特斯拉在华销量暴跌45%，创三年多来新低
Tesla’s domestic sales in China collapsed 45% year-over-year in January, falling to just 18,485 units — the automaker’s lowest monthly retail figure in the country since November 2022. The data, released today by the China Passenger Car Association (CPCA), paints a grim picture of Tesla’s demand in the world’s largest EV market.
The figure represents an 80% plunge from December’s record-high 93,843 domestic deliveries. While seasonal declines between December and January are normal in China, a 45% year-over-year drop is not.
more…⚠️ 风险分析 高
摘要：特斯拉在华销量同比暴跌45%，创三年多新低，显示其在中国市场遇挫。
影响：作为在华外企，特斯拉销量锐减表明其面临严峻的市场竞争和需求挑战，可能影响其全球最大市场之一的战略地位。
建议：建议特斯拉深入分析销量下滑原因，调整本地化策略，并评估潜在的市场退出或业务收缩风险。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.