Core Viewpoint - Tesla is facing increasing challenges in the Chinese market, which is crucial for its global operations, as local competitors gain popularity and market share, leading to a decline in Tesla's sales and market presence [1][5][6]. Group 1: Market Dynamics - Tesla's market share in China has dropped from 11% in early 2021 to 4% by May 2023, while competitors like BYD hold approximately 29% of the market [7]. - In May 2023, Tesla's sales in China were just under 40,000 units, a 30% decrease year-over-year, contrasting with a 28% growth in the overall Chinese electric vehicle market [6][7]. Group 2: Consumer Preferences - Chinese consumers find Tesla's models increasingly unappealing, citing a lack of innovative features compared to local brands, which offer advanced functionalities like large screens and integrated entertainment systems [1][3]. - A former Tesla owner switched to a Xiaomi electric vehicle, highlighting the perception that Tesla has become "boring" and lacks revolutionary features [8]. Group 3: Technological Challenges - Tesla's Full Self-Driving (FSD) system has not received full regulatory approval in China, hindering its competitive edge in the autonomous driving sector [2][9]. - Local competitors have developed advanced driver-assistance technologies at lower prices, further challenging Tesla's market position [9][10]. Group 4: Strategic Responses - Tesla plans to introduce a lower-cost version of the Model Y SUV by 2026 to boost sales, but there are concerns that without significant price reductions, these models may struggle against local competitors [5][4]. - The company has attempted to adapt by offering popular local applications, but the overall number of available applications remains limited compared to local brands [3]. Group 5: Future Outlook - Experts suggest that Tesla's path in China may become increasingly difficult as local companies rise, drawing parallels to past experiences of American firms in the Chinese market [6]. - Despite challenges, Tesla's CEO Elon Musk remains optimistic about the company's resilience and potential to lead in future technologies, including humanoid robots, although competition from local startups is intensifying [11][12].

专注全球化、硬科技报道。36kr旗下官方账号。 海外营收自2022年出海初期不足10%快速增长至当前的40%。 文 ｜ 胡依婷 编辑 ｜ 袁斯来 来源｜ 硬氪（ID： south_36kr ） 封面来源 ｜ 企业供图 以下文章来源于硬氪 ，作者胡依婷 硬氪 . 自成立以来，劢微机器人推出了"搬运-存取-调度-运维"智能物流的全链路解决方案，已研发包括30余款移动机器人产品，如全品类的无人叉车、AMR、无 人牵引车及四向穿梭车，打通存取和搬运全场景，覆盖所有主流场内需求。 这些产品还可解决客户现场的特定场景问题，适配复杂场景。例如，劢微机器人为攻克冷库内-25℃低温环境稳定运行的技术难题，推出了光通讯技术以保 障网络安全；以及发布行业首款开箱即用版新形态无人叉车劢小微X1，开创无损兼容田字托盘的首款无人叉车X20S等。 技术方面，劢微机器人从底层的导航、感知、控制、调度、安全等算法，再到WMS、RCS、WCS等上层系统及劢微云软件系统均已实现全栈自研，核心零 部件（例如激光雷达、测距传感器、核心控制器等）的自研率超过80%。 劢微机器人还推出AI天眼系统，可覆盖存取与搬运全场景核心需求，实现灵活部署；集群调度系 ...

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