Explosive sprint in the European market
The aging of the lineup, Tesla
Two companies, what is the future?
Chinese electric vehicle manufacturer BYDIn the European market, TeslaIt is causing a gust of beating. According to the European Automobile Industry Association (ACEA), BYD’s new vehicle registration in July was 13,503 units, an increase of 225% from the same period last year. Tesla, on the other hand, showed a clear contrast with BYD, which was only 8837, decreasing 40.2%, and BYD, which had a minor presence just a year or two.
Villadi’s growth is particularly prominent in major markets such as Germany, Spain and the United Kingdom. In Germany, it grew 390% year -on -year, and sales increased nearly eight times in Spain. In the industry, Villadi is ‘Dolphin’, ‘Atto3’, ‘Tang’, etc. Various lineups are supplied at reasonable pricesIt is noteworthy that it has expanded the options of European consumers. In addition, the aggressive investment strategy, which optimizes local logistics and the establishment of a factory, is a great force in expanding the market.
BYD, what is the reason for growth
BYD’s attack on the European market focused on strategies such as low -cost policy, diversification of vehicle lineups, establishment of local plants, and optimization of logistics.
BYD recently launched a plant that can produce up to 150,000 units annually in eastern Thailand. The 959 small electric car Dolphin, which was produced here, was exported to Germany, Belgium, and the Netherlands in the BYD car carrier BYD Jungzhou. ‘Dolphin’ 17.5%tariff exemptionIt is said that it has secured price competitiveness that competitors are difficult to follow. It is expected to speed up the European market by confirming the construction of the first European factory in Hungary.
Failure to target the European market, Tesla
On the other hand, Tesla’s new car sales were 8837 units in July, down 40.2% from last year’s 14,769 units. The overall market share of Europe was 0.8%, down from 1.4%last year.
Illon Musk’s political moveIt is pointed out as one of Tesla’s sluggish cause. In particular, it is analyzed that publicly supporting the political forces of far -right in Europe has a dislike of consumers, which has had a negative impact on the corporate image. As a result, Tesla is gaining some positions in the European market to competitors such as China’s BYD, which has a price competitiveness. Here AgingIt is also a problem. Recently, Model Y’s improvement model was released, but the market response was less than expected and the actual rebound was not great.
Kepler Schword’s automotive research director Toma Vessong said Tesla’s management mentions artificial intelligence (AI), robotics and autonomous driving. Persuade Tesla that Tesla is not an automobile company.He pointed out that he is trying to do it. In addition, Bessong said, “The year of the vehicle is much higher than its competitors and the latest products, especially “The reason for Tesla’s sluggishness is that cyber trucks are not as successful as expected.”
Since 2035, the European Union has banned sales of internal combustion engineering.As we decided to do it, competition among global companies surrounding the electric vehicle market is getting fierce. BYD is expected to speed up the European market by establishing the first European factory construction in Hungary, following the export of European exports of vehicles produced in Thailand. Tesla, on the other hand, is planning to counterattack by planning cyber trucks. However, in terms of price competition and localization, BYD is likely to continue for the time being.
