Auton osateollisuuden ennuste vuodelle 2023

Historiallisesti Teslan lyhyeksi myynti on usein huono veto, mutta BNEF:n analyytikkotiimi uskoo, että vuonna 2023 voi olla uusi johtaja sähköajoneuvojen myynnissä maailmanlaajuisesti. Viimeisten kahden vuoden aikana BYD on laajentanut nopeasti mallistoaan, globaalia layouttaan ja valmistusta. kapasiteettia. Jos ladattavat hybridiajoneuvot otetaan mukaan, BYD on ohittanut Teslan vuonna 2022, ja sen puhtaiden sähköajoneuvojen myynti on noussut jyrkästi vuoden 2021 321 000:sta noin 911 000:een viime vuonna.

BNEF expects that Tesla's global sales will increase by 30% to 40% in 2023, as the production of Tesla's new plants near Berlin, Germany and Austin, Texas continues to increase. However, the macroeconomic environment is changing rapidly. The rise of interest rates, the fall of house prices and the collapse of the stock market have all begun to seriously affect consumers' purchase decisions. As the competition heats up, a series of actions by Elon Musk to acquire Twitter have also deterred some potential buyers. It is expected that by 2023, Tesla Model Y will still be the world's best-selling electric vehicle, and is likely to rank among the top three best-selling models in the overall car market. Tesla's super charging station network is still a major advantage, especially in North America, where public charging is still underdeveloped. Therefore, the competition between BYD and Tesla will continue until the last moment, and largely depends on the pricing strategy of the vehicle. Tesla has just made a sharp price reduction in the United States and Europe, and has also begun to reduce prices in China, which shows that it is willing to launch a price war to maintain sales growth. Tesla still has room for manoeuvre and may remain ahead for most of this year, but BYD may be able to squeeze out competitors in the last few months of this year. However, both companies will continue to be far ahead of other traditional automakers