On May 1, the price of the Model 3 standard battery life upgrade version made by Tesla China was reduced. The price before subsidy was reduced from 324,800 yuan to 291,800 yuan. After the subsidy for new energy passenger cars, consumers finally got the price from 30.355. Ten thousand yuan fell to 27.155 million yuan.
For the reasons for this price reduction, Tesla ’s Vice President of Foreign Affairs Tao Lin told Peng Mei News (www.thepaper.cn) that Tesla hopes to make a Model 3 The upgraded version of the standard battery life can meet China’s new energy vehicle subsidy policy. The original intention of the price reduction is to hope that consumers can enjoy subsidies for new energy passenger cars, not to occupy a larger market share.
The Tesla Shanghai Super Factory, located in the Lingang New Area of the Shanghai Free Trade Zone, is currently the only factory in the world that is producing complete Tesla vehicles. Tao Lin said that the Shanghai plant is producing at a normal rate, with a production capacity of 3,000 vehicles per week. The second phase of the Tesla Shanghai plant, which is mainly used to produce Model Y, is under construction. It is expected that the domestic Model Y will be launched next year.
After the subsidy, the final price is 270,000 yuan, the original intention is “hope consumers enjoy the subsidy”
After the subsidy, the final price is 270,000 yuan, the original intention is “hope consumers enjoy the subsidy”
Tesla did not give up below 300,000 yuan in the end market.
The “Ministry of Finance and other four departments” “Notice on Improving the Promotion and Application of Financial Subsidy Policies for New Energy Vehicles” (hereinafter referred to as “” Notice “”) issued on April 23 By then, the implementation period of the promotion and application of financial subsidy policies for new energy vehicles will be extended to the end of 2022.
The most obvious change in the New Deal for new energy vehicle subsidies in 2020 is the establishment of a “price line” of RMB 300,000, that is, the price of new energy passenger car subsidies must be New energy passenger cars with a price of 300,000 yuan or less and a price above 300,000 yuan cannot enjoy subsidies.
Because of the previously subsidized upgrade price of the domestic Model 3 standard battery life upgrade, the price was 324,800 yuan, which was higher than the threshold of 300,000 yuan. If the price is not adjusted, the model will lose subsidies after the transition period on July 22.
For this price reduction, Tao Lin said that Tesla ’s original intention was to hope that consumers can enjoy the country ’s new energy Automobile’s support policy helps consumers to “buy more cost-effective products at a more reasonable price”, “thereby enjoying smart products more quickly, and not lowering prices based on a larger market share. ”
For this price reduction, Tao Lin said that Tesla ’s original intention was to hope that consumers can enjoy the country ’s new energy Automobile’s support policy helps consumers to “buy more cost-effective products at a more reasonable price”, “thereby enjoying smart products more quickly, and not lowering prices based on a larger market share. ”
The reason for this price reduction is only for the upgraded version of the domestic Model 3 standard battery life, because the original price of the model was close to 300,000 yuan, and the domestic Model 3 long battery life version The official website sells for 344,500 yuan and the high-performance version is 419,800 yuan. Tao Lin believes that it is a “feasible plan” to adjust the price of the domestic Model 3 standard battery life upgrade version to meet the national policy limit.
” Tesla’s pricing strategy is very simple, determine a reasonable profit margin, on this basis, any savings, such as tariff adjustments, subsidies, cost optimization, etc., will be fed back to consumers. ”
Tao Lin explained that the current reaction of Tesla car price changes in the market is very clear. Because it is a direct management system, the terminal price is transparent and there is no employee discount. “Everyone has the same price. Correspondingly, if we have any price adjustments, everyone will know the first time. ”
After the” Notice “was issued, there was a voice that the domestic Tesla would reduce the price to less than 300,000 yuan, in line with the 2020 new energy vehicle subsidy new policy Conditions. CITIC Securities released a research report saying that the new energy vehicle subsidy policy is in line with expectations, and it is expected to drive the price reduction of domestic Tesla.
However, the upgraded version of the domestic Model 3 standard battery life Eventually, the price of the first hand went up first and then fell. On the second day of the “Notice”, the official website of Tesla showed that the final purchase price of the upgraded version of the domestic Model 3 standard battery life rose from 295,905 yuan to 303,500 yuan, an increase of 4500 yuan. The final purchase price of the long-endurance version rose from 339,500 yuan to 344,050,000 yuan, an increase of 5,000 yuan.
