仿¥ã¯ãã€ãŒãã³ã»ãã¹ã¯ã®äŒç€Ÿã§ãããã¹ã©ãäžåœã§ã¯å£²ããŠããªããšãã話ã§ãã
ãªããçªç¶ãäžåœã§ãã¹ã©ã売ããªããªã£ãŠããããã§ãã
ãã®çç±ã¯äœãªãã§ããããïŒ
ãã¹ã©ã¯ãã§ã«ãäžæµ·ã«ãå·¥å Žãäœã£ãŠããŠãããã§è»ã補é ããŠããããããã§ããâŠã
ãããããã¹ã©ã¯é»æ°èªåè»ã§ã¯çžåœãªå£²ãäžãããããŠããããºâŠã
çç±ãæ¢ãããã仿¥ã®èšäºãèªãã§ã¿ãŸãããã

[su_note]Tesla’s Chinese sales last month were much weaker than they originally appeared.[/su_note]
[su_note note_color=”#85ff66″]ãã¹ã©ã®å æã®äžåœã§ã®å£²äžé«ã¯ãåœåã®èŠãç®ãããã¯ããã«åŒ±ãã£ãã[/su_note]
4æã®ãã¹ã©ã®äžåœã§ã®å£²ãäžããæããããªãã£ãããã§ãã
åœåã®äºæž¬ãããã¯ããã«æªãã£ãã
ããã¯ãªããªãã§ããããïŒ
[su_note]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.[/su_note]
[su_note note_color=”#85ff66″]ãã¹ã©ã¯æé売äžé«ãå°åã®å£²äžé«ãå ±åããŠããŸããããä»é±åãã®äžåœä¹çšè»åäŒã¯ããã¹ã©ã®äžåœã®å£²äžé«ã3æãã27ïŒ æžå°ããŠ26,000å°åŒ±ã«ãªããäžåœã®é»æ°èªåè»å šäœã®å£²äžé«ãå šäœã§10ïŒ æžå°ãããããã¯ããã«æªããšæšå®ããŸããã[/su_note]
ãã¹ã©ã®äŒç€Ÿèªäœã¯ããã®å£²ãäžãã«ã€ããŠå ±åãããŠããªãã
ã§ããäžåœã®èªåè»è²©å£²ã®åäŒã§ãããäžåœä¹çšè»åäŒïŒCPCA)ã¯ããã¹ã©ã®å£²ãäžããæªãã£ããšæšå®ããŠããã
3æã®å£²ãäžãããã27ïŒ ãããŠã³ããŠã26,000å°ãã売ã£ãŠããªãã
ãã®å£²ãäžãã¯ãäžåœå šäœã®é»æ°èªåè»ã®å£²äžé«ã10ïŒ æžå°ããå²åããããã¯ããã«æªãã
ããã§ãããã
äžåœå šäœã®é»æ°èªåè»ã®å£²äžé«ã10ïŒ æžã«å¯ŸããŠããã¹ã©ã¯27ïŒ ãããŠã³ã§ãããã
å以äžã®èœã¡èŸŒã¿åºŠã§ãã
[su_note]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.[/su_note]
[su_note note_color=”#85ff66″]ããããããã ãã§ã¯ãããŸããã貿æã°ã«ãŒãã¯åŸã«ã4æã®æ°åã«ã¯äžåœã§è£œé ããããä»ã®åžå Žã«èŒžåºãããè»äž¡ã®è²©å£²ãå«ãŸããŠããããšãæããã«ããŸããã äžåœã®å£²äžé«ãšããŠæåã«å ±åããããã¹ã©ã®åå以äžïŒ14,174ïŒã茞åºãããŸããã[/su_note]
ããããããã ãã§ã¯ãªãã
4æã®ãã¹ã©ã®å£²ãäžãã«ã¯ãäžåœã§è£œé ãããŠãå€åœã«å£²ããããã®ãã«ãŠã³ããããŠããã
ããªãã¡ãäžåœåœå ã§ã®å£²ãäžãã¯ãããã«æªããšããããšã§ãã
äžåœã®å£²äžé«ãšæåã«å ±åãããŠãããã¹ã©ã®åå以äžã§ãã14,174å°ã茞åºãããŠããã
