瑞银中国汽车研究主管巩旻也表示，最低价格承诺将使在欧洲的中国电动汽车制造商避免陷入恶性价格 竞争。 比亚迪海狮07 南华早报 【文/观察者网 潘昱辰 编辑/高莘】据《南华早报》1月15日报道，分析师和行业人士称，随着欧盟为中 国电动汽车设定最低价格以取代反补贴关税，中国电动汽车制造商在欧将取得更高的利润率，最终将改 善其盈利状况和品牌声誉。 德意志银行分析师王斌在研究报告中表示，欧盟对中国电动车的最低限价将从技术上抑制销量，尤其是 低价小型电动车的销量。但他补充说，这一政策转变将对中国电动汽车巨头比亚迪，及其另一些在技术 和生产成本方面具有优势的同行产生积极影响，预计其利润率将有所提高。 摩根大通亚太区汽车研究主管赖以哲去年10月曾表示，中国汽车制造商在中国大陆的平均汽车利润约为 人民币5000元，如果能向海外出口更多汽车，且其产品在海外能卖出更高价格，那么利润可能会增至2 万元。 赖以哲认为，在最低价格制度下，中国电动汽车可以通过增加智能功能、优化内饰设计，从而在不提供 折扣的情况下，保持产品对当地客户的吸引力。由于未来不再参与价格战，从长远来看，中国电动汽车 在欧洲的声誉有望提升。 中国是全球最大的汽车和 ...

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].