As a world-renowned new energy vehicle manufacturer, Tesla has attracted much attention in the international market with its excellent technology in the field of intelligence, and once became the world's largest new energy vehicle manufacturer in terms of shipments. But what people didn't expect was that judging from the public data, from October to December 2023, BYD's shipments surpassed Tesla, which also made Musk panic.
At the recent Tesla earnings conference, Musk even directly expressed his appreciation for China's automotive industry, and even predicted that China's automobile companies will shock the world in the near future.
Previously, some foreign media said: If it were not for Tesla in the United States, it would have been comprehensively surpassed by Chinese companies in the field of new energy vehicles. Judging from the public data, BYD will have a total of 944799 new energy vehicles from October to December 2023, surpassing Tesla for the first time and becoming the new energy vehicle manufacturer with the highest shipments in the world.
Not only that, 12 of the world's top 20 new energy vehicle manufacturers are Chinese manufacturers. Although Tesla is still attracting attention in the global market, BYD has caught up in the field of new energy vehicle sales. It can be said that even with the existence of Tesla, China's new energy vehicle industry has begun to catch up, and it is no wonder that Musk has such a high evaluation of China's new energy vehicle industry.
The main core technology in the field of new energy vehicles lies in the three-electric technology including battery, motor, and electronic control, as well as the intelligent technology that has attracted much attention today. However, judging from the current situation, in addition to still having advantages in the field of intelligence, Tesla has begun to show fatigue in other fields.
In terms of power batteries, Tesla's main power battery suppliers are Chinese enterprises CATL and South Korean companies LG, it can be said that in the field of power batteries, Tesla's dependence on Chinese companies is extremely high, in order to cope with the United States' restrictions on imported power batteries, Tesla even built factories through the purchase of CATL equipment.
After BYD announced at the BYD Dream Day that it would start developing BYD's vehicle intelligence, it also announced that it would make intelligent and high-end intelligent assisted driving systems the standard configuration of more than 300,000 new energy vehicles. There is no doubt that this has also put a lot of pressure on Tesla, after all, judging from the current data, Tesla's high-end intelligent assisted driving still needs to be purchased additionally, ** in 6About 40,000 yuan.
In order to cope with the rapid development of China's new energy vehicle manufacturers, Tesla has repeatedly cut prices on a large scale, and the current mainstream models of Tesla in the domestic market have basically reduced the price to about 300,000. From the previous ** price reduction, which was known as "high-end", to about 300,000 today, it is enough to see Tesla's helplessness today.
With BYD, Xiaopeng and other domestic new energy vehicle manufacturers entering the international market, as well as intelligent, power battery and other technologies gradually catching up, it is difficult for Tesla to continue to maintain the previous first. It can also be seen from Tesla's public financial report data that although the scale of the new energy vehicle market is still growing, resulting in Tesla's sales still growing, the growth rate has slowed down significantly, and the sales volume is far lower than expected.
Under the blessing of China's new energy vehicle industry chain, Tesla's previous production capacity has grown rapidly, saving the unfavorable market situation, but now it is still under the blessing of China's new energy vehicle industry chain, BYD and other new energy vehicle manufacturers have begun to develop rapidly, and their production capacity has increased rapidly, and Tesla will once again face the competitive pressure of Chinese enterprises.
There is no doubt that now our new energy vehicles have entered the "fast lane" of development, not only new energy vehicle manufacturers have performed well, but also the transformation of traditional automobile companies is very rapid, and it is more and more recognized by consumers in the international market. It is estimated that it will not be so easy for Tesla to maintain its current market influence.
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