LAT Top News|在市场竞争加剧及埃隆·马斯克引发舆论反弹的双重压力下,特斯拉销量持续下滑

LAT Top News|在市场竞争加剧及埃隆·马斯克引发舆论反弹的双重压力下,特斯拉销量持续下滑-有驾
Tesla vehicles line a parking lot at the companys Fremont, Calif., factory on Sept. 18, 2023. (Noah Berger / Associated Press)

As Elon Musk scrambles to restore Teslas reputation and deliver on promises of autonomous driving technology, vehicle sales for the company continued to fall last quarter.

Tesla delivered 384,122 vehicles in the quarter through June, down 13% from 443,956 deliveries a year ago.

The drop in deliveries is a result of increased competition, plateauing demand for electric vehicles and brand damage triggered by Musks role in the Trump administration, experts said.

Though Tesla remains the dominant force in the electric vehicle market , major manufacturers including Ford and Chevy have released their own electric vehicles. Startups such as Irvine-based Rivian have also cut into Teslas market share.

At the same time, demand growth for electric vehicles has flattened as the market becomes saturated, analysts said.

In February, Tesla topped the list of brands that lost the most resale value year over year, according to Karl Brauer, an analyst with iSeeCars.com. The price of a used Tesla Model S and Model Y each dropped by about 16% in February from a year earlier, he said.

It could be that nobody wants to buy them anymore, or that theres a massive influx of them available, or both, Brauer said in an interview in March.

Rivian reported lower than expected production numbers on Wednesday, signaling trouble throughout the industry. The company assembled nearly 6,000 trucks, SUVs and delivery vans in the second quarter, falling short of Wall Street estimates of more than 11,300.

Teslas disappointing delivery numbers follow a bumpy first quarter, which saw a 71% drop in profits and 9% drop in revenue from a year earlier.

Though Musk has stepped down from his position in government, helping lead the Department of Government Efficiency, his time in the White House alienated some of his liberal-leaning customers.

Tesla drivers who were drawn to the environmental benefits of electric vehicles are growing embarrassed by their cars association with Musk, The Times has reported. Several celebrities have ditched their Teslas as part of a public stand against the company.

The brand damage spread outside the U.S. to Europe, where monthly sales in 32 countries fell nearly 50% in April. Tesla analyst Dan Ives predicted that 5% to 10% of the brand damage sustained during Musks stint in the White House will be permanent.

Tesla has become a political symbol around the world and thats not a good thing, Ives said last month.

Tesla is increasingly banking its future on self-driving technology and autonomous taxi operations. Last month, the company began selectively testing self-driving Model Y vehicles in Austin, Texas.

According to claims Musk has made, Tesla drivers will one day be able to sleep in their car as it drives them across the country. Teslas robotaxis will roam city streets, and humanoid robots dubbed Optimus will perform everyday tasks.

Musks top priority should be autonomy and robotics, Ives said. With these technologies, I believe Teslas market cap could reach $2 trillion.

The company is currently valued at $989 billion. Tesla shares have fallen more than 16% this year.

在埃隆·马斯克竭力恢复特斯拉声誉并兑现自动驾驶技术承诺之际,该公司上季度的汽车销量持续下滑。

特斯拉在截至6月的季度交付了384,122辆汽车,较去年同期的443,956辆下降了13%。

专家表示,交付量下降源于竞争加剧、电动汽车需求趋于平缓,以及马斯克在特朗普政府中扮演角色引发的品牌损害。

尽管特斯拉仍是电动汽车市场的主导力量,但包括福特和雪佛兰在内的主要汽车制造商均已推出各自的电动车型。总部位于尔湾的初创公司Rivian等企业也正在蚕食特斯拉的市场份额。

分析师表示,随着市场趋于饱和,电动汽车的需求增长已趋于平缓。

据iSeeCars.com分析师卡尔·布劳尔称,特斯拉在今年2月成为年度转售价值跌幅最大的汽车品牌。他表示,二手特斯拉Model S和Model Y的价格在2月同比均下跌约16%。

布劳尔在三月的一次采访中表示:“可能是没人想再买它们了,也可能是市场上突然出现了大量供应,或者两种情况同时存在。”

美国电动汽车制造商Rivian于周三公布的生产数据低于预期,反映出整个行业面临的困境。该公司第二季度仅组装了近6000辆卡车、SUV和货运面包车,远低于华尔街预期的11300辆以上。

特斯拉令人失望的交付数据为其坎坷的第一季度画上句号,该公司当季利润同比骤降71%,营收下滑9%。

尽管马斯克已从政府部门离职(他曾协助领导政府效率部门),但他在白宫的任职经历疏远了一些倾向自由派的客户。

据《泰晤士报》报道,许多特斯拉车主当初因电动汽车的环保优势而选择购买,如今却因车辆与马斯克的关联感到尴尬。部分名人已公开弃用特斯拉,以此表明对该公司的抵制立场。

品牌声誉受损的影响从美国蔓延至欧洲,导致32个国家的月销量在4月份骤降近50%。特斯拉分析师丹·艾夫斯预测,马斯克在白宫任职期间造成的品牌损害中,有5%至10%将是永久性的。

艾夫斯上个月表示:“特斯拉已成为全球政治象征,这并非好事。”

特斯拉正将未来日益押注在自动驾驶技术和无人驾驶出租车业务上。上个月,该公司开始在得克萨斯州奥斯汀市对Model Y自动驾驶车辆进行选择性测试。

马斯克曾宣称,特斯拉车主终有一天能在车辆自动驾驶横穿全国时安然入睡。特斯拉的机器人出租车将穿梭于城市街道,而名为**擎天柱(Optimus)**的人形机器人将承担日常任务。

艾夫斯表示:“马斯克的首要任务应是自动驾驶和机器人技术。我相信,凭借这些技术,特斯拉的市值有望达到2万亿美元。”

该公司当前估值达9890亿美元。特斯拉股价今年已累计下跌超16%。

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