On April 23rd, the Ministry of Finance, the Ministry of Industry and Information Technology and other four ministries jointly issued the Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles. The Notice clarifies that the new energy subsidy policy will be extended to the end of 2022. In principle, 2020? By 2022, the subsidy standard will be reduced by 10%, 20% and 30% respectively on the basis of the previous year.
Among the new subsidy policies released this time, one of them has aroused widespread concern in the industry, that is, vehicles with a subsidy of more than 300,000 yuan before the subsidy are not subsidized (except for the power exchange mode).
300,000 subsidy threshold, accurate assists Tesla?
"Designing a subsidy threshold of 300,000 yuan is basically to accurately assist Tesla's domestic pure electric brands." Li Xiang, CEO of Li, said: "The threshold of 300,000 is estimated to be designed to limit Tesla, but it gives Tesla the reason and necessity to cut prices. The standard version can pull the price to 300,000, and the subsidy will be more than 270,000. Finally, the subsidy was also given to Tesla, and the price drop will impact domestic cars with a price of 200,000-400,000. Such a simple variable is easy to calculate. "
Coincidentally, He, chairman of Xpeng Motors, also predicted that domestic Tesla would further reduce its price to 270,000 yuan, putting other brands under pressure. "I judge that the price of domestic model3 will drop to 277,500 after the long-life version subsidy, which is 665,438+0.5 million lower than the current 339,000. Close to last year, I said that domestic Tesla can reduce the price by 1 10,000 dollars. " He Xiaopeng said: "At this price, the competitive pressure of electric vehicles with the original price of 65,438+0.5-0.4 million will only increase substantially, and will not decrease. Everyone must be prepared. "
Regarding the views of the outside world, Tesla told CRRC: "Subsidizing the New Deal is a government act and has nothing to do with enterprises."
However, just when the outside world thought that Tesla would further cut prices, Tesla suddenly announced this morning that domestic models? The prices of the standard version and the long-life version rose by 4,500 yuan and 5,000 yuan respectively. According to the current subsidy policy, the subsidy prices of these two models are 303,550 yuan and 344,050 yuan respectively.
In this regard, car analyst Zhang Xiang told CRRC reporter: "Domestic models? At present, it can be said that demand exceeds supply, so from the current market supply and demand relationship, Tesla has reason to raise prices. Moreover, before July 22, there is still a transition period for the new subsidy policy. Tesla may also want to make up for the losses caused during the epidemic by raising the selling price. " When talking about the possible impact of Tesla under the new subsidy policy, Zhang Xiang said: "The impact will indeed be great, but on the other hand, the localization of Tesla can also drive the development of the industrial chain of new energy vehicles."
Sales rose, and Tesla Q 1 received a subsidy of over 400 million yuan.
Affected by the COVID-19 epidemic, the automobile market in China was once frozen. According to the data of the Federation, the sales of passenger cars and new energy vehicles fell by 40% and 56% respectively in the first quarter, but the sales of domestic Tesla can be described as unique.
In the first quarter, Tesla achieved sales of 6.5438+0.668 million units. According to the previous subsidy policy, each Tesla can get a subsidy of about 25,000 yuan, which means that Tesla got a subsidy of 465.438+0.7 million yuan in China. CITIC Securities expects that the newly set subsidy threshold of 300,000 yuan is expected to drive domestic Tesla to further cut prices.
In fact, in February and March, which were hit by the COVID-19 epidemic, Tesla has successively won the sales crown of new energy bicycles and high-end cars. Judging from these two months, Tesla has not only rewritten the current pattern of the new energy market, but even the traditional luxury car pattern has been affected.
Some analysts believe that if Tesla further cuts prices, the traditional mid-size car market structure will change. Different from the luxury car market with high unit price and small volume, the mid-level car market has a relatively low unit price, but the market volume is larger, so it has always been said that the mid-level car market ranks first in the world. In 20 19, the sales of Passat, Accord, Camry and Magotan alone reached 770,000. Therefore, if Tesla can gain a certain share in the mid-level car market, not only new forces, but also traditional fuel car companies will face a huge impact.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.