美国东部时间2024 年 3 月 22 日下午1:00

作者：马克·凯恩

市场的动荡和激烈的竞争直接或间接地影响着每个人。看来特斯拉现在在中国也遇到了一些挑战。

据彭博社（和CnEVPost）报道，由于增长乏力和持续的价格战，特斯拉减少了中国上海超级工厂的产量。这份非官方报告是基于“知情人士”的意见。

特斯拉正在放慢在中国的生产速度

特斯拉最大的工厂，就产量而言，由于增长低迷，正在放慢生产速度。

文章称，3 月中旬，特斯拉指示员工将Model 3和Model Y的生产时间从通常的每周 6.5 天减少到 5 天，不过生产线将继续每天两班、每班 11.5 小时轮班运营。

让我们回想一下，特斯拉上海超级工厂是全球最大的全电动汽车工厂。过去，它约占特斯拉全球销量的一半。根据该公司2023年第四季度的报告，上海工厂每年可生产超过95万辆电动汽车，总产量为235万辆。

报告还指出，零部件供应受到影响。据报道，特斯拉限制了部分车间的生产，并告知部分供应商准备将限产期限延长至 4 月份。由于中国的清明节，预计 4 月份消费将放缓。

2月份，特斯拉中国制造（MIC）电动汽车批发量同比下降19%至60,365辆。如果需求减弱，我们可能会在三月份看到再次下降。

有趣的是，据来自中国的报道，特斯拉预计将于 4 月 1 日将 Model Y 价格提高 5000 元人民币（近 700 美元）（与美国和其他一些全球市场一样）。与此同时，保险补贴（8,000 元人民币或 1,100 美元）和油漆颜色成本减免（10,000 元人民币或近 1,400 美元）也将到期。

从更广泛的角度来看，值得注意的是，中国最大的电动汽车制造商比亚迪也注意到 2 月份销量下降，并正在积极更新产品阵容并实施更低的价格。

原文

Tesla Slows Down Production At Its Largest EV Factory In China: Report

Insufficient demand and fierce competition are cited as the reason.

Mar 22, 2024 at 1:00pm ET

By: Mark Kane

Market turmoil and fierce competition affect everyone, either directly or indirectly. It seems that Tesla is now experiencing some challenges in China, too.

According to Bloomberg (and CnEVPost), Tesla reduced production output at its Giga Shanghai factory in China amid sluggish growth and an ongoing price war. The unofficial report is based on input from "people familiar with the matter."

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Tesla is slowing down production in China

Tesla's biggest factory, in terms of output, is slowing down production due to sluggish growth.

The article says that in mid-March, Tesla instructed employees to reduce production of the Model 3 and the Model Y from the usual 6.5 days to 5 days per week, although the lines will continue to operate on two daily 11.5-hour shifts.

Let's recall that the Tesla Giga Shanghai is the world's largest all-electric car factory. In the past, it was responsible for roughly half of Tesla's global sales volume. According to the company's Q4 2023 report, the Shanghai plant can produce more than 950,000 EVs annually, out of 2.35 million in total.

The report also indicates that parts supply is affected. Reportedly, Tesla limited production at some of its workshops and told some of its suppliers to prepare for extended production limits through April. April is expected to be a slower month for consumption due to the Tomb Sweeping Day in China.

In February, Tesla's Made-in-China (MIC) EV wholesales decreased by 19% year-over-year to 60,365. If the demand is weakening, we will probably see another decline in March.

Interestingly, according to reports from China, Tesla is expected to increase Model Y prices by 5,000 CNY (almost $700) on April 1 (like in the U.S. and some other global markets). At the same time, the insurance subsidy (8,000 CNY or $1,100) and paint color cost reduction (10,000 CNY or almost $1,400) will expire.

For broader context, it's worth noting that BYD—the largest EV maker in China—also noted a sales decline in February, and is actively refreshing its lineup and applying lower prices.