AutoBeta(AutoBeta.net)06/04 Report--

Tesla's car orders in China fell by nearly half in May compared with April, according to foreign media quoted by several financial media. Tesla's monthly net orders in China fell from more than 18000 in April to about 9800 in May, according to the report. At present, as for the authenticity of the report, CNBC said when reporting the news that the news had not been confirmed, but Tesla's share price was immediately hit yesterday night, and the share price closed down 5%.

Although the market reacted immediately to the news, it is worth noting that a Tesla china analyst user posted data on Twitter in the afternoon that Tesla sold 21800 vehicles in China in May. The Tesla china analyst released sales figures for the period from September to November 2020 on Twitter before the official release of Tesla China, which was later confirmed to be true.

Tesla did not comment on the two conflicting sales data, while Tesla's May sales figures in China have yet to be officially released.

According to relevant data, Tesla's retail sales in China in April were 25845, down 27.15% from 35478 in March, including 14174 new cars exported overseas. excluding this part, Tesla actually sold only 11671 vehicles in the domestic market in April. When. Tesla's Model 3 sales in April were 6264, up 72.3% from a year earlier and down 75.27% from a month earlier. In addition to Model 3, Model Y sales also fell sharply, with Model Y sales of 5407 vehicles in the month, down 46.73 per cent from the previous month. As for the reason for the decline in sales, Tesla officials said that it was due to the suspension and upgrading of the Shanghai super factory.

Since April 19, after Tesla encountered the incident of "protecting his rights on the roof of a car" in China, negative public opinion about Tesla's quality has intensified, and then a number of traffic accidents occurred one after another by Tesla, which pushed Tesla to the forefront of the storm.

In addition, Tesla recently announced a number of recalls in China and the United States due to safety problems, with a total of more than 14000 vehicles recalled in the past two days. Tesla will recall more than 700 imported Model 3 electric vehicles, and Tesla will provide free maintenance to eliminate safety risks, according to the website of the State Administration of Market Supervision on June 3. In addition, on June 2, US time, the National Highway Traffic Safety Administration announced that Tesla is recalling 5974 electric vehicles because their brake caliper bolts may be loose, which may cause tire pressure loss and increase the risk of collision. On June 3, Tesla had two new recalls in the United States. One of the recalls involved 5530 electric vehicles, including the Model 3 from 2018 to 2020 and the Model Y from 2019 to 2021, mainly because fasteners that "fasten the front seat shoulder straps to the b-post" may not be connected correctly. Another recall involved 2166 Model Ys manufactured between 2019 and 2021, mainly because the fasteners that secure the second row or so seat belt retractors may not be properly connected.

Under the influence of a series of news, Tesla's share price was also in a state of decline. by the end of June 3 US Eastern time, Tesla's share price had fallen 5.33% to close at US $572.84 per share, with a market capitalization of US $31 billion (about RMB 199 billion) lost in one day. Tesla's share price has fallen 36% from its January peak, and its total market capitalization has lost more than $315 billion (about 2.0174 trillion yuan). It now has a market capitalization of $551.8 billion.

Tesla's market share in the United States and Europe has also declined to varying degrees. Tesla's market share in the US fell to 55 per cent in April from 72 per cent in March, while its global market share fell from 29 per cent in March to 11 per cent in April. Tesla's April sales fell out of the top 20, and Tesla's Model3 delivered only 1244 vehicles in Europe in April, down 95 per cent from 28184 in March, according to new energy vehicle sales statistics website EV Sales.

However, in early June, the major new car-building forces have also released the relevant delivery data one after another, while Tesla has not yet released its May-related data. Lulai delivered 6711 cars in May, an increase of 95 per cent over the same period last year. In terms of specific model composition, ES8 delivered 1412 vehicles, ES6 delivered 3017 vehicles and EC6 delivered 2282 vehicles. Xiaopeng delivered 5686 cars in May, a year-on-year increase of 483%, an increase of 10.5% month-on-month, with the delivery of 3797 units of the Permian P7 and 1889 units of the Xiaopeng G3. Nashi sold 4508 cars in May, an increase of 551% over the same period last year, with cumulative sales of 15966 vehicles from January to May. Ideal ONE delivered 4323 vehicles in May, up 101.3% from a year earlier and down 21.95% from 5539 in April. Delivery of zero-running cars rose 1226 per cent in May from a year earlier to 3195, with a cumulative delivery of 17803 from January to May.

As the sales of Tesla in China continued to decline in April, there was also a decline in sales in the European market in April. Yesterday's news about Tesla's sales in China showed that the investment market was extremely sensitive to this. Tesla China will finally hand in what kind of report card in May? We'll see.

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