Tesla』s share of US EV sales falls below 50% for the first time | 特斯拉在美國電動汽車市場銷售份額首次跌破50% - FT中文網
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Tesla』s share of US EV sales falls below 50% for the first time
特斯拉在美國電動汽車市場銷售份額首次跌破50%

Elon Musk』s auto group faces increased competition from new rivals in its domestic market
今年第二季度,特斯拉在美國電動汽車市場的份額從去年同期的59%降至49.7%。
Tesla’s share of US electric vehicle sales slid below 50 per cent for the first time, as the world’s largest EV maker faced increased competition in its domestic market.
特斯拉(Tesla)在美國電動汽車銷售中的份額首次跌破50%,這家全球最大的電動汽車製造商在國內市場面臨日益激烈的競爭。
Elon Musk’s auto group saw its share in the battery-run car market fall to 49.7 per cent in the second quarter, down from 59 per cent a year earlier, according to Cox Automotive, a leading car services and data group.
領先的汽車服務和數據集團Cox Automotive的數據顯示,今年第二季度,伊隆•馬斯克(Elon Musk)的這家汽車集團在電動汽車市場的份額從去年同期的59%降至49.7%。
The EV maker faced increased competition that had led to “continued price pressure”, said Stephanie Valdez Streaty, Cox’s insights director.
Cox的洞察主管斯蒂芬妮•瓦爾迪茲•斯特里特(Stephanie Valdez Streaty)表示,這家電動汽車製造商面臨的競爭日益加劇,導致了「持續的價格壓力」。
The data comes as Tesla sees renewed pressure to update its line-up as new competition arrives in dealerships, including offering a mass market vehicle, and a slowing rate of growth in demand for EVs.
隨著新的競爭對手進入經銷商市場,包括推出大衆市場車型以及電動汽車需求成長放緩,特斯拉麪臨著更新產品線的壓力。
Overall EV sales in the US grew 11.3 per cent year on year in the April to June quarter, hitting a record high of 330,463 units, said Cox, but this was significantly lower than the 48.4 per cent pace registered for the same time last year.
Cox的數據顯示,今年4月至6月,美國電動汽車總銷量同比成長11.3%,達到330463輛的創紀錄高位,但這明顯低於去年同期48.4%的增速。
Tesla’s Model Y and Model 3 face new competitors, including the BMW i5, Cadillac Lyriq, Honda Prologue, and Kia EV9 SUV, noted Cox.
考克斯指出,特斯拉的Model Y和Model 3面臨著新的競爭對手,包括BMW(BMW) i5、凱迪拉克(Cadillac) Lyriq、本田(Honda) Prologue和起亞(Kia EV9) EV9 SUV。
Ford retained its second-place position behind Tesla, in the US EV market, helped by “higher volumes” of its Mustang Mach-E SUV and its F-150 Lightning truck.
福特(Ford)在美國電動汽車市場保持了僅次於特斯拉的第二位,這得益於其Mustang Mach-E SUV和F-150 Lightning卡車「銷量增加」。
The US auto market remains relatively shielded from the influx of cheaper Chinese competition, unlike Europe and other regions of the world. President Biden’s administration in May announced plans to quadruple the tariffs on Chinese EVs to 100 per cent.
與歐洲和世界其它地區不同,美國汽車市場相對而言仍未受到廉價中國汽車湧入的影響。拜登(Biden)政府今年5月宣佈,計劃將對中國電動汽車徵收的關稅翻兩番,至100%。
Christopher Tsai of Tsai Capital, a Tesla investor, said the news was “no surprise” and he expected Tesla’s market share to continue to decline as new competitors enter the market.
特斯拉投資者Tsai Capital的Christopher Tsai表示,這一訊息「並不令人意外」,他預計隨著新的競爭對手進入市場,特斯拉的市場份額將繼續下降。
“But we also expect Tesla will increase production and deliveries from approximately 1.8mn vehicles today to approximately 15mn vehicles in 2030,” he said. “That’s because the market for, and consumer adoption of, electric vehicles will increase substantially.”
「但我們也預計,到2030年,特斯拉將把產量和交付量從目前的約180萬輛增加至約1500萬輛,」他表示。「這是因爲電動汽車市場以及消費者的接受程度將大幅增加。」
Tesla announced that it delivered 443,956 vehicles globally in the three months to June earlier this month. The delivery figures were down 4.7 per cent from a year ago, but above Wall Street estimates. Tesla cars have also been included on a Chinese local government’s list of EVs that can be bought by public, party and government groups for the first time.
特斯拉本月早些時候宣佈,截至6月的三個月裏,它在全球交付了443956輛汽車。這一交付量較上年同期下降4.7%,但高於華爾街的估計。特斯拉汽車也首次進入中國地方政府的電動汽車採購清單,公共團體和政府機構可以採購買其作爲公用車。
Its shares, however, were down more than 6 per cent in New York on Thursday following reports that the unveiling of its self-driving robotaxis would be delayed. Bloomberg News reported that the presentation of the new taxis, due in August, had now been put back to October.
然而,該公司股價週四在紐約下跌逾6%,先前有報導稱,其自動駕駛機器人計程車的發佈將被推遲。彭博新聞社(Bloomberg News)報導稱,原定於8月發佈的新出租車現已推遲至10月。
Tesla did not respond to a request for comment.
特斯拉沒有回應置評請求。
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