Why is Tesla bucking the trend in tomorrow's price war for Model 3/Y?
hughmini
发表于 2023-11-8 20:18:29
1270
0
0
After Tesla China raised the price of the Model Y high-performance version at the end of October, it plans to increase the prices of the Model 3 and Model Y long range versions.
On November 8th, Tesla confirmed to First Financial reporters that Tesla China will adjust the prices of the Model 3 and Model Y long range versions on November 9th. The specific increase is currently uncertain, and there may be further price increases for the standard and extended versions in the future. Tesla is not only raising prices, but vehicle referral rewards are also starting to decline.
In fact, there are early signs of Tesla's price increase. On October 27th, the price of the Tesla Model Y high-performance version was increased by 14000 yuan, with an adjusted price of 363900 yuan. At the same time, the price of the Model Y Long Range Edition in the North American market has also increased by $500.
At the beginning of this year, Tesla's significant price reduction of domestically produced Model 3 and Model Y sparked a fierce price war in the market, involving almost all participants in the new energy vehicle market. Price reduction and configuration increase have become the main theme of the car market this year.
Tesla's sustained high sales in China have also made it a target for many car companies to compete for food, including the recently launched Zhiji LS6 and Jiyue 01, both of which are directly targeting Model Y. These models have also offered competitive prices, with the Zhiji LS6 starting at 214900 yuan and Jiyue 01 starting at 249900 yuan, both of which are lower than the Model Y's starting price of 263900 yuan.
Why did Tesla choose to go against the trend in the price war?
Industry insiders told reporters that one of the reasons for Tesla's price increase is that supply is in short supply. The actual annual production capacity of the Shanghai Super Factory has expanded from 750000 vehicles/year in the second quarter to over 950000 vehicles/year in the third quarter. However, with the release of the updated Model 3 and Model Y evolution versions, Tesla's demand is also increasing. According to data released by the China Federation of Automobile Manufacturers on November 8th, Tesla China's wholesale sales in October were 72115 vehicles, second only to BYD (300000 vehicles). Tesla's weekly sales from October 30th to November 5th exceeded 14000 units, a year-on-year increase of 39%.
According to information on Tesla's official website, the expected delivery times for the updated Model 3 and Model Y are both 2 to 6 weeks.
In addition, Tesla's global price cuts since the beginning of this year have greatly affected its profitability. Tesla's third quarter financial report shows that its total revenue in the third quarter was approximately 23.4 billion US dollars (approximately 171.2 billion yuan), a year-on-year increase of 9%, lower than Wall Street's expectations and the slowest year-on-year growth rate in three years; The net profit was 1.853 billion US dollars (approximately 13.9 billion RMB), a year-on-year decrease of 44%, and there was also a significant decline compared to the first two quarters of this year. Affected by the continuous price reduction, Tesla's gross profit margin further declined in the third quarter of this year, reaching a four-year low of 17.9%. Compared to the gross profit margin of 18.2% in the second quarter of this year, it decreased by 0.3 percentage points, and compared to the gross profit margin of 25.6% in 2022, it decreased by 7.7 percentage points.
Tesla CEO Elon Musk stated during the third quarter earnings conference call that Tesla will still strive to lower the prices of its cars. Nevertheless, the continued deterioration of major financial indicators may have forced Tesla to choose price hikes to "revive".
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Tesla's zero interest car purchase policy has been further extended
- Five car companies besiege Model Y within a week, will Tesla be pulled off the pedestal?
- Car owner revealed that Tesla saved his life by automatically turning the steering wheel to avoid the large truck at a speed of 170km/h
- Tesla's Shanghai Gigafactory exports over 1 million new energy vehicles
- Today, Tesla's Shanghai Gigafactory exported 1 million new energy vehicles
- Tesla Shanghai Gigafactory exports over 1 million vehicles
- Tesla Germany factory employee sick leave rate rises to 17%, Musk personally investigates
- Shanghai Nangang Helps' Lingang Made 'New Cars Launch and Go Overseas: Building a Dock at the' Doorstep 'of Tesla and Other Enterprises
- Tesla welcomes' important moment 'article, understanding Musk's autonomous driving strategy
- Tesla wins lawsuit over whether FSD system misled investors
-
9月が終わり、映画・テレビ業界が暗躍している。最近、愛奇芸の創始者でCEOのGONG宇氏は、映画・テレビ業界が長短の変化、AIの変化、中国映画・テレビドラマの海外進出の変化の3つの変化を経験していると発表した。 ...
- 寒郁轩良
- 昨天 14:17
- 支持
- 反对
- 回复
- 收藏
-
8月のトヨタ自動車(ダイハツ自動車と日野自動車を除く、レクサスを含む)の世界生産台数は前年同月比11.2%減の709571台、世界販売台数は前年同月比3.1%減の826863台だった。 日本本土市場では、トヨタ自動車の8月 ...
- SOGO
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
ネットワーク状況監視サイトDownDetectorによると、オーディオストリーミングプラットフォームSpotifyは日曜日に約3時間にわたる障害を経験した後、正常に回復し、ピーク時には米国の4万人以上のユーザーに影響を与 ...
- hecgdge4
- 昨天 09:33
- 支持
- 反对
- 回复
- 收藏
-
百済神州(688235.SH)はA株の有名な革新薬企業で、2017-2024年上半期、同社の各期の研究開発投資はA株の化学製薬会社(申万二級)の中で最も高く、研究開発費用は合計600億元を超えた。 しかし、百済神州にとって ...
- wylz8473
- 前天 18:36
- 支持
- 反对
- 回复
- 收藏