Core Viewpoint - Tesla's entry into the Indian market has not met expectations, raising concerns about the company's global growth prospects [3][5]. Group 1: Sales Performance in India - Since starting sales in mid-July, Tesla has received over 600 car orders, significantly below expectations, equating to the number of vehicles delivered globally every four hours in the first half of the year [3]. - Tesla plans to ship 350 to 500 vehicles to India, with the first batch arriving in early September, limited to four cities: Mumbai, Delhi, Pune, and Gurugram [4]. Group 2: Market Challenges - High import taxes have resulted in Tesla's entry-level models being priced over 600,000 INR (approximately 68,000 USD), far exceeding the typical price range of 2,200,000 INR for most electric vehicles in India [5]. - The electric vehicle market in India accounts for only about 5% of total car sales, highlighting the challenges Tesla faces in pursuing new growth markets [6]. Group 3: Global Sales Trends - Tesla's sales in China from January to July were approximately 432,000 units, a decline of 13.6% compared to 500,000 units in the same period of 2024 [6]. - In Europe, Tesla's sales have faced a decline for the eighth consecutive month, with new car registrations in France, Denmark, and Sweden dropping by 47.3%, 42%, and 84% respectively in August [7].
开售1个半月,特斯拉在印度只卖了600多辆