[su_note]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.[/su_note]
[su_note note_color=”#85ff66″]ããã¯ãç¹ã«éèŠãªäžåœåžå Žã«ãµãŒãã¹ãæäŸããããã«ã2019幎åŸåã«äžæµ·ã«2çªç®ã®èªåè»çµç«å·¥å Žãéèšãããã¹ã©ã«ãšã£ãŠæ·±å»ãªåé¡ãšãªãå¯èœæ§ããããŸãã[/su_note]
ããã¯ããã¹ã©ã«ãšã£ãŠã¯æ·±å»ãªåé¡ã§ãã
2019幎ã«ã¯äžæµ·ã«ç¬¬2çªç®ã®èªåè»çµã¿ç«ãŠå·¥å Žãéèšãããããã§ãããããã£ãšè²©å£²ããã€ããã ã£ããã§ãããã
ããããéã«å€§ããèœã¡èŸŒããããªäºæ ã«ãªã£ãŠããŸã£ãŠããŸãã
“crucial”ã¯ãããããŠéèŠãªããšããæå³ã
[su_note]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.[/su_note]
[su_note note_color=”#85ff66″]äžåœã¯èªåè»è²©å£²å šäœã§äžçæå€§ã®åžå Žã§ããã黿°èªåè»ã¯ä»ã®ã©ã®äž»èŠåžå Žãããèªåè»è²©å£²ã®ã¯ããã«å€§ããªã·ã§ã¢ãå ããŠããŸãã2020幎ã«ã¯çŽ4.5ïŒ ã§ãæšå¹Žã®ç±³åœã®èªåè»åžå Žã®EVã·ã§ã¢ã®2å以äžã§ãã[/su_note]
äžåœã¯ã人å£ãå€ãããšããã£ãŠãäžçã§æå€§ã®èªåè»è²©å£²ã®åžå Žã
ãããã黿°èªåè»ã¯ãä»ã®ã©ã®äž»èŠåžå Žããã倧ããªã·ã§ã¢ãå ããŠããã
2020幎ã®äžåœã®é»æ°èªåè»åžå Žã®ã®ã·ã§ã¢ã¯çŽ4.5ïŒ ã§ãã¢ã¡ãªã«ã®é»æ°èªåè»åžå Žã®ã·ã§ã¢ã®2å以äžã®å€§ããããããŸãã
[su_note]Tesla’s sales to Chinese buyers plunged by more than 60% between March and April, according to independent Chinese EV analyst Zhu Yulong. [/su_note]
[su_note note_color=”#85ff66″]ç¬ç«ããäžåœã®EVã¢ããªã¹ãã®ãã¥ãŒã»ãŠãã³æ°ã«ãããšãäžåœã®ãã€ã€ãŒãžã®ãã¹ã©ã®å£²äžé«ã¯3æãã4æã®éã«60ïŒ ä»¥äžæ¥èœããŸããã[/su_note]
äžåœã®EVã¢ããªã¹ãã®ãã¥ãŒã»ãŠãã³æ°ã«ãããšããã¹ã©ã®äžåœãã€ã€ãŒãžã®å£²äžé«ã¯ã3æãã4æã§60ïŒ ãæ¥èœããã
åå以äžã«ãªã£ãŠããŸã£ããšããããšã§ãã
ãªãæ¥ã«ãããªã«èœã¡èŸŒãã§ããŸã£ãã®ã§ããããïŒ
[su_note]Newly insured Tesla vehicles fell to just under 12,000 vehicles in April from about 34,500 in March, Yulong reported.[/su_note]
[su_note note_color=”#85ff66″]æ°ãã«ä¿éºãããããããã¹ã©è»ã¯ã3æã®çŽ34,500å°ãã4æã«ã¯12,000å°åŒ±ã«èœã¡ããšYulongã¯å ±åããã[/su_note]
ããã«ããããè£ä»ãã蚌æ ãšããŠãå¥ã®çµ±èšã瀺ãããŸãã
æ°ãã«ä¿éºãããããããã¹ã©ã®å°æ°ã3æã«ã¯34,500å°ãã£ãã®ã«å¯ŸããŠã4æã¯12,000å°ã«èœã¡ãã
