Phunziro Limaneneratu Kuti Ford Ndi GM Zidzadutsa Tesla Pofika 2025

Gawo la msika wamagalimoto amagetsi a Tesla litha kutsika kuchokera pa 70% lero mpaka 11% pofika 2025 poyang'anizana ndi mpikisano wochulukira kuchokera ku General Motors ndi Ford, kusindikiza kwaposachedwa kwa kafukufuku wapachaka wa Bank of America Merrill Lynch wa "Car Wars".

Malinga ndi wolemba kafukufuku John Murphy, katswiri wofufuza magalimoto ku Bank of America Merrill Lynch, zimphona ziwiri za Detroit zidzagonjetsa Tesla pakati pa zaka khumi, pamene aliyense adzakhala ndi gawo la 15 peresenti EV pamsika.Ndiko kuwonjezeka kwa pafupifupi 10 peresenti ya gawo la msika kuchokera pomwe opanga magalimoto onse awiri ali pano, ndi zinthu zatsopano monga magetsi a F-150 Lightning ndi Silverado EV akuyembekezeka kupititsa patsogolo kukula kodabwitsa.

"Kulamulira komwe Tesla anali nako pamsika wa EV, makamaka ku US, kwatha.Zikasintha kwambiri m’zaka zinayi zikubwerazi.”John Murphy, katswiri wofufuza magalimoto ku Bank of America Merrill Lynch

Murphy akukhulupirira kuti Tesla itaya malo ake apamwamba mumsika wa EV chifukwa sikukulitsa mbiri yake mwachangu kuti igwirizane ndi onse opanga cholowa komanso oyambitsa atsopano omwe akuwonjezera ma EV awo.

Katswiriyu akuti CEO wa Tesla Elon Musk wakhala akupuma kwa zaka 10 zapitazi kuti azigwira ntchito pomwe sipanakhale mpikisano wambiri, koma "malo opanda kanthuwa tsopano akudzazidwa kwambiri m'zaka zinayi zikubwerazi ndi mankhwala abwino kwambiri. .”

Tesla adachedwetsa Cybertruck kangapo ndipo mapulani a Roadster wam'badwo wotsatira adabwezanso kumbuyo.Malinga ndi zosintha zaposachedwa kwambiri za kampaniyo, magalimoto onse amagetsi ndi masewera amasewera adzalowa mukupanga chaka chamawa.

“[Elon] sanasunthe msanga.Anali ndi nkhawa kwambiri moti [opanga magalimoto ena] sakanamugwira ndipo sakanatha kuchita zomwe akuchita, ndipo akuzichita. ”

Akuluakulu a Ford ndi General Motors ati akufuna kulanda mutu wapamwamba wopanga ma EV kuchokera kwa Tesla kumapeto kwa zaka khumi izi.Ford ikuyerekeza kuti ipanga magalimoto amagetsi okwana 2 miliyoni padziko lonse lapansi pofika chaka cha 2026, pomwe GM akuti ikhala ndi ma EV opitilira 2 miliyoni ku North America ndi China kuphatikiza mpaka 2025.

Zoneneratu zina za kafukufuku wa "Car Wars" wachaka chino zikuphatikizanso kuti pafupifupi 60 peresenti ya zilembo zatsopano pofika chaka cha 2026 zidzakhala za EV kapena zosakanizidwa komanso kuti kugulitsa kwa EV kukwera mpaka 10 peresenti ya msika waku US pofika nthawi imeneyo. .


Nthawi yotumiza: Jul-02-2022