Musk was criticized by most Western people as soon as he made his statement, pointing out that he was biased towards Russia. The Ukrainian government even severely refuted Musk. Only Russia praised his views, so Musk had to urgently clarify his pro-Ukrainian position, saying that

Musk's Troubles

Not long ago, the world's richest man and arrogant Musk has encountered several troubles recently.

First, Musk made public remarks and offered suggestions on the Russian-Ukrainian conflict. He said that he would promote the end of the Russian-Ukrainian conflict as soon as possible. Under the supervision of the United Nations , a referendum can be reorganized in four states in eastern and southern Ukraine, which just joined Russia with the "referendum" to determine its final ownership. At the same time, Ukraine recognized that Crimea belongs to Russia. Musk was criticized by most Western people as soon as he made his statement, pointing out that he was biased towards Russia. The Ukrainian government even severely refuted Musk. Only Russia praised his views, so Musk had to urgently clarify his pro-Ukrainian position, saying that supporting Ukraine has cost about US$80 million, while supporting Russia is US$0. But Musk may not yet know that in the current Western public opinion circle, supporting Ukraine is politically correct, and any view that goes against this, no matter who you are, will be criticized and criticized. I believe Musk is also unaware of his own words, and he must be very annoyed and wronged in his heart.

In addition to the collapse of disasters and the collapse of pro-Ukrainian character, Musk's Tesla stock price has also collapsed. On October 3, Tesla's stock price fell sharply, closing at US$242.40 on the same day, down 8.61% from the previous trading day. The total market value evaporated by US$71.5 billion in one day. According to the current exchange rate , it is about RMB 508 billion, and the current market value is US$759.6 billion.

It is difficult to determine whether the collapse of Tesla's stock price this time has a direct causal relationship with Musk's unrestrained remarks. Because on October 3, Tesla's sales data were still very impressive. Data shows that in the third quarter of this year, the production of Tesla car exceeded 365,000, of which 343,000 were delivered, a significant increase of 42.4% over the same period last year and a 34.9% increase from the second quarter, setting a new delivery high in recent years.

Although 343,000 vehicles were delivered, 14,900 less than the expected 357,900 vehicles, but less than 15,000 vehicles are negligible compared to Tesla's annual production of millions of cars, but even with such excellent delivery performance, Tesla's market value has still shrunk significantly. Do you think Musk can not be depressed or upset?

There is no doubt that Tesla is the most successful new energy vehicle company today, and it is in Yaoyao's leading position in the field of electric vehicles and . Moreover, Tesla's success lies not only in new energy, but more importantly in its automation, digitalization and intelligence. Tesla can be regarded as the most digital automobile company at present, and its advantages are still very obvious. Musk also relies mainly on Tesla's success to dominate the world's richest man for many years.

However, this doesn't matter. What annoys Musk even more is that Tesla is being pursued by a car company and is facing a severe situation. What's going on?

Why can Tesla succeed?

Tesla (Tesla) was founded in 2003 and has been less than 20 years since then. It is the largest electric vehicle and solar panel company in the United States, headquartered in California in the United States. In contrast to the current popularity, at the beginning, Musk just wanted to use the money earned from Paypal to build a high-end but niche model. In 2008, he released the first two-door sport sports car , but because the price was too high, it caused dissatisfaction among consumers, so Musk wanted to lower the price and make a popular new energy vehicle that most people could accept. So he sought investment everywhere and finally obtained strategic investments from Daimler and Toyota, as well as a 465 million loan from the US Department of Energy, and successfully landed Tesla on Nasdaq in June 2010.

In June 2012, Tesla delivered Model S, but unexpectedly it became very popular, and Tesla began to make profits the next year. In September 2015, Tesla began to deliver the Model X of the SUV model, which is similar to the Model S. However, Tesla achieved large-scale mass production stage after entering the Chinese market.In July 2017, the first Model 3 for Volkswagen was officially delivered, and it was a great success due to its high cost performance. Tesla's revenue also achieved great growth in the subsequent time. Today, Model 3 has become Tesla's main model, with more affordable prices than Model S and Model X, truly realizing the luxury Volkswagen car that Musk pursues.

