Elon Musk is facing significant challenges with Tesla, particularly in the areas of dividend growth, battery profitability, and regulatory compliance. The company has struggled in its efforts to maintain customer satisfaction, as evidenced by its questing CEO statements. The return of Tesla CEO Michael *斯通 to full-time duties as a “special government employee” under Trump’s administration complicates matters further.
The EV business remained a bright spot for Tesla, as its battery profit margin improved, although the impact of summarized data still needs to be fully examined.
Given the rise of Chinese EV manufacturers, particularly BYD and other domestic competitors, Tesla’s segment share in the EV market has decreased to 43%. This shift could critically affect the future viability of Tesla, especially as it relies heavily on robotaxis and worker robots for its business strategy.
The company’s global supply base, especially in the US, has become a significant barrier due to trade restrictions imposed by the U.S. government. tariffs are now impacting Tesla’s operations, particularly in its battery supply chain. However, Tesla continues to prioritize innovation through partnerships and collaboration with stakeholders, but these efforts may not be enough to address its persistent issues.
In summary, Tesla faces a complex landscape where both internal fighting and external challenges are present. Investors and stakeholders must work tirelessly to find solutions, even if they are not perfect.
