US media: Chinese electric vehicle enterprises challenge Tesla

据美国媒体12月31日报道，特斯拉去年在上海开设了一家价值数十亿美元的工厂。得益于其量产汽车，特斯拉今年的高端电动车月销量排名第一。但2020年也是竞争对手迎头赶上的一年。2021年，特斯拉将面临前所未有的激烈竞争。一直站在国内三大电动汽车厂商的前列，与小鹏、小鹏、特斯拉竞争。

According to US media reports on December 31, Tesla opened a multi billion dollar factory in Shanghai last year. Thanks to its mass-produced cars, Tesla ranks first in monthly sales of high-end electric vehicles this year. But 2020 is also a year for competitors to catch up. In 2021, Tesla will face more competitive battles than ever before. Weilai, Xiaopeng and ideal, the three local electric vehicle manufacturers in China, have been standing in the front line of competition with Tesla.

中国市场非常重要

The Chinese market is very important

中新网12月29日电据彭博社网站29日消息，特斯拉能否捍卫在中国的领先地位，将是决定其长期增长和盈利轨迹的关键。尽管中国的电动汽车市场还处于起步阶段，但在规模上已经让其他国家相形见绌，中国决心进一步扩大这一市场，同时承诺减少化石燃料的使用。特斯拉在中国的命运也将表明它能否成长为真正的全球汽车制造商，这也是今年将特斯拉股价推高近7倍后投资者的高期望。

Whether Tesla can defend its leading position in China will be the key to determine its longer-term growth and profit trajectory, according to the website of the Peng Bo news agency on December 29. Although China's electric vehicle market is still in its infancy, it has dwarfed other countries in scale, and China is determined to further expand this market while promising to reduce the use of fossil fuels. The fate of Tesla in China will also show whether it can grow into a real global automobile manufacturer, which is also the high expectation of investors after pushing up the share price of Tesla nearly seven times this year.

据介绍，威莱、小鹏和理想这三家中国本土电动车制造商，一直站在与特斯拉竞争的第一线。这三家初创企业都在美国上市，并得到政府实体或互联网巨头的支持。在特斯拉的推动下，他们的电动运动型多用途车（SUV）、轿车和跨界车的销量在2020年不断增长，股价也在飙升，这使得他们的追随者迅速增加。

According to the report, Weilai, Xiaopeng and ideal, the three local electric vehicle manufacturers in China, have been standing in the front line of competition with Tesla. All three start-ups are listed in the United States and are supported by government entities or internet giants. They are rapidly gaining a following, with sales of their electric sport utility vehicles (SUVs), sedans and crossover vehicles increasing in 2020, and share prices surging, driven by Tesla.

"自6月以来，上海理想摩托公司的创始人、CEO比尔·伟来和拉索业务稳步增长

"Since June, the sales of Weilai, Xiaopeng and ideal have increased steadily," said Bill Lasso, founder and CEO of Shanghai moto business consulting company

报道称，据统计，中国是特斯拉仅次于美国的最大市场，今年在这个亚洲最大经济体的汽车销量超过12万辆。此外，特斯拉上海工厂产能的不断增加也促使一些分析师预测，未来中国将在特斯拉的销售和收入中占据更大份额。

According to statistics, China is Tesla's largest market after the United States, with more than 120000 cars sold in Asia's largest economy this year, the report said. In addition, the increasing capacity of Tesla's Shanghai plant has prompted some analysts to predict that China will account for a larger share of Tesla's sales and revenue in the future.

韦德布什证券分析师丹·艾夫斯在12月21日的研究简报中表示，特斯拉在中国销售的model 3的利润率高于在美国和欧洲销售的同类车型，到2022年初，在中国的销量可能占特斯拉总销量的40%以上。目前，这一比例约为20%。

In a research briefing on December 21, Dan ives, an analyst at Wade Bush securities, said that Tesla's profit margin of model 3 sold in China is higher than that of the same model sold in the United States and Europe, and that by the beginning of 2022, sales in China may account for more than 40% of Tesla's total sales. At present, the proportion is about 20%.

特斯拉的y型车也准备上市，据马斯克透露，这款车的销量很可能超过特斯拉所有其他车型。这款跨界车目前正在特斯拉位于加州的工厂生产，在上海组装的版本将通过最终监管程序，最早将于明年在中国销售。本月早些时候，这架无人机拍摄的图像显示，大约40架ys型无人机离开了上海的工厂，上面覆盖着防护罩。

Tesla Model y is also ready to go, and according to musk, sales of this car are likely to exceed all other models of Tesla. The crossover is now being produced at Tesla's factory in California, and the version assembled in Shanghai will go through the final regulatory process and be sold in China as early as next year. Earlier this month, images taken by the drone showed that about 40 model ys left the factory in Shanghai, covered with protective covers.

