<p>据报道，特斯拉已决定放弃在印度建设电动汽车（EV）工厂的计划，结束了多年的猜测和谈判。</p>
<p>根据当地媒体周二的报道，印度重工业部长 H. D. Kumaraswamy 确认，特斯拉已正式通知有关部门将不在该国推进制造设施。</p>
<p>这一决定标志着特斯拉在印度战略的重大转变。尽管这家汽车制造商花费多年时间与印度官员讨论当地生产机会以换取降低进口关税，但该公司似乎已决定采取仅限零售的方式，而不是投资于国内制造。</p>
<p>自去年在印度推出以来，特斯拉迅速扩大了其在印度的零售网络，在孟买、德里、古尔冈和班加罗尔开设了四个展厅，并设立了多个超级充电站。该公司从上海超级工厂进口 Model Y 和 Model YL 进行本地交付。</p>
<p>然而，从中国进口车辆到印度的成本非常高。特斯拉目前面临高达 110% 的进口关税，这大大提高了价格，使其车辆在与本地制造的竞争对手相比时竞争力下降。这些高价格导致销售不佳，特斯拉在 2025 年仅交付了 225 辆汽车。</p>
<p>为了克服这些进口关税，印度试图通过当地政策吸引汽车制造商，这将把售价超过 35,000 美元的电动汽车的关税降低至 15%。作为交换，公司需要承诺至少 5 亿美元用于当地制造投资。</p>
<p>特斯拉最终拒绝参与，主要是由于关税僵局。特斯拉希望在承诺建厂之前降低进口关税，而印度官员则希望特斯拉先建立当地生产，然后再给予关税让步，双方都没有退让。</p>
<p>据报道，还有几个额外的挑战影响了特斯拉的决定，包括印度汽车供应链的缺口、基础设施限制、监管不确定性，以及特斯拉的高端定价与该国更广泛消费者购买力之间的不匹配。</p>
<p>尽管搁置了当地制造计划，特斯拉并没有完全放弃印度。该公司继续在该国扩展充电基础设施。上周，该公司还在班加罗尔开设了最新的体验中心。</p>

1.25 倍做多特斯拉 ETF - GraniteShares

2 倍做多 TSLA ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

<p>特斯拉已放弃在印度建设电动汽车工厂的计划，选择仅进行零售。此决定是在经过多年的关于当地生产的谈判以及对外国制造电动车高达 110% 的进口关税后做出的。尽管面临这一挫折，特斯拉仍在印度扩大其零售业务和充电基础设施，自去年推出以来，已开设了四家展厅和多个超级充电站</p>

<p>Tesla has reportedly decided to walk away from plans to build an electric vehicle (EV) factory in India, ending years of speculation and negotiations over local production.</p>
<div class="lb-trans"><p>据报道，特斯拉已决定放弃在印度建设电动汽车（EV）工厂的计划，结束了多年的猜测和谈判。</p>
</div><p>According to reports from local media on Tuesday, India’s Minister of Heavy Industries, H. D. Kumaraswamy, confirmed that Tesla has officially informed authorities it will not proceed with a manufacturing facility in the country.</p>
<div class="lb-trans"><p>根据当地媒体周二的报道，印度重工业部长 H. D. Kumaraswamy 确认，特斯拉已正式通知有关部门将不在该国推进制造设施。</p>
</div><p>The decision marks a major shift in Tesla’s India strategy. While the automaker has spent years discussing local production opportunities with Indian officials in exchange for lower import duties, the company appears to have settled on a retail-only approach instead of investing in domestic manufacturing.</p>
<div class="lb-trans"><p>这一决定标志着特斯拉在印度战略的重大转变。尽管这家汽车制造商花费多年时间与印度官员讨论当地生产机会以换取降低进口关税，但该公司似乎已决定采取仅限零售的方式，而不是投资于国内制造。</p>
</div><p>Tesla has rapidly expanded its retail footprint in India since launching in the country last year, opening four showroom locations across Mumbai, Delhi, Gurugram, and Bengaluru, along with multiple Supercharger stations. The company imports Model Y and Model YL from Giga Shanghai for local deliveries.</p>
<div class="lb-trans"><p>自去年在印度推出以来，特斯拉迅速扩大了其在印度的零售网络，在孟买、德里、古尔冈和班加罗尔开设了四个展厅，并设立了多个超级充电站。该公司从上海超级工厂进口 Model Y 和 Model YL 进行本地交付。</p>
</div><p>However, importing vehicles from China into India comes at a steep cost. Tesla currently faces import duties of up to 110% on foreign-built EVs, significantly increasing pricing and making its vehicles less competitive against locally manufactured rivals. Those high prices have lead to lackluster sales, with Tesla managing to deliver only 225 cars in 2025.</p>
<div class="lb-trans"><p>然而，从中国进口车辆到印度的成本非常高。特斯拉目前面临高达 110% 的进口关税，这大大提高了价格，使其车辆在与本地制造的竞争对手相比时竞争力下降。这些高价格导致销售不佳，特斯拉在 2025 年仅交付了 225 辆汽车。</p>
</div><p>To overcome those import duties, India attempted to attract automakers through local policies, which would have reduced the duties to 15% for EVs priced above $35,000. In exchange, companies were required to commit at least US$500 million toward local manufacturing investments.</p>
<div class="lb-trans"><p>为了克服这些进口关税，印度试图通过当地政策吸引汽车制造商，这将把售价超过 35,000 美元的电动汽车的关税降低至 15%。作为交换，公司需要承诺至少 5 亿美元用于当地制造投资。</p>
</div><p>Tesla ultimately declined to participate, primarily due to a tariff standoff. Tesla pushed for lower import duties before committing to a factory, while Indian officials wanted Tesla to establish local production first before granting tariff concessions, with neither side backing down from their position.</p>
<div class="lb-trans"><p>特斯拉最终拒绝参与，主要是由于关税僵局。特斯拉希望在承诺建厂之前降低进口关税，而印度官员则希望特斯拉先建立当地生产，然后再给予关税让步，双方都没有退让。</p>
</div><p>There were several additional challenges influencing Tesla’s decision, including gaps in India’s automotive supply chain, infrastructure limitations, regulatory uncertainty, and a mismatch between Tesla’s premium pricing and broader consumer purchasing power in the country, according to the reports.</p>
<div class="lb-trans"><p>据报道，还有几个额外的挑战影响了特斯拉的决定，包括印度汽车供应链的缺口、基础设施限制、监管不确定性，以及特斯拉的高端定价与该国更广泛消费者购买力之间的不匹配。</p>
</div><p>Despite shelving local manufacturing plans, Tesla is not abandoning India entirely. The company continues expanding its charging infrastructure in the country. The company also opened its latest Experience Center in Bengaluru just last week.</p>
<div class="lb-trans"><p>尽管搁置了当地制造计划，特斯拉并没有完全放弃印度。该公司继续在该国扩展充电基础设施。上周，该公司还在班加罗尔开设了最新的体验中心。</p>
</div>

报告称特斯拉放弃了在印度的制造计划