On September 19, Beijing time, Ledao L60 first went on the market.
on September 20, Beijing time, polar krypton 7X followed.
on September 24, Beijing time, Zhijie R7 entered the battlefield.
and on September 26, Beijing time, the Avita 07 finale.
So far, what everyone calls the “four Little Dragons” has formed a trend of encirclement and suppression against its arch rival Tesla Model Y.
In the eyes of most onlookers, the star contestant, who has long dominated the monthly sales of single models in the Chinese car market, is facing the cruelest battle since he entered China, and the days of lying comfortably and making money are completely over.
But in my opinion, it is not that simple to pull Tesla Model Y off the altar in an instant.
Oh, you don’t believe me? Take the just-released September report card, which delivered more than 88000 vehicles at its Shanghai plant, up about 20 per cent from a year earlier.
Among them, the sales of new cars in China reached 72000, up 66% from the same period last year and 14% from the previous month, the highest in a single month so far this year.
Further split, Tesla Model Y new car sales reached 48000, Tesla Model 3 new car sales reached 24000.
In the face of the above performance, we have to admit that it is located in the medium-sized SUV market and the medium-sized car market respectively, and its competitiveness and appeal are still terrifying.
Encircling and suppressing Model Y, is this a failure? | in a word, as for the reasons behind it, it must be closely related to the balance at the product level between Tesla Model Y and Tesla Model 3, and it also benefits from the brand aura of the protagonist of today’s article.
By contrast, what people tend to overlook is the equally attractive “five-year zero-interest” financial car purchase plan.
In fact, as early as the first day of July, Tesla suddenly showed this card.
Specifically, for its Model 3 and Model Y, you can enjoy a five-year zero-interest plan from now until July 31 (inclusive), covering both the standard version and the long-range all-wheel drive version.
In addition, Tesla specifically stated that the scheme covers optional prices, including car paint, interior, hub styling, EAP and FSD.
Take the long-haul versions of Model 3 and Model Y (priced at 271900 yuan and 290900 yuan respectively) as an example, which will be ordered before July 31, with a down payment of 79900 yuan and a five-year zero interest option.
The Model 3-day payment is as low as 107 yuan, and the Model Y daily payment is as low as 118 yuan.
Save up to 26375 yuan in interest compared with the standard annual rate of 2.5%. By doing so, you can fully understand that this American new energy car company has made a “disguised official downgrade”, further lowering the entry bar and burden on consumers, while trying to send a signal: “in China.
” I just want to sell cars more crazily.
” Up to now, Tesla has extended the financial car purchase plan of “zero interest for five years” for the third time, until October 31, Beijing time.
And thanks to the increasingly gratifying effect of the promotion, we do not rule out the possibility of extending it until the end of this year.
What is even more the envy of many Chinese car companies is that it is well known that once Tesla’s sales target cannot be met, or manufacturing costs begin to fall, it will soon be reflected in the terminal price.
Somehow I always feel that the “big move” that belongs to it has not been played yet.
In other words, in addition to the financial car purchase plan of “zero interest for five years”, if there is another offensive of direct “official reduction”, it will indeed be enough for the besieged and suppressed people, including the “four Little Dragons”, to drink a pot hard.
Moreover, it is important to know that, combined with the relevant news, there is a good chance that the new version of Model Y will be officially available to you in the first quarter of next year.
Although there is no official recognition, the signal is by no means groundless.
Before that, what did you say the old model would do in order to clear the inventory? Of course, at this point, there will certainly be skeptics who think: “the September terminal report card alone does not mean anything.
After all, Ludao L60, Polar Krypton 7X, Wisdom R7 and Avita 07 have all just started delivery and have not entered the steady state stage.
Show real strength.
And whether Tesla Model Y will be pulled down from the altar, or will be severely torn off a piece of meat, is far from the point of final conclusion.
” Well, let’s go and see, we’ll see in October.
From this perspective, in fact, just earlier, the protagonist of today’s article also released his global report card for the third quarter, delivering a total of 462800 new cars, an increase of 6.
4% over the same period last year.
It is worth noting that this is also its first quarterly year-on-year increase after two consecutive quarters of year-on-year declines, but it is still below expectations of 469800 vehicles.
May I ask, what can it prove? As if directed at this new energy car company in the United States, it has gradually lost the explosive state of “people blocking people and Buddha killing Buddhas”, and has gradually fallen into the inevitable growth bottleneck.
As early as April this year, it released its first-quarter report card.
At first glance, more than 433000 new cars were produced, which performed well and basically met the expectations of the outside world.
But to the crucial delivery level, there was a complete “blood avalanche”, with only 386000 vehicles, a year-on-year decline of 8.
53%, and a month-on-month decline of more than 20% to 20.16%. Fortunately, fortunately, Tesla warmed up in the second quarter.
Continue to combine with the financial report, the delivery of new cars exceeded 444000, an increase of 14.
7% over the previous month, which exceeded the expectations of Wall Street research institutions.
Then, simply add up, Tesla’s cumulative global delivery volume in the first half of this year was about 830000 vehicles.
Last year, Tesla sold 1.
81 million new cars.
In simple translation, the American new energy car company needs to sell more than 980000 vehicles to draw even.
Homeopathy, minus 462800 vehicles in the third quarter, also means that in the fourth quarter, at least 510000 vehicles need to be sold to catch up.
Yes, you heard me correctly, just catching up.
And to achieve a certain degree of year-on-year growth, Tesla needs to pay a higher price.
Well, that’s the case.
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