Tesla’s Chinese sales last month were much weaker than they originally appeared.
テスラの先月の中国での売上高は、当初の見た目よりもはるかに弱かった。
4月のテスラの中国での売り上げが思わしくなかったようです。
当初の予測よりもはるかに悪かった。
それはなぜなんでしょうか?
Although Tesla does not report monthly sales or regional revenue, the China Passenger Car Association earlier this week estimated Tesla’s Chinese sales were down 27% from March to just under 26,000 cars – much worse than the overall 10% decline in China’s electric vehicle sales overall.
But that’s no the full story: The trade group later clarified that its April figure includes sales of vehicles built in China but exported to other markets. More than half of the Teslas initially reported as Chinese sales – 14,174 – were exported.
That’s potentially a serious problem for Tesla, which opened its second auto assembly plant in Shanghai in late 2019 specifically to serve the crucial Chinese market.
China is the world’s largest market for overall car sales, and electric vehicles make up a much bigger share of auto sales than in any other major market – about 4.5% in 2020, more than twice the EV share of the US car market last year.