Data from LMC Automotive showed that 3,563 Tesla vehicles were registered in China in January, up from 853 vehicles a year earlier, but down from the 6,613 vehicles registered in December.
Tesla had promised aggressive growth in China this year, but all signals point otherwise. China’s state-run Automotive Information Net has reported that registrations of new Tesla cars were down 46% between December and January, to 3,563 vehicles,
Meanwhile, Chinese EV sales dropped a steep 34.6% in the fourth quarter of 2019, investment bank Cowen said in an early February report.
Those declines may not be strongly linked to coronavirus: Chinese authorities didn’t report the first cases to the World Health Organization until December 31. China has been in a mild overall slowdown, with economic growth declining in 2019 to 6.1%, from 6.5% in 2018.
But coronavirus does appear to have sharply accelerated the broader trend. Overall car sales in China declined a staggering 92% in the first two weeks of February, according to Bloomberg. Tesla blamed coronavirus for a two-week closure of its new Shanghai factory.
Tesla's disappointing China numbers come at a particularly sensitive time for its stock, which soared nearly 260% between late October and its peak on February 19. Tesla is now valued at more than $127 billion, far more than competitors like Ford and GM, which sell far more vehicles and, unlike Tesla, are consistently profitable.
That means investors expect Tesla to grow quickly to justify its high-flying stock price. And China, which makes up more than half of the global EV market, has been central to that imperative.
“The [Tesla Shanghai Gigafactory] was expected to be the growth engine prior to the coronavirus outbreak,” Cowen analyst Jeffrey Osborne told Fortune. “Now with factory shutdowns and consumers cautious on spending as recent car registration data suggests, there is heightened investor concern around broader auto demand trends in China.”
Related coronavirus fears have helped send the broader stock market into a correction, with the Dow Jones Industrial Average down 7.7% since February 19. Tesla stock is now off 23% for the same period.
For Tesla’s critics, though, today’s slump is a welcome dose of sanity for a stock driven by hype.
"Tesla's stock has been completely decoupled from any iota of reality since the $300s in December,” said Mark Spiegel, a longtime Tesla critic and short-seller. “It's difficult to assign a specific rational cause to the deflation of a bubble, as it wasn't rationality that inflated it in the first place – it was mania.”
很多是dealer上牌的，一月卖出去的应该是3位数，国内4s很多时候会抢先上牌 【 在 chaicar (chaicar) 的大作中提到: 】 : Data from LMC Automotive showed that 3,563 Tesla vehicles were registered in : China in January, up from 853 vehicles a year earlier, but down from the 6, : 613 vehicles registered in December. : 搞笑那把 : https://finance.yahoo.com/news/tesla-shares-slump-coronavirus-hits- 173302548 : .html
Data from LMC Automotive showed that 3,563 Tesla vehicles were registered in China in January, up from 853 vehicles a year earlier, but down from the 6,613 vehicles registered in December.
搞笑那把
https://finance.yahoo.com/news/tesla-shares-slump-coronavirus-hits-173302548.html
Tesla had promised aggressive growth in China this year, but all signals
point otherwise. China’s state-run Automotive Information Net has reported that registrations of new Tesla cars were down 46% between December and
January, to 3,563 vehicles,
Meanwhile, Chinese EV sales dropped a steep 34.6% in the fourth quarter of
2019, investment bank Cowen said in an early February report.
Those declines may not be strongly linked to coronavirus: Chinese
authorities didn’t report the first cases to the World Health Organization until December 31. China has been in a mild overall slowdown, with economic growth declining in 2019 to 6.1%, from 6.5% in 2018.
But coronavirus does appear to have sharply accelerated the broader trend.
Overall car sales in China declined a staggering 92% in the first two weeks of February, according to Bloomberg. Tesla blamed coronavirus for a two-week closure of its new Shanghai factory.
Tesla's disappointing China numbers come at a particularly sensitive time
for its stock, which soared nearly 260% between late October and its peak on February 19. Tesla is now valued at more than $127 billion, far more than
competitors like Ford and GM, which sell far more vehicles and, unlike Tesla, are consistently profitable.
That means investors expect Tesla to grow quickly to justify its high-flying stock price. And China, which makes up more than half of the global EV
market, has been central to that imperative.
“The [Tesla Shanghai Gigafactory] was expected to be the growth engine
prior to the coronavirus outbreak,” Cowen analyst Jeffrey Osborne told
Fortune. “Now with factory shutdowns and consumers cautious on spending as recent car registration data suggests, there is heightened investor concern around broader auto demand trends in China.”
