Recently, Tesla has attracted widespread attention from the market. On one side, Musk bombarded the fuel vehicle, saying that the fuel vehicle would be the next steam engine, which caused heated discussion. On the other hand, Tesla executives revealed that Tesla will launch cheap electric models before launching its self-driving taxi business, which has attracted much attention from the market.
From the perspective of the current public opinion orientation, most domestic consumers have expressed disagreement regarding Musk's remarks on Twitter, namely, "It won't take long, we will look at gasoline cars in the way we look at steam engines today" and "The residual value of gasoline cars will be much lower than people imagined." Most consumers in China have expressed disagreement, believing that electric vehicles still have more pain points that are difficult to overcome.
For Tesla, due to the stronger demand for Model 3 and Model Y, although Tesla's motivation to launch low-priced models will be reduced in the short term, it will launch cheap electric vehicles before launching the self-driving taxi business, and most domestic consumer groups have expressed their expectations.
In fact, this does not mean that domestic consumers have formed brand loyalty and belief to a certain extent for Tesla, but behind this expectation, it should be more of the consumers' demand for more affordable electric vehicles.
In fact, the two new power brands, which were previously concentrated in more than 300,000 yuan, have announced their mainstream market locations at lower prices. Among them, Ideal Auto announced that it will launch a new model next year, ranging from 200,000 to 300,000 yuan. The new mid-to-high-end brand, which is priced at US$30,000 to US$50,000, is also accelerating.
Although NIO and Ideal's new car plans have basically been concentrated in the higher price zone of 200,000-300,000 yuan, this actually proves to a certain extent that high-end new energy vehicle brands have begun to sink in order to "grow bigger and stronger" in order to achieve sales scale.
Therefore, the launch of Tesla's cheap models will undoubtedly directly take off for Tesla. And, according to the Tesla executive, Tesla's average cost per electric vehicle has dropped by $36,000 in recent quarters. The cost drop is not due to the reduced battery costs, but the design of Tesla's better cars, and the updated factory design makes auto manufacturing easier and easier.
This can be understood as Tesla's manufacturing cost reduction is due to the optimization of the production process and the improvement of efficiency. Therefore, if you produce electric vehicles that are "affordable by everyone", it will also help reduce costs and increase efficiency through production and manufacturing processes, and can still ensure a certain profit margin for bicycles for Tesla.
However, there is still a reality that cannot be ignored at present. Although Tesla’s plan to launch cheap electric vehicles is very enthusiastic and the sales prospects are quite considerable, there is still no specific time node for when this cheap electric vehicle will be mass-produced and implemented. Tesla simply claims to the public that it will launch cheap electric vehicles before launching its self-driving taxi business.
You should know that Tesla’s self-driving taxi business has been postponed many times before. This means that Tesla's launch of cheap electric cars is still accompanied by great uncertainty. If the time front is stretched for a long time, it is likely to mean that as more and more car companies begin to deploy in the sinking market and mainstream consumer markets of 100,000 to 200,000 yuan, Tesla may also lose the time dividend to seize the low-priced electric vehicle market.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-