On October 2, Tesla officially released the automobile production and delivery report for the third quarter of 2022. Data shows that Tesla produced more than 365,000 cars and delivered more than 343,000 vehicles in the third quarter. Delivery performance in the quarter was astonishing, with a year-on-year increase of 42.4% and a month-on-month increase of 34.9%.
Tesla China's delivery speed has been significantly improved in the third quarter of 2022. Taking the Model Y rear-wheel drive version as an example, its delivery cycle has been shortened from the original 12-16 weeks to 1-4 weeks. Users who have ordered cars and newly placed users can enjoy speed up delivery. The improvement in delivery speed is stimulating a stronger willingness to consume.
In the August sales data released by the China Passenger Car Association, Tesla China leads the industry with a delivery result of 76,965 vehicles. The Model Y set a monthly delivery record of 62,169 vehicles, ranking first in overall passenger car sales in August. The Model Y's bicycle sales are more than 10 times that of the second place. This situation is as Tesla CEO Musk once boldly predicted: "Model Y is expected to become the world's best-selling car." According to the latest data, Tesla's global delivery volume of Model 3 and Model Y in the third quarter was 325,200 units, accounting for 94.6% of the total delivery volume.
While Tesla models are in full swing, the sales and delivery of the models are also attracting much attention from consumers.
Take the same period last year as an example. If you order a Model Y rear-wheel drive version on Tesla China's official website, the price is only 276,000 yuan, but if it is now, the pricing of the Model Y rear-wheel drive version on Tesla China's official website has risen to 316,900 yuan. Similarly, at this time last year, the domestic Tesla Model 3 also reached its lowest price point so far. The rear-wheel drive version of Model 3 was priced at only 235,900 yuan in October last year, and the current official website price is 279,900 yuan.
In the past year, all models of Model 3 and Model Y that Tesla is selling in China have experienced several price increases.
From June to now, Tesla has not changed its price for nearly 4 months. Now there is news: "Tesla's domestic models Model 3 and Model Y will undergo significant price cuts."
At present, the news that Tesla has significantly reduced the price by 40,000 yuan has not been confirmed, but it is certain that since mid-September this year, it has been reducing the price in disguise through insurance subsidies.
According to a circulated internal email from Tesla, if all models delivered by Tesla from September 16 to September 30 this year, if they choose to purchase Tesla's in-store cooperative insurance, and the insurance types include compulsory motor vehicle insurance and vehicle damage insurance , an insurance subsidy will be given an insurance subsidy of 8,000 yuan. "
Among them, the price reduction of Model Y is expected to reach 40,000 yuan. From this point of view, the starting price of Model Y rear-wheel drive version may drop to 270,000 yuan to 290,000 yuan, which means basically returning to the price range of the same period last year.
Also on October 1, Tesla officially announced the latest car purchase policies for Model 3 and Model Y, and the Model 3 and Model that were ordered and completed from October 1, 2022 to December 31, 2022 Y models, if the owner chooses Tesla's cooperative insurance institution to purchase the corresponding insurance, he can enjoy an insurance subsidy of 7,000 yuan. Although
has no official direct reduction, the insurance subsidy policy of up to 7,000 yuan or 8,000 yuan in the first and second is already considered a "promotion" behavior of Tesla's price reduction in the domestic market. According to some reports, before the official price reduction, Tesla subsidies through insurance in stores is actually a routine tentative operation, that is, Tesla is likely to officially start official price reduction in China in the future.
Xiaoxiang Morning News reporter Mao Chuan
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