Tesla is a maximum of Chinese competitors whose approach is inspired

The most prominent story currently dealing with the “Tesla” business associated with CEO Elon Musk, and his sudden decision – although surprisingly – by reducing the relationship with a peaceful and simplicity character, completely opposite, Donald Trump. It takes place in a geographical place, that is, in China. During May last year, the shipping of the factory “Tesla” in Shanghai fell 15% compared to the same period last year, according to provisional data issued by the Passenger Cars Association in China. This represents the eighth consecutive month of decline in the production of the largest electric vehicle factory for “Tesla”, which accounts for about 40% of its global production capacity. This data does not contain the number of cars sold or exported in China, but this trend is not in the interests of “Tesla”. According to data collected by the British New Automotive Foundation, the ‘Tesla’ share of the batteries working in China has decreased to less than half over the past four years to the end of April. The numbers also indicate a decline in economic aspects. Based on the number of evaluation days, this means that the use of the Shanghai factory reached 76% in May. Although this number is not disastrous, it is a noticeable decline compared to what it was in May last year. So far during this year, with the exception of February, which has seen the re -preparations of the “Model WI model” model, the potential use rate is about 10 points less than the same period in 2024. And if we combine the decrease in use, which means the high cost of each vehicle and the increase in discounts, that is, the decrease in net income, we will achieve what was clear in the results of the first quarter of the year, which is the erosion of the profit margins in the main activity of the business. The image of “Tesla” in China, unlike the slowdown of “Tesla” sales in other major markets such as California and Europe, has nothing to do with mask policies in China. The “Tesla” image in China is still strong, and it is seen as an essential element that has made the quality and size of the Chinese car sector a revolution. But describing “Tesla” as “an essential element” or “catalyst” may be no longer accurate as stimuli increase transformations without being consumed. In this case, ‘Tesla’ is closer to an ‘interactive component’, as the local electric automotive industry in China, inspired by the “Tesla” model, is now devouring it. Although the ‘Tesla’ share of the electrical car market that works in China has reached about 10% so far this year, this percentage ends up to 5.8% when the SO -Name ‘new energy vehicles’ are calculated, such as NEVs, such as the external drawer, according to the numbers collected by the ‘Goldman Sachs’ bank. Regarding competitors like BYD, which accounts for about 27% of the market, it is now what Tesla offers to provide for form, scope and auxiliary systems, but at lower prices. Even Xiaomi, who specializes in smartphones, prepares him to launch the ‘Yu7’, high -Tech and fast -pitched SUV, similar to the design “Porsche” or “Ferrari” cars, but essentially a rocket aimed at the “way” model. In another dimension, China may have been a fertile laboratory for ‘Tesla’ to develop profitable electric cars with a global performance exported even to the parent market. In our reality, it seems that Mask has lost its ambition to develop new and affordable models of electric cars that can compete worldwide. The last completely new model introduced by ‘Tesla’ is ‘Cyber ​​Turk’, which, despite its greatness, can only be described as ‘beauty’ with the extent of what can be described by Trump’s Tax Act, which recently attacked Musk, which describes it as ‘terrible’ as beautiful. Although Tesla is at least distinguished from traditional car manufacturers in the United States, Germany and Japan in terms of market evaluation, they are just like them; The place has a rapid decline in China. Despite everything publishing Mask on the “X” platform, he also made a great effort to support the election of a president and a majority in Congress, which is apparently designed to crush the electric car market in the United States. The fierce mask campaigns are approaching with the end of the second quarter, and the order of indicators from China and Europe on other poor profits. It is not surprising that this reality overwhelms the scene with chaos from other issues. Musk, who canceled the public relations team in ‘Tesla’ and did not hesitate to describe the media as ‘directed agendas’, recently entered into a fierce media campaign and has now provoked a new political mystery. Is the alienation with Trump really? For me, the decisive indicator will be if the “Taku” sculptor (absurd) is published on his page @elonmusk. Don’t forget the coming launch of self -managed “Tesla” cars in Austin. Either way, in light of the suspected narrative of the role of a mask in the White House as a motive for ‘Tesla’ Lot, has become the most important pillar that supports the company of three numbers of the business. This number certainly has nothing to do with what happens in the largest electric car market.