ãã¡ãã¯ã3åã®1ã«è¿ããªã£ãŠããŸãã
[su_note]Those numbers correspond closely to the CPCA’s non-export number in April, and total number in March.[/su_note]
[su_note note_color=”#85ff66″]ãããã®æ°åã¯ã4æã®CPCAïŒäžåœèªåè»åäŒïŒã®éèŒžåºæ°ãããã³3æã®ç·æ°ã«å¯æ¥ã«å¯Ÿå¿ããŠããŸãã[/su_note]
ãããã®æ°åã¯ãäžåœã®èªåè»è²©å£²ã«ã€ããŠãããããCPCAãçºè¡šããŠããæ°åãšã察å¿ããŠããã
ã€ãŸããééãããªããšããããšã§ãã
è£ä»ããåããŠããã
[su_note]Yulong believes that the drop in sales is due to bad publicity that Tesla has suffered in the Chinese market since the start of April.[/su_note]
[su_note note_color=”#85ff66″]ãŠãã³æ°ã¯ã売äžé«ã®æžå°ã¯ããã¹ã©ã4æã®åãããäžåœåžå Žã§èŠããã§ããè©å€ã®æªãã«ãããã®ã ãšèããŠããŸãã[/su_note]
ãŠãã³æ°ã«ããã°ãããã ã売äžé«ãæžå°ããŠããçç±ãããã
ããã¯ã4æã®åããããã¹ã©ã®äžåœåžå Žã§ã®è©å€ãæªãã®ããã®çç±ã
ããã«ãã£ãŠãããã ãã¬ã¯ã³ãšå£²ãäžããèœã¡ãŠããŸã£ãŠãããšããã®ã§ãã
[su_note]Customers protested the company at China’s largest auto show in Shanghai last month, complaining about problems with their cars. The company also has five Chinese regulatory agencies investigating the quality of its Shanghai-made Model 3 cars.[/su_note]
[su_note note_color=”#85ff66″]顧客ã¯å æäžæµ·ã§éå¬ãããäžåœæå€§ã®èªåè»ã·ã§ãŒã§åç€Ÿã«æè°ããèªåè»ã®åé¡ã«ã€ããŠäžæºãè¿°ã¹ãã å瀟ã¯ãŸããäžæµ·è£œã®ã¢ãã«3è»ã®5ã€ã®äžåœã®èŠå¶åœå±ã®å質ã調æ»ãæã£ãŠããŸãã[/su_note]
äžåœäººã®ã客ããŸãäžæµ·ã§éå¬ãããã¢ãŒã¿ãŒã·ã§ãŒã§ãã¹ã©ã«æè°ãè¡ã£ãã
ãããŠããã¹ã©ã®åé¡ã«ã€ããŠäžæºãè¿°ã¹ããšèšã£ãŠããŸãã
ãããŠãäžæµ·ã§äœããã3ã€ã®ã¢ãã«ã®ãã¹ã©ã¯ã5ã€ã®äžåœèŠå¶åœå±ã®èª¿æ»ãåããŠããããã§ãã
ãã®ãããªããšããã£ãã®ã§ãäžåœã§ã®ãã¹ã©ã®è©å€ãèœã¡ãŠããã
[su_note]Chinese media also reported that China’s military had banned Tesla vehicles from entering its complexes, expressing concerns that onboard cameras could be used for spying – a charge Tesla CEO Elon Musk has denied.[/su_note]
