In the past 2020, the best-selling pure electric SUV in China for more than 300,000 yuan is Weilai’s ES6. The starting price of this car is 343,600 (after subsidy), but this is only the most basic configuration for 420 kilometers of battery life. For the version with a battery life of 600 kilometers, the subsidized price directly soared to 393,500.
The domestic Tesla Model Y, which has a NEDC battery life of 594 kilometers, has a starting price of only 339,900 on the premise of standard Autopilot automatic driving assistance.
If you pay attention to the new energy market, you naturally understand what the pricing of Model Y means. Today, I won’t talk more about the advantages of Model Y compared to other electric vehicles. Because of Tesla's pricing strategy, other electric vehicles have never been referenced, and its ultimate goal is to replace fuel vehicles.
So, today we will not talk about Weilai, Ideal, Xiaopeng or BYD , we will talk about the real goal of Model Y, the fuel car.
From Model 3 to Model Y, more than just cars become SUVs
If I ask you what is the difference between Model 3 and Model Y, you may answer without thinking: "One is a car, the other is an SUV."
This is the difference between the two cars in the body category, but if you dig a little deeper, you will find that the two cars have essential differences.
From the perspective of level, Model 3 is a medium-sized sedan, which is equivalent to the mainstream brands of Passat, Accord, Camry , or C-class, 3 series, and S60 in luxury brands. There is no problem with this classification, but from the perspective of actual product characteristics, Model 3 is obviously much smaller than mainstream mid-size cars in terms of external dimensions and internal space.
From the comparison of the above table, it can be seen that the wheelbase of Model 3 2875mm is not short in medium-sized cars, but the length of 4694mm is basically a lot shorter than mainstream medium-sized cars, plus sports and slip-back. The look and feel of Model 3 is closer to that of a compact car.
Tesla Model 3
and Model 3 "same level" zzzz Volkswagen Passat z1 and Model 3 zzzz Volkswagen Passat 1 and 3zzzzzzzzz4zz4zzzzzz4zzzz4zz1 A normal sitting posture that accommodates a medium-height adult is no problem with Model 3, but it is basically impossible for medium-sized vehicles like Passat and Magotan to stretch their legs.
In addition, because the battery is laid flat under the floor, the height of the platform in the car is pushed up, which further affects the comfort of the Model 3 rear seat. Although Model 3 has the status of a medium-sized car, it does not have the practicality of a standard medium-sized car.
Therefore, Model 3 is more suitable for positioning as an urban scooter, or the second and third vehicles in the family, and cannot afford the usual main force of the family.
Model Y is completely differentYes, in the field of SUVs, it is also a medium-sized level, but it is not just a raised version of Model 3. Comparing the sizes of the two, Model Y has a wheelbase that is only 15mm longer than Model 3, but its width A substantial increase of 71m, and the length of the body increased by 56mm.
. The numbers don’t seem to be very different. However, the ride space and storage space of Model Y have undergone qualitative changes compared to Model 3. Model Y has increased the legroom in the back row by more than one punch, and the head is much wider than Model 3. The view and openness of sitting in the back row are completely different from the cramped and low feeling of Model 3.
In addition, because of the substantial increase in body height, Model Y's rear seat cushion height is more reasonable than Model 3, so whether it is the space on paper or the real ride experience, Model Y has a leapfrog improvement over Model 3. Look
storage space, which is the normal state of the trunk Model 3:
This is the normal state of the trunk Model Y:
This is a state after the seat recline rear Model 3:
rear What is Model Y The state after the seat is down:
The difference between the two cars should not be described again. In a word, the positioning and capabilities of Model Y are fundamentally different from those of Model 3, whether it is riding or storage. The practicality of Model Y is enough to meet the needs of a family in most scenarios.
Finally, there is still the problem of battery life. The standard battery life version of Model 3 is the main sales force. NEDC has a battery life of only 468 kilometers, which is more than enough to cope with daily transportation. However, occasionally traveling across cities is still a little stretched.
and Model Y's current starting endurance is approaching 600 kilometers. Even taking into account the actual endurance shrinkage, the actual endurance of about 400 kilometers, in addition to long-distance inter-provincial travel, it can easily meet more than 95% of ordinary family trips. demand.
In other words, Model Y can not only take on the main task of space practicality, but also cover most of the application scenarios in terms of battery life. In this way, it is distinguished from Model 3, which is mainly targeted at high-end urban scooters.
and Model Y will far surpass Model 3.
The BBA in the mid-size luxury SUV market is not vigilant but fearful. In the current market of more than 300,000 yuan, the monthly sales of all electric vehicles have not exceeded 10,000. If the sales of Model Y really surpass Model 3, it will inevitably eat up the share of many fuel vehicles with more than 300,000 yuan.
is undoubtedly the luxury mid-size SUV with a similar price position to Model Y. Among them, Mercedes-Benz GLC L, BMW X3 and Audi Q5L have the highest sales, with average monthly sales between 10,000 and 15,000.. Z4z
In addition, Volvo XC60, Cadillac XT5 and other luxury brand second camp models will also be within the firepower of Model Y, but their product characteristics are similar to BBA, so they will not be compared separately. The starting price of these three medium-sized SUVs of
BBA is around 390,000 yuan. Taking into account the preferential situation of the terminal, their main selling price is basically between 350,000 and 450,000, which is the lowest point of the main selling price. Higher than the starting price of Model Y.
