Tesla Rival VinFast Faces New Hurdle As North Carolina Factory Delay Compounds EV Maker's Struggles
Tesla Rival VinFast Faces New Hurdle As North Carolina Factory Delay Compounds EV Maker's Struggles
In a recent development, Vietnamese electric vehicle (EV) manufacturer VinFast Auto Ltd. (NASDAQ:VFS) has announced a three-year delay in the construction of its US factory, further complicating its global expansion plans.
最近，越南电动汽车（EV）制造商VinFast Auto Ltd.（纳斯达克：VFS）宣布其美国工厂建设将延迟三年，进一步复杂化了其全球扩张计划。
What Happened: VinFast has also scaled down its annual sales target from 100,000 to 80,000 units, Bloomberg reported on Monday. The postponement of the North Carolina factory, declared on Saturday, is likely to exert additional strain on the company's sales forecast.
发生了什么：彭博社周一报道，VinFast还将其年销量目标从10万辆降至8万辆。上周六宣布推迟在北卡罗来纳州建造工厂，可能会对公司的销售预测施加额外压力。
Tyler Manh Dung Nguyen, Chief Market Strategist at Ho Chi Minh City Securities Corp., characterized the U.S. market as "tough" for VinFast, particularly in light of the ongoing consumer transition from full EVs to hybrid vehicles. He further stated that the absence of a U.S. manufacturing facility could present additional obstacles for VinFast in the face of stiff competition in the EV sector.
胡志明市证券公司首席市场策略师阮文 Đức Nguyên将美国市场描述为VinFast的“难点”，特别是在全面转向混合动力车的消费者大潮下。他进一步表示，没有美国制造设施可能会给VinFast在EV行业激烈竞争中带来额外的障碍。
The U.S. auto market has been a challenging terrain for several automakers, including EV startups. Despite VinFast's optimism in achieving its sales target, Ken Foong, a Bloomberg Intelligence analyst, cautioned that the company's 2024 outlook might be subject to further downgrades, given that its sales target for the second half of 2024 suggests a 168% surge from the first half of the year.
美国汽车市场对多家汽车制造商，包括EV创业公司来说都是一个具有挑战性的领域。尽管VinFast在实现销售目标方面充满了乐观，但彭博社智库分析师Ken Foong警告说，鉴于公司2024年下半年的销售目标暗示上半年要达到168%的激增，其2024年前景可能会受到进一步下调的影响。
Earlier, VinFast's debut EVs in North America were met with negative feedback due to software and other issues, resulting in a recall of all 999 VF8 SUVs shipped to the US. Despite these setbacks, the company remains unfazed and plans to concentrate on "a more selective group of potential markets" and expand into Indonesia, India, and the Philippines.
此前，由于软件和其他问题，VinFast在北美推出的首批EV受到了负面反响，导致所有运往美国的999辆VF8 SUV被召回。尽管遇到了这些挫折，该公司仍然不动摇，并计划集中精力开拓“一些潜在市场的更有选择性的群体”，并进军印度尼西亚、印度和菲律宾等市场。
Why It Matters: Previously, VinFast had shown confidence in the U.S. EV market due to the higher demand for EVs and supportive regulations. The company had planned to start operations in its North Carolina factory in 2025, which was expected to produce up to 150,000 vehicles a year in its first phase.
为何重要：此前，由于对EV的高需求和支持性法规，VinFast对美国的EV市场充满信心。该公司曾计划在2025年开始在其北卡罗莱纳州工厂投产，并预计在第一阶段生产高达15万辆车。
Additionally, VinFast was reportedly seeking a $250 million bank loan to finance the construction of a new assembly plant in Subang, Indonesia, highlighting its ambitions to expand its regional footprint and compete in the global EV market.
此外，VinFast正在寻求一笔250000000美元的银行贷款，用于筹资印度尼西亚苏邦新装配厂的建设，彰显了该公司扩大区域版图并在全球EV市场竞争的雄心。
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Image: Shutterstock/ betto rodrigues
图片：shutterstock / betto rodrigues
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