Tesla's disguised price reduction of 8,000 yuan raw material price decline has caused new energy vehicles to reduce prices?

The two domestic Tesla models have reduced prices in disguise? On September 16th, internal posts from TSLA.us, all new, exhibition vehicles and non -new domestic Model 3 and Model Y (from September 16th to September 30th from September 16th and September 30th The owners who have not been on the formal license), if they choose to buy the insurance in Tesla stores, and the insurance type contains a strong insurance and car damage insurance, it will be allowed to subsidize 8,000 yuan. The subsidy method is to directly reduce the price of 8,000 yuan when delivering the end of the delivery.

↑ Tesla Store (Data Map)

Subsequently, the relevant person in charge of Tesla China confirmed to the Red Star Capital Agency that the insurance subsidy was 8,000 yuan. Consumers who have tested Tesla have also expressed their push from sales staff. In addition to this insurance subsidy, some areas are also provided with electricity bills of 2,000 to 4,000 yuan, which can save up to 12,000 yuan.

The relevant person in charge of China's China responded to the Red Star Capital Bureau, "In order to give back to users, we introduced the sales policy." However, it did not comment on market speculations such as impact sales, upcoming price reductions, and remodeling.

Recently, a number of new energy vehicle companies have launched terminal discounts, and the price of commodities and chips has also lowered prices. However, the industry insiders told the Red Star Capital Bureau that new energy vehicle companies have given new cars because they are densely released to stimulate the sales of "old cars" and give consumers to terminal discounts. The raw materials are generally transmitted to downstream 2-3 months. The price of key lithium salt continues to high, and the supply of car chips is still tight. "It is difficult for new energy vehicles to reduce the price reduction in the short term."

Is the price reduction in disguise?

Tesla enters the accelerated delivery period

Why did Tesla suddenly reduce prices in disguise? Some opinions believe that this is to impact sales, and the production capacity of the Shanghai plant is enough to support. Tesla salesperson wrote in this promotion copy, "In order to impact September," it was delivered. "

According to data from the Federation of Federation, Tesla's total sales in August reached 76,965 vehicles, of which 42,463 were exported and 3,4502 were sold in the domestic market. Model Y set a monthly sales record of 62,169 vehicles in August, an increase of 295%month -on -month, an increase of 261%year -on -year.

↑ Tesla Shanghai Super Factory

From January to August this year, the Tesla Shanghai plant has completed 399,939 delivery results, which is only more than 80,000 in 2021.

In July, Tesla Shanghai Super Factory completed the expansion, and the annual production capacity was increased to 750,000 units, which can provide about 20,000 vehicles per week. Under the huge capacity blessing, the delivery time of Tesla models has been greatly shortened. This means that Tesla enters the accelerated delivery period in the second half of the year.

Tesla China ’s official website shows that at present, the Model 3 rear -wheel drive version is priced at 279,900 yuan, and the high -performance version is 367,900 yuan; the Model Y rear wheel drive version is 316,900 yuan, the long battery version is 394,900 yuan, high performance high performance, high performance The version is 417,900 yuan.

The delivery cycle of the Model Y rear wheel drive version is only 1-4 weeks. Model 3 and other versions of Model Y are 6-10 weeks or longer. However, some Tesla sales staff told the Red Star Capital Bureau that the current Model 3 and Model Y have a small number of existing cars.

In the industry speculation or price reduction at the end of the year

There was a previous example to follow

There are also opinions that after the insurance subsidy activity of Tesla may have an official price adjustment, or the payment will be changed. And this is precedent.

From June 11th to July 31st last year, Tesla launched an official car purchase discount. During this period of time, the domestic Tesla models were delivered to the "Tesla cooperative financial institution/financial lease preferential fee rate" or "Tested" or "Tested List -made insurance institutions 7,000 yuan insurance subsidy "(non -superimposed). The former is a three -year loan interest of 6%and a low -interest loan of 12%of the five -year loan, which can save a maximum of about 22,000 yuan. The latter requires that insurance must be purchased in the store, and the third party liability insurance must be more than 2 million yuan.

This was speculated that it was speculated that it was subsidized the old car owner to give way for the new model.

On July 8 last year, Tesla's Model Y standard battery life was listed at a price of 276,000 yuan, a decrease of 71,900 yuan compared with the previous long battery version.

On July 30, the price of the Tesla Model 3 standard battery life was reduced by 15,000 yuan, and the adjustment price was 235,900 yuan (this is the starting price after the subsidy). Tesla said that the price adjustment reflects the actual situation of cost fluctuations.

