对手更惨，特斯拉第四季度美国电动汽车份额大增至59%

Core Insights - The article highlights Tesla's significant increase in market share in the U.S. electric vehicle (EV) market, reaching 59% in Q4, up from 41% in the previous quarter, as competitors struggle without government subsidies [1] - Tesla sold 138,000 electric vehicles in the U.S. during Q4, benefiting from economies of scale that allow it to maintain profitability while keeping prices relatively low [1] Group 1: Tesla's Performance - Tesla's Cybertruck sales were disappointing, with only 20,237 units sold in the U.S. last year, which is nearly half of the expected sales for 2024, and a 68% year-over-year decline in Q4 [2] - Despite the Cybertruck's poor performance, Tesla's overall market dominance remains strong due to its production efficiency and scale [5] Group 2: Competitors' Struggles - Most competitors lack the sales volume and production efficiency of Tesla, leading to higher manufacturing costs and potential losses [3] - Ford's market share in Q4 was only 6%, Rivian's was 4%, and General Motors managed just over 10%, with GM incurring a $6 billion charge due to cuts in its U.S. EV plans [3] - Ford abandoned a large EV project due to unprofitability, resulting in a $20 billion impairment charge, while Rivian continues to operate at a loss [3][4] Group 3: Industry Trends - The end of federal EV subsidies has led many manufacturers to reconsider or abandon their EV plans, as achieving large-scale production is critical to avoid ongoing losses [4] - Companies like Mercedes and Stellantis have halted or scaled back their EV initiatives, indicating a broader trend of caution in the industry [3]