The reason why Tesla is successful is naturally because of the high technical content of various cars. For example, Tesla's three-electric technology is still in the world's leading position. Panasonic 's NCA ternary lithium battery production degree is very automated and can better meet the needs of vehicle delivery. The full power module integrated with silicon carbide technology has lower conduction loss and switching loss than traditional power components, and is currently the most advanced power semiconductor technology. Its integrated electronic and electrical layout not only reduces the weight of the vehicle and the energy consumption of the car, but also greatly improves the battery life. In addition, Tesla has a unique set of algorithms, and its user data acquisition system can provide a higher user experience with less computing power, making Tesla a leader in autonomous driving.

However, advanced technology is only one aspect, and Tesla also has its unique marketing strategy. For example, Tesla provides personalized services to meet the different needs of consumers of all classes. Model S can meet users who pursue dynamics, Model X meets users who pursue large spaces and diversity, while Model 3 mainly meets the needs of ordinary consumers for smart vehicles.

For example, Tesla has a good advertising effect. Tesla is the name of a scientist and has a very influential in the United States. Musk named his company and car brand after a scientist, which is easy to remember and associate with technological factors. In addition, Musk himself is also an internet celebrity. He and Tesla make each other successful. Through this celebrity effect and influence that does not have to pay advertising fees, it has effectively enhanced Tesla's brand awareness . For example, Tesla and Musk have made full use of new media for marketing. With the advent of mobile Internet, new online marketing models such as new media and self-media have emerged one after another. Tesla has also kept pace with the times and has linked to the official website Google , FACE BOOK, Twitter and other Internet social platforms to facilitate information interaction. Tesla also has its own WeChat official account, which narrows the distance with consumers and can complete large-scale marketing at low cost. There are a large number of pursuers behind

, and Tesla has many hidden worries

However, behind any successful leader, there are a group of pursuers, and these pursuers may also join forces for the same goal, such as German Volkswagen and American Ford. Volkswagen's first MEB platform model is targeted by Tesla's Model 3. In 2021, Diss, CEO of , of , publicly challenged Musk on Twitter, saying that Volkswagen wants to seize market share with Tesla. In March 2022, Volkswagen announced a new investment plan with a total investment of more than US$7.1 billion, and stepped up its expansion in Tesla's backyard, which means North America seized the market share of electric vehicles. It is understood that Volkswagen plans to launch 25 new electric vehicles in the North American market. Volkswagen sold a total of 910,000 cars in the North American market in 2021, accounting for about 10% of its global total sales. Volkswagen's goal is to reach 55% of the US pure electric vehicle market by 2030, which is full of ambitions.

not only in the North American market, but also in the Chinese market, Volkswagen also needs to compete with Tesla. Volkswagen China CEO Feng Sihan said in March this year that Volkswagen's sales in China will be 3.3 million in 2021, and this year's sales in China will double. In 2030, the ratio of Volkswagen's electric vehicles to traditional fuel vehicles will reach 550% of the year.

However, Volkswagen knows that in the field of electric vehicles, it is indeed a bit difficult to deal with Tesla, the behemoth, so Volkswagen poached from the United States and formed an alliance with Ford. The two sides signed a strategic alliance cooperation agreement. Ford based on Volkswagen's MEB platform, it will build a pure electric vehicle for European customers, which will be officially launched next year.Ford's executive chairman Bill Ford also publicly stated that the reason why Tesla can achieve its current brilliant achievements is mainly because traditional automakers ignore the electric vehicle field. If traditional automakers in Europe and the United States work together to work hard in the field of electric vehicles, then it is not certain who will eventually die. Obviously, Ford did not take Tesla seriously and was also challenging Musk.

