text: Original by Dongchedi Cailimei
[Original by Dongchedi Industry] At the beginning of the new year, Tesla made a "big thing" and gave all domestic electric vehicle manufacturers who have not yet woken up.
According to Tesla China's official website, the price of Tesla domestic Model Y model , which was originally planned to be delivered in January this year, long-range version and Performance high-performance version are .3399 million and .3699 million , which is lowered by 148,100 and .1651 million compared with the previous 488,000 and 535,000 , respectively.
For domestic electric vehicle companies, this is no longer just a problem of "catfish turning into sharks", but may face a "battle of back-to-back".
![Text: Original by Dongchedi Cailimei [Original by Dongchedi Industry] At the beginning of the new year, Tesla made a](https://cdn-dd.lujuba.top/img/loading.gif)
You can see that the long-range version of Tesla Model Y has a range of 594km, and the acceleration from 100 kilometers is only 5.1 seconds. The performance high-performance version of the model has a comprehensive range of 480km and an acceleration time of 100 kilometers is 3.7S. From the perspective of product competitiveness, Tesla's comprehensive strength is still strong enough. Further price reductions may very likely trigger a "dimensionality reduction strike" that domestic electric car companies are worried about.
Image source: Internet information
Compared with other major domestic new energy vehicle brands, NIO and Ideal have differentiated strategies to maintain brand tone through large marketing expenses, as well as Xiaopeng, WM Motor and BYD have increased the reuse rate of parts through platform strategies, thereby achieving a low-cost strategy of economies of scale. Tesla has the characteristics of the widest price range, the most frequent price adjustments, and the most frequent starting price drops.
Once upon a time, when Tesla Model 3 was launched, people who were paying attention to the Chinese new energy vehicle market thought that the "catfish" was coming, but no one could accurately predict how big the waves this fish could stir up the market. Now, as a benchmark for new energy vehicles, Tesla may be moving from the "catfish" effect to the "shark" swallowing after completing the supply chain optimization.
You should know that since Tesla introduced the Model S model in 2013, it has gradually added Model X, Model 3 and Model Y models. After nearly 60 changes in the price range, the starting price has dropped from 648,000 yuan for the Model S model in 2014 to 269,700 yuan for the Model 3 model in 2020, a reduction of 58% in 6 years, and the lowest after subsidy is as high as 249,900 yuan.
Compared with the highly-watched "new forces" brands in China, NIO has the largest price range, and the price of Ideal Auto remains constant. The price range of brands such as Xiaopeng Auto has increased in recent years. At present, the threshold prices of NIO and Ideal Auto are higher than those of Tesla.
Overall, domestic electric vehicle companies have increased the battery life and configuration of their products to a higher level, and can also compete with Tesla to a certain extent. However, domestic car companies still have shortcomings. In addition to price, there are also policy subsidies. Therefore, once the subsidies are gone, the sales of their products will decline and lose their original competitiveness.
In the past year, Tesla has rapidly expanded its charging and service network in China. At present, Tesla has established more than 600 super charging stations in the mainland, covering 290 cities. Now, with the arrival of the domestic Model Y, Tesla is expected to form a more comprehensive product layout in China on the basis of 2020: 2 imported cars + 2 domestic cars, with products covering sedans and SUVs, and the levels covering mid-sized cars and medium-sized cars.
includes two pure electric new cars with pre-sale ID.4 CROZZ and ID.4 X, owned by Volkswagen Group, which have started pre-sale prices. The pre-sale price will not exceed 250,000 yuan. After it is launched, it will have direct competition with Tesla Model 3. This time, even if the price of Model Y is greatly reduced, there is still room for decline. In 2021, it will undoubtedly be a "big test" for China's new energy vehicle industry.
As early as August 2020, Li Xiang, founder of Ideal Auto, publicly lamented on social media that Tesla's step-by-step pressing in the fields of cost-effectiveness, charging facilities, etc. is a "devastating disaster" for domestic electric car companies. Perhaps, with the acceleration of Tesla's business layout in the Chinese market, the day that Li Xiang is worried about will eventually come.
