How has Tesla's entry affected China's electric vehicle market?

被引：0
作者：
Hu, Yunyi [1 ]
Yin, Haitao [2 ]
Zhao, Li [2 ]
Luo, Xiaodi [3 ]
机构：
[1] SouthWestern Univ Finance & Econ, Inst Western China Econ Res, Chengdu, Peoples R China
[2] Shanghai Jiao Tong Univ, Antai Coll Econ & Management, Shanghai, Peoples R China
[3] Shanghai Jiao Tong Univ, Shanghai Adv Inst Finance, Shanghai, Peoples R China
来源：
APPLIED ECONOMICS LETTERS | 2024年 / 31卷 / 06期
基金：
中国国家自然科学基金;
关键词：
Tesla; electric vehicles; China; EV demand;
D O I：
10.1080/13504851.2022.2139798
中图分类号：
F [经济];
学科分类号：
02 ;
摘要：
We study the impact of Tesla's entry on China's electric vehicle (EV) market. We find that Tesla's entry has substantially increased the demand for EVs in China, and therefore has benefited Chinese EV producers. However, we also find that this positive impact was nullified for local EV producers that compete with Tesla in a more head-to-head manner, and those that compete in markets that host Tesla Galleries and have a higher annual income per capita. Moreover, local manufacturers lowered their EV prices when faced with competition from domestically produced Tesla vehicles, and the magnitude of such price reductions was larger for battery electric vehicle (BEV) models.
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页码：503 / 507
页数：5
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