BYD Poised To Surpass Tesla In EV Sales As US And Europe Demand Wanes
BYD Poised To Surpass Tesla In EV Sales As US And Europe Demand Wanes
BYD Company (OTC:BYDDY) might surpass Tesla Inc. (NASDAQ:TSLA) in annual electric vehicle sales in 2024 as demand grows in China but declines in the U.S. and Europe.
由於中國市場需求增長但美國和歐洲市場需求下降，比亞迪股份（OTC:BYDDY）可能在2024年超越特斯拉公司（NASDAQ:TSLA）成爲年度電動汽車銷量之王。
This marks a significant change from January when Bloomberg Intelligence expected Tesla to maintain its lead over BYD until the decade's end, Bloomberg writes.
這標誌着重大變化，與今年1月彭博社的情況相比，當時彭博社智庫認爲特斯拉公司將保持對比亞迪股份的領先，直到本十年的結束。
However, BYD's rise could be short-lived as U.S. and European tariffs limit Chinese automakers' growth to Asia and emerging markets.
然而，隨着美國和歐洲的關稅限制中國汽車製造商在亞洲和新興市場的增長，比亞迪的崛起可能是短暫的。
Weakening demand for battery EVs means that internal combustion engines, including hybrids, will sustain profits for legacy automakers like General Motors Co. (NYSE:GM), Volkswagen AG (OTC:VWAGY), and Ford Motor Co. (NYSE:F). This trend might drive more share buybacks or takeover activities.
電池電動汽車需求疲軟意味着燃油車包括混動車將維持通用汽車公司（NYSE:GM）、大衆股份公司（OTC:VWAGY）和福特汽車公司（NYSE:F）等老牌汽車製造商的利潤。這一趨勢可能推動更多股份回購或收購活動。
On Tuesday, Tesla reported its fourth consecutive quarter of disappointing profits. The company is behind its 1.8 million car sales from last year and has warned of a lower growth rate in 2024.
週二，特斯拉公司報告了連續第四個季度的慘淡利潤。公司落後於去年的180萬輛汽車銷量，並警告2024年增長率較低。
The company reported earnings per share of 52 cents in the second quarter, down 43% year-over-year, missing the consensus estimate of 62 cents per share.
該公司公佈第二季度每股收益爲52美分，同比下降43%，未達到62美分每股的預期估值。
Also Read: Buffett's Berkshire Hathaway Reduces Stake In Tesla Rival BYD Below 5% To Shift Focus To US: Report
此外，保時捷股份公司（OTC:DRPRF）最近修改了其2030年電動汽車銷售佔新車銷售的目標，將比亞迪汽車競爭對手特斯拉產生影響。
Additionally, Porsche AG (OTC:DRPRF) recently revised its goal of having battery-powered cars account for more than 80% of new vehicle sales by 2030.
保時捷股份公司還計劃到2030年將電動汽車的銷量佔新車總銷售量的80%以上。
BYD briefly overtook Tesla in pure EV sales in the fourth quarter of last year, selling 526,409 units compared to Tesla's 484,507.
比亞迪股份在去年第四季度短暫超過特斯拉公司純電動汽車銷量的銷售量，售出526,409輛，比特斯拉的484,507輛多。
This year, BYD continued its momentum by shipping nearly 1 million electric and hybrid cars in the second quarter, driven by aggressive discounts in China.
今年，比亞迪通過中國市場的大力促銷，在第二季度內交付了近100萬輛電動和混合動力汽車，保持了其動力。
However, Bloomberg Intelligence warns that the price war in China is "unsustainable" and could lead to further market exits and consolidation.
然而，彭博學者提醒稱，中國的價格戰是"不可持續的"，可能會導致進一步的市場退出和整合。
Despite current challenges, BYD is forecast to hold its sales lead over Tesla through 2027. However, Tesla is expected to regain the top spot in 2028, with Volkswagen gradually closing the gap.
儘管目前面臨諸多挑戰，比亞迪有望保持其對特斯拉在2027年之前的銷售領先地位。然而，特斯拉預計將在2028年重新奪回第一名的寶座，而大衆逐漸縮小領先優勢。
Tesla remains the largest automaker by market capitalization, valued at $786 billion as of Tuesday's close, before an 8% drop in extended trading. BYD is third, with a market cap of just under $100 billion.
以總市值計，特斯拉仍然是最大的汽車製造商，截至週二的收盤價爲7860億美元，晚間交易下跌8%。比亞迪股份以不到1000億元人民幣的市值位列第三。
Price Action: BYDDF shares were up by 3.66% to $31.50 premarket at the last check on Wednesday.
BYDDF的股價週三盤前上漲3.66%，至31.50美元。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
Photo courtesy: BYD
照片由比亞迪提供