Analyst Believes Tesla Will Be Out Of The Chinese Market By 2030

Analyst Believes Tesla Will Be Out Of The Chinese Market By 2030

Tesla has enjoyed raging success in the Chinese automotive market so far in 2020. The company is in control of 21% of the total electric vehicle market, according to Nikkei Asia. However, the company’s domination could be short-lived, according to Morgan Stanley’s Adam Jonas, who believes that Tesla will reach the end of its road in China by 2030.

“We have China sales peaking [in the] middle of the decade and then going down…and then eventually nothing after 2030,” Jonas said to On the Move, a Yahoo Finance show, earlier this week.


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Section_31_JTKSection_31_JTK - 10/2/2020 3:16:45 PM
+2 Boost
Since Communist China requires foreign companies to co-invest in China with a government backed company, they will simply steal all of Tesla's technology like they do with other companies.


SanJoseDriverSanJoseDriver - 10/2/2020 8:23:22 PM
+4 Boost
Tesla is the first and only foreign company to not have to partner with a government backed company. Doesn't mean the IP can't be stolen but they won't have the exact same issue as others.


mre30mre30 - 10/2/2020 4:22:21 PM
+5 Boost
I think the intellectual property and styling theft will happen in the next three years and then Tesla will wither on the vine in China (quel surprise, might be some more 'tarrifs' on any imported components that are assembled into Chinese Teslas). Let's call the Chinese Tesla's a "Setla" for argument's sake.

Under a Biden administration the importation of the 'Setla' copycat Tesla might even be encouraged.


PUGPROUDPUGPROUD - 10/2/2020 5:01:53 PM
+4 Boost
And Hunter will benefit!


MDarringerMDarringer - 10/2/2020 9:05:21 PM
-1 Boost
Cunter Bidet...loose-bowels Joe must be so proud.


Section_31_JTKSection_31_JTK - 10/2/2020 5:28:32 PM
+3 Boost
Under Slow Joe, more of America will be exported to China while his family lines their pockets with our demise.


MDarringerMDarringer - 10/2/2020 8:20:35 PM
-2 Boost
The fake black woman will be President by March.


ricks0mericks0me - 10/2/2020 8:12:58 PM
+2 Boost
All Of The Above Postings are Correct


MDarringerMDarringer - 10/2/2020 9:01:49 PM
-1 Boost
Especially mine.


ricks0mericks0me - 10/2/2020 9:42:43 PM
+1 Boost
Yours is below mine !!!!


SanJoseDriverSanJoseDriver - 10/2/2020 9:58:42 PM
+3 Boost
Q3 results:

Ford (-5%)
GM (-13.5%)
Fiat (-11.8%)
Toyota (-11%)
Honda (-9.5%)
Nissan (-32%)

Tesla (+43%)


Section_31_JTKSection_31_JTK - 10/3/2020 7:13:45 PM
-1 Boost
I just went and test drove a Model X. While the acceleration and novelty of the big center screen were nice, the interior quality and fit and finish overall were horrendous. Big giant gaps in panels and interior trim bits that were mismatched. As we were parking the Model X a lady in another Model X came up to us and told us her horror stories about how bad Tesla service is. I've read these same type of comments online. It's obvious Tesla is pumping out cars trying to beat the stock analyst predicted production numbers at the expense of build quality and customer service at the back end. Thanks but no thanks. This vehicle is not something I want to own. Let the other lemmings waste their money.


SanJoseDriverSanJoseDriver - 10/5/2020 5:49:25 AM
+2 Boost
Model X would not be the one to get, has the most issues by far given the insane complexity. Should test drive the Model Y, almost as fast at half the cost.


MDarringerMDarringer - 10/5/2020 8:41:57 AM
+1 Boost
What??? An admission that a Tesla is shit for quality??????


SanJoseDriverSanJoseDriver - 10/6/2020 2:59:24 AM
+1 Boost
I didn't say the quality is bad, the X has more issues than 3 and the Y due to the insane complexity of the car. The 3 is rock solid right now.


MDarringerMDarringer - 10/6/2020 8:15:40 AM
+1 Boost
So issues that cause poor reliability and component failure have nothing to do with quality? Thus, by your metric, Alfa Romeo is on par with Toyota for excellent quality.


SanJoseDriverSanJoseDriver - 10/6/2020 8:28:52 PM
+1 Boost
Double of a small number is still a small number.


malba2367malba2367 - 10/3/2020 8:59:04 PM
+2 Boost
Tesla is playing right into the Chinese playbook...they convince others to move production/engineering to China then a company with government assistance/funding steals the IP and undercuts them.


netegritynetegrity - 10/4/2020 6:06:03 PM
+2 Boost
By 2030 this analyst will be long gone anyways. Not to mention someone probably may wanna buy TSLA shares at a lower price hence trash talk TSLA. Did he mention what TSLA will be doing in other countries though?


MDarringerMDarringer - 10/4/2020 7:11:52 PM
0 Boost
Elon will sell Tesla.


TomMTomM - 10/5/2020 12:35:31 PM
+2 Boost
Currently - Tesla has too much debt on the books - but possible in a few years Tesla will be a candidate for a sale. By then Elon will have moved on to his Space Companies and have little time for cars.


SanJoseDriverSanJoseDriver - 10/6/2020 3:00:34 AM
+1 Boost
There is no other car company that can afford Tesla right now, and they do not have too much debt.


MDarringerMDarringer - 10/6/2020 8:16:57 AM
+1 Boost
Companies are NOT bought for what they are worth. They are purchased BELOW what they are worth. Tesla is swimming in debt.


SanJoseDriverSanJoseDriver - 10/6/2020 8:28:25 PM
+1 Boost
They have like $13B in debt (which includes capital assets with 20+ year useful lives) and about the same in cash on hand.


mplsmpls - 10/6/2020 9:19:03 AM
+1 Boost
Exctly, and when it burst big time....


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