↑ Elon Musk, co -founder and CEO of Tesla

At the second quarter of this year's financial report for Tesla, Musk said on the possibility of Tesla's price reduction, "I think inflation will fall before the end of the year. I hope that at that time we can reduce the price of the car slight At the 2022 shareholders' meeting held in the month, Musk once again stated that the price would be reduced: "The price of commodities is falling. My guess is that it has now survived the peak of inflation."

The annual production capacity of the Shanghai factory has been increased, and the car lifting cycle has been greatly shortened. It also allows the industry to predict that Tesla China will usher in the price reduction around October.

Regarding the change, Tesla officially rumored on August 23 that "Tesla is about to change the model" is a hype. Made in Chinese models does not currently use any new models including 4680 batteries.

In addition, Tesla was exploded more for profit. According to foreign media reports, Tesla is re -evaluating the sales method of electric vehicles in the Chinese market, considering the exhibition hall of most luxury shopping malls in areas where the affected traffic has fallen sharply due to the impact of the epidemic. At the same time, Tesla will increase its efforts to build a lower -operated store with lower costs to provide customers with maintenance services through these outlets. Tesla is also preparing to hire more maintenance technicians and other waiters. The Red Star Capital Bureau asked Tesla to verify, and as of the time of press release, the press was not returned.

Raw materials and chip prices fell

Will new energy vehicles be reduced?

The price increase of new energy vehicles in the past two years is closely related to the rise in raw materials and chips.

On September 16th, the mainstream price of lithium ostefluorophosphate in China was 278,000 yuan/ton, and at the beginning of the year, it climbed to 590,000 yuan/ton. However, due to the rise in raw material prices, theoretically, the profit of lithium fluorophosphate is less than 20,000 yuan/ton. It is the lowest point in the past two years. On September 8, the average price of the three yuan conventional power electrolyte was 86,000 yuan/ton, and the beginning of the year exceeded 130,000 yuan/ton.

The price of the most important rare metal nickel in the ternary lithium battery continues to fall. On September 16, the mainstream price of Shanghai nickel was 19.584 million yuan. The March high reached 280,000 yuan.

The price of metal cobalt was also low. On September 16, the average price of cobalt in the Yangtze River was 351,000 yuan/ton, compared with 430,000 yuan/ton in June.

The prices of the manufacturing wind direction of aluminum and copper are also falling. The main force of Shanghai Aluminum fell from 24,000 yuan in March to 189,000 yuan on September 16. The main force of Shanghai Copper has dropped from 75,000 yuan in April to 62,800 yuan.

However, the price of lithium salt has once again on the 500,000 yuan mark. On September 16, the battery -grade lithium carbonate was reported to 502,500 yuan/ton, and the price of lithium hydroxide exceeded 480,000 yuan/ton.

Since August, the price of some chips "avalanche" has fallen by 80%-90%. Li Bin, the founder of Weilai (09866.hk/nio.us), said that at this stage, the supply chain pressure of automobile chips has been relieved, and the price of core components such as chips has fallen, but overall, the price reduction is not obvious. Essence

In an interview with the Red Star Capital Bureau, industry insiders said that the change in commodity prices usually takes 2-3 months to conduct downstream conduction, and factors such as Changxie must be considered. The most critical lithium salt has a strong price in the short term. The industry is expected to be at a high level this year. Continuously raising downstream costs, car companies are still under pressure. In addition, the supply of automotive chips is still tight, and the price reduction is mainly chips in the consumer electronics field. "In a short period of time, it is difficult for new energy vehicles to reduce prices."

However, the Red Star Capital Bureau noticed that many new energy vehicle companies have recently launched terminal discounts. From mid-July to mid-August, Xiaopeng Automobile (09868.HK/xpev.us) can be reduced by 5000-10,000 yuan, and some models also provide 3000-10,000 yuan of optional rights. The ideal car (02015.hk/li.us) It was announced on September 1 that the ideal one reduced price by 20,000 yuan. Weilai ET7 new car cash discount is up to 12,600 yuan.

However, this may also be related to the intensive listing of new cars. Xiaopeng G9 will be available on September 21. The ideal L9 will just be available at the end of June. L8 will be available in November. The ideal ONE will be discontinued. Weilai ES7 was delivered at the end of August, ET5 will be delivered at the end of September, and ET7's car lifting time is 7 months. The above -mentioned industry insiders said, "These terminal discounts may not be related to the cost of stimulating the sales of 'old cars', soothing consumers' emotions,"

Red Star News reporter Wu Danruo

Responsible editor Deng Yiguang Editor Guo Yu

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