Tesla Shanghai store after model y price reduction: orders have arrived

Use wechat scan QR code to share with friends and circle of friends January 1, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%89%B9%E6%96%AF%E6%8B%89 "> Tesla < / a > officially launched domestic < a target ="_ blank" href=" https://news.163.com/news/search?keyword=Model%20Y "> model y < / a >, the two models were priced at 339900 yuan and 369900 yuan, with a maximum decrease of 165100 yuan. On January 3, many of Tesla's stores in Shanghai came to consult and experience < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%A0%B7%E8%BD%A6 "> customers of the sample car < / a >, according to the sales staff, they have received more than 10000 orders and have been queuing up for the Spring Festival. source: news from Wall Street Author: Zhong Dai model y has dropped by 160000, not only the official website server is paralyzed, but also offline stores are crowded. Tesla's price for quantity, can domestic electric cars still hold firm? on January 1, Tesla announced the official sale of model y made in China and the new model 3. The news of the price reduction aroused great concern. according to the official website of Tesla China, the starting price of model y long-range version is 339900 yuan, down 148100 yuan from 488000 yuan. This version will be delivered in January. the starting price of Tesla Model y performance high-performance version is 369900 yuan, down from 535000 yuan, down 165100 yuan. The release is expected to be delivered in the third quarter of 2021. netizen: comparable to the iPhone 12, which only sold for 3000 yuan at noon on January 1, due to the surge of traffic, Tesla's official website, like Apple's official website when the new iPhone was on sale, collapsed. And Tesla's offline stores are also crowding with people, queuing up like a supermarket sale. netizens compared Tesla's price reduction to "iPhone 12 only sells for 2999 yuan". Some netizens actively discussed whether Tesla electric car will adopt the same price strategy as the iPhone. The product is updated every three years, and the old model continues to reduce its price. Some netizens think that Tesla's price reduction is completely in the expectation, and it will continue to drop in the future until everyone thinks that electric cars are more fragrant than oil cars. it is reported that Tesla's order reached 100000 vehicles in 10 hours on New Year's day, which is almost the sales volume of Weilai, ideal and Xiaopeng in one year, but the insiders of Tesla told China first finance and economics that there are not so many. the "three fools" of domestic electric vehicles are facing pressure the decline of more than 100000 yuan makes model y directly reach the price range of ec6 and ES6, which also brings greater competitive pressure to domestic new energy vehicle enterprises. It has been revealed that Weilai has encountered large-scale chargeback overnight. model y, Weilai ES6 and ec6 are pure electric intermediate SUVs, and the price range is between 300000-400000 yuan. In addition, model y and ec6 are both sedan SUVs with sliding back style. to be specific, Tesla has overcharge, and Weilai can change power. Thanks to the subsidy from the state finance for replacing trams, individual users can get nearly 13000 yuan for ec6. in addition, Weilai is also famous for its user experience and service, and is good at operating the car owner community, including providing rest areas and work areas for car owners, annual meeting of car owners, and organizing camping activities for car owners' children. so that some customers of Weilai said that they bought a car in order to get tickets for Weilai car club. analysts predict that with the overall growth of China's electric vehicle market in 2021, competition will intensify. Whether Tesla can defend its leading position in China will be the key to determine its longer-term growth and profit trajectory. "China will continue to drive Tesla's global growth in 2021, more than ever before," Warren capital wrote in a recent analysis briefing Huaxi Securities believes that the price reduction of domestic Tesla is expected to promote sales growth and benefit domestic supporting industry chain. Huaxi Securities suggests that we should pay close attention to four main lines of Tesla's industrial chain: first, power battery and industrial chain. China's power battery industry chain is complete, leading enterprises have global competitiveness. Second, Tesla is the supplier with high value of domestic bicycle. Relevant companies have strong ability to expand products and customers. After entering the Tesla industrial chain, the technical level is expected to continue to improve. Third, suppliers with global competitiveness in the segment. Fourth, suppliers and potential suppliers with prominent cost advantages. on January 1, Tesla officially launched the domestic model y, with the pricing of 339900 yuan and 369900 yuan, nearly 100000 yuan cheaper than that of the domestic Wellcome