The new energy car “price butcher” may be in the car market to set off a fishy rain, February 14, the market news that tesla China is developing a cheaper Tesla for the mass market, the expected retail price of 160,000 yuan ($ 25,000).
Guotai Junan Securities research believes that Tesla’s future profitability model has been very well established, the hardware price is made very low, basically can sell at cost, more through the back-end software market to charge, to achieve profitability, so from it is understandable why Tesla price has been playing down. From the competitive landscape, Tesla price cut short-term more impact is the new car power of the mid-range market, including domestic to do 100-200,000 this price band of certain new car power, may be the next period of Time days will be relatively unbearable.
Subsequently Tesla made a disinformation, to see what happened.
Tesla China will launch 160,000 yuan models
According to IT House, Tesla China president Zhu Xiaotong confirmed in an interview that the company is developing a cheaper Tesla for the mass market, with an expected retail price of 160,000 yuan ($25,000).
The car is expected to be a hatchback that will be locally designed for the Chinese market, but will be sold globally.
Elon Musk said earlier: “This is going to be a super cool thing …… So we’re going to do it …… is to try to design an original car in China for global consumption. I think that’s going to be really exciting.”
It is understood that the car will be designed and built in China, a first for Tesla. “Vehicle design, vehicle engineering, vehicle development and vehicle testing,” Zhu said, will all take place at the new facility, “which we now expect to be operational by the middle of this year,” Zhu noted, “with more than 20 specialized laboratories. We will provide very good conditions for our R&D engineers to work toward our ultimate goal. This ultimate goal has been mentioned in many public appearances. In the future, we want to design, develop and produce an original model in China. Produce it here and sell it to the world. This R&D center is the starting point of the goal.”
Tesla responded to the launch of a cheaper model for 160,000 yuan.
False speculation, interview not mentioned
According to the surging news, on February 14, Tesla responded that the content related to “Tesla Greater China President Zhu Xiaotong confirmed in an interview recently that a cheaper model of 160,000 yuan will be launched” on the network is false speculation, the interview process did not mention the information, the specific information is also subject to the official channel.
The specific time of Tesla’s launch of lower priced models has been of great concern to the outside world. Last September, Tesla CEO Elon Musk (Elon Musk) announced at the Tesla Battery Day, the company plans to make a pure electric car with a new battery priced at $25,000 in the next three years.
It was because of the above announcement that the market generally speculated that the cheaper domestic Tesla model would be priced at $160,000, and news about the predicted launch time of the model also came out in abundance.
In January this year, the media reported that the second phase of the Tesla Super Factory Project (Phase I) Environmental Impact Report was being submitted for pre-approval public notice. The report shows that the project will add production processes such as stamping, painting, welding and final assembly of pure electric vehicles. After the project is completed, it will add the production capacity of Model 3, Model Y and related derivative models.
At that time, there was speculation that the derivative model in the EIA report was a model priced at 160,000 yuan, but Tesla responded to the media that the news was untrue.
Tesla’s sales in China took a rare plunge!
Also by the world’s largest hedge fund liquidation!
Recently, Tesla has been experiencing frequent quality problems, and on February 12, the German Automobile Authority announced that Tesla is required to recall about 12,300 Model Xs worldwide due to poor molding.
KBA said that the vehicles involved in the recall contain Model X produced from 2015 to 2016, and there is a risk of some modules of the body structure of these vehicles falling off.
In fact, this is not the first time Tesla has conducted a vehicle recall.
Prior to that, the National Highway Traffic Safety Administration (NHTSA) required Tesla to recall some Model S and Model X models, totaling 158,000 vehicles. Under pressure from U.S. regulators, Tesla announced a recall of nearly 135,000 vehicles with touch-screen problems.
Statistics found that Tesla Motors (Beijing) Co. Ltd. had also recalled some imported Model X series vehicles produced between March 16, 2016 and October 16, 2016, for a total of 4,053 units.
It is worth noting that the affected vehicles are mainly Model X and Model S series models produced in 2015 and 2016.
Data show that Tesla delivered a total of 15,484 new vehicles in the domestic market in January, plunging 35% from the previous year.
Tesla delivered a total of 15,484 new vehicles in the domestic market in January, according to a combination of media reports. Although the year-on-year growth, compared with 23,804 units in December last year, a decrease of 8,320 units, a 35% plunge in the ring.
Among them, the star model Mdoel31 delivered 13,843 units in January, a 42% plunge from the previous month, undoubtedly reflecting the slowdown of the Tesla brand growth in China.
Some analysts believe that this is mainly due to the high export volume and the slow capacity growth of Model Y, among other reasons. Some analysts also believe that it may be affected by the full chip shortage, and may even be related to the series of “negative” news that Tesla has recently encountered.
Recently, Tesla abnormal acceleration, charging after the vehicle abnormal, battery fire and other problems were frequently exposed.
On February 12, the world’s largest hedge fund Bridgewater Fund filed a 13F report with the SEC, liquidating its position in Tesla in the fourth quarter of last year, building a long position in JPMorgan Chase, reducing its holdings in SPDR Gold Shares, SPDR S&P500 ETF Trust as its top position; in the top ten long positions in the underlying, Alibaba was increased, position size increased by In the top 10 long positions, Alibaba was increased, with a 19% increase in position size, ranking 6th, after ranking 4th.
With heavy bets on Tesla, a year of wild profits 190% of the “female version of Warren Buffett” CathieWood in a recent interview on CNBC, a comprehensive elaboration of long-term bullish Tesla three reasons, respectively, the cost of batteries, artificial intelligence chips and autonomous driving data.
Cathie Wood predicts that Tesla will become the dominant player in autonomous driving, with nearly 700,000 vehicles already collecting data and between 10 and 12 billion miles of real-world driving data.
Over $190 billion in wealth
Amazon founder Bezos reclaims his position as the world’s richest man
On Feb. 14, Beijing time, Forbes’ real-time rich list showed that Bezos’ personal net worth rose to $190.8 billion, surpassing Musk and returning to the world’s richest person. And Musk has fallen to $ 177.2 billion, ranking No. 2 on the Forbes Real-Time Rich List. Net worth: does not affect my ranking in any way.
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