Tesla’s share of US EV sales falls below 50% for the first time | 特斯拉在美国电动汽车市场销售份额首次跌破50% - FT中文网
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Tesla’s share of US EV sales falls below 50% for the first time
特斯拉在美国电动汽车市场销售份额首次跌破50%

Elon Musk’s auto group faces increased competition from new rivals in its domestic market
今年第二季度,特斯拉在美国电动汽车市场的份额从去年同期的59%降至49.7%。
Tesla’s share of US electric vehicle sales slid below 50 per cent for the first time, as the world’s largest EV maker faced increased competition in its domestic market.
特斯拉(Tesla)在美国电动汽车销售中的份额首次跌破50%,这家全球最大的电动汽车制造商在国内市场面临日益激烈的竞争。
Elon Musk’s auto group saw its share in the battery-run car market fall to 49.7 per cent in the second quarter, down from 59 per cent a year earlier, according to Cox Automotive, a leading car services and data group.
领先的汽车服务和数据集团Cox Automotive的数据显示,今年第二季度,埃隆•马斯克(Elon Musk)的这家汽车集团在电动汽车市场的份额从去年同期的59%降至49.7%。
The EV maker faced increased competition that had led to “continued price pressure”, said Stephanie Valdez Streaty, Cox’s insights director.
Cox的洞察主管斯蒂芬妮•瓦尔迪兹•斯特里特(Stephanie Valdez Streaty)表示,这家电动汽车制造商面临的竞争日益加剧,导致了“持续的价格压力”。
The data comes as Tesla sees renewed pressure to update its line-up as new competition arrives in dealerships, including offering a mass market vehicle, and a slowing rate of growth in demand for EVs.
随着新的竞争对手进入经销商市场,包括推出大众市场车型以及电动汽车需求增长放缓,特斯拉面临着更新产品线的压力。
Overall EV sales in the US grew 11.3 per cent year on year in the April to June quarter, hitting a record high of 330,463 units, said Cox, but this was significantly lower than the 48.4 per cent pace registered for the same time last year.
Cox的数据显示,今年4月至6月,美国电动汽车总销量同比增长11.3%,达到330463辆的创纪录高位,但这明显低于去年同期48.4%的增速。
Tesla’s Model Y and Model 3 face new competitors, including the BMW i5, Cadillac Lyriq, Honda Prologue, and Kia EV9 SUV, noted Cox.
考克斯指出,特斯拉的Model Y和Model 3面临着新的竞争对手,包括宝马(BMW) i5、凯迪拉克(Cadillac) Lyriq、本田(Honda) Prologue和起亚(Kia EV9) EV9 SUV。
Ford retained its second-place position behind Tesla, in the US EV market, helped by “higher volumes” of its Mustang Mach-E SUV and its F-150 Lightning truck.
福特(Ford)在美国电动汽车市场保持了仅次于特斯拉的第二位,这得益于其Mustang Mach-E SUV和F-150 Lightning卡车“销量增加”。
The US auto market remains relatively shielded from the influx of cheaper Chinese competition, unlike Europe and other regions of the world. President Biden’s administration in May announced plans to quadruple the tariffs on Chinese EVs to 100 per cent.
与欧洲和世界其它地区不同,美国汽车市场相对而言仍未受到廉价中国汽车涌入的影响。拜登(Biden)政府今年5月宣布,计划将对中国电动汽车征收的关税翻两番,至100%。
Christopher Tsai of Tsai Capital, a Tesla investor, said the news was “no surprise” and he expected Tesla’s market share to continue to decline as new competitors enter the market.
特斯拉投资者Tsai Capital的Christopher Tsai表示,这一消息“并不令人意外”,他预计随着新的竞争对手进入市场,特斯拉的市场份额将继续下降。
“But we also expect Tesla will increase production and deliveries from approximately 1.8mn vehicles today to approximately 15mn vehicles in 2030,” he said. “That’s because the market for, and consumer adoption of, electric vehicles will increase substantially.”
“但我们也预计,到2030年,特斯拉将把产量和交付量从目前的约180万辆增加至约1500万辆,”他表示。“这是因为电动汽车市场以及消费者的接受程度将大幅增加。”
Tesla announced that it delivered 443,956 vehicles globally in the three months to June earlier this month. The delivery figures were down 4.7 per cent from a year ago, but above Wall Street estimates. Tesla cars have also been included on a Chinese local government’s list of EVs that can be bought by public, party and government groups for the first time.
特斯拉本月早些时候宣布,截至6月的三个月里,它在全球交付了443956辆汽车。这一交付量较上年同期下降4.7%,但高于华尔街的估计。特斯拉汽车也首次进入中国地方政府的电动汽车采购清单,公共团体和政府机构可以采购买其作为公用车。
Its shares, however, were down more than 6 per cent in New York on Thursday following reports that the unveiling of its self-driving robotaxis would be delayed. Bloomberg News reported that the presentation of the new taxis, due in August, had now been put back to October.
然而,该公司股价周四在纽约下跌逾6%,此前有报道称,其自动驾驶机器人出租车的发布将被推迟。彭博新闻社(Bloomberg News)报道称,原定于8月发布的新出租车现已推迟至10月。
Tesla did not respond to a request for comment.
特斯拉没有回应置评请求。
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