“全球战略车型”正在退场

Core Viewpoint - Tesla has halted the development of its low-cost global strategic model, the Model 2, due to unexpected price competition from Chinese automakers, indicating a shift away from the concept of a unified global vehicle model [1][5]. Group 1: Tesla's Strategic Shift - Tesla's CEO Elon Musk initially envisioned the Model 2 as a $25,000 electric vehicle (EV) to compete with rising Chinese competitors [5]. - The company has decided to extend the lifecycle of the Model Y, which has been a significant revenue driver, while reassessing its new vehicle development strategy [7][8]. - Tesla's reliance on a global supply chain has been impacted by high tariffs and protectionist policies, which have inadvertently strengthened Chinese companies [7]. Group 2: Competitive Landscape - Chinese automaker BYD is projected to become the world's top EV seller in 2025, with Xiaomi entering the market and offering a vehicle priced lower than the Model Y while providing better range [6]. - The competitive advantage of Chinese companies lies in their ability to control the EV supply chain domestically, which has been bolstered by U.S. tariffs [7]. - The global automotive market is experiencing fragmentation, with a decline in the market share of the top-selling models, indicating a shift in consumer preferences and regulatory environments [8][9]. Group 3: Industry Trends - The automotive industry is moving towards fragmentation, with companies needing to adapt their strategies to local markets rather than relying on a single global model [9]. - The demand for EVs is expected to grow in the long term, but manufacturers must navigate varying environmental regulations across different regions [8]. - Ford is responding to the competitive pressure from Chinese EVs by collaborating with Renault to develop low-cost EVs for the European market while also increasing investments in hybrid and gasoline vehicles in North America [8].