Recently, the stock soared Tesla. February 3, Tesla rise 19.9 percentage, hit a record $ 780 a share. February 4, 13.73 percentage Tesla rose again, to $ 887.06, almost equal to the market value of $ 160 billion. Up from $ 300 / share to $ 900 / share, Tesla took less than three months.
last year, Tesla delivered 367,500 cars, this car with the traditional corporate giants simply not a level of capital market why would it do so good ? Jiang brother felt that the most important reason is that Tesla in Chinese domestic market.
at the end of 2019, Tesla announced Model for domestic price adjustment 3, after the price of Tesla Model 3 through subsidies, the actual turnover prices have been less than 30 million yuan, really fragrant called a model. However, because Tesla Model 3 is delivered in early January of this year, so there is no actual sales data Model 3, but on the development of the situation is, Model 3 is really menacing.
even more exciting is that, Model 3 really fragrant news just past soon, Model Y news came. In the United States, Tesla began booking activities on the Model Y models, pre-sale price of $ 52,990, or about 372,000 yuan, but the domestic market in the previous models with pre-sale price of 48.8 million yuan, while the performance version of the model US pre-sale price of $ 60,990 (about 428,000 yuan), China’s official website pre-sale price of 53.5 million yuan. Of course, the localization of the Model Y must be able to be represented on the price.
As Model Y this model, and we may not know much about. Model Y is not so much an SUV, crossover as it is the Model 3. In the design style, both have a high similarity, rounded front face exactly the same with the Model 3, closedThe grille design is exclusive modeling of electric vehicles. Unique lamp design is set to Meng Meng vehicle to add some flavor.
from the overall shape is, Model Y Model is entirely cross-border version 3. After all, the two models with up to 75 percent commonality in parts.
Model Y
Model 3
on the performance, Model Y provided two optional models, namely the long version of the mileage and high-performance version, the former can be achieved 5.1s Pobai, the latter is more powerful, 3.7s percent complete public will be able to accelerate, with the level of play is not really BBA models . On mileage, high-performance version of the mileage of 480 km, while the long version of the endurance mileage is a staggering 505 km. More importantly, under conditions of fast charge, charging 15 minutes can be life 270 kilometers, which can be considered a strong electric car.
but still the Tesla Tesla, optional accessories things natural or unavoidable. Domestic version of the Model Y default base body color pearl white, pure black interior default, if you want to change the color, I’m sorry, and to raise money. In addition Model Y provided five and seven layout, the default is five versions. Autopilot and automatic driver assistance function, the strongest Tesla also need to configure optional, the domestic price is 56,000 yuan.
Of course, in addition to models we more concerned about domestic after Model Y the price, after all, less than 30 domestic Tesla Model 3 million price has been very cost-effective. As for the domestic price Model Y, we can not speculate, but there is such a good news: Ningde Tesla has teamed up with the times.
Tesla is the world’s first electric car manufacturers, while domestic shipments Ningde era is the largest supplier of battery power, so that, future localization of Model 3 and Model Y will switch to lower-cost era Ningde power battery.
This is just a part. According to sources, the current localization rate of parts Model 3 is only three percent, and by mid-2020, this data will become most probably, the lower part of the higher domestic production means manufacturing costs, it is estimated that if Tesla Home-made parts can all be replaced, then the localization of Model 3 obtained three percent price cut. Taking into account the common parts of the Model Y Model 3 and up to 75 percent, then both the performance and price of the Tesla Model Y for domestic electric vehicle manufacturers will be how to combat it?
In this matter, the hardest hit should be BYD. As we all know, the world’s first electric car manufacturer Tesla, while the second is the domestic BYD.
BYD is not just the production of electric cars, but also the production of battery power, had both vehicle manufacturers and battery manufacturer BYD, not by domestic vehicle manufacturers to be seen (the relationship between competitors), while Tesla and jointly Ningde era for BYD is a bigger blow. Fortunately, however, the current BYD with Tesla is not the most direct competition, but also started to split BYD battery business, and perhaps the opportunity to return to the field of new energy segment first.
It is clear that Tesla did all sorts of these are aimed at one thing: increasing profits and share. Model 3 and Model Y localization Ye Hao, Ye Hao teamed with Ningde era, it is to cost efficiency and hug the thigh Chinese market. Once the scale up, Tesla is really limitless future. The current US market BenitezHas been hard-edged pull, do not know the domestic market and future Tesla Model Y Model 3, and what will it?