As one of most famous new energy car companies in world, Tesla's every step will attract attention of countless people, and friends who choose Tesla are like many shareholders. After all ups and downs, some lucky ones placed an order at lowest point and made tens of thousands of masked in just a few days, while some friends unfortunately placed an order at highest point and lost tens of thousands of dollars a day in just a few days .
And on October 24, another round of leeks was staged again. Tesla has also adjusted prices for two of its models on sale. Among them, adjusted starting price of subsidy for Model 3 is 265,900. The starting price for Model Y dropped to 288,900 yuan, and the price cuts reached 14,000 yuan and 28,000 yuan, respectively.
Even though this is first time Tesla China has officially announced price cuts since price increase in March this year, it is clear that this is not first time this kind of leek chopping behavior has occurred. Tesla has experienced more than 10 price adjustments in China, especially in March this year, Tesla has raised prices three times in a row in less than 10 days, although reason is mainly due to national subsidy policy. The changes are due to changes in raw material prices, but in terms of stock market, its ability to withstand risks is definitely worse!
Coincidentally, in fact, back in September, Tesla debunked rumors of a significant price cut. At that time, Tesla's official Weibo also announced that it is waiving insurance subsidy activities, that is, friends who place an order and make payment between October 1st and December 31st can enjoy a 7,000 yuan insurance subsidy discount. ordering through "price cuts in disguise" is likely to be a deliberate and motivated act of cutting leeks.
Temporary price cuts may hide even greater helplessness!
While this is not first time Tesla has cut leeks, this time it is clearly not related to political subsidies and changes in raw material prices. Ultimately, there are two main reasons.
Firstly, it is a strong growth in number of domestic companies producing cars that run on new energy sources. You will find that over past two years there have been many attractive and powerful competitors in 200,000 to 400,000 price range, such as BYD, Leap, and look and high performance.
In fact, unlike Tesla brand, not many new products have been released in recent years. brands at this stage It's not what it used to be. In face of aggressive new high-powered brands, Tesla clearly lacks stamina. When there is more choice in market, it will undoubtedly have a greater impact on Tesla, and order volume bears brunt of first. However, importance of Chinese market for Tesla is obvious. The only way to increase order volume is to lower prices.
On other hand, in August, Tesla's production line in Shanghai was also upgraded and its production capacity was further increased. The annual production capacity has also been increased from 450,000 vehicles to 750,000 vehicles. The cycle of Tesla models in China has also been greatly reduced. For example, best-selling Tesla Model Y only takes 1-4 weeks. Compared with previous few months, it can be said that growth rate is quite large.
However, according to relevant data, number of reserved orders at Tesla Shanghai plant has decreased by 23%.
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It's not hard to see that impact of Tesla's over-expansion at this stage is still very large, and now it's even more helpless to choose price cuts in exchange for sales, but to be honest, such an irresponsible price adjustment is actually a serious impact. It has built confidence consumers to brand, and there are more affordable alternatives at same price at this stage, even if you do not choose, it does not matter, but will Tesla's price be a drop in the future? woolen cloth? It's still worth looking forward to.