[su_note note_color=”#85ff66″]äžåœã®ã¡ãã£ã¢ã¯ãŸããäžåœã®è»éããã¹ã©ã®è»äž¡ããã®è€åæœèšã«å ¥ãã®ãçŠæ¢ãããšå ±åããè»èŒã«ã¡ã©ãã¹ãã€ã«äœ¿çšãããå¯èœæ§ããããšããæžå¿µã衚æãã-ãã¹ã©ã®CEOãã€ãŒãã³ã»ãã¹ã¯ã¯åŠå®ããã[/su_note]
ããã«äžåœã¡ãã£ã¢ã«ãããšãäžåœäººæ°è»ããã®è€åæœèšã«ãã¹ã©ãäŸµå ¥ããã®ãçŠæ¢ããã
ããã¯ããã¹ã©ã®è»èŒã«ã¡ã©ãã¹ãã€ç®çã§äœ¿çšãããå¯èœæ§ãããããã ãšèšã£ãŠããã
ãã¡ãããã€ãŒãã³ã»ãã¹ã¯ã¯ããã«åŠå®ãããã ããã©ãâŠã
ãªãããæºåž¯ã§ã¢ã¡ãªã«ãéã®ããšããã£ãŠããããã«ãæããŸããâŠã
[su_note]“Tesla has suffered really strong negative coverage recently. It has damaged its sales,” Yulong wrote in a recent analysis.[/su_note]
[su_note note_color=”#85ff66″]ããã¹ã©ã¯æè¿ãéåžžã«åŒ·ããã¬ãã£ããªå ±éã«èŠããã§ãããããã¯ãã®å£²äžé«ãå·ã€ããããšãŠãã³ã¯æè¿ã®åæã§æžããã[/su_note]
ãŠãã³æ°ã«ãããšããã¹ã©ã¯ãšãŠããã¬ãã£ããªå ±éã«èŠããã§ããã
ãããŠãããããã¹ã©ã®å£²äžé«ã«åœ±é¿ããŠããããšããé¢šã«æè¿ã®åæã§æžããã
ãããŸã§æžãããŠããããšãã®ãŸãŸã§ãã
âcoverage”ã¯ãïŒãã¥ãŒã¹ã®ïŒå ±éãåæãæŸéããšããæå³ã
[su_note]Tesla critics in the United States were quick to point out that the weaker sales numbers represent a sign of trouble for the automaker’s bottom line.[/su_note]
[su_note note_color=”#85ff66″]ç±³åœã®ãã¹ã©æ¹è©å®¶ã¯ãè²©å£²å°æ°ã®æžå°ã¯èªåè»ã¡ãŒã«ãŒã®åçã«åé¡ãããããšã瀺ããŠãããšããã«ææããŸããã[/su_note]
äžæ¹ã§ã¢ã¡ãªã«ã®ãã¹ã©æ¹è©å®¶ãææãããŠããã
è²©å£²å°æ°ã®æžå°ã¯ãã¹ã©ã®åçã«åé¡ãããããšã瀺ããŠãããšèšã£ãŠããã
ãã£ããã©ãããããšãªãã§ããããïŒ
[su_note]“Keep in mind that the negative state-affiliated media campaign inside China around Tesla’s car quality didn’t begin until late April,” noted Gordon Johnson of GLJ Research, one of the harshest critics of Tesla.[/su_note]
[su_note note_color=”#85ff66″]ãã¹ã©ã®æãå³ããæ¹è©å®¶ã®1人ã§ããGLJãªãµãŒãã®ãŽãŒãã³ã»ãžã§ã³ãœã³æ°ã¯ãããã¹ã©ã®è»ã®å質ããããäžåœåœå ã®ãã¬ãã£ããªåœå¶ã¡ãã£ã¢ãã£ã³ããŒã³ã¯4æäžæ¬ãŸã§å§ãŸã£ãŠããªãããšãå¿ããªãã§ãã ããããšè¿°ã¹ãã[/su_note]
ãã¹ã©ã«å¯ŸããŠæãå³ããæ¹è©å®¶ã®1人ãèšã£ãŠããã
