●? Not 300,000, just 299,050.
Previous domestic models? After the last price increase of 3, its guiding price has reached 355,800 yuan. Although it is only mandatory to "install" autonomous driving, the attraction of this price is obviously not as strong as it was at the beginning.
However, just a few days ago, Tesla officially announced that the adjusted subsidy price was 299,050 yuan, a decrease of 56,750 yuan (including the official price reduction of 32,000 yuan and the state subsidy of 24,750 yuan), and now it can enjoy the purchase tax reduction. If you buy a car through the official financial policy, you only need a minimum down payment of 45 thousand to drive home.
At present, domestic Tesla models? 3 The standard battery life is only an upgraded version, with single-motor rear-wheel drive, and the battery life under comprehensive working conditions is 445km (it was 460km before, and it was 445km after the latest test and adjustment by the Ministry of Industry and Information Technology).
This adjustment not only reduced the price of the whole vehicle, but also adjusted the prices of other options, including car paint, wheels and charging piles, and installation services.
Most items are reduced in price. In addition to the original free wall-mounted household charging pile and line installation service with a length less than 80 meters, it needs 8000 yuan after adjustment. Consumers who have a fixed parking space and have the conditions to install it should choose to install it. It can be seen that as long as any configuration is randomly selected, the price of the whole vehicle will exceed 300,000 yuan. It is worth mentioning that dark blue, pearl white and cold silver car paints will be delivered first before the Spring Festival, and the wheels of the delivered vehicles will be mainly 19 inches. Only the black interior version will be produced in the first quarter of 2020.
●? The price of Tesla is like futures.
Friends who pay attention to Tesla should be clear from the previous models, right? S and Mdoel? Since X, the price of Tesla models has been unstable, and the biggest price adjustment was on March 20th 1 9,1. Because of the model? s? P 100D and model? x? The price reduction of P 100D reached 277,500 yuan and 34 1 10000 yuan respectively, and some old car owners who just picked up their cars ran directly outside the Tesla Experience Store to pull up banners.
Not only is the price cut, but Tesla's price increase is often without warning, such as models that have not yet been listed? The price of Y the day before yesterday was also raised from the previous 435,000-526,000 yuan to 444,000-535,000 yuan.
This domestic model? The price reduction to less than 300,000 has also caused many car owners' dissatisfaction. Some old car owners responded that they had considered the domestic version before buying a car, but at that time, the difference between the imported version and the domestic version was only 8,000 yuan, because the imported version would pick up the car faster, and Tesla's sales staff repeatedly declared that "the domestic version would not significantly reduce the price", so these car owners directly decided the imported version. But what I didn't expect was that after several months of waiting, the price of the domestic version of 299,050 yuan came out in just a few days.
Many car owners are dissatisfied and deceived, and some even think that the initial model? Higher starting price is a means to clean up the inventory of imported cars.
In this regard, Tao Lin, vice president of Tesla's external affairs, also explained at the Weibo: "Understand everyone's mood, and everyone wants to buy the products with the best cost performance. However, the tariff policy was not determined until 65438+February 15. Before that, we really want to remind you that the price of imported cars may increase. The delivery of domestic cars, according to industry practice, can be delivered in the middle of the year has been very fast. We cooperated with the government and made a lot of efforts, which greatly shortened the time limit for examination and approval and greatly advanced the delivery time. And all this, before the purchase tax policy of 65438+February 27 was officially announced, we could not clearly and publicly announce the official delivery time. Tesla's pricing strategy has been said before and needs no explanation. For a high-tech product like Tesla, the best time to have it is when you need it now. Thanks to many car owners who have given us criticism, suggestions and encouragement, our initial intention and logic will not change, and we will continue to accelerate the transformation of the world to sustainable energy with quality products and services. "
In fact, for electric vehicles, batteries account for the bulk of the vehicle price, so the price fluctuation of batteries is often more easily reflected in the price of vehicles. With the development of battery technology, the output of battery will increase to level the cost, and the price of battery will continue to decline. For Tesla, a product imported from the United States, it is also affected by the tariff fluctuation caused by the recent Sino-US trade war, and because Tesla sells cars directly, there is no traditional dealer channel for price adjustment, and changes in costs and tariffs will be immediately reflected in the terminal selling price, so the resulting price instability is inevitable.
Although from a legal point of view, Tesla's pricing method belongs to market pricing, enterprises can adjust the market price according to their own business conditions, and the rest are what they are willing to sell and what they are willing to buy. In addition, in the car purchase contract signed between the owner and Tesla, Tesla did not make a promise to the owner not to cut the price for a period of time. From a legal point of view, Tesla's price reduction behavior is not illegal.
For consumers who have made up their minds but haven't picked up their cars, the general manager of Tesla China said at the Weibo: "All prospective car owners who book domestic cars have the right to choose a new price system and service". What about booking the domestic version earlier? Models? 3? Car owners can enjoy the benefits brought by this price adjustment.
It seems that the price of Tesla's model has not waited until the last moment of picking up the car, just a reference price. Buying Tesla is the same as buying futures. What about domestic Tesla models? Is there room for price reduction? We can judge according to some known information.
The first is the production capacity, 65438+10.7, just one year after Tesla's Shanghai factory opened. At present, under the single-shift production mode, the weekly output exceeds 1000 units, and it is expected to reach 3000 units/week in the near future. After changing to two shifts, the output doubled. According to the previous information, the first-phase production capacity of Tesla Giga Shanghai is 250,000 vehicles/year, and the total production capacity target is 500,000 vehicles/year.
Followed by parts, according to Tesla's current domestic models? The localization rate of spare parts is only 30%, and it will reach 70% in the middle of the year. Only by the end of this year can the localization rate of 100% be realized.
●? Minimum talent197,000?
Recently, the latest research report on Tesla's domestic supply chain released by Industrial Securities said that domestic models? The gross profit margin of 3 is significantly higher than that of American models? 3. The production cost is also 20%-28% lower than that of the American version. Industrial Securities estimates, domestic model? 3 There is still room for price reduction of 27%-34%, which also means that with the gradual improvement of localization rate of parts, Model? There is still room for further price reduction.
If calculated according to the price reduction of 34%, the domestic Model3 can offer a discount of nearly 65,438+10,000 yuan on the basis of 299.05 million yuan, then the lowest selling price will drop to 654.38+97 million yuan, but I think this possibility is not great, unless Tesla is really determined to kill most other brands of pure electric vehicles while doing charity.
Previously, Li Xiang, the founder of Li Xiang, had speculated that the model? The postpartum price of the Three Kingdoms is 250,000-270,000. What does the founder of Xpeng think of that? The price of 3 should be reduced by $654.38+0 million on the basis of 328,000, which is about 258,000 yuan to be competitive. The founders of these two new forces may become arrogant, and Tesla may further downgrade the model in the future? The price of 3 is in the range of 250,000 yuan.
●? Write it at the end
As for whether now is a good time to shoot? The author thinks that if you are satisfied with the configuration and endurance of the upgraded version of the standard battery life and want to pick up the car as soon as possible, you can really book it directly now. After all, the time has reached 2020, and the original forecast was based on the current subsidies. After all, before the news was announced, no one knew the final time when subsidies for new energy vehicles would completely decline.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.