\nB\u0103ncile de pe Wall Street estimeaz\u0103 c\u0103 v\u00e2nz\u0103rile de vehicule Tesla vor cre\u015fte mult mai lent \u00een acest an dec\u00e2t a prognozat Elon Musk, CEO-ul companiei, \u00een timp ce pre\u015fedintele american Donald Trump \u00eencearc\u0103 s\u0103 desfiin\u0163eze politicile climatice din era Biden, care au favorizat vehiculele electrice, raporteaz\u0103 Financial Times.<\/p>\n
\nTesla se a\u015fteapt\u0103 s\u0103 v\u00e2nd\u0103 2,07 milioane de vehicule \u00een acest an, o cre\u015ftere de 16% fa\u0163\u0103 de 2024, conform previziunilor anali\u015ftilor compilate de FactSet. Aceasta reprezint\u0103 o revenire fa\u0163\u0103 de anul trecut, c\u00e2nd compania a raportat prima sc\u0103dere din 2011. Totu\u015fi, estimarea este mult sub prognoza de 20-30% avans anun\u0163at\u0103 de Musk \u00een octombrie \u015fi sub rata de cre\u015ftere anual\u0103 de aproximativ 40% \u00eenregistrat\u0103 \u00een ultimii doi ani.<\/p>\n
\nAceste cifre subliniaz\u0103 provoc\u0103rile cu care se confrunt\u0103 Tesla, av\u00e2nd \u00een vedere promisiunea lui Trump de a reduce politicile care au stimulat v\u00e2nz\u0103rile de vehicule electrice \u00een SUA. De\u015fi Musk \u015fi Trump au avut o rela\u0163ie apropiat\u0103 \u00een perioada premerg\u0103toare inaugur\u0103rii pre\u015fedintelui, c\u00e2nd Musk a fost supranumit \u201eprimul prieten\u201d al acestuia, acum rela\u0163ia acestora este pus\u0103 la \u00eencercare de politica energetic\u0103 a noului pre\u015fedinte.<\/p>\n
\nS\u0103pt\u0103m\u00e2na trecut\u0103, Trump a semnat un ordin executiv care prevede c\u0103 administra\u0163ia american\u0103 va analiza \u201eeliminarea subven\u0163iilor inechitabile \u015fi a altor denatur\u0103ri ale pie\u0163ei impuse de guvern\u201d.<\/p>\n
\n\u201eOpozi\u0163ia lui Trump fa\u0163\u0103 de stimulentele pentru vehiculele electrice a afectat a\u015ftept\u0103rile privind volumul de v\u00e2nz\u0103ri din 2025\u201d, a declarat Adam Jonas, analist la Morgan Stanley.<\/p>\n
\nTrump a men\u0163inut aceea\u015fi pozi\u0163ie privind vehiculele electrice, \u00een ciuda rela\u0163iei sale cu Musk, care a fost numit s\u0103 conduc\u0103 ini\u0163iativa Departamentului pentru Eficien\u0163\u0103 Guvernamental\u0103.<\/p>\n
\nTesla, care urmeaz\u0103 \u00een cursul zilei de miercuri s\u0103 raporteze rezultatele financiare pentru trimestrul al patrulea, ar fi deosebit de afectat\u0103 dac\u0103 Trump ar elimina creditul fiscal de 7.500 de dolari pentru cump\u0103r\u0103torii de vehicule electrice. Conform estim\u0103rilor lui Dan Levy, analist la Barclays, aproximativ dou\u0103 treimi din v\u00e2nz\u0103rile Tesla din SUA beneficiaz\u0103 de aceste credite.<\/p>\n
\nModific\u0103rile aduse subven\u0163iilor pentru vehiculele electrice ar putea intra \u00een vigoare din 2026. Unii anali\u015fti consider\u0103 c\u0103 v\u00e2nz\u0103rile Tesla ar putea fi stimulate de cump\u0103r\u0103torii care se gr\u0103besc s\u0103 finalizeze achizi\u0163iile \u00eenainte de aceast\u0103 dat\u0103. Levy preconizeaz\u0103 \u201eo pre-cump\u0103rare semnificativ\u0103 de vehicule electrice\u201d \u00een a doua jum\u0103tate a anului 2025, \u00eenainte ca volumul s\u0103 scad\u0103 \u00een anul urm\u0103tor, iar al\u0163i anali\u015fti cred c\u0103 pre-cump\u0103r\u0103turile au stimulat deja v\u00e2nz\u0103rile Tesla.<\/p>\n
\nUnii anali\u015fti sunt \u00eens\u0103 sceptici cu privire la amploarea acestei cump\u0103r\u0103ri anticipate. BNP Paribas Exane estimeaz\u0103 c\u0103, \u00een acest an, cre\u015fterea volumului ar putea fi de p\u00e2n\u0103 la 12%.<\/p>\n
\nCre\u015fterea v\u00e2nz\u0103rilor globale de vehicule electrice \u00een SUA a \u00eencetinit anul trecut din cauza pre\u0163urilor ridicate \u015fi a lipsei de noi modele. Cota de pia\u0163\u0103 a vehiculelor electrice a ajuns la 8%, comparativ cu 7,6% \u00een 2023.<\/p>\n","protected":false},"excerpt":{"rendered":"
B\u0103ncile de pe Wall Street estimeaz\u0103 c\u0103 v\u00e2nz\u0103rile de vehicule Tesla vor cre\u015fte mult mai lent \u00een acest an dec\u00e2t a prognozat Elon Musk, CEO-ul companiei, \u00een timp ce pre\u015fedintele american Donald Trump \u00eencearc\u0103 s\u0103 desfiin\u0163eze politicile climatice din era Biden, care au favorizat vehiculele electrice, raporteaz\u0103 Financial Times. Tesla se a\u015fteapt\u0103 s\u0103 v\u00e2nd\u0103 2,07 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[7734,272,246,8887,220,547,106,9459,7212,7699],"class_list":["post-233549","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-analisti","tag-companie","tag-crestere","tag-estimare","tag-politica","tag-presedinte","tag-sua","tag-tesla","tag-vanzari","tag-vehicule"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/233549","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=233549"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/233549\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=233549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=233549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=233549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}