Last year, it's hard for you to imagine that Tesla's price will go down to less than 300000 yuan. At present, the domestic model 3 on sale will be reduced to 29905 yuan. At the delivery ceremony of the first domestic model 3, Tesla CEO mask even danced on the spot.
It is understood thatHomemade Model 3 makes up only 30% of home-made parts. A recent study by SocGen Securities showed that after Tesla adopted the domestic supply chain, there was room for a maximum price reduction of 27-34 percent for the domestic Model 3.
The industry believes that after Tesla's price reduction, it may bring challenges to domestic new energy vehicles, especially the domestic new energy brand, which mainly focuses on the high-end market represented by Yulai.
According to domestic media reports, on January 9, Cui Dongshu, secretary-general of China Federation of passenger transport, said in an interview that Tesla may still have room for price reduction, and before its large-scale mass production, domestic new energy vehicles have differentiation advantages, which does not pose a threat to domestic new energy brands.
In his opinion, the cost of Tesla has been greatly reduced due to the reduction of tariffs and preferential policies of the government. After Tesla's localization, there is bound to be a substantial price reduction process.
Future Tesla prices,Especially for model 3, there may be room for further price reduction, or it may be reduced to about 250000 yuan.
As for the challenge Tesla will bring to the domestic new energy vehicles, Cui Dongshu believes that the independent brand of new energy vehicles is different from the Tesla Model 3, which belongs to the car series, while the domestic Weilai ES6 and Weilai ES8 are the urban SUV series, with different models and better model innovation, and the new energy vehicles have a certain degree of differentiated competitive advantage.
At the same time,In the case that Tesla's production is not large, it is mainly aimed at the joint venture luxury car group to seize the increment. Therefore, there is a buffer period for independent brand new energy vehicles before their output has exceeded 15000。
Cui Dongshu also said that the core competitiveness of new energy vehicles in the future is still to reduce costs. How to reduce costs to the point where consumers consider the same as fuel vehicles is the vitality of new energy vehicles.
The same 300000, will you sell Tesla, or will you choose domestic new energy brands? Or a fuel car?