Related coronavirus fears have helped send the broader stock market into a
correction, with the Dow Jones Industrial Average down 7.7% since February
19. Tesla stock is now off 23% for the same period.
For Tesla’s critics, though, today’s slump is a welcome dose of sanity for a stock driven by hype.
"Tesla's stock has been completely decoupled from any iota of reality since the $300s in December,” said Mark Spiegel, a longtime Tesla critic and
short-seller. “It's difficult to assign a specific rational cause to the
deflation of a bubble, as it wasn't rationality that inflated it in the
first place – it was mania.”
看了二月份的销量，你更加会吃惊。
最坏情况下，很有可能会是上海厂拯救了特斯拉，如果欧洲美国都因为新冠进入经济衰退。
中国是最早受影响的，也会是最早恢复的。欧洲情况非常不好。希望美国最终没事，但这几天股市损失惨重...
很多是dealer上牌的，一月卖出去的应该是3位数，国内4s很多时候会抢先上牌
【 在 chaicar (chaicar) 的大作中提到: 】
: Data from LMC Automotive showed that 3,563 Tesla vehicles were registered in
: China in January, up from 853 vehicles a year earlier, but down from the 6,
: 613 vehicles registered in December.
: 搞笑那把
: https://finance.yahoo.com/news/tesla-shares-slump-coronavirus-hits-
173302548
: .html
我对你的迷之自信感到很神奇。你知道ford在西安的厂质量问题一大堆根本没法出口么，中国人造车不行的，连组装都过不了关
【 在 digua (姚之FAN) 的大作中提到: 】
: 最坏情况下，很有可能会是上海厂拯救了特斯拉，如果欧洲美国都因为新冠进入经济衰
: 退。
: 中国是最早受影响的，也会是最早恢复的。欧洲情况非常不好。希望美国最终没事，但
: 这几天股市损失惨重...
是的，美国路上跑的特斯拉变成国产货指日可待
【在 digua(姚之FAN)的大作中提到：】
：最坏情况下，很有可能会是上海厂拯救了特斯拉，如果欧洲美国都因为新冠进入经济衰退。
：
BMW 3000 in Jan.
最近tsla掉一些挺好的，要不然不敢再补仓呀。另外也许elon会调整一下model 3/Y的
价格，哥可以捡个便宜。哈哈。
没有横向对比，只看3563一个数字得结论？
劝特黑一句，这口大便有毒，不能吃
我对你的智慧感到十分神奇，似乎最简单的事情也不易掌握。如果Fremont那一块发生
疫情，Tesla在美国的生产就必须停止。现在多了一个上海厂，对疫情的容忍度就高很
多。
上海厂的质量管理公认要高于Fremont厂。这和Ford是八杆子也打不着的事情。
【 在 daemonself (mit行为艺术专业博士后导师) 的大作中提到: 】
: 我对你的迷之自信感到很神奇。你知道ford在西安的厂质量问题一大堆根本没法出口么
: ，中国人造车不行的，连组装都过不了关
特粉的砸盘功力果真厉害，十分感谢！
看到特粉在不停发帖我就放心了。特粉不要停下来，请继续。
我觉得你的脑袋以后应该做成标本。真的，都tmd没有需求了，还容忍度高了许多
【 在 digua (姚之FAN) 的大作中提到: 】
: 我对你的智慧感到十分神奇，似乎最简单的事情也不易掌握。如果Fremont那一块发生
: 疫情，Tesla在美国的生产就必须停止。现在多了一个上海厂，对疫情的容忍度就高很
: 多。
: 上海厂的质量管理公认要高于Fremont厂。这和Ford是八杆子也打不着的事情。
一月份还能卖这么多？
大家都不准走动了，还有这么多人去买车啊
特黑被特斯拉打了十几年的脸了，是不是都快斯德哥尔摩综合症了？
【 在 felixcat (Cirrus Logic) 的大作中提到: 】
: 特粉的砸盘功力果真厉害，十分感谢！
: 看到特粉在不停发帖我就放心了。特粉不要停下来，请继续。
我早说过，你这种蠢货就别管东管西了，和正常人差的太远。正常人都知道，把鸡蛋放在两个篮子里，可以减少损失所有鸡蛋的风险。
【 在 daemonself (mit行为艺术专业博士后导师) 的大作中提到: 】
: 我觉得你的脑袋以后应该做成标本。真的，都tmd没有需求了，还容忍度高了许多