battery, continuing to make rapid progress in the field of power batteries. In contrast, Tesla's dissatisfaction in the research and development of 4680 batteries.
In addition to BYD, domestic new front-line car companies such as "Wei Xiaoli" are also constantly accelerating the speed of product updates , while traditional manufacturers such as Volkswagen, Honda, Toyota and BBA are driving at full speed to accelerate the transformation of electrification and have made significant progress. It can be seen that the situation of intra-volume in the new energy vehicle market will be more severe in the future.
It is true that Tesla has its own persistence in "innovation and technology". Whether it is smart AI or exploring space, the impression Tesla leaves is always full of freshness. It is not an exaggeration to say that they are pioneers in the electric vehicle field.
But in today's market environment with such fierce competition, Maybe they should consider how to spend their money on the edge , otherwise it is difficult to say whether their leading position will be replaced one day in the future. Because compared to "their space plan", everyone may be more concerned about when Tesla's new model will arrive.
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