But Tesla believes that consumers finally get the price increase because of Under the latest subsidy policy, the amount of subsidies decreased. Tao Lin said that the basic price of the domestic Model 3 standard battery life upgrade version has always been 332,800 yuan, and the final price is the basic price and the price of new energy passenger car subsidies. >
FromBefore the release of the subsidy policy until the current price reduction, the subsidy for the upgraded version of the standard battery life during the transition period was 80% in the past, and the price increase on the official website appears to be “completely due to the price change caused by the change in the subsidy policy.”
It is worth noting that on the road to the localization of Tesla parts, the leading domestic power battery company Ningde Times announced that it will be launched from July Pull provides lithium-ion power batteries, and the supply agreement will continue until June 30, 2022. If it can be achieved, lithium iron phosphate (LFP) batteries will be included in the Tesla production line for the first time, which is expected to reduce the production costs of related models.
The second phase of Lingang plant is under construction, and the domestic Model Y will be launched next year.
The second phase of Lingang plant is under construction, and the domestic Model Y will be launched next year.
In the early hours of April 30th, Beijing time, Tesla released its first quarter financial report . Tesla’s total revenue in the first quarter was 5.985 billion US dollars, higher than the market’s expected 5.9 billion yuan, an increase of 32% year-on-year. Under US GAAP, the net profit attributable to shareholders of listed companies is US $ 16 million, which is better than the market ’s expected loss of US $ 200 million. The company lost US $ 700 million in the same period last year.
After the announcement of Tesla ’s financial report data, the stock price rose 8.72% to $ 870.32 at one time, and finally closed at $ 800.51, up 4.08%.
Under the influence of the epidemic, a number of car companies were hit, and Tesla “emerged”, delivering 88,496 electric vehicles in the first quarter. Among them, Model 3 and Model Y delivered a total of 76,266 vehicles, and Model S and Model X delivered a total of 12,230 vehicles.
In terms of production capacity, Tesla said that Tesla ’s Shanghai Super Factory is performing better than expected, and it is expected that Model 3 ’s production capacity will increase to 4,000 vehicles per week in 3 years Annual production capacity is expected to increase to 200,000 vehicles.
Tesla ’s Fremont, California, plant has been suspended from March 24 to the present, but Tesla ’s goal of delivering 500,000 vehicles by the end of 2020 has not changed.
The Tesla Shanghai Super Factory in the Lingang New Area of Shanghai Free Trade Zone resumed work on February 10, “Since the resumption of work, Adjustments are now basically restored. “Tao Lin said that the Tesla Shanghai Super Factory is currently the only factory in the world that is producing a complete Tesla vehicle.
“Various operations here are critical, we are all producing at a normal speed, and we have reached a production capacity of 3000 vehicles per week.” At the same time, it is mainly used to produce a new generation The second phase of the Tesla’s Shanghai plant of Model Y, a smart electric SUV, is under construction. It is expected that the domestic Model Y will be launched next year.
At the first quarter earnings report, Tesla ’s CFO Zack Kirkhorn said that the cost of producing the Model 3 at the Shanghai plant in the first quarter was already lower than that of California Fry The Monte factory still has a lot of room to reduce production costs.
“We will reduce costs by increasing production, and you will see changes from the second quarter to the end of this year. At present, we have not fully realized the localization of the supply chain , Before fully implementing local suppliers, there is still room to reduce production costs. “
In January this year, the localization rate of Tesla ’s Shanghai plant parts About 30%, it is planned to increase to 70% -80% by July next year. Tao Lin said that next, the Shanghai factory will accelerate the localization rate of parts according to the plan. “Affected by the epidemic, the localization rate has changed from the previous plan, but most of the localization will be achieved by the end of this year.”
For the cooperation with Ningde Times, she said that the current progress is normal. Tesla provides a vehicle experience, and will definitely ensure that every component meets its required performance. That is to ensure that the quality assurance, performance and endurance meet Tesla’s standards.
“So in terms of batteries, Tesla may have other options or other suppliers, but as long as it is installed in the car, it will meet Tesla’s supply. Standard. “Tao Lin said.