Tesla's sales are slowing down? No, this is just the beginning!

How long has it been since Tesla launched a new model in the Chinese market? The answer is five years.

Since the launch of Model Y in 2020, it has been selling it with minor modifications and a five-year interest-free policy. It was originally planned to launch five models this year, including Model Q, the domestic version of Cybertruck, and Roadster, but the actual progress has been in doubt, and there have been frequent reports of delays.

Now, the consequences have come. Tesla is no longer selling well. A blogger recently posted its February sales data, which showed that sales in the Chinese market were halved, while sales in Germany, Norway, Australia and other markets were directly cut to the chest, and sales in the United States also fell by 23%.

Tesla's sales are beginning to weaken not only in China, but all over the world.

Of course, the fact that it didn’t sell well in other countries was due to Musk’s political involvement in Washington, but it didn’t sell well in the Chinese market, which has a large number of fans, simply because the product’s competitiveness had been exhausted over the long five years.

When Musk was worried about the production capacity of the Berlin factory in Germany, he probably didn't expect that Tesla's sales would House Collapse It came so quickly - it taught China how to make electric cars, but it did not learn the Chinese rules of survival.

From its peak of $479.86 on December 17 last year to now, the plummeting sales figures are behind the fact that Tesla's stock has lost more than half of its value, with its total market value evaporating by more than $800 billion.

If Tesla's sales performance in foreign markets is a kind of "revenge" from the people for its walking in the White House in Washington, then in the domestic market, it should really reflect on it and come up with specific solutions. The reason has been mentioned before, Musk does not receive similar treatment in the Chinese market.

BYD sold 300,000 units last month, with a wide variety of models. Anyone can pick out all kinds of pros and cons from them, but users don’t care. Faced with cheap and easy-to-use products, they still vote with their wallets.

In the Chinese market, if a car doesn't sell well, it's the product itself, because Chinese consumers are the most tolerant in the world. They can both support a car made by a newcomer and accept new products from established car companies. Tesla is obviously neither of these, as it is the oldest representative of new car manufacturers.

What exactly went wrong with Tesla in China? Musk may not be interested in thinking about these things now, but bystanders can see the reality at a glance - Tesla is no longer leading in technology, or its leading position is not so obvious.

The car's shape has remained the same for years, and its interior is even more like a bare house. In terms of technology, its FSD is not as good as that of domestic products. The only thing left is that it may still be leading in terms of power consumption management. However, with the widespread use of large batteries today, how many users can be attracted by careful calculations? What's more, Chinese brands have already caught up in this area.

Tesla needs to change immediately, at least the cost-first strategy needs to be changed first. Otherwise, such a sales decline may only be the beginning.

Of course, the most important point is that Musk is too busy now. He is busy being Zhang Juzheng and Wang Anshi in the United States, busy with the satellite over Ukraine, and busy with the rocket going to Mars. He may not have time to take a look at Tesla. The Musk who used to sleep on the floor in the workshop to manage production has long put on a suit and tie, and is enjoying the pleasure of killing brought by power in the little white house in Washington.

Tesla's tough sales days are still to come.