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Cui Dongshu: Tesla may continue to reduce prices in the future

2024-09-17 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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In the face of the domestic Tesla Model 3 model, which experienced price reduction again a few days ago, I believe some people are happy and others are worried. The price reduction of as much as 20, 000 yuan is undoubtedly a little angry for some consumers who did not know about picking up the car the day before. However, it is not uncommon for Model 3 to reduce its price at any time since it has been made in China. At this point, Cui Dongshu, secretary general of the Federation of passengers, said a few days ago that Tesla may continue to reduce prices in the future.

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Cui Dongshu, secretary general of the Federation of passengers, said in a post that it was expected that the entry price of Tesla would fall to 250000. After all, Tesla hopes to quickly reduce the price difference, realize the replacement of electric vehicles with traditional fuel vehicles, and maximize the incremental effect.

Judging from Tesla's performance in the global market this year, the European and American markets have been affected to varying degrees by the epidemic, including the suspension of production and sluggish demand, which have kept these two regions in a state of malaise. Even if European electric cars have recovered somewhat under the support of policy subsidies, Tesla is still weak in Europe. After all, other brands of electric models in the local market have put a lot of pressure on Tesla.

In this environment, Tesla needs to regard the Chinese market as the main strategic market, not only because of the huge demand in China, but also because Tesla has to focus on China because of the epidemic this year. With the domestic epidemic under effective control, Tesla also became the first car company to return to work and production in China, and earlier than other regions, helping Tesla's sales target.

According to the Federation of passengers, retail sales of passenger cars reached 1.703 million in August, while sales of new energy narrow passenger cars in August were 93000, which is still small, while Tesla has only 12000 Model 3 models, which means there is still a lot of room to seize the domestic new energy market.

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Cui Dongshu analysis, before Tesla achieved large-scale mass production, domestic new energy vehicles still have the advantage of differentiation, so Tesla does not pose a threat to domestic new energy brands for the time being. With Tesla's current price, more is to seek the market share of B-class luxury cars, B-class luxury cars this cake is huge, Tesla is bound to accelerate the realization of increment.

Of course, Tesla's price reduction also depends on the domestic industrial chain. As the cost of the model has been reduced by switching to lithium iron phosphate batteries, Tesla has taken measures to reduce the price of relatively low-cost products, which will enable consumers to buy the product at a lower price and increase its sales.

Therefore, this is also a normal phenomenon. Tesla's modulus is increasing rapidly, the increase in modulus will inevitably lead to a reduction in the cost of bicycles, and the decline in cost will inevitably lead to the adjustment of pricing, if its profit margin is not changed. Naturally, we have to adjust its price.

According to a comprehensive judgment, Tesla may continue to reduce prices in the future, because its core is to replace fuel vehicles with high performance-to-price ratio, but at present, it is unlikely to reduce prices in the short term. Because its current product is the lowest-cost lithium iron phosphate battery, from the current domestic supply, there is no better and lower-cost alternative than the lithium iron phosphate in Ningde era.

With the further reduction of Tesla's domestic price, it is expected to further improve its cost-effective advantage, which will help it to accelerate the replacement of traditional fuel vehicles and expand its market share of new energy vehicles. After Tesla parts are made in China at the end of the year, prices may go down further, and more attention should be paid to Tesla's local suppliers.

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Since the second half of this year, the domestic new energy market has also promoted the rise of the domestic new energy market with the emergence of more consumer demand and more cost-effective electric models. Data show that new energy narrow passenger car sales in August were 93000, up 46.3% from a year earlier and 12.3% from a month earlier. Cumulative sales for the whole year were 490000, narrowing to a year-on-year decline of 28.5%. Individual demand for electric models is gradually increasing, Tesla's price reduction must be able to help brands continue to seize a certain market share.

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