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Tesla completed its delivery target of 500,000 by 2020 with a slight gap of hundreds of vehicles, and Deutsche Bank expects Tesla to deliver 800,000 electric vehicles this year, raising its share price to $705. Tesla took advantage of this trend and released shocking news on the first day of this year. Two domestic models cut prices sharply and quickly detonated the market. Whether for Tesla's products or public relations, the goal of price reduction news release car review media intervention, only a New Year's Day completed an influential communication. CCTV reported that Tesla Model Y encountered "explosive orders" during New Year's Day, and the order phone was exploded.

CCTV financial commentator said, Recently, Domestic Tesla Model Y announced price reduction, Overall price cut about 150,000 yuan. Within ten hours of the official pricing announcement of Model Y, the total order volume exceeded 100,000 vehicles, and its competitor NIO suffered large-scale refunds of the same price model.

In view of this situation, some media visited a Tesla store in Shanghai and learned that Tesla Model Y has arrived at the store. Due to the limited inventory of existing cars, the existing cars can only be displayed as new cars for consumers. From Tesla service center site can also feel that there are indeed many potential consumers are looking at the car.

At the same time, it is also learned that if consumers place orders now, they will not be able to pick up their cars until at least around the Spring Festival, which shows that the domestic Tesla Model Y is really in short supply. According to Tesla commissioners, Tesla Model Y has been exploding since the day it went on sale before the show arrived at the store, with hundreds of orders at a store in Shanghai alone and nearly 200 sales per day at a single store.

However, there was no official confirmation that Tesla's official pricing had exceeded 100,000 orders within ten hours of its announcement.

The Model Y launched two models, of which the long-life version was adjusted from 488,000 yuan to 339,900 yuan, while the high-performance version was adjusted from 535,000 yuan to 369,900 yuan, and the overall price was lowered by 148,000 to 165,000 yuan.

This newly released price and model positioning is highly competitive with the electric vehicle brand NIO models, so it is generally believed that Tesla Model Y and NIO EC6, ES6 models have obvious competition, so the network sent out NIO "too many returns lead to official website paralysis" information. Wei Lai official has previously clarified that the news is false, Wei Lai's official website does not have order processing function.

According to Qin Lihong, co-founder and president of NIO Automobile, NIO's orders are very stable at present, and there has been no previous online transmission.

In response to Tesla's price cut, NIO CEO Li Bin also admitted that NIO delivered 7000 vehicles in December, 10 times that of February. Perhaps it is because Wei Lai sells too well that Tesla Model Y has recently dropped its price. However, for Tesla's price cut, all models of NIO will not be reduced. In his view, Tesla's goal is to become Volkswagen, Ford, and we will continue to maintain our position as standard luxury.

Is Tesla's goal Volkswagen Ford, as Li Bin said? What he means is that Tesla is a Volkswagen model, and NIO belongs to a higher-end positioning. In fact, Tesla is Ford. The first thing Tesla did was to use a laptop battery pack, which was a joke at the time, but the joke turned out to be true. Also in the case of rockets, the recovery of rockets was completed using sensors and software control technology that were close to toys relative to the professional field. Alternative solutions that approach the bottom line to compete with traditional automakers, in terms of product reusability and scalability and low-cost marketing, look a bit like Ford years ago. Ford was the first manufacturer to realize large-scale production of cars, but also opened a brand-new era of car-building, which made Ford beautiful for many years. On the good side, after years of development, automobile production formed its own way, once revolutionaries became traditions, Tesla just like Ford a hundred years ago, participated in this game in a way that broke tradition.

So, will Tesla be a long-term winner? For some time to come, Tesla, which has formed a new play method, will still have an advantage. In the big environment of curve overtaking, the electric vehicle market will not be able to dominate. A few competitive other players of electric vehicles need more play methods. Some electric vehicle brands that can't be injected into products and fuel vehicle brands with similar pricing will become supporting roles and costs in this play.

Whether Tesla or NIO, as well as other head new force automobile enterprises, there are professionals analysis, it is precisely because since the second half of last year policy to promote the development of new energy market, expanded the issuance of new energy licenses, increased the first-tier cities and new energy vehicles demand, for example, in the past Shanghai City issued only 6000,7000 pieces per month, but recently issued as many as 10,000 pieces per month. In addition to Shanghai, the objective situation of licensing restrictions in other first-tier cities has also become a driving force for the new energy new car market cake to grow larger and larger. Both Tesla and NIO have made a huge leap in market value and sales volume at this stage.

Some media sorted out the market value ranking of 17 passenger car listed automobile enterprises. Statistics found that the market value of 17 listed automobile enterprises rose by more than 90%, and the overall rise within the year exceeded 1.5 billion yuan. Among them, BYD, NIO Automobile, Xiaopeng Automobile and Ideal Automobile have surpassed traditional automobile enterprises.

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