From the perspective of size parameters, even when compared with the lengthened GLC L and Q5L, the size of Model Y can fully meet the specifications of a medium-sized SUV, especially the 1921mm width, which is actually one of the few medium-sized SUVs. A 1 meter 9 model.
The difference between luxury cars and cheap cars is not the design, materials or functional configuration, but the power performance. Mercedes-Benz, , BMW, , Audi, and higher-end Porsche, Bentley, Rolls-Royce, the foundation of the original luxury is V6, V8, V10 and even V12/W12 large displacement engines.
Now the BBA with less than 500,000, 2.0T engines have become the mainstream, and the power specifications are similar to those of around 200,000 models, but these matching luxury foundations are still inherited from the tradition of large displacement and high performance engines in the past. of.
In front of electric vehicles such as Model Y, this traditional advantage of power performance disappears.
Model Y is divided into two versions, long battery life and high performance. The latter only needs 3.7 seconds to accelerate from 0-100km/h. Compared with the BMW X5 M equipped with 4.4T V8 engine and priced at more than 1.4 million, it is 0.2 seconds faster. Its price of 369,900 yuan is still lower than the entry threshold of the BBA mid-size SUV. But for performance comparison, Model Y does not need a high-performance version to appear.
long-endurance full-drive version, Model Y's power, torque and 0-100km/h speed-up performance, in the highest independent version of GLC L, X3, and Q5L, still maintain absolute suppression.
In terms of functional configuration, unlike traditional car companies, Model Y has taken a one-step strategy. In addition to no dashboard and variable suspension, the long-range all-wheel drive version is basically all in terms of safety, comfort, functionality, and technology. Covering, as well as steering wheel heating, rear seat heating, OTA upgrades and multi-layer sound insulation glass, and other BBA opponents are absent from the configuration.
, especially the L2 level of automatic driving capabilities, Model Y without the optional Autopilot advanced driver assistance package, the function has been on the same level as the top of the three traditional SUVs.
Materials, quality control, and luxury are still Model Y's shortcomings in front of traditional luxury brands, but this car also has a strong sense of technology created under a minimalist style. For consumers who are willing to try new things, But it is a style advantage that a traditional brand cannot match. The reason why
BBA has been selling well for many years has never been the price-performance ratio, but the brand power, but when a brand power and attention are not inferior to BBA, the price-performance ratio has been improved.The real threat of traditional luxury brands really came when their rivals appeared.
In the field of electric vehicles, can traditional brands come back?
In the field of pure electric vehicles, BBA has not done nothing. In the past year or so, Audi has launched the e-tron with sales of 692,800, Mercedes-Benz has produced 499,800 EQC, and BMW has introduced the pure X3. The electric version iX3 is the most affordable of the three models, with a starting price of 469,900.
However, in front of Model Y, they are not competitive:
In fact, even if there is no Tesla in this market, there is no Model Y, and BBA sales will not be much better than the current three pure electric SUVs. The reason why Model Y is so popular is not because their product power surpasses other electric vehicles, but because they offer a variety of experiences that fuel vehicles cannot provide at a lower price.
Of course, this kind of experience is placed on the early Model S or Model X. It may be mainly for the rich to try or promote themselves, but when Model Y kills the price below the traditional luxury fuel car, the nature completely changes. .
battery life covers most of the application scenarios, the practicality is in line with the same level of fuel vehicles, the power performance is significantly ahead, and the trendy technology configuration has everything. This Model Y attracts not only the narrow price range of 300,000 early, but also Over 300,000 yuan, potential customers of most types of models are likely to be attracted by Model Y.
In the past, we have always had a question about new energy vehicles: "What exactly must a pure electric vehicle be made to have the potential to replace fuel vehicles?" Model 3 and Model Y gave the answers.
In other words, if a traditional car company that uses BBA as a means of transportation wants to catch up with Tesla in the field of electric vehicles, the most basic point is to create products that are as powerful and attractive as Tesla. Electric vehicles of the same level of fuel vehicles. If this is done, then BBA electric vehicles are not the first to subvert Tesla, but their own business core-fuel vehicles.
Even if the BBA can really do this, the final result would be "injury two hundred enemies, self-damage may have exceeded one thousand."
Therefore, the one that can lead the trend of electric vehicles, I personally think it is unlikely to be the strongest in the fuel era. For traditional car companies, the larger the fuel vehicle business, the greater the burden of innovation and reform. This contradiction is the biggest obstacle for traditional car companies to compete with Tesla.
Haven't the traditional big car companies officially launched?
Some people say that traditional car companies are not incapable of creating competitive electric vehicles, but they have not yet officially launched their efforts. The first half of this sentence is still doubtful, and the second half of this sentence really touches the fundamentals. The vast majority of current traditional fuel car companies, especially first-line luxury brands such as BBA, are indeed far from real power.
Of course, some people think that traditional car companies are just waiting for the maturity of the new energy market. After Tesla and other new energy car companies have matured the market, they will reap the fruits.
Unfortunately, the real situation may be more pessimistic than this expectation. When a company wants to defeat its opponent, it must first subvert itself. Looking back on history, it seems thatThere are few success stories.
Fortunately, my country’s national automobile industry has just developed for 20 years, and the burden is much lighter than that of the famous international giants. At least at this stage, the target of Tesla’s muzzle is not Geely , Great Wall, BYD, nor Weilai, Ideal and Xiaopeng.
At least at the moment, Tesla is hunting BBA, and we just watch the show quietly.
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