ãã¹ã©ã®å質ã«ã€ããŠã®ãã¬ãã£ããªã¡ãã£ã¢ãã£ã³ããŒã³ã¯ã4æäžæ¬ããå§ãŸã£ãã°ããã
ãã®ããšããšãŠã倧äºãªããšã瀺ããŠããããšèšã£ãŠããŸãã
[su_note]“So the impact (whatever that may be) likely won’t be seen until May June 2021 sales figures are out.”[/su_note]
[su_note note_color=”#85ff66″]ããããã£ãŠã圱é¿ïŒãããäœã§ããïŒã¯ã2021幎5æã6æã®å£²äžé«ãåºããŸã§èŠãããªãå¯èœæ§ãé«ãããšèªã£ãã[/su_note]
ããªãã¡ããã®ãã¬ãã£ããã£ã³ããŒã³ã®åœ±é¿ã¯ã5æã6æã®å£²äžé«ã«åºãŠããã
ã ããã5æã6æã®ãã¹ã©ã®è²©å£²å°æ°ã¯ããã£ãšæªããªãå¯èœæ§ãé«ããšããããšã§ãã
[su_note]Tesla shares have been falling this week on worries about its Chinese sales, and on a report from Reuters earlier that Tesla has decided not to buy land next to its Shanghai plant for possible future expansion.[/su_note]
[su_note note_color=”#85ff66″]ãã¹ã©ã®æ ªåŒã¯ä»é±ãäžåœã§ã®è²©å£²ãæžå¿µããŠäžèœããŠããããã€ã¿ãŒããã®å ±åã«ãããšããã¹ã©ã¯å°æ¥ã®æ¡åŒµã®ããã«äžæµ·å·¥å Žã®é£ã®åå°ãè³Œå ¥ããªãããšã決å®ããã[/su_note]
ãã¹ã©ã®æ ªåŒã¯ãäžåœã§ã®å£²ãäžãå°æ°ã®ãããæžå¿µããŠäžèœããŠããã
ãããŠããã¹ã©ã¯äžåœã§ã®å·¥å Žæ¡å€§ã®ããã®åå°ãè³Œå ¥ããªãããšã決ããã
ããªãã¡ãäžåœã§ã¯ãã以äžè²©å£²å°æ°ãå¢ããå¯èœæ§ã¯ãªããšèãããã§ãããã
[su_note]Shares fell 2% on Tuesday when the initial figures from CPCA suggested a 27% drop in Chinese sales, were down another 4% Wednesday and closed down 3% Thursday.[/su_note]
[su_note note_color=”#85ff66″]CPCAã®æåã®æ°åãäžåœã®å£²äžé«ã®27ïŒ ã®æžå°ã瀺åãããšããæ ªåŒã¯ç«ææ¥ã«2ïŒ æžå°ããæ°Žææ¥ã«ããã«4ïŒ æžå°ããæšææ¥ã«3ïŒ æžå°ããŸããã[/su_note]
CPCAïŒäžåœä¹çšè»åäŒïŒãæåã«äžåœã§ã®ãã¹ã©ã®å£²äžé«ã27ïŒ æžå°ããŠããããšã瀺ããæã«ããã¹ã©æ ªã¯2ïŒ äžèœããã
ãããŠãç¿æ°Žææ¥ã«4ïŒ ããã®æ¬¡ã®æšææ¥ã«ã¯ããã«3ïŒ äžèœãç¶ããã
æ¬ç€Ÿã®æ ªããã³ãã³äžãã£ãŠãã£ãŠããŸã£ãŠããã»ã©ã®ã€ã³ãã¯ãããã£ããšããããšã§ãã

[su_note]A spectacular 743% share price gain in 2020 made Tesla one of the most valuable US companies of any kind and by far the world’s most valuable automaker, worth as much as the six largest automakers combined.[/su_note]
