Editor's Picks: Why Tesla's wannabe rivals are in trouble

编辑精选:为何特斯拉的潜在竞争对手陷入困境

Editor's Picks from The Economist

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2024-04-17

13 分钟
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A handpicked article read aloud from the latest issue of The Economist. Today: the Tesla imitators that are struggling to stay in business. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+
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  • The Economist Hello, Alok Jha here.

  • I host Babbage, our science and tech podcast.

  • Welcome to Editors' Picks.

  • Here's an article handpicked from the latest edition of The Economist, read aloud.

  • I thought you might enjoy it.

  • In recent months, Teslos had a bumpy ride.

  • In January,

  • the electric vehicle or EV Pioneer warned that growth would be notably lower this year,

  • as motorists' enthusiasm for battery power loses charge.

  • The same month,

  • it had to suspend most production at its giant factory near Berlin because of supply disruptions caused by turmoil in the Red Sea.

  • Its market share in China, the world's biggest EV market,

  • is falling as it fends off cheaper local competition,

  • especially from BYD,

  • which late last year briefly eclipsed Tesla as the world's biggest EV maker.

  • Tesla hit another big pothole on April 2nd when it reported that it had delivered fewer than 390,000 cars in the first quarter.

  • That was down by 8.5% from a year ago and considerably worse than already cautious Wall Street analysts were expecting.

  • Tesla's market value has slumped by a third this year to less than $550 billion.

  • That is still more than any other carmaker,

  • but less than half of the $1.2 trillion it was worth in 2021.