- Tue Dec 03, 2024 4:51 am
#4023
Tesla China shipments down again - Is the growth narrative over?
Two consecutive months of declining shipments from Tesla’s Shanghai Gigafactory raise some serious questions. Are we witnessing the beginning of the end of Tesla’s dominance in China, or is this just a temporary blip? The increased subsidies haven't seemed to help much, which is concerning. What other factors could be at play here? Increased competition from domestic players like BYD? Shifting consumer preferences? Or is this simply a lull before a massive Q4 rebound?
Tesla needs a record-breaking quarter to meet its annual growth targets. Do you think they can pull it off? Is their guidance of slight growth overly optimistic, or are they sandbagging and setting themselves up for a huge beat?
I'm curious to hear your thoughts on the long-term implications of these numbers. Is Tesla’s growth story in China sustainable? Or are we approaching a plateau? Let’s discuss.
Two consecutive months of declining shipments from Tesla’s Shanghai Gigafactory raise some serious questions. Are we witnessing the beginning of the end of Tesla’s dominance in China, or is this just a temporary blip? The increased subsidies haven't seemed to help much, which is concerning. What other factors could be at play here? Increased competition from domestic players like BYD? Shifting consumer preferences? Or is this simply a lull before a massive Q4 rebound?
Tesla needs a record-breaking quarter to meet its annual growth targets. Do you think they can pull it off? Is their guidance of slight growth overly optimistic, or are they sandbagging and setting themselves up for a huge beat?
I'm curious to hear your thoughts on the long-term implications of these numbers. Is Tesla’s growth story in China sustainable? Or are we approaching a plateau? Let’s discuss.
- By Anonymous