The price increase of new energy vehicles is coming as promised.
Along with the changes in the market, the 13-year state subsidy officially announced the end on January 1, 2023. Many new energy vehicle companies have announced price increases. Of course, at the juncture of price increases, some car companies have chosen to join the "price guarantee" camp to further boost their sales. Tesla , Xpeng Motors , Leap Motors and other car companies chose to "guarantee prices" after the cancellation of new energy subsidies.
According to Tesla’s official policy, Tesla officials will receive a delivery incentive plan of 6,000 yuan and an insurance subsidy of 4,000 yuan for new car orders of Model 3 and Model Y completed from January 1, 2023 (inclusive) to February 28, 2023 (inclusive) (purchase corresponding car insurance through Tesla’s cooperative insurance agency). In addition, there are also interest rate preferential plans for installment car purchases (covering until March 31).
This time, as domestic new and new energy subsidies ebb, Tesla has chosen to maintain the "original price", which is equivalent to giving benefits to Chinese consumers. However, there is a saying on the Internet that Tesla's "price guarantee" is because its market position has significantly declined. "Actually, guaranteed price" does not necessarily mean poor sales. "Guaranteed price" may also be the outstanding performance of the company's supply chain control capabilities and the company's determination to benefit consumers.
In fact, there are a lot of news on the Internet that pessimize Tesla, especially when Tesla's deliveries in the fourth quarter of 2022 are far lower than expected and 's stock price has fallen seriously. In order to boost sales, Tesla has launched various forms of promotions since October last year, including direct price cuts, free charging miles, and subsidies. However, Tesla's delivery volume in the fourth quarter did not increase by leaps and bounds. Instead, it was significantly lower than expected. This may be the direct reason why many people are negative about Tesla.
Despite the overwhelming negative news about Tesla on the Internet, Tesla actually set another record in 2022. According to sales data, Tesla will deliver a total of 1.31 million vehicles globally in 2022, an increase of 40% compared to 2021; it will produce 1.37 million vehicles, an increase of approximately 47% year-on-year. In the fourth quarter, 439,701 vehicles were produced and 405,278 vehicles were delivered, setting a new delivery record. Looking at specific models, the two best-selling models, Model 3 and Model Y, produced 1,298,434 vehicles in 2022 and delivered a total of 1,247,146 vehicles. They are still Tesla's main models that have achieved sales breakthroughs. Tesla’s full-year sales of pure electric models still rank first in the industry.
Tesla not only performs well in sales, but also makes outstanding contributions to the continued technological advancement of the electric vehicle industry. Tesla speaks for its products, and has achieved industry leadership in performance, intelligence and vehicle safety. At the ongoing Guangzhou Auto Show, Tesla's new Model S and Model X were unveiled. The product strength is comparable to that of tens of millions of supercars. The acceleration of 100 kilometers in 2.1 seconds has been achieved on a 1 million-yuan mass-produced car. Everyone has to lament Tesla's strong technological strength.
Tesla has been moving forward in the process of eliminating fuel vehicles. In the European market, the home base of fuel vehicles, Tesla is very popular, putting huge pressure on BBA, which has been stuck in a sales bottleneck for many years. In Norway, the Model Y broke the country’s 53-year annual bicycle sales record. In the United States, Australia, and China, Tesla continues to set sales records, and its results are extremely impressive. Some media predict that Tesla's global sales in 2023 are even expected to surpass Mercedes-Benz, BMW and Audi, becoming the world's best-selling luxury brand car company. This prediction is a bit bold. Judging from Tesla's current growth rate, the possibility is quite high.
Tesla’s extraordinary market performance is inseparable from its extremely fast production efficiency. Tesla adopts brand-new car-making ideas and industrial resources. Its leading technologies such as integrated die-casting have set an example for other new energy car companies. The efficient use of the Shanghai Super Factory's plane area and three-dimensional space is also worthy of learning and introduction by many latecomers.In addition, Tesla's policy of localizing parts has also benefited the local area. The Yangtze River Delta region has formed a full ecological chain of new energy vehicle parts, driving the entire automobile industry; Chinese employees in Tesla's Gigafactory account for more than 99.9%, driving local tax revenue and employment; the products of the Shanghai Gigafactory are selling well all over the world, allowing "Intelligent Manufacturing in China" to go global.
Tesla also has its own characteristics in terms of service and support. The efficient and convenient service and sales of the direct operation model have set a very good example for peers, attracting many traditional car companies to start testing the direct operation model. In addition, the completion of 40,000 super charging piles around the world, 10,000 super charging piles in China and the establishment of a 15-minute charging life circle have also allowed many users of fuel vehicles to see the convenience of pure electric travel and boldly choose pure electric travel for life.
No matter how bad the public opinion environment is, Tesla always puts most of its energy and resources on technological innovation and manufacturing. In fact, Tesla is not competing with its peers, but focusing on making its own products and creating an environment for more consumers to choose electric vehicles. This is what the entire new energy industry and even the entire automobile industry lack. Only when major new energy vehicle companies work together to launch more competitive products and do a good job in the entire new energy market can new energy vehicle companies have a brighter future.
