https://cdn.motor1.com/images/mgl/W8GJGr/s3/tesla-model-3-highland-in-china-source-tesla-asia---tesla_asia-x.jpg美国东部时间2023 年 12 月 4 日中午12:15

作者：马克·凯恩

11月份，特斯拉中国制造（MIC）汽车的整体批发量（当地零售量和出口量）同比下降。

根据中国乘用车协会（CPCA）初步数据，上个月特斯拉MIC Model 3 / Model Y汽车整体销量为82,432辆，较去年同期减少近18%。

这样的下降并不是一个好兆头，尽管我们还必须考虑到一年前创下了 100,291 辆的历史新高（特斯拉开始降低价格以促进销量）。另外，与10月份相比，销量提升了一万多辆。

* CPCA 报告批发发货量，而不是注册/客户发货量。

现在说特斯拉在中国遇到麻烦还为时过早，尤其是该公司正试图提高大幅升级的 Model 3（代号 Highland）和略有更新的特斯拉 Model Y 在中国的产量和销量。

然而，今年的增长动力将远低于前几年——可能低于市场平均水平，这意味着特斯拉正在失去市场份额。

Tesla MIC Model 3/Model Y 上月批发出货量（同比变化）：

• 批发出货总量：82,432（下降 18%）https://cdn.motor1.com/images/custom/tesla-model-3y-mic-china-11-2023.png

• 今年到目前为止，批发总销量超过85万台，比去年同期增长30%。

  Tesla MIC Model 3/Model Y 今年迄今的批发出货量（同比变化）：

  • 批发出货总量：853,603（增长 30%）

  截至今天，CPCA 的初始数据不包括零售额和出口数据，也不包括两个车型的单独结果。

  今年前十个月，特斯拉在华销量超过46万辆Model 3和Model Y（同比增长38%），出口量超过30万辆（同比增长20%）。

  Tesla Giga 上海工厂的绝大多数产量是 Tesla Model Y（截至 10 月份，产量接近 525,000 辆）。

  原文

  Tesla China-Made EV Wholesale Sales Fell 18% In November 2023

  However, the result is noticeably better than in October. What is happening?

  Dec 04, 2023 at 12:15pm ET

  By: Mark Kane

  In November, the overall wholesale vehicle shipments (local retail sales and exports) of Tesla Made-in-China (MIC) cars decreased compared to a year ago.

  According to the China Passenger Car Association's (CPCA) initial data, the overall volume of Tesla MIC Model 3/Model Y cars last month amounted to 82,432 units, which is almost 18% less than a year ago.

  Such a decrease is not a good sign, although we also have to account for the fact that a year ago, the result was a record high at 100,291 (Tesla started to lower prices to boost sales). Another thing is that, compared to October, the sales volume improved by over 10,000 units.

  * CPCA reports wholesale shipments, not registrations/customer deliveries.

  It's too early to say that Tesla is in trouble in China, especially since the company is trying to ramp up production and sales of the significantly upgraded Model 3 (code name Highland) and the slightly updated Tesla Model Y in China.

  However, the dynamic of growth this year will be much lower than in the previous years— potentially lower than the market's average, which means that Tesla is losing its market share.

  Tesla MIC Model 3/Model Y wholesale shipments last month (YOY change):

  • Total wholesale shipments: 82,432 (down 18%)

  So far this year, the total wholesale sales exceeded 850,000 units, which is 30 percent more than a year ago.

  Tesla MIC Model 3/Model Y wholesale shipments year-to-date (YOY change):

  • Total wholesale shipments: 853,603 (up 30%)

  As of today, the initial CPCA data does not include numbers for retail sales and exports or individual results for the two models.

  During the first ten months of the year, Tesla sold more than 460,000 Model 3s and Model Ys in China (up 38% year-over-year), while exports exceeded 300,000 (up 20% year-over-year).

  The vast majority of the Tesla Giga Shanghai plant's output is of the Tesla Model Y (almost 525,000 through October).