(Bloomberg/Linda Lew) Deliveries from Tesla Inc.s Shanghai factory extended their slump in August as new products launched by Chinese rivals win over customers and global trade uncertainties persist.
The electric vehicle maker shipped 83,192 units from the plant last month, according to preliminary data released by Chinas Passenger Car Association on Tuesday, which didnt break the figures down into exports and domestic sales. Thats down 4% from a year earlier and shipments have dropped in seven out of eight months this year.
The prolonged weakness underscores multiple challenges facing the Elon Musk-led carmaker. China is Teslas largest overseas market, but a long-running price war and the popularity of attractively priced, tech-heavy models from local rivals like BYD Co. and Xiaomi Corp. have hammered sales.
Although the Chinese government has urged the industry to rein in its aggressive discounting, there has been limited effect so far and Tesla has sought to claw back ground by upgrading its offerings. Its introduced a six-seater Model Y, with deliveries anticipated as early as September, and plans to integrate voice controls powered by AI models such as Deepseek that matches its competitors.
The downturn in China adds to a consumer backlash in major Western markets following Musks foray into politics and controversial rhetoric. Tesla saw its European sales slump 40% in July, giving it a market share of just 0.8%.
The American carmakers difficulties contrast with robust demand for new-energy vehicles in China. In August, the countrys wholesale deliveries of EVs and hybrids grew 24% to 1.3 million units.
That keeps China on track to sell more electrified vehicles than conventional gasoline cars this year for the first time ever.
CWith assistance from Danny Lee.
More stories like this are available on bloomberg.com
082025 Bloomberg L.P.
(彭博社/琳达·卢)特斯拉上海超级工厂8月交付量持续下滑,主要由于中国竞争对手推出的新产品赢得消费者青睐,加之全球贸易不确定性持续存在。
根据中国乘用车市场信息联席会周二发布的初步数据,这家电动汽车制造商上月从该工厂出货83,192辆,但未区分出口和国内销售的具体数字。与去年同期相比,出货量下降了4%,且今年前八个月中有七个月呈现下滑趋势。
持续的疲软态势凸显出埃隆·马斯克领导的这家汽车制造商面临的多重挑战。中国是特斯拉最大的海外市场,但旷日持久的价格战,以及比亚迪、小米等本土竞争对手推出的高性价比、科技感十足的车型大受欢迎,严重冲击了特斯拉的销量。
尽管中国政府已敦促行业遏制激进的折扣行为,但迄今效果有限。特斯拉正试图通过升级产品来收复失地——其新推出的六座版Model Y预计最早将于9月交付,并计划整合由深度求索(Deepseek)等AI模型驱动的语音控制系统,以匹配竞争对手的技术水平。
在中国市场下滑的同时,由于埃隆·马斯克涉足政治领域并发表争议性言论,西方主要市场也出现了消费者抵制潮。特斯拉7月在欧洲的销量暴跌40%,市场份额仅剩0.8%。
这家美国汽车制造商的困境与中国市场对新能源汽车的强劲需求形成鲜明对比。8月份,中国电动汽车和混合动力汽车的批发销量增长24%,达到130万辆。
这将使中国今年新能源汽车销量首次超越传统燃油车。
在丹尼·李(Danny Lee)的协助下完成。
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