AutoBeta(AutoBeta.net)09/16 Report--

Users of Tesla Model 3 and Model Y delivered within the specified time will enjoy an insurance subsidy of 8000 yuan, according to Tesla's internal email on Sept. 16. Internal mail shows that the owners of domestic Tesla Model 3 and Model Y delivered during September 16-September 30 in 2022 can enjoy an insurance subsidy of 8000 yuan if they choose to buy Tesla's in-store insurance, which includes compulsory insurance and car damage insurance, and the form of insurance subsidy is 8000 yuan directly reduced or waived at the time of delivery of the final payment. The insurance subsidy policy covers domestic brand-new models, in addition, exhibition cars and non-brand-new cars (without a formal license plate) can also enjoy this preferential policy. So far, Tesla China has not responded to the above news.

In response, Automotive Industry concern contacted Tesla's official Chinese customer service and received the following response:

In other words, as long as meet 1, domestic Tesla Model 3 and Model Y brand-new cars, exhibition cars and non-brand-new cars (not on the formal license plate); 2, delivery time is September 16-September 30, 2022; 3, in-store purchase of compulsory insurance and car damage insurance these three requirements can get 8000 yuan insurance subsidy, and can be directly used to reduce or reduce car prices.

Immediately after the preferential policy came out, some car owners were dissatisfied. A screenshot named "Tesla 9.16 Rights Protection Group" immediately appeared on the Internet, and showed that 22 people had joined it. According to the announcement of some groups, people entering the group need to change the pick-up date to facilitate statistics and safeguard their rights.

In addition, "Automotive Industry concern" learned from the automobile complaint website that Tesla Model 3 owners said on the automobile complaint website that the 2022 Model 3 rear wheel drive version of the car was picked up on the 14th, and the official activity on the 16th two days later said that the car was purchased in the store from the 16th to the 30th, and the car price was directly reduced by 8000 yuan, so the manufacturer was required to give a reasonable plan.

According to Tesla's Chinese official website, the current price of domestic Model 3 is 27.99-367900 yuan, and that of domestic Model Y is 31.69-417900 yuan. In the delivery of new cars, the delivery cycle of Tesla's two domestic cars was once as long as 16-20 weeks, but fortunately, the production line of Tesla's Shanghai factory was transformed and upgraded, and the production capacity was increased, while the pick-up cycle of domestic Tesla Model 3 and Model Y models was also greatly shortened.

According to the official website, the shortest expected delivery time of all domestic Model 3 and Model Y models has been shortened to 1 week, of which the domestic Model 3 rear wheel drive version is expected to be 1-8 weeks, and the Model 3 high-performance version is expected to be 1-10 weeks; while the domestic Model Y rear-wheel drive version is expected to be 1-4 weeks, and the Model Y long-lasting version and Model Y high-performance version are both 1-10 weeks.

According to the delivery date announced on the official website, the model with the shortest delivery cycle is the Model Y rear wheel drive version, which is only 1-4 weeks, while the Model 3 and other versions of Model Y have a delivery cycle of 6-10 weeks or more. Several Tesla sales staff have told the media that at present Tesla Model 3 and Model Y have some existing cars available for sale.

In fact, prior to this, Tesla China has raised the price of its models many times, even by as much as 20000 yuan. According to the statistics previously reported by Automotive Industry concern, Tesla China raised the price of its models three times in March. On March 10, the price of Model 3 all-wheel drive high-performance version rose from 339900 yuan to 349900 yuan, Model Y all-wheel drive version rose from 347900 yuan to 357900 yuan, Model Y all-wheel drive high-performance version rose from 387900 yuan to 3979 yuan, and the prices of all three models increased by 10, 000 yuan. On March 15, the price of Model 3 rear wheel drive rose from 265652 yuan to 279900 yuan, an increase of 14248 yuan. The price of Model 3 all-wheel drive high-performance version rose from 349900 yuan to 367900 yuan. The price of Model Y all-wheel drive version rose from 357900 yuan to 375,900 yuan. The price of both models increased by 18,000 yuan, and Model Y all-wheel drive high-performance version increased from 3979 yuan to 417,900 yuan. The price is 20000 yuan higher than before. On March 17, the price of the Model Y rear wheel drive version rose from 301840 yuan to 316900 yuan, an increase of 15060 yuan. On June 17, the price of Tesla's Chinese market rose again, and the price of its domestic Model Y long-lasting version rose from 375900 yuan to 394900 yuan, an increase of 19000 yuan.

As Tesla adopts a direct sales model, his vehicle price adjustment reflects the actual situation of cost fluctuations, and as for the reasons why Tesla has raised the price of models many times, it is not difficult to guess that it is affected by the supply of spare parts and the rising price of raw materials for power batteries.

For the news of Tesla's "price reduction in disguise", there is a view that Tesla's insurance subsidy activity is only a transitional behavior, or there will be official price adjustments. In July, Tesla CEO Elon Musk (Elon Musk) responded to a fan question on social platform: "does Tesla have any plans to reduce the price to deal with the epidemic and supply chain difficulties?" The question said: "if the current inflation is alleviated, Tesla can reduce the price of the model."

With the completion of the transformation and upgrading of the production line of Tesla's Shanghai factory, Tesla's product delivery cycle in China has been greatly shortened, and the production capacity has been directly reflected in Tesla's sales after climbing the slope. Tesla delivered 76965 new cars in China in August and 34502 in its domestic market, according to the Federation. On specific models, Model Y delivered 62169 vehicles, an increase of 261% over the same period last year and 295% month-on-month growth, ranking first in total passenger car sales in August. From January to August this year, Tesla's Shanghai factory delivered nearly 400000 vehicles, not much different from 484000 vehicles delivered in 2021.

According to reports, after the upgrading of Tesla's Shanghai factory, its annual production capacity increased from 450000 vehicles to 750000 vehicles, making it the super factory with the highest production capacity of Tesla at present, and it is expected that its weekly production capacity will reach a new high of 22000 vehicles in the future, which may further boost Tesla's sales in China.

In addition to Tesla, a number of new car-making companies, including Xiaopeng Automobile, ideal Automobile and Xilai Automobile, have also launched discounts at the terminal. According to relevant reports, Xiaopeng direct store sales in early August said that the new car could enjoy a discount of up to 20,000 yuan, and the Lailai auto terminal also offered cash discounts from time to time. People in the industry generally believe that the reason for some of the new car-building forces to launch terminal concessions is that the products "can no longer be sold." The latest data show that in the "Wei Xiaoli" camp, both Xiaopeng and ideal cars declined month-on-month in August, while the most outstanding performance was ideal car, whose delivery volume directly halved in August, delivering only 4571 new cars, down 51.5% from the same period last year and 56.1% from the previous month.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat