After the New Year, everyone was stunned by BYD's launch of 10 "Glory Edition" models within 2 weeks. Improving quality and reducing prices, playing the slogan of "electricity is lower than oil, glory attack", domestic brands have more than 10 follow-ups at once, but there is a "ruthless role" - Tesla's performance, which is also worth paying attention to.
In 2023, Tesla will once again set a number of records, with global deliveries exceeding 1.8 million vehicles, and R&D investment reaching a record high! As soon as New Year's Day 2024 passed, Tesla raised its sickle and cut off the chicken feather letter of the ** war:
On January 12, Tesla Model 3 Y lowered the price of some models, and the price reduction range of each version was reduced from 0650,000 to 1550,000; Simultaneously with the price reduction, there is also a new version of the car machine software, which strengthens the functions of intelligence, entertainment, safety and other aspects.
Immediately afterwards, the cyber off-road station wagon was released, and the national tour began to be carried out, and the hot search continued for a while. On February 1, on the occasion of the Spring Festival, Tesla took a little bit of fun and made some small benefits.
On March 1, Tesla released its third discount in 2024, with an insurance subsidy of 8,000 yuan. On the whole, Tesla's price reduction discount is not small, and the frequency is still very high, of which the cumulative discount range of the Model 3 is 20,000 to 240,000, Model Y is 140,000 to 160,000 yuan.
Take the Model 3 rear-wheel drive version of the model as an example, it is equipped with a 60kWh lithium iron phosphate battery, according to the current **, from 5 last year40,000 down to 240,000, and ternary lithium can also reach a drop of more than 50%, so if you look at the battery in the short term, Tesla still has space.
However, no car company will do pure price reduction, and must put the improvement of configuration and service in the follow-up pricing, otherwise everyone will have to follow the raw materials, and it will be difficult to develop. With the release of Tesla's global production capacity, it is expected that a new round of ** and preferential "war" will be staged.
It is worth mentioning that Tesla's price cut on March 1 is very interesting, the Model Y rear-wheel drive and long-range versions have increased by $1,000 in the U.S. market, returning to the previous level before the reduction: the Model Y rear-wheel drive version and the long-range version are $43,990 in the United States (currently about 31.).70,000 RMB) and $48,990 (currently about 35.)30,000 yuan), and the high-performance version is still $52,490 (currently about 37.).80,000 RMB).
In the Chinese market, they are 25890,000 yuan, 29990,000 yuan, 3639, the official website also provides an insurance subsidy of 8,000 yuan. Judging from Tesla's best strategy and this year's market goals, there are still many uncertainties if it wants to surpass BYD and return to the first place.
However, with BYD's locking of "air supremacy" below 250,000 yuan, 2024 is undoubtedly the peak year of the "** war", which Musk has actually predicted: The world will be "crazier" in 2024 than in the past four years. Musk bluntly said at the ** meeting that he doesn't know where the company's gross profit margin will go in 2024.
At present, Tesla's gross profit margin has dropped to 176%, the expected growth rate may not be as good as the same period, and the limited room for price reduction will force Tesla to launch the next generation of platform products, but according to the schedule, it may not be produced until the second half of 2025.
The biggest variable may be the Cybertrunk pickup truck, which is a popular product in the U.S. market, which will help contribute to profit margins, according to the latest "February 2024 New Energy Passenger Vehicle Manufacturers Wholesale Sales Update" released by the China Passenger Car Association, including estimated data for February car market salesBYD 121748 continues to hold the first place and is far ahead. Tesla came in second with 60,365 units.
Spring has just arrived, and in any case, 2024 will be a "last stand" year for Tesla.