“纯血”特斯拉车队，赔到血本无归

Core Viewpoint - The financial collapse of the Dutch rental company Mistergreen, known for its exclusive Tesla fleet, serves as a warning about the risks of blindly following Elon Musk's claims regarding Tesla as a "value asset" in the face of declining second-hand car market conditions [3][6]. Group 1: Company Background and Market Changes - Mistergreen was established in 2019 as a pioneer in electric mobility, focusing solely on leasing Tesla electric vehicles [6]. - Six years later, the market landscape has drastically changed, with Tesla's sales in the U.S. dropping to 39,800 units in November 2025, the lowest in nearly four years [6]. - Tesla's competitive edge has diminished as other manufacturers have caught up, with European and Chinese companies now offering competitive electric vehicle models [6]. Group 2: Investment Strategy and Consequences - Mistergreen leveraged Musk's prediction that Tesla vehicles would become "value assets" due to their full self-driving capabilities, expecting high residual values [8]. - However, the reality has been the opposite, with significant depreciation in Tesla vehicle values, forcing Mistergreen to write down millions in fleet value [12]. - The company's business model relied on the assumption that its Tesla fleet would retain value and generate income as autonomous taxis, a promise that has not materialized [12]. Group 3: Financial Struggles and Market Response - Mistergreen has faced severe financial difficulties, including an inability to repay bonds issued for purchasing Tesla vehicles, leading to losses in the tens of millions of euros [15]. - The company has stopped offering new Tesla leases and is now only leasing used Tesla vehicles through its ReDrive project [18]. - Other rental companies have also reacted to Tesla's price cuts, with some halting purchases of Tesla vehicles due to significant financial losses [14]. Group 4: Business Sale and Future Outlook - Mistergreen's fleet has been sold, with vehicles in the Netherlands and Belgium acquired by Kroymans Group's Rebel Lease, and German vehicles taken over by Van Mossel Lease [17]. - The sale included around 600 vehicles and 200 customers, indicating a strategic shift towards customer base integration rather than vehicle ownership [17]. - The company's massive losses stem from the significant asset devaluation of its Tesla fleet, exacerbated by Tesla's pricing strategies [17].