インターネット調査室:　「Tesla's China Sales Plunge as Model Y Shake-Up Sparks Trouble--Is BYD Stealing the Spotlight?」

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今回は「Tesla's China Sales Plunge as Model Y Shake-Up Sparks Trouble--Is BYD Stealing the Spotlight?」について見ていきましょう。

Guruforcus:   8 Feb,2025

「Tesla's China Sales Plunge as Model Y Shake-Up Sparks Trouble--Is BYD Stealing the Spotlight?」

Tesla in China, with January sales of its locally made EVs dropping 11.5% year-over-year to 63,238 unitsdown a brutal 32.6% from December.

あ〜　あ〜

The reason? 

A production shift. Tesla is rolling out a refreshed Model Y, its best-seller, and that transition is slowing down deliveries at its Shanghai Gigafactory. 

なるほど〜

BYD  is flexing its muscles, moving 296,446 passenger EVs and plug-in hybrids last month, up 47.5% from a year ago, though it also saw a steep 41.8% month-over-month decline.

そんなに世の中うまくいきません。

中国経済が不振の中TeslaとBYDで市場を取り合う？

とは言え、Teslaさんの場合は宇宙事業のほうが本命になり、EV車は片手間になる気もします。

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