ES6. Later, Weilai responded that Tesla's domestic model y was on sale. It was both an opponent and a teammate. It also called out: be loyal to your choice. on January 1, Tesla brought the all intelligent medium-sized SUV made in China & nbsp; model y and the new model 3 to the public. This is the first time that Tesla has started to sell the full range of "sexy" products in China. it is understood that this new product launch, Tesla brought China made model y performance high performance version and dual motor all wheel drive version two versions, the price of 339900 yuan. The starting price of the new model 3 standard life upgrade remains unchanged from 249900 yuan, and Tesla also launched the model 3 performance high-performance version from 339900 yuan. according to the official website of Tesla China, the starting price of Tesla Model y long-range version is 339900 yuan, down 148100 yuan from 488000 yuan. The starting price of Tesla Model yperformance high-performance version is 369900 yuan, down from 535000 yuan, 165100 yuan. the NEDC of Tesla Model y can reach 594km, it only takes 5.1s to accelerate 100km, the maximum speed is 217km / h, and it can be delivered in January. It is equipped with 19 wheels (20 wheels are charged 8000 yuan). in addition, the domestic model y high-performance wltp has a range of 480km and is equipped with 21 wheels as standard, but it will be delivered in the third quarter. The auxiliary driving of the two models are standard. If you want FSD function, you need to increase the price by 64000 yuan. Except for black, other painting needs to increase the price by 8000 yuan. subsequently, it was reported that Chinese consumers had hot bookings, while Tesla's biggest competitor in China, Weilai automobile, encountered large-scale refund. The reporter of China first finance and economics verified this to all parties. temanian, a foreign we media that focuses on Tesla's news reports, quoted the source's estimate that within 10 hours after the announcement of Tesla's price, the order volume will exceed 100000. The media also said that at present, about 300 Chinese made model y have been produced from Tesla's Shanghai Super factory, and these 300 new electric vehicles are all used for exhibition purposes. in view of the above forecast order volume, the reporter of first finance asked Tesla insiders for confirmation,The other party responded: "the booking and test drive of model y are very popular, but the data of 100000 orders in 10 hours is exaggerated." He also said that model y exhibition cars will be sent to Tesla stores across the country in recent days. "There will be a lot of people in the store these two days. Consumers can go to the store at the wrong peak." These people told the first financial reporter. after making an appointment for a test drive, the reporter of first finance and economics received a phone call from Tesla store at about 7:00 p.m. on January 1. A salesperson told the reporter that as of that day, no model y exhibition cars had arrived in all the exhibition halls in Shanghai, and only model 3 could test drive. on the day model y went on sale, it was revealed on the Internet that Tesla's direct competitor Weilai suffered massive refund. Weilai's SUV models ec6 and ES6, with prices starting from 368000 yuan and 358000 yuan respectively, are the direct competitive products of model y. in response to this, Weilai responded to the reporter of China first finance and Economics: "the news that the official website system encountered large-scale chargeback is not true, and we have already launched complaints against the relevant platforms." Author: Qian Tongxin Tao Lin, the vice president of Tesla, recently responded to questions related to the price, service and charging of Tesla electric vehicles in China in an exclusive interview with the reporter of China first finance and economics. "Tesla's target of localization rate has been basically achieved, and there is little possibility of further price reduction in the future," Tao told China business Tao Lin also said that the price of electric vehicles is related to the cost, which is affected by the cost of raw materials and the cost of electric vehicle parts. "Or if the price of Tesla's electric car parts doesn't rise in the future, it's possible." since Tesla's domestic model 3 electric vehicle came into the market, the price has been lowered for many times, which has aroused the dissatisfaction of some old car owners. In the year from October 2019 to October 2020, the price of domestic model 3 has been adjusted five times. Taking the upgraded model with standard range rear drive as an example, its price has been reduced from 355800 yuan to 249900 yuan, with a price reduction rate of nearly 100000 yuan. Tesla CEO musk is very strict in cost control. In the quarter ending September 30, 2020, Tesla's gross profit margin was 23.5%, and the agency forecasts that Tesla's global gross profit margin will be between 17% and 22% in 2020. according to the market data, according