The Tesla sales crisis is spread to China, while the sizes of the Gigashghanghai Factory in April for the seventh month in a row to the lowest level in the years.
- Vehicle shipments of wholesale from the Chinese Tesla factory decreased by 6 % during the previous month of AprilOn the occasion of the seventh decrease in a row on an annual basis. A car is approximately 58,500 cars sold at home and abroad, it is the lowest total number since 2022, when the factory struggled to work at a full pace amid the city levels after the outbreak of the Kovid dynasty.
TESLA frequencies in developing new EV models can expand the brand to new sectors of the global auto market, including integrated cars, to chase them.
On Wednesday, the Peritary Cars Association in China (CPCA) reported Numbers Tesla showed that 58,459 sedans 3 of the Gigashanghai Factors last month.
This is 6 % less thanPrevious AprilWhich had the same number of working days, and the monthly decrease, respectively, is represented in a row in a row. It is also the lowest total number since 2022, when the factory struggled to work at a full pace amid the city levels after the outbreak of the Covid’s omicron.
As a result, Shanghai’s operations in Tesla slipped to the fourth place in the local classifications of the largest manufacturers of EVS and the component hybrid-or “new energy vehicles” in China’s language-now behind Geic-GM-Guling as well as the BYD market.
$ tsla 🇨🇳
– Tesla Chan (@Tsleshan) May 7, 2025
News: Tesla China 58,459 recorded in April.
Wholesale = retail+export pic.twitter.com/tp0ssc5GNR
“Tesla has faded in a continuous recovery in China since the competition became more severe,” Eric Han, the first director of the Shanghai Consulting Company Social,He saidthePost morning South China. “Its Chinese competitors, bankers for their new models and aggressive pricing strategies, have attracted more consumers.”
The demand for Tesla Evs decreases quickly – especially in Europe
Tesla is not in any way the only western company that has difficulty in the NEV market for competing cars in China, which is now completely dominated by local brands. But this is the only one who deserves more than the 10 largest car manufacturers combined.
The first month of every quarter of Shanghai usually sees anywhere to half of its size for export. Since wholesale numbers include cars that are manufactured for local and foreign markets such as Australia, the continuous decrease indicates a wider weakness in the demand for Tesla.
$ tsla China has published 7.3 kilograms of insurance records for the week from April 28 to May 4. Looking at the Chinese holidays from 1 to 5 May, the Tlaga Giga Shanghai was only 3 working days last week. After five weeks, 2Q is -9.1 % QOQ and -14.5 % on an annual basis.
– Gary Black (@garyblack00) May 7, 2025
Separately, CPCA Tesla Shanghai mentioned … pic.twitter.com/bl0crownw
CPCA has not yet provided an accurate division, the data that comes later in the month, but weekly insurance numbers indicate that local Tesla sales in the quarter are heading to 15 % less so far.
This comes at the top of the modern data that shows the demand for its cars throughout Europe, which has been destroyed by 37 % in The first quarter He continued to decrease in April.
Musk puts each eggs in two baskets – chrorep and optimus
Perhaps the blaming of this Y to a newer version, which can slow the assembly lines with Kinks mode. Executive officials said in calling the profits of the first quarter of Tesla at the end of last month, however, all four factories are already able to manufacture the new Y model at the same speed of the old model.
This indicates that the deeper problem is that Musk failed to invest in new cars. Instead, it was that Tesla did not need to copy the car manufacturers by developing different models for different sectors, a choice that resembles Nokia that offers different phones. Instead, Tesla only needs one or two deadly products that dominate the market: for Musk this is Cybercab Robotaxi and Optimus Robot.
To support demand for demand in China so this duo can launch, Tesla is believed to prepare for a new low -cost version, according to local media reports. Other unconfirmed speculation centers about the possibility of preparing the Tesla for the so -called Mini and Maxi version of Y, with a perfect capacity to provide seven seats to accommodate parents, grandparents and children.
Thorn on the way to evaluate Tesla water
Either way, the evaluation of Tesla appears to be a fork in the way of borrowing favorite musk.
Investors are currently ready to pay nearly 100 times for profits next year based on unanimity estimates, it usually indicates that the company is preparing for explosive growth. These huge complications depend on the conviction that the terrible Musk bet on “artificial intelligence in the real world”, robots and independent welcoming fleets, will be given its fruits.
Whether Tesla sells a 410K, 440K or 470K in Q2 it makes the money hardly a difference in the context of MCAP at $ 0.9.
AJ (alojoh) May 5, 2025
It is also ridiculous to enjoy car sales just as robotics is about to launch.
It is like an obsession with iPod sales after jobs …
Bears argue that EV sales numbers like those outside China or Europe prove that he had sadly neglected his basic car and broke his company. They complain that his efforts will be able to justify the type of evaluation that seven other wonderful stocks can dream of.
Bulls believes that the company is equal to more than its current market value of $ 900 billion in the meantime pays little attention to EV, believing that its cars are equivalent to Tesla with iPod – a product in the end in the past as soon as Apple launched the iPhone.
Artificial intelligence and robots are now Linchpin in the Musk stock story.
This story was originally shown on Fortune.com
