60天卖出100多辆，特斯拉印度天崩开局

Core Viewpoint - Tesla's entry into the Indian market has faced significant challenges, with low sales figures highlighting the difficulties of competing in a price-sensitive market dominated by local brands and high import tariffs [4][5][11]. Group 1: Market Entry and Initial Performance - Tesla opened its first experience center in Mumbai in July, marking its official entry into the Indian automotive market [4][8]. - Since opening orders in July, Tesla has sold only over 100 vehicles in India, which is notably low given the country's large population and growing automotive market [5][11]. - The Model Y, Tesla's only model available in India, had slightly over 600 orders by mid-September, but only a few converted to actual sales [5][11]. Group 2: Challenges Faced - High import tariffs, which can reach 100%, have historically hindered Tesla's ability to price competitively in India [7]. - A recent policy change reduced import tariffs to 15% for electric vehicles, contingent on local manufacturing commitments, but Tesla has opted to initially sell imported vehicles rather than invest in local production [7][11]. - The pricing of the Model Y in India is approximately 6.7 million rupees (around $80,000), significantly higher than its starting price of $40,000 in the U.S., making it unaffordable for most Indian consumers [11][12]. Group 3: Competitive Landscape - The Indian electric vehicle market is growing, with over 202,000 registrations this year, but Tesla's market share is minimal compared to local brands like Tata and Mahindra, which dominate the lower price segments [14][15]. - German luxury brands have sold around 4,000 electric vehicles in India this year, overshadowing Tesla's performance [15]. - Local brands are leveraging existing fuel vehicle platforms to offer more affordable electric options, making it difficult for Tesla to compete [14][15]. Group 4: Infrastructure and Consumer Hesitance - Currently, India has only two Tesla supercharging stations, which is insufficient for a country with a population of nearly 1.5 billion [12]. - Tesla plans to expand its charging network but still lags behind local competitors who have established more extensive charging infrastructures [12][14]. - Delivery delays and high prices have resulted in Tesla's early adopters being primarily high-income consumers, limiting broader market penetration [12][16].