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On the first day of the New year, Tesla sent a wave of "big gifts" to consumers. Tesla Model Y officially went on sale on January 1, with the long-lasting version starting at 339900 yuan, down 148100 yuan from the previous price. The price of the Performance high-performance version starts at 369900 yuan, down 165100 yuan from the previous pre-price of 535000 yuan. Compared with the previous price reduction of Model 3, such a large price reduction of Model Y has indeed aroused heated discussion in the industry.

Prior to this, Tesla expected the delivery time of domestic Model Y in January, but with the continued surge in orders, the current delivery time of Model Y has been found to have changed. According to Tesla's official website, Tesla Model Y long-lasting version is expected to be delivered in the second quarter, while the high-performance version is expected to be delivered in the third quarter. Some salespeople said that car booking in the morning is completely different from that in the afternoon, and the difference may be one month.

Although the lowest starting price of Model Y is more than 300000 yuan and cannot enjoy new energy subsidies, such a sharp price reduction has indeed attracted the attention of many consumers, resulting in the collapse of the official website, the overcrowding of stores and the explosion of order calls.

However, this is only an appetizer. When Tesla launched the sale of Model Y, some industry insiders said that Tesla would launch a lower-priced standard continued version of Model Y single motor at a price of less than 300000 yuan to enjoy new energy subsidies.

Today, we also learned from Tesla's US official website that Tesla has launched the standard continued version of Model Y, with a new car selling for $41990 (about 271900 yuan).

According to the official website, Tesla's Model Y standard version of EPA has a range of 244 miles. In addition, users can pay $3000 (19428 yuan) for a seven-seater model.

At present, Tesla Model Y has launched three versions: the standard version, the long version and the high performance version. Although only the last two models are launched in China, it can be expected that it is only a matter of time before Tesla's Model Y standard continuation version is launched. Tesla is bound to launch a lower-priced Model Y model, enjoying new energy subsidies and enhancing Model Y's competitive advantage in the market.

How much is the price of domestic Model Y? The standard battery life version of the American version of Model Y costs $41990 (271900 yuan), which is $8000 (51700 yuan) cheaper than the long-range version of Model Y. From this calculation, the current domestic Model Y long-range version of the price is 339900 yuan, the domestic Model Y standard version of the price should be around 280000 yuan.

It's more than that! As Model Y is developed on the Model 3 platform and 75% of the parts are shared by the two, with the deepening of Tesla's localization, the price of Model Y is expected to decline. According to a research report released by Guoxin Securities, the price of domestic Model Y is 339900 yuan, its production cost is only 237930 yuan, and its gross profit margin is as high as 30%. Therefore, Tesla Model Y is expected to reduce the price to 260000 yuan in the later stage. Tianfeng Securities pointed out in a report that with the progress of battery technology and the large-scale application of low-cost LFP (lithium iron phosphate battery), the entry price of ModelY is expected to drop to 275000 yuan. If you consider the further improvement of Tesla's localization and the continued decline in battery prices, the entry level of ModelY may fall to less than 250000 yuan.

Industry insiders said that in the short term, NIO, Xiaopeng. BYD car companies should not cut prices. On the one hand, the car-making costs of NIO, Xiaopeng, ideal and other car companies are relatively high, and there is not much room for price reduction. If the price is reduced, it is bound to increase the pressure of loss. On the other hand, compared with Tesla, the performance and experience of the same price models such as NIO, ideal and Xiaopeng are not worse than Tesla, and the quality is there, and there is no need to reduce the price. Earlier, Li Bin of NIO also said at a press conference on the used car business, "NIO will stick to its position, that is, how much BBA fuel cars sell, and how much NIO electric cars sell at the same price, which is better than their service, performance, high degree of intelligence, products are more competitive, services are competitive, this is NIO's overall strategy."

Tesla's price reduction not only increases the survival pressure on car brands, but also has a self-evident impact on traditional luxury brands. Cui Dongshu, secretary-general of the Federation of passengers, said today that the price reduction of Model Y will have a direct impact on traditional luxury brands. After the price reduction, the competitive price relationship between Tesla Model Y and Audi Q5, Mercedes-Benz GLC, BMW X3 should be significantly reversed. Tesla Model Y's price has a certain advantage, which will get more enthusiasm of luxury car consumers. Especially in mega-cities, because of the advantages of license plates, Model Y should have a better performance.

However, from the market point of view, in fact, Tesla price reduction is not worth attacking, with the deepening of localization, Tesla price reduction is inevitable. At the same time, for consumers, Tesla's price reduction also helps to lower the threshold for consumers to buy new energy vehicles, which is for the benefit of consumers, but in the eyes of old car owners, cutting prices soon after buying a car has become an act of "cutting leeks".

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