to the production process of Tesla Shanghai Super factory at the present stage, the cost price of domestic model 3 may be less than 200000 yuan, that is to say, the gross profit rate of domestic model 3 will reach about 30%, which is far higher than that of American electric vehicles, and there is still room for price reduction in the future. recently, Panasonic is proposed to start trial production of new cheaper Tesla batteries as early as 2021, which may also trigger a new round of price reduction of Tesla. The expectation of price reduction will lead some consumers to hold a wait-and-see attitude, which may affect car sales. with the increase of Tesla's sales in China, the pressure of after-sales service also began to increase. In the third quarter of 2020, Tesla sold 34000 vehicles in China, with an average monthly sales of more than 10000 vehicles, accounting for a quarter of its global sales. According to the sales data released by the Federation of passengers, as of November 2020, the sales volume of model 3 was 21604, still increasing by 77% on a month on month basis. As of November, model 3 had sold 111645 units in China. "The number of after-sales service centers in China is expected to double to 90 by the end of next year," Xue told reporters According to Xue Juncheng, charging service is an important service of Tesla. At present, with the increase of Tesla vehicles on the road, users are also facing problems such as insufficient charging facilities in public areas. To this end, Tesla has built its own charging piles in Shanghai, with an output of 10000 next year, all of which are V3 super charging piles, and will increase the deployment of charging piles in public areas such as garages and expressways. the quality of Tesla electric vehicles produced in the United States is often criticized by the media. According to the consumer report, the reliability of the new model y electric vehicle, which has been launched in the United States, has been questioned by car owners, including paint and decoration problems, seat dents and loose seat belts. On December 1, the consumer report of the United States released the latest automobile reliability survey in 2020. Four Tesla passenger cars ranked at the bottom of the list and were not recommended. On January 3, Tesla reported on Saturday local time that the delivery of its electric vehicles in 2020 was better than expected due to the steady increase in consumer usage of electric vehicles. But the company also said that in a year of global automobile industry recession, its annual electric vehicle delivery did not meet the expected target. according to refiniv data, the company's electric vehicle delivery in 2020 will reach 49955, which is higher than the 481261 expected by Wall Street analysts, but 450 lower than the target set by Elon Musk, the company's chief executive. musk tweeted that he was "proud that the Tesla team has achieved this significant milestone." "In the early days of Tesla, I thought we (at best) had a 10% chance of surviving," he said on social media twitter, many fans of musk congratulated Tesla's electric vehicle business on such a good performance, saying that 2020 is a brilliant year for the electric vehicle manufacturer, which has withstood the test of sales decline and performance loss in the global automobile industry, and overcome the challenge of global supply chain disruption. in the past year, Tesla's share price has increased by more than 700%. So far, the company has been profitable for five consecutive quarters. In December last year, Tesla's shares were included in the S & P 500 index and became a component of the index. some investors have criticized Tesla's previous claim that it will achieve its 2020 target for electric vehicle delivery. Tesla said in early 2020 that its electric vehicle delivery will "easily exceed 500000 vehicles" in 2020. Despite the new coronavirus epidemic, the annual electric vehicle delivery target remains unchanged. Zachary kirkhorn, Tesla's chief financial officer, said in October 2020 that Tesla would meet its original 2020 target. as traditional automobile manufacturers increase investment in electric vehicle business and the competition in domestic automobile market in the United States intensifies, Tesla will now place its hope on new markets such as Europe and Asia. the increase in Tesla's electric vehicle delivery is supported by the expansion of its Shanghai Electric Vehicle super factory, which is the company's only electric vehicle production plant outside California so far. Tesla said its Shanghai plant has started production of model y and is expected to deliver it soon. Tesla is headquartered in Palo Alto, California, USA. The company said that in the fourth quarter of 2020, it delivered 1805700 electric vehicles, which set the highest quarterly delivery record of the company and exceeded the expectation of 16362800 electric vehicles. (Tianmen Mountain)

2023-03-22 10:04:25

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