高管紧急回应“去中国化”，特斯拉会滑落为二三线品牌吗？

Core Viewpoint - Tesla is at a critical crossroads, facing significant challenges in the Chinese market, where its market share is declining and sales growth is slowing, prompting a controversial decision to eliminate Chinese components from its supply chain for U.S. factories [1][5]. Group 1: Market Performance - Tesla's sales in China have seen a dramatic decline, with combined sales of Model Y and Model 3 dropping to 26,006 units in October 2025, a year-on-year decrease of 35.76% and a month-on-month decrease of 63.64%, marking the lowest since November 2022 [6]. - The production data reflects a similar downward trend, with Tesla's production in China falling below 60,000 units in October 2025, a significant drop from previous years [9]. - The decline in sales and production is attributed to reduced consumer demand and potential production adjustments due to model updates, leading to longer delivery times for customers [9][13]. Group 2: Consumer Sentiment and Brand Image - Consumer complaints regarding product quality have surged, with nearly 4,000 complaints on platforms like Black Cat Complaints, highlighting issues such as material degradation and warranty disputes [14][19]. - The perception of Tesla among consumers is shifting, with a noticeable decline in brand loyalty and enthusiasm, as consumers now have more competitive options in the growing Chinese EV market [13][28]. Group 3: Strategic Shift and Financial Impact - Tesla's strategic focus appears to be shifting towards AI and related technologies, as indicated by CEO Elon Musk's comments on prioritizing AI development over traditional vehicle manufacturing [19][20]. - The company's R&D expenses surged by 56.9% to $1.63 billion in Q3 2025, while profitability metrics worsened, with net income dropping by 37% to $1.373 billion, indicating financial strain from heavy investments in new business areas [27]. - The transition to a "de-China" supply chain strategy may lead to increased production costs and inefficiencies, further complicating Tesla's competitive position in the market [36]. Group 4: Competitive Landscape - Tesla faces intense competition from domestic brands, with its sales lagging significantly behind leading competitors like BYD, which sold seven times more vehicles in October 2025 [28]. - The penetration rate of new energy vehicles in China reached 57.2%, with domestic brands accounting for 77.9%, highlighting the increasing competitiveness of local manufacturers [33]. - In the emerging AI and autonomous driving sectors, Tesla is contending with formidable rivals, including Xiaopeng Motors and Baidu, which are advancing rapidly in these fields [33][36].