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Tesla Loses Ground: Elon Musk's EV Market Share Falls Below 50% For First Time

Tesla Loses Ground: Elon Musk's EV Market Share Falls Below 50% For First Time

特斯拉失去市場份額:埃隆·馬斯克的電動汽車市場份額首次下降到50%以下
Benzinga ·  17:05

Tesla Inc.'s (NASDAQ:TSLA) share of the electric vehicle (EV) market in the U.S. has dipped below half for the first time.

特斯拉公司。”s(納斯達克股票代碼:TSLA)在美國電動汽車(EV)市場的份額首次降至一半以下。

What Happened: The Elon Musk-led company is seeing more automobile rivals grab market share in the sector it once dominated.

發生了什麼:這家由埃隆·馬斯克領導的公司看到越來越多的汽車競爭對手在其曾經主導的行業中搶佔市場份額。

Tesla's share of the EV market in the U.S. fell to 49.7% for the second quarter, marking the first time that it has been below 50% in a quarter, according to new estimates released on Tuesday by research firm Cox Automotive. That is down from a market share of 59.3% posted in the second quarter of 2023.

根據研究公司Cox Automotive週二發佈的新估計,特斯拉在美國電動汽車市場的份額在第二季度降至49.7%,這是該季度以來首次低於50%。這比2023年第二季度公佈的59.3%的市場份額有所下降。

Cox plans to release its full second-quarter EV sales report on July 11, but it gave a sneak peek at some data, including Tesla's dwindling market share, in its most recent newsletter. Here's a breakdown of the numbers:

考克斯計劃在7月11日發佈第二季度完整的電動汽車銷售報告,但它在最新的時事通訊中先睹了一下一些數據,包括特斯拉不斷減少的市場份額。以下是數字的明細:

  • Tesla saw its U.S. sales decline by 6.3% over a three-month period
  • Strong EV sales by General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Hyundai and Kia lifted total second-quarter sales in the U.S. to a record estimated 330,463 units sold.
  • This total, an 11.3% increase year-over-year, quarterly sales and beat the previous record of 317,168 EVs sold in the U.S. during the fourth quarter of 2023.
  • EV sales accounted for 8% of total U.S. automobile sales in the second quarter, up from 7.1% in the previous quarter and 7.2% a year ago.
  • Llower sales from European luxury makers, such as Mercedes-Benz, pulled down the total volume.
  • 特斯拉在美國的銷售額在三個月內下降了6.3%
  • 通用汽車公司(紐約證券交易所代碼:GM)、福特汽車公司(紐約證券交易所代碼:F)、現代和起亞的強勁電動汽車銷售使美國第二季度的總銷量達到創紀錄的330,463輛。
  • 這一總銷售額同比增長11.3%,打破了2023年第四季度在美國銷售的317,168輛電動汽車的紀錄。
  • 電動汽車銷量佔第二季度美國汽車總銷量的8%,高於上一季度的7.1%和去年同期的7.2%。
  • 梅賽德斯-奔馳等歐洲奢侈品製造商的銷量下降拉低了總銷量。

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"While Tesla's sales continue to decline, with its share of EV sales now below 50% for the first time, the overall electric vehicle competitive landscape intensifies further," Cox's Industry Insights Director Stephanie Valdez Streaty said in a statement.

考克斯行業洞察董事斯蒂芬妮·瓦爾迪茲·斯特雷蒂在一份聲明中說:“儘管特斯拉的銷量持續下降,其電動汽車銷售份額首次低於50%,但整體電動汽車競爭格局進一步加劇。”

"This is leading to continued price pressure, helping push EV adoption slowly higher. Automakers that deliver the right product, at the right price, and offer an excellent consumer experience will lead the way in adoption."

“這導致了持續的價格壓力,有助於推動電動汽車的採用率緩慢上升。以合適的價格提供合適的產品並提供卓越的消費者體驗的汽車製造商將在採用方面處於領先地位。”

Many consumers are now buying electric cars from established carmakers like BMW or Ford, which have large dealer networks that can provide maintenance and repairs, the New York Times reported.

據《紐約時報》報道,許多消費者現在正在從寶馬或福特等知名汽車製造商那裏購買電動汽車,這些汽車製造商擁有龐大的經銷商網絡,可以提供維護和維修。

Price Action: Tesla gained 3.7% to close at $262.33 on Tuesday, while General Motors slipped 0.62% to $46.26 and Ford also dipped 0.62% to $12.90.

價格走勢:特斯拉週二上漲3.7%,收於262.33美元,而通用汽車下跌0.62%,至46.26美元,福特也下跌0.62%,至12.90美元。

The Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) slipped 0.45% on Tuesday as iShares Self-Driving EV and Tech ETF (NYSE:IDRV) declined 0.17% and SPDR S&P Kensho Smart Mobility ETF (NYSE:HAIL) edged up 0.06%.

Global X自動駕駛和電動汽車ETF(納斯達克股票代碼:DRV)週二下跌0.45%,原因是iShares自動駕駛電動汽車和科技ETF(紐約證券交易所代碼:IDRV)下跌0.17%,SPDR標普Kensho智能出行ETF(紐約證券交易所代碼:HAIL)小幅上漲0.06%。

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