全球电动汽车巨头特斯拉(TSLA.US)终于将目光投向了印度。 智通财经APP获悉，在经历多年观望后，马斯克旗下这家企业将于周二(7月15日)在孟买开设其在全球第三大 汽车市场的首家展厅。尽管高额进口关税和有限的居民收入可能抑制销量，但印度市场对马斯克而言仍是不 可错失的战略机遇。 就目前而言，现状看似并不乐观。印度汽车制造商协会数据显示，截至3月的过去12个月里，印度新车销量 达430万辆，但JMK Research & Analytics的报告显示其中电动汽车仅占11.1万辆(2.5%)。本土品牌塔塔汽车以 53%的市场份额领跑，马恒达和名爵紧随其后。更关键的是，当地电动车平均售价不足2万美元。 但仍有迹象表明特斯拉或将在印度市场崭露头角。虽然规模尚小，但印度电动车市场正在快速扩张。印度汽 车经销商联合会数据显示，五年前几乎不存在的电动车市场，如今占比已攀升至6月的4.4%。富裕阶层正逐 渐在传统燃油车之外，将电动车纳入购车清单。 | Company | Model | Price in India | | --- | --- | --- | | Tesla | Model Y | $69,765 | | ...

Group 1: Industry Trends - Several companies are considering relocating R&D heads to China or moving Chinese R&D heads to global headquarters to better learn from the Chinese market experience [1] - Major automotive suppliers have shifted their innovation and technology department heads to Shanghai, indicating a strategic realignment towards the Chinese market [1] - The Formula E (FE) series has experienced significant changes over the past decade, paralleling the rapid evolution of the Chinese automotive market towards electrification and intelligence [1] Group 2: Technological Advancements - Energy management is a critical challenge in Formula E, with teams needing to efficiently manage energy throughout the race [2] - The introduction of silicon carbide (SiC) has improved charging efficiency, as it replaces traditional silicon in inverters, enhancing performance in high current and high-temperature applications [3] - Jaguar TCS was one of the first teams to use SiC in Formula E, and this technology is now being applied to all future Jaguar Land Rover production models [3] Group 3: Market Dynamics - The global automotive market is facing intense competition, with companies like Wolfspeed, a leading SiC supplier, preparing for bankruptcy due to overwhelming debt [5] - The FE series has grown its fan base to 400 million globally, but profitability remains a challenge, necessitating cost control measures [6] - Chinese automotive companies, such as BYD, have rapidly evolved their models, showcasing a competitive edge over multinational corporations that struggle with lengthy internal processes [6][7] Group 4: Strategic Adjustments - Multinational automotive companies are losing market share in China as they hesitate in their transition to electric vehicles, leading to a shift in strategy [7] - Many Chinese electric vehicle companies are operating at a loss, with NIO reporting significant financial losses in recent quarters [7] - The global economic environment is pressuring multinational companies to focus on efficiency and cost reduction, prompting a reevaluation of their strategies in China [8]