Research: Tesla To Be Overtaken By This Legacy Automaker As Top EV Maker By 2024
Research: Tesla To Be Overtaken By This Legacy Automaker As Top EV Maker By 2024
"Execution will be key to encroaching on Tesla's $750 billion market capitalization."Germany's Volkswagen Group (OTC:VWAGY) could grab the top electric vehicle maker crown from Tesla Inc (NASDAQ:TSLA), according to a research report by Bloomberg Intelligence.
德国的大众汽车集团(场外交易：VWAGY)可能从以下公司手中夺得最大电动汽车制造商的桂冠特斯拉公司(纳斯达克代码:TSLA)，根据布隆伯格 智慧。
What Happened: Volkswagen's battery electric vehicle share already tops that of Tesla in Europe and the legacy automaker needs to replicate that success in other regions, particularly China where it is currently struggling to grow the electric vehicle share.
发生的事情：大众的电池电动汽车在欧洲的份额已经超过了特斯拉，这家传统汽车制造商需要在其他地区复制这种成功，特别是在中国，大众目前正努力扩大电动汽车的份额。
"Tesla's new EU capacity and buoyant global demand should enable it to retain its sales crown for at least another year, though Volkswagen is hot on its heels and could overtake in 2024," the report said.
报告称：“特斯拉在欧盟的新产能和旺盛的全球需求应该会使其至少再保持一年的销量冠军，尽管大众汽车正紧随其后，并可能在2024年超越。”
"Execution will be key to encroaching on Tesla's $750 billion market capitalization."
“执行力将是侵蚀特斯拉7500亿美元市值的关键。”
Volkswagen aims to sell a minimum of 140,000 IDs in China in 2022.
大众的目标是到2022年在中国至少销售14万辆ID。
See Also: Volkswagen Aims To Double ID EV Sales In China This Year After Missing 2021 Target
另见：大众汽车计划今年将ID电动汽车在中国的销量翻一番，此前大众未能实现2021年的目标
Tesla opened its first European manufacturing plant Giga Berlin in March this year. The factory can produce 500,000 electric vehicles a year when it is ramped up to full capacity.
今年3月，特斯拉在柏林开设了第一家欧洲制造工厂Giga柏林。当工厂达到满负荷时，它每年可以生产50万辆电动汽车。
The VW Thesis: The report assumes Tesla's Cybertruck launch next year will be further delayed and estimates Volkswagen will grow its electric vehicle share on the back of 16 new models including the Audi Q6, A4 e-tron, A6 e-tron, ID 5/6, ID Buzz and Porsche Macan.
大众的主题是：该报告假设特斯拉明年推出的CyberTruck将进一步推迟，并估计大众将在包括奥迪Q6、A4 e-tron、A6 e-tron、ID 5/6、ID Buzz和保时捷Macan在内的16款新车型的支持下，增加其电动汽车份额。
"This comes as part of a goal to achieve a 25% BEV sales mix by 2025- 26. These will better compete on range and technology, widening the volume gap vs. legacy peers," the report said, adding that the German automaker would be able to use its global scale to achieve the top end of its new 8-9% 2025 Ebit-margin target early, ahead of consensus.
报告称，这是到2025-26年实现25%的Bev销量组合目标的一部分。这些公司将在车型和技术上更好地竞争，扩大与传统同行的销量差距。报告补充说，这家德国汽车制造商将能够利用其全球规模提前实现2025年息税前利润8-9%的新目标的高端。
For perspective, Tesla sold nearly a million electric vehicles last year and opened two new factories — Giga Berlin and Giga Texas — which when fully ramped-up are expected to lift the company's capacity by one million units.
相比之下，特斯拉去年售出了近100万辆电动汽车，并开设了两家新工厂--吉加柏林工厂和德州Giga工厂工厂--当全面投产后，预计将使公司的产能增加100万辆。
See Also: 'Tight Race But Won't Give Up:' Volkswagen CEO Praises Tesla Again, Says Elon Musk's Pace Surprised Him
另见：大众汽车首席执行官再次称赞特斯拉，称埃隆·马斯克的速度让他惊讶
Price Action: Tesla shares traded 1.7% at the time of writing on Wednesday, according to data from Benzinga Pro.
价格行动：根据Benzinga Pro的数据，在撰写本文时，特斯拉的股价周三上涨了1.7%。
