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特斯拉的下一個大市場在韓國?

特斯拉的下一個大市場在韓國?

Kirsten Korosec 2015年07月16日
特斯拉在中國正持續(xù)興建充電網(wǎng)絡(luò),聘用本土員工?,F(xiàn)在,這家電動汽車制造商看起來要進一步開拓亞洲市場了。

????特斯拉還沒有登陸韓國,但日韓地區(qū)的銷售副總一職正虛位以待,昭示著這家純電動豪華汽車制造商的拓展雄心。

????特斯拉的女發(fā)言人亞歷克西斯·喬治森向《財富》雜志表示,該公司無疑在考慮韓國市場,可目前工作重心還放在中國、日本和香港地區(qū)等現(xiàn)有亞洲市場,要在當?shù)嘏d建超級充電站和目的地充電樁組成的充電網(wǎng)絡(luò)以及其他基礎(chǔ)設(shè)施。

????特斯拉認為,亞洲、特別是中國幾年內(nèi)可能發(fā)展為該公司最大的一個市場。在上一季度的財報中,特斯拉宣稱計劃盡快開發(fā)中國市場。

????去年4月,特斯拉開始向中國客戶交付Model S電動車,秋季以前又在日本出貨,挺進亞洲的行動正式拉開帷幕。不到一年內(nèi),該公司在日本開設(shè)了三家體驗店、一家服務(wù)中心、六家被稱為超級充電站的免費快速充電站點,以及25個目的地充電樁。

????特斯拉進軍中國的步子邁得更大。為實現(xiàn)高銷量,這家制造商在中國進行了大規(guī)模招聘,最終共聘請員工600人。在體驗店和服務(wù)中心開張的同時,該公司開始積極打造超級充電站和目的地充電樁構(gòu)成的網(wǎng)絡(luò),而且這些充電設(shè)施都設(shè)在Model S車主常光顧的酒店、購物中心和度假村內(nèi)。

????事實證明,征服中國市場比特斯拉最初預想的艱難。去年該公司估計售出3500輛電動汽車。這一銷售成績不但低于該公司自己的目標,也落后于生產(chǎn)插電式混合動力汽車的中國競爭對手比亞迪和北京汽車。今年年初,特斯拉的銷量依然落后。特斯拉最大的股東、董事長兼首席執(zhí)行官伊隆·馬斯克將業(yè)績不佳主要歸咎于中國消費者認為在本地充電困難的錯誤觀念。

????由于銷售業(yè)績低于預期,特斯拉的高管團隊被更換重組,招聘也陷入停滯。

????然而,特斯拉目前在亞洲區(qū)的招聘崗位讓人感到,該公司在該地區(qū)的前景更有希望。其中至少60個職位位于中國區(qū),大部分設(shè)在北京,另有35個左右崗位是日本。這些招聘人數(shù)當然無法和特斯拉在北美區(qū)幾百人的招聘崗位相比,可也已經(jīng)較四個月前的低谷期回升。今年3月,特斯拉在擁有13.5億人口的中國僅招一人。

????美國投行Jefferies LLC的分析師丹·多列夫認為,市場對特斯拉在華銷量的擔憂被夸大。Jefferies今年春季發(fā)布的一項調(diào)查發(fā)現(xiàn),2020年,僅靠北美和西歐兩個市場的銷量,特斯拉就能達到其50萬輛的年度銷售目標。

????“征服中國是更遠大的長期目標,”多列夫向《財富》表示,“他們(特斯拉)還在中國埋頭苦干,我認為他們還沒有扭轉(zhuǎn)形勢。但是別忘了,他們在中國的問題不是需求(不足),而是基礎(chǔ)設(shè)施。他們正在改善這種情況,也在改變(消費者的)觀念。只要多開體驗店和服務(wù)站,多設(shè)置充電樁,就會有好轉(zhuǎn)。所以,從這個意義上說,問題出在基礎(chǔ)設(shè)施倒是好事。”

????那韓國市場呢?多列夫強調(diào),中國的確是特斯拉在亞洲最優(yōu)先考慮的市場。不過他預計,該公司最終會擴展韓國市場。

????他將韓國的潛力與挪威對比。去年,Model S成為挪威最暢銷的車。

????多列夫說:“挪威人口500萬,做挪威的汽車之王不能改變行業(yè)格局。韓國的人口是挪威的十倍,但中國才是真正的大蛋糕?!保ㄘ敻恢形木W(wǎng))

????譯者:Pessy

????校對:詹妮

????Tesla Motors isn’t in Korea just yet. But a job posting for a vice president of sales for Japan and Korea hints at the luxury all-electric automaker’s expansionist ambitions.

????Tesla TSLA 1.16% is certainly considering Korea, but for now the company is focused on building out its supercharger and destination charger network, as well as other infrastructure in existing Asian markets such as Japan, China, and Hong Kong, spokeswoman Alexis Georgeson told Fortune.

????Tesla believes Asia—and China in particular—could become one of its largest markets within a few years. The company has said in previous quarterly reports that it plans to expand in China as quickly as possible.

????Tesla’s foray into Asia began in April 2014 when it started delivering its Model S sedan to customers in China, and then to Japan by fall. In less than a year, Tesla has opened three stores, a service center, six free fast-charging stations known as superchargers, and 25 destination charging locations in Japan.

????Its entry into China was more aggressive. Tesla, aiming to meet lofty sales goals, went on a hiring spree in China. The company eventually amassed a staff of 600 people, opened stores and service centers, and began an aggressive rollout of its network of superchargers and destination charging stations, which are located at hotels, shopping centers, and resorts frequented by Model S owners.

????China proved to be a tougher market to conquer than initially anticipated. The company sold an estimated 3,500 cars in 2014, below its sales goal and behind electric and plug-in hybrid vehicles produced by Chinese rivals BYD and BAIC. Sales continued to lag in the beginning of 2015. Elon Musk, Tesla’s chairman, chief executive, and largest stockholder, has placed much of the blame on a misconception among Chinese consumers that charging is difficult there.

????The weaker than expected sales led to executive turnover and a restructuring; hiring came to a stand still.

????Today, Tesla’s Asia job postings paint a more hopeful picture of its future in the region. There are at least 60 open positions in China, mostly in Beijing, and around 35 or so in Japan. Those numbers don’t come close to the hundreds of positions in North America. Then again, it’s an uptick from the one lone job position in China—a massive economy of 1.35 billion people—that was posted back in March.

????Dan Dolev, an analyst with Jefferies LLC, says concerns about sales in China are overblown. A Jefferies survey released this spring found Tesla could achieve its 2020 sales target of 500,000 cars a year in North America and Western Europe alone.

????“Conquering China is a bigger long-term goal,” Dolev told Fortune. “They’re still plugging along in China and I don’t think they’ve turned the corner yet. But remember, the problem they have in China is not about demand, it was infrastructure, which they are fixing, and perception. So infrastructure is a good problem to have in the sense that once they get more stores, more service stations, more charging stations, things will turn around.”

????So what about Korea? Dolev stresses that China is really the No. 1 priority in Asia, although he expects eventually the company will expand there.

????He compares the market in Korea to that of Norway, where the Model S became the top-selling car in 2014.

????“Being the king of Norway, where the population is 5 million, doesn’t move the needle,” Dolev says. “Korea is 10 times bigger than Norway, but China is the real prize.”

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