沃伦资本（Warren capital）分析师李琰（Sharon Lee）在最近的一次简报中表示："2021年，中国将比以往任何时候都更继续推动特斯拉的全球增长。"

"China will continue to drive Tesla's global growth in 2021, more than ever," Warren capital analyst Sharon Lee said in a recent briefing

报道称，这家汽车制造商也在扩大其地理足迹，最近在中国山东省潍坊和临沂等城市设立了多个特斯拉中心。此外，除大城市外，还加强了在石家庄、海口等较小核心城市的公关团队。特斯拉还将在上海开始生产充电桩，这是其将充电网络扩展到更多城市的努力之一。该公司最近建造了第500座超级充电站，今年将达到650座。

The auto maker is also expanding its geographic footprint, with several Tesla centers recently set up in cities such as Weifang and Linyi in Shandong Province, China, the report said. In addition, in addition to big cities, it also strengthens its public relations teams in smaller core cities such as Shijiazhuang and Haikou. Tesla will also start producing charging piles in Shanghai, one of its efforts to expand its charging network to more cities. The company recently built its 500th super charging station, which is on the way to 650 this year.

中国汽车企业发展迅速

Chinese auto companies grow rapidly

中国乘用车市场信息发布会预测，特斯拉明年在华销量将达到28万辆。尽管与2020年相比，这是一个惊人的增长，但仍将为企业留下80%以上的市场份额。联合会预测，2021年新能源汽车总销量将达到170万辆。

The China passenger car market information conference predicts that Tesla will sell 280000 cars in China next year. Although this is an amazing growth compared with 2020, it will still leave more than 80% of the market share for companies to compete for. The Federation predicts that the total sales of new energy vehicles will reach 1.7 million in 2021.

据介绍，这意味着威莱、小鹏、理想等本土高端品牌正在成为特斯拉越来越大的威胁，这三家公司的月销售总额接近特斯拉。上汽、通用、五菱、比亚迪等汽车企业也在加快发展，他们销售的电动车价格相对较低。

According to the report, this means that local high-end brands such as Weilai, Xiaopeng and ideal are becoming a growing threat to Tesla, and the total monthly sales of these three companies are close to Tesla. Auto companies such as SAIC, GM, Wuling and BYD are also accelerating their development, and the prices of electric vehicles they sell are relatively low.

作为中国三大电动车品牌中最大的一个，电动SUV的销量一直在稳步上升，其价格比特斯拉Model 3高出40%。该公司的零售策略包括为客户提供带有展厅、休息室、工作区、电影观赏区的俱乐部，甚至为客户的孩子组织野营活动。威莱汽车CEO李斌近日表示，今年初特斯拉的降价给威莱带来了一定的压力，但随后的降价并没有产生同样的效果。

As the largest of China's three major electric vehicle brands, the sales volume of electric SUV has been rising steadily, and its price is up to 40% higher than that of Tesla Model 3. The company's retail strategy includes providing customers with clubs with exhibition halls, lounges, work areas, movie viewing areas, and even organizing camping activities for customers' children. Li Bin, CEO of Weilai automobile, recently said that Tesla's price reduction earlier this year brought some pressure to Weilai, but the subsequent price reduction did not produce the same effect.

"我们看不到任何具体影响我们的订单量，"李说。这证明我们有自己独特的优势。"

"We don't see any specific impact on our order volume," Li said. This proves that we have our own unique advantages. "

消费者有更多的选择

Consumers have more choices

报告指出，在价格低于特斯拉的推动下，小鹏的销量也迅速增长。该公司利用最近股价上涨的机会，本月通过增发股票筹集了22亿美元。

The report pointed out that, driven by the lower price than Tesla, the sales volume of Xiaopeng also increased rapidly. The company took advantage of the recent rise in share prices and raised $2.2 billion this month by issuing additional shares.

11月27日，小鹏汽车副董事长顾红迪在接受电话采访时表示："我将把2020年称为中国智能电动车市场的元年。"

Gu Hongdi, vice chairman of Xiaopeng automobile, said in a telephone interview on November 27: "I will call 2020 the first year of China's intelligent electric vehicle market."

报告还指出，特斯拉及其中国竞争对手也面临着一个共同的威胁：传统汽车制造商正迅速转向电动汽车领域。大众汽车计划到2023年在中国推出8款ID系列电动车，而生产奔驰的戴姆勒也推出了电动SUV项目，并计划在未来几年内将纯电动汽车的数量增加到至少10款。尽管传统汽车巨头在中国电动车市场的份额仍然很小，但它们的优势在于拥有庞大的经销商、服务和供应链网络。

The report also pointed out that Tesla and its Chinese competitors also face a common threat: traditional car manufacturers are rapidly turning to the field of electric vehicles. Volkswagen plans to launch eight ID series electric vehicles in China by 2023, while Daimler, which produces Mercedes Benz, has also launched an electric SUV project, and plans to increase the number of pure electric vehicles to at least 10 in the next few years. Although the traditional automobile giants still have a small share in China's electric vehicle market, their advantage is that they have a huge network of dealers, services and supply chains.

与此同时，中国正尽最大努力吸引消费者和传统汽车公司远离燃油汽车。中国的目标是到2025年将新能源汽车的市场份额从目前的5%提高到20%。

At the same time, China is doing its best to attract consumers and traditional car companies away from fuel vehicles. China's goal is to increase the market share of new energy vehicles from the current 5% to 20% by 2025.

拉索说："特斯拉具有先发优势，为消费者指明了方向。但现在有更多的选择。"

"Tesla has a first mover advantage and points the way for consumers," lasso said. But now there are more options. "

Link：https://new.qq.com/omn/20201231/20201231A06N5000.html

update time：2021-01-01 10:36:56