Tesla is naturally not easy to mess with. Isn’t you, the European Volkswagen, challenged? OK, then I will drive the factory to Europe, and it will be Volkswagen’s nest, Germany. On March 21, 2022, Tesla officially opened its super factory in Berlin . Tesla has two super factory outside the United States, one in Shanghai, China, and the other in Berlin, Germany. Previously, the transportation of cars produced by Tesla in Shanghai or the United States to Europe would greatly increase costs, including freight and taxes. Now, opening of a super factory in Europe will increase Tesla's competitiveness in Europe. It is predicted that European factories will produce 54,000 cars this year, and the production will likely increase to 280,000 next year, and will further double in 2025 to about 500,000 vehicles.

Tesla is very good at price wars. The recent major price cuts in China have caused quite a stir in the industry and have also brought a lot of benefits to itself in sales and revenue. After the domestic version of Model3 was launched in 2020, it has reduced its price several times. The cheapest model can be won by consumers without more than 200,000 yuan. Several price cuts have made Tesla quickly top the domestic electric vehicle sales list. This time Tesla set up a super factory in Europe, price wars will definitely be indispensable after mass production. Seizing the share of the European market through price wars is a destined method Tesla is destined to take.

Not only that, Tesla also plans to build a battery factory in Europe, which will exceed all current battery factories in Germany. It seems that Tesla wants to fight with Volkswagen, both sides will enter each other's lair, and will fight against . If, as Chairman Ford said, Tesla's success mainly lies in the absence of traditional automobile giants. Now that traditional automobile giants have begun to make efforts in the electric vehicle field, the situation Tesla faces will be extremely complicated. Although it has a first-mover advantage, the strength of traditional automobile giants such as Volkswagen and Ford cannot be underestimated. If they join forces to play against Tesla, it is hard to say who the final winner is. Both sides can be evenly matched.

Among Tesla's many followers, in addition to Volkswagen and Ford, there is also our Chinese BYD . Tesla is currently facing severe challenges from BYD. It can be said that BYD and Tesla are the two overlords in the new energy vehicle field in the world today. They have always been chasing each other. If we only look at sales, the two are obviously one level higher than other new energy vehicles, and these two car companies are also comparable. Often, BYD is the first or Tesla is the first, and it is difficult to decide the winner. In the first eight months of this year, BYD has sold 970,000 new energy vehicles, and its sales in September exceeded 200,000 vehicles in one fell swoop, reaching a record 201,300 vehicles, a year-on-year increase of 183.07%. So far, BYD has achieved 98.3% of its annual sales target. In the remaining quarter, it is a foregone conclusion that it will exceed the target. If it goes well, the annual sales volume is expected to exceed 1.5 million vehicles, which is exactly Tesla's annual sales target. It seems that the competition for the sales champion this year will be very fierce. BYD is entirely possible to regain the title of sales champion from Tesla and become the world's number one again.

may not know that when BYD was just established in 1995, its main business area was actually the rechargeable battery of mobile phones. It was not until 2003 that BYD transformed into the automotive field and acquired Qinchuan Automobile under the insistence of Wang Chuanfu . In 2004, BYD's first pure electric concept car was officially unveiled at the Beijing Auto Show , but it was not until 2011 that BYD officially launched a pure electric vehicle, and it has only been 10 years since then.

Since standing in the hot spot of new energy vehicles, BYD has become increasingly popular. As a pioneer of new energy vehicles, through innovative technologies and precise strategies, it has led the transformation of the domestic and even the global automotive industry. It has also been rated as one of the 100 "most influential companies" in the world by " Times ". On May 19, 2021, BYD's 1 millionth new energy vehicle was launched, becoming the first Chinese brand to exceed one million new energy vehicles. Today, BYD's market value has surpassed SAIC, GAC, General Motors, BMW , Daimler and other traditional automobile companies. Even the stock god Buffett has made a lot of money from BYD. Many people believe that BYD is the most promising car company in China.