In recent years, the domestic market of new energy vehicles, which again grab an eye most pure electric vehicles, but a large number of low-end, low-quality products occupied the absolute superiority, such as wei, zero run, byd, such as brand, although have been in the high-end pure electric vehicles, but for market regulators, serious lack of competition environment is not conducive to the benign development of the whole, at the same time also needs a strong leader in new energy industry chain, and in 2020 on April 22, we see the tesla China.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
For tesla’s presence, as he was a catfish is the explanation of more, looking forward to using stirring effect of catfish, drive around the independent brands to accelerate technological innovation, supply chain, backward car companies, and finally realizes the good situation of go hand in hand, but over time to enter in 2021, the localization of parts supplier designated beneficiaries, while domestic pure electric vehicles may be lost.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
Tesla’s price war hits the fuel car market
On January 1, Tesla officially launched model Y, a midsize pure electric SUV, with the starting price locked at 339,900 yuan. The drop of more than 140,000 yuan panicked its rivals, who are not just a few new-energy car companies, but many more including more fuel cars.
Attention, in the domestic fuel vehicle market, SUV sales have been in the blowout period, and with the large car companies continue to pull down the threshold, the medium SUV is rapidly becoming the focus of consumers to buy the target. Meanwhile, luxury brands, led by BBA, have rebounded strongly in such a difficult environment this year, suggesting that consumer car budgets have risen sharply, while the Model Y’s 339,900 yuan is right in the middle of the market with the highest market share, and luxury entry-level SUVs.
Model 3 launched the 2021 model, will start at once again reduce to 265700 yuan, high-performance version is 339900 yuan, the two prices also penetrated into the mainstream of high-end car market, the first to hit or BBA luxury brands such as, the future with tesla further reduce the threshold, the joint venture brands such as Honda, Volkswagen, Toyota will inevitably suffer.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
Charging networks are expanding rapidly
On the other hand, On December 31, 2020, Tesla’s largest supercharging station in the world was established in Shanghai Jing ‘an International Center, with 72 charging piles. So far, Tesla has also built 5,000 supercharging piles in the Chinese mainland.
2021, tesla China will use Shanghai super charging pile factory, achieve the goal of annual output of 10000 V3 super charging pile, last year 620 super charging stations, covering 290 cities, on the basis of this year is expected to cover more city, the construction of thousands of super charging station, and such high density energy supply network, will greatly enhance the confidence of the consumers to choose pure tesla.
And tesla super charging station is of very high work efficiency, model y, for example, only 15 minutes can be charged to travel 270 km (theoretical), we can according to the calculation, 200 kilometers in relatively dense network charging a second-tier cities, owners can completely to a long road trip, and don’t need to worry about lack of electricity, this is the biggest threat to the fuel vehicle.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
As for the domestic pure electric cars, because the brand influence is far from each other, tesla has basically lost its resistance after constantly lowering the price. And wei to “friends and enemies are described and tesla’s relations, and claims that don’t reduce the price, for consumers to stick to their own choice, seems to be helpless, because in order to model 3 price trends, we always can’t keep up with the pace of the tesla, price to also do not blindly to recover lost customers, but sales of the future must be take big tesla.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
Tesla makes money on services
Under the catfish effect, domestic cars seem to have made no change, letting Tesla run them over, and Tesla’s low price strategy is not as benign as it seems, despite the fatal blow to domestic cars.
The cost of Tesla charging pile is 2-2.3 yuan/KWH, and the power consumption level is basically 0.35-0.4 MAO/km, which is not cheap compared with the fuel car. It can be seen that it will count. At present, the cost of upgrading the hypercharge system has increased from the initial $2,000 to $10,000. That is to say, whether you charge at home, install charging piles, or go to charging stations outside, you may be surprised at the final use cost, and this outcome is the root cause of Tesla’s profits.
That is to say, Tesla can not consider selling cars to make money, even if it sells them at the cost price. It first takes advantage of its brand to expand its market share, and then makes money through exclusive technology, charging, software and other follow-up services, which is difficult for domestic cars to do. For consumers, choosing a Tesla doesn’t even have to worry about subsequent spending, and it seems more important to mention a car in the near future.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
And introduction of tesla’s not looks so shallow, with the localization of components increased from 30% to 70%, 100% pure localization level to the future, tesla’s drive to the prosperity of the whole industry chain will sell like hot cakes, and in terms of taxation, investment and other long-term interests, the regulator also has plans to early, but tesla can drive the industrial chain of radiation to the domestic pure electric vehicles, see our own how to do it.
Whether it’s a catfish or a crush, we all seem to have been fooled by Tesla.
Many people think it is impossible to cut the price of the Model Y. However, with the simultaneous growth of sales volume and production capacity, the manufacturing cost will also be reduced, so the price reduction is still quite possible. From Musk’s point of view, there is no bottom line for the price, and the most important thing is to let the rival have no way out and quickly occupy the market, because Tesla is the only one in the after-sales market. It seems that we are all cheated by Tesla, at least the current monopoly situation makes people feel nervous about the domestic cars.
Recent Comments