On March 1, Tesla officially released a time-limited insurance subsidy of 8,000 yuan for the current car, and a 2,000 yuan for the designated car paint.
On March 1, the reporter saw in a Tesla experience store that there were already owners who had received the news and were interested in visiting the car.
The staff said that taking the 2024 Model Y rear-wheel drive version as an example, after conversion, the right owner can have a comprehensive discount of more than 30,000 yuan. "This ** is currently the lowest in history. The staff member said.
Since the beginning of this year, Tesla has adjusted prices several times.
On January 12, Tesla adjusted the prices of the Model 3 Y rear-wheel drive version and long-range version, ranging from 6,500 yuan to 15,500 yuan. After the adjustment, the Model 3 starts at 24590,000 yuan, Model Y starting at 25890,000 yuan.
On February 1, Tesla once again announced that it would place an order for and deliver any model of the Model 3 Y S X by the end of March, with an annual rate as low as 2From 5%, you can enjoy a cash discount of 8,000 yuan for the designated version of Model Y.
According to the statistics of the China Association of Automobile Manufacturers, the production and sales of new energy vehicles in the country in January were 7870,000 and 7290,000 units, an increase of 85 y/y3% and 788%, with a market share of 299%。And a new round of war is bound to once again stimulate the pulse of the automobile sales market.
Apple's big price cut! The drop is more than 1,000 yuan.
In addition to cars, recently, third-party retailers are cutting prices for Apple's iPhone 15 series phones across the board, by as much as a thousand yuan.
The price reduction is at 3On the eve of 8 Women's Day, the reporter inquired about relevant e-commerce platforms and found that at least four Apple** mobile phones, including iPhone 15 and iPhone 15 Pro series, were reduced in price across the board, ranging from a few hundred yuan to thousands of yuan, and the basic iPhone 15 model**, which had the largest price reduction, dropped 1300 yuan to 1400 yuan compared with Apple's official website. The best-selling iPhone 15 Pro Max model has a maximum price reduction of more than 1,000 yuan for specific versions.
The iPhone 15 series has only been on the market for five months, and multiple platforms such as JD.com, Tmall and Pinduoduo have cut prices more than the market expected. Back in the first month of the iPhone 15 series, these platforms were already offering similar discounts, but at the time the discounts were limited.
The increase in e-commerce efforts is also related to Apple's own official price reduction measures. Last month, Apple launched a rare iPhone discount of up to 500 yuan on its official **, which the market believes is "an unusual move" and "shows Apple's attitude".
In the past, Apple has occasionally allowed Chinese partners to offer discounts to stimulate demand, analysts said. But in the future, Apple's control over channel price reductions will become smaller and smaller. It also reflects the fierce competitive environment that Apple faces in China.
Zhu Jiatao, a senior analyst at Canalys, a research institution, told reporters: "The first half of the year is usually the seasonal off-season for Apple's iPhone, but Apple's iPhone sales in China have indeed passed their peak." ”
The reporter found that in February last year, after the release of Apple's iPhone 14 series, some third-party platforms also significantly lowered high-end models, including iPhone 14 Pro**, and the price reduction at that time also reached about 10%.
Will the sharp price adjustment in the short term of listing shake Apple's best strategy? In this regard, Zhu Jiatao believes that Apple may not take the initiative to downgrade the ** of high-end Pro series models, but the competitiveness of the basic version of the iPhone is indeed facing challenges.
In recent years, the Pro series has always been Apple's best-selling, and Apple will continue to push this market, but it is true that the basic version of the iPhone is more challenged by competitors, and the competitiveness of Android flagship products is getting stronger and stronger. Zhu Jiatao told reporters.
Over the past few years, Apple has continued to improve its high-end models by widening the technical gap between its flagship high-end model, the iPhone Pro, and the entry-level iPhone, which has also made Apple's average sales per device (ASP) continue. In 2017, Apple's top-of-the-line iPhone model (iPhone X with 256 GB of storage) was priced at $1,150, and in 2022, an iPhone 14 Pro Max model with 14 TB of storage will cost as much as $1,600, a premium of nearly 40%.
Last year, when an analyst questioned whether this kind of "this" was sustainable, Apple CEO Tim Cook told investors: "Consumers are willing to pay more for what they think is the best." He hinted that Apple will go out of its way to launch more luxury models with new features.
However, in recent years, Apple has not shown strong innovative products in the field of high-end phones. "In the new year, Apple must seek new market growth and ecosystem advantages to revive the iPhone business," Canalys wrote in a report released earlier this year. ”
Whether Apple will follow Samsung and other manufacturers to launch folding phones is another hot topic that the market is concerned about. Previously, Apple has applied for a number of technology patents related to folding screens, and if Apple joins this "folding screen war", it may become a new selling point that detonates the market.
Last year, Apple won the competition against Samsung. According to reports from both Canalys and IDC, Apple's smartphone sales will surpass Samsung for the first time in 2023, ranking first in the world. According to Canalys analysis data, Apple's market share in China's high-end machine market above $800 is stable at more than 80%.
However, whether Apple can maintain its sales champion this year is still full of uncertainties, especially whether Chinese sales can remain strong. According to an analyst report by investment bank Jefferies, iPhone sales in China fell by 30% in the first week of 2024. Jefferies also expects Apple's iPhone sales in China in 2023 to decline 3% year-on-year.
Earlier this year, Barclays downgraded Apple's rating, citing multiple risks to Apple's future, including the possibility of tougher regulatory scrutiny for Apple's services business, in addition to sluggish hardware sales.
Apple's stock price has also been very lackluster so far this year, unfueled by the AI boom. Compared to the strong gains of other tech giants, Apple's stock price has fallen nearly 6% so far this year.
Cook said at Apple's annual shareholder meeting on Wednesday that Apple will release specific artificial intelligence plans later this year, which is expected to reshape all of Apple's products, including the iPhone.