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TeslaTesla(US:TSLA) 日经中文网·2025-04-07 03:36

Core Viewpoint - Tesla is facing significant challenges due to a backlash against CEO Elon Musk's political affiliations, leading to a decline in global sales and a potential loss of its core customer base [1][5][6]. Group 1: Sales Performance - Tesla's global sales from January to March decreased by 13% year-on-year, dropping to 336,681 vehicles, marking a three-year low [1]. - In the first two months of 2024, Tesla's sales fell by 40% in Europe, 30% in China, and 10% in the U.S. [3][4]. - The sales distribution shows that China accounts for 40%, the U.S. for 30%, and Europe for 20% of Tesla's sales [3]. Group 2: Customer Base and Brand Loyalty - The backlash against Musk has led to a significant loss of support from environmentally conscious liberal customers, who have historically been Tesla's loyal base [5][6]. - Tesla's market share in the U.S. for electric vehicles is approximately 50%, but the trust among early adopters is severely damaged [5][6]. Group 3: Competitive Landscape - Competitors like BYD in China are catching up, with BYD's quarterly sales now matching Tesla's [7]. - Tesla's operating profit margin has decreased from a peak of 20% to around 10% [7]. Group 4: Future Growth and Innovation - The decline in electric vehicle sales could impact Tesla's development of advanced technologies like AI and autonomous driving [8]. - A significant compensation package of $56 billion for Musk was approved by shareholders, contingent on Tesla's continued growth [8]. Group 5: Political and Social Backlash - Musk's support for controversial political movements and actions has led to protests and vandalism against Tesla's properties [4][6]. - Analysts suggest that there needs to be a balance between management and political activities to mitigate the ongoing backlash [8].