Tesla is not selling well?BYD oversold 550,000 units, the world's first
Just after 2022, major manufacturers have published their own reports.
From the overall situation, the new forces of automobile production performed well, the sales of the vast majority of car companies increased significantly, the performance of traditional car companies was average, and the sales of many car companies declined.
Globally, the global EV market share will account for more than 20% of global passenger car sales by the fourth quarter of 2022, and the electrification trend is unstoppable.
In this wave of electric vehicle trends, the performance of Chinese car companies is obviously getting better and better. Of the five best-selling EV brands, three are Chinese brands and operate primarily in China.
As shown in the chart below, as of the second quarter of 2022, BYD surpassed Tesla to become the leader of the world's best-selling new energy vehicles.
And in the fourth quarter of 2022, Tesla's global deliveries were 4050,000 units, with an annual delivery volume of 131380,000 units, BYD delivered more than 186 units throughout the year850,000 units, surpassing Tesla's sales of 550,000 units, firmly occupying the first place in the world.
In fact, it is also due to Tesla's poor sales this year, which led to the failure to achieve the target, and it can be said that Tesla's stock price performance this year is the worst of all companies.
At the end of last year, Tesla's market capitalization was $1.3 billion, but now Tesla's market capitalization is only a fraction of that number, about $380 billion, minus $1 billion, which is equivalent to about $19 billion per day.
Also because of Tesla's **, the world's first person in the technology circle - Musk's wealth is also seriously shrinking, in November last year Musk was still the richest man in the world, worth about 340 billion US dollars, and now he is only about 140 billion US dollars, directly fell about 200 billion US dollars, which is equivalent to a loss of 500 million US dollars (about 3.5 billion yuan) per day.
And because of Tesla's **, even capital doesn't believe in Tesla, and even the electric vehicle industry has to be suspicious, and many capital bigwigs are suspicious"Are batteries really the only solution to decarbonizing transportation?"Is the current EV market overheated?
Some investment tycoons even said that electric vehicles are just a means of transportation in the final analysis, and now that the whole bubble is over, there should not be an Internet technology company with such a high market value.
Of course, it is difficult to say whether electric vehicles are the future trend, but it is a fact that Tesla is surpassed by the current BYD, and it is possible that the next BYD, relying on the huge Chinese market, can sell more and more, leaving Tesla behind.
At the same time, the competition in the new energy vehicle industry is becoming increasingly fierce, if you want to survive, you have to rely on strength to speak, the pioneer Tesla, now basically gone, no longer work hard, rely on the old capital, I am afraid it will not be able to mix.