Prognose der Autoteileindustrie im Jahr 2023

Historisch gesehen ist der Leerverkauf von Tesla oft eine schlechte Wahl, aber das Analystenteam von BNEF geht davon aus, dass es im Jahr 2023 einen neuen Marktführer im weltweiten Verkauf von Elektrofahrzeugen geben könnte. In den letzten zwei Jahren hat BYD seine Modellpalette, sein globales Layout und seine Fertigung rasch erweitert Kapazität. Wenn man Plug-in-Hybridfahrzeuge mit einbezieht, hat BYD Tesla im Jahr 2022 überholt und der Absatz reiner Elektrofahrzeuge ist von 321.000 im Jahr 2021 auf etwa 911.000 im letzten Jahr gestiegen.

BNEF expects that Tesla's global sales will increase by 30% to 40% in 2023, as the production of Tesla's new plants near Berlin, Germany and Austin, Texas continues to increase. However, the macroeconomic environment is changing rapidly. The rise of interest rates, the fall of house prices and the collapse of the stock market have all begun to seriously affect consumers' purchase decisions. As the competition heats up, a series of actions by Elon Musk to acquire Twitter have also deterred some potential buyers. It is expected that by 2023, Tesla Model Y will still be the world's best-selling electric vehicle, and is likely to rank among the top three best-selling models in the overall car market. Tesla's super charging station network is still a major advantage, especially in North America, where public charging is still underdeveloped. Therefore, the competition between BYD and Tesla will continue until the last moment, and largely depends on the pricing strategy of the vehicle. Tesla has just made a sharp price reduction in the United States and Europe, and has also begun to reduce prices in China, which shows that it is willing to launch a price war to maintain sales growth. Tesla still has room for manoeuvre and may remain ahead for most of this year, but BYD may be able to squeeze out competitors in the last few months of this year. However, both companies will continue to be far ahead of other traditional automakers