[su_note note_color=”#85ff66″]2020幎ã®ç®èŠãŸãã743ïŒ ã®æ ªäŸ¡äžæã«ããããã¹ã©ã¯ããããçš®é¡ã®æã䟡å€ã®ããç±³åœäŒæ¥ã®1ã€ã«ãªããäžçã§æã䟡å€ã®ããèªåè»ã¡ãŒã«ãŒã®1ã€ã«ãªãã6倧èªåè»ã¡ãŒã«ãŒãåããã䟡å€ããããŸãã[/su_note]
ãã¹ã©ã¯ã2020幎ã«743ïŒ ãæ ªäŸ¡ãäžãããã¢ã¡ãªã«ã®äŒæ¥ã®äžã§ãæã䟡å€ããäŒæ¥ã«ãªããŸããã
ãããŠãäžçã§æã䟡å€ããèªåè»ã¡ãŒã«ãŒã®äžã€ã«ããªããŸããã
ãã®èŠæš¡ã¯ã6倧èªåè»ã¡ãŒã«ãŒã®äŸ¡å€ãåããããã®ãšåçã®äŸ¡å€ãããã
[su_note]But after continuing that run in the first few weeks of 2021, shares topped out in late January after the company reported slightly disappointing fourth quarter earnings.[/su_note]
[su_note note_color=”#85ff66″]ãããã2021å¹Žã®æåã®æ°é±éã«ãã®å®è¡ãç¶ããåŸãå瀟ã第4ååæã®åçããããã«å€±æããããšå ±åããåŸãæ ªåŒã¯1æäžæ¬ã«æé«æœ®ã«éããŸããã[/su_note]
ãã®å¢ãã¯ã2021幎ã«å ¥ã£ãŠãç¶ããŠããã
ã§ãã2021幎ã«å ¥ã£ãŠãã°ããããŠã2020幎ã®ç¬¬4ååæãããŸãè¯ããªãã£ããšããå ±åãããåŸãå°ãæ§åãå€ãã£ãã
æ ªäŸ¡ã¯ã2021幎1æäžæ¬ãããŒã¯ãšããŠäžããå§ããããã§ãã
[su_note]Tesla shares have lost a third of their value through Wednesday’s close from their record high close in late January, sending the stock into bear market territory.[/su_note]
[su_note note_color=”#85ff66″]ãã¹ã©æ ªã¯ãæ°Žææ¥ã®çµå€ãŸã§ã1æäžæ¬ã®é廿é«ã®çµå€ãã3åã®1ã®äŸ¡å€ã倱ãã匱æ°çžå Žã®é åã«éãããŸããã[/su_note]
ãã¹ã©æ ªã¯ã1æäžæ¬ã®æé«å€ãã3åã®1ã®äŸ¡å€ã倱ã£ãã
æé«å€ã®æããã66ïŒ ãããã®äŸ¡å€ã«ãªã£ãŠããŸã£ãããã§ãã
ãããŠãã¹ãã©æ ªã¯åŒ±æ°çžå Žã®é åã«å ¥ããããŠããŸããŸããã
匱æ°çžå Žãšããã®ã¯ãåžå Žãäžèœã®åŸåãç¶ããåçºãããšããèŠæ¹ãã»ãšãã©ãªãæããã¢ããŒã±ããïŒåŒ±æ°çžå ŽïŒãšã¿ãªãããããã§ãã
ããªãã¡ãã¹ãã©æ ªã¯ä»åŸäŸ¡å€ãæ»ãããã«ããªããšã¿ãããŠããŸã£ãŠããããã§ãã
仿¥ã®ã¹ããŒãªãŒã¯ãããŸã§ã
é£ã¶é³¥ãèœãšãå¢ãã ã£ãã¹ãã©ããäžåœåžå Žã§ã®äžèª¿ããã£ããã«ãäžèœããŠããããã§ãã
ãªããªããäŒæ¥ãç¹æ ããç¶ãããšããã®ã¯ãé£ãããšæãããŸãã
ææ¥ããŸããé 匵ããŸãã
ããã·ãŒ




ã³ã¡ã³ã