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，越南電動汽車（EV）製造商VinFast Auto Ltd.（納斯達克：VFS）宣佈其美國工廠建設將延遲三年，進一步複雜化了其全球擴張計劃。
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.
發生了什麼：彭博社週一報道，VinFast還將其年銷量目標從10萬輛降至8萬輛。上週六宣佈推遲在北卡羅來納州建造工廠，可能會對公司的銷售預測施加額外壓力。
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.
胡志明市證券公司首席市場策略師阮文 Đức Nguyên將美國市場描述爲VinFast的“難點”，特別是在全面轉向混合動力車的消費者大潮下。他進一步表示，沒有美國製造設施可能會給VinFast在EV行業激烈競爭中帶來額外的障礙。
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.
美國汽車市場對多家汽車製造商，包括EV創業公司來說都是一個具有挑戰性的領域。儘管VinFast在實現銷售目標方面充滿了樂觀，但彭博社智庫分析師Ken Foong警告說，鑑於公司2024年下半年的銷售目標暗示上半年要達到168%的激增，其2024年前景可能會受到進一步下調的影響。
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，由於軟件和其他問題，VinFast在北美推出的首批EV受到了負面反響，導致所有運往美國的999輛VF8 SUV被召回。儘管遇到了這些挫折，該公司仍然不動搖，並計劃集中精力開拓“一些潛在市場的更有選擇性的群體”，並進軍印度尼西亞、印度和菲律賓等市場。
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.
爲何重要：此前，由於對EV的高需求和支持性法規，VinFast對美國的EV市場充滿信心。該公司曾計劃在2025年開始在其北卡羅萊納州工廠投產，並預計在第一階段生產高達15萬輛車。
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正在尋求一筆250000000美元的銀行貸款，用於籌資印度尼西亞蘇邦新裝配廠的建設，彰顯了該公司擴大區域版圖並在全球EV市場競爭的雄心。
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Image: Shutterstock/ betto rodrigues
圖片：shutterstock / betto rodrigues
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