In 2020, Tesla Model 3 sold more than 140,000 new cars in the domestic market. Since the official release of the domestic Model 3, it has continued to be sought after by consumers, especially in November and December, when the Model 3 was for two consecutive months The sales volume exceeded 20,000. From a comprehensive point of view of sales and price, Model 3 can be said to be overwhelming.
Years ago, on the eve of the Lunar New Year, the Travel Federation released the January car sales bulletin. According to the content, in January, Tesla Model 3 only delivered 13,843 new car sales results, more than 40% month-on-month. %, and January is the last natural month before the Lunar New Year. The demand for car purchases should be very strong. Even if it is less than the year-end impulse in December, it will not fall too much, as can be confirmed from the data of the Federation One point, the domestic narrow passenger car market in January fell only 5.5% from the previous month.
Why did the Tesla Model 3 have such a big drop? Here are some ideas of the author for your reference.
Is everyone waiting for Model Y?
On New Year's Day of 2021, Tesla China announced that the domestic Model Y will be officially launched. The price is between 339,900 and 369,900. Terminal delivery will begin in January. Once the news is announced, it is rumored that Tesla will be within 10 hours. The orders generated by Model Y exceed 100,000. If this news is true, according to conventional inferences, the order volume of Tesla Model Y in January may reach several hundred thousand. Such news is for Tesla, It's good news, but also bad news. The good news is that sales have gone up, to make money, and the stock has to go up; the bad news is that such a large order volume will have a great impact on the existing Tesla's production capacity. With the strength of Tesla's Shanghai Super Factory Whether these orders can be digested in a short period of time is really a big question mark, especially if the quality control problems caused by the tight production capacity can be contained in the early stage. Of course, this is only one aspect.
From the price point of view, it seems that Model Y and Model 3 are still quite different.Their target customers should be two groups of people. There is absolutely no reason why there will be many consumers waiting for Model Y. From the price point of view, it is true, but if you look at the price drop, everyone may have different opinions. If you know that the domestically produced Model Y is 140,000 to 160,000 cheaper than the previous imported version, just ask everyone, Is it worth the hard work and gritted teeth to buy a car of the previous 500,000 class?
"Hell-class" production
In December, a long article by technology media products detonated the entire automotive industry. The article stated: "Making miracles" at the Tesla Shanghai factory, which is brightly lit day and night. The things that happened here are far from the vision of "changing the world"; "the pursuit of speed has a cost"; "when the demand for output reaches a critical point, the price will be the sacrifice of quality", "the solution is Put the problematic parts directly online", the supplier even stated that this is already an "open secret" in the industry.
Less than half a month after the article was published, Tesla filed a lawsuit with the People’s Court of Shanghai Pudong New Area on January 4, 2021, and the case has been heard on January 26. Not surprisingly, but what is interesting is that shortly after the trial, there were reports in the US media that in the car talk show broadcast on the YouTube channel, Tesla CEO Musk publicly admitted for the first time that Tesla had quality control problems. On the one hand, they sue the other party because they have exposed quality control and quality problems. On the other hand, they have admitted to the public media that there are indeed quality control problems, especially the paint example. However, the time of public acknowledgment is already in February. It should not affect the production in January.
According to the current popularity and popularity of Tesla in China, a sharp return in sales in January should not be an event. Is this a counterattack by the "leeks" or other reasons? It may take several months to analyze the specific reasons, but based on the current situation, the most likely reason is still limited by production capacity. At present, only the Shanghai factory of Tesla's major factories in the world is fully loaded. Running,The domestic production capacity of Tesla needs to support other foreign markets.
.
