Lin Cheng, director of the Beijing Engineering Research Center, deputy director of the National Engineering Laboratory for Electric Vehicles, and director of the electric vehicle Beijing Engineering Research Center, said that independent brands cannot lose hope because of the darkness before dawn.
Some car companies are under pressure, which does not mean that China’s electric vehicle industry is about to lose to Tesla.
On the one hand, even if the price of the domestic Model Y is reduced, it is impossible to hit the low-end electric SUV market. Especially after the threshold of 300,000 subsidies appears, most electric vehicle companies will adjust their strategies to avoid head-on conflict with Tesla. “Electric vehicles of more than 200,000 yuan will be suppressed by Tesla to less than 200,000 yuan.” Li Xiang said in a public place. In the face of the domestic Model Y, Chinese car companies still have “war avoidance cards.”
On the other hand, Tesla’s promotion of domestic supply chain substitution for cost reduction and price reduction will also benefit the entire Chinese electric vehicle industry. The automotive industry emphasizes scale effects, and suppliers will never limit customers to just one company. Once Tesla opens the price gap of new energy vehicle parts, a large number of Chinese electric vehicle companies will also enjoy the benefits of reduced cost of parts, and the competitiveness of the entire new energy vehicle industry will increase accordingly.
Lin Cheng believes that compared with its own brands, Tesla ’s main technical advantages are its control, vehicle integration and philosophy, but the gap will not be too large. Tesla’s lead is similar to a 50m lead at the start of the marathon.
Zhu Jinbo also believes that Tesla is not technologically ahead of the rest of the electric vehicle brands. The reason why Tesla can lead in sales is mainly due to its outstanding vehicle integration capabilities and brand status.
The appearance of domestic Model Y will accelerate the reshuffle of the domestic electric SUV market. While the “catfish effect” intensified, price wars were inevitable.
Tesla soldiers are in the city, Chinese car companies have no choice but to face the battle. The war has not yet begun, and the final outcome is still unknown.