Author: Cui Liwen, “copy the bottom cash and so on at the end of the year, start a new model and so on next year.
” Last week, Tesla finally ushered in a long-lost benefit.
According to the latest data released by the Federation of passengers, its Shanghai plant, including exports, delivered a total of 72573 new cars in China, up 16 per cent from the previous month and down 6.
6 per cent from the same period last year.
Of these, domestic sales exceeded 55000, up 77 per cent from 31000 in April and up 30 per cent from a year earlier.
Although there is no specific performance of Model 3 and Model Y respectively so far, it is almost foreseeable that the latter will break through the monthly sales mark of 40, 000 vehicles, or even win the top spot of a single model in the Chinese car market.
Such a result will undoubtedly offset the previous doubt that “Tesla can no longer sell”.
But looking deeper, the situation of this American new energy car company can only be described as grim.
As for the reason, it’s very simple.
Throughout the two “cards” he holds, one of them is no longer as powerful as it was, and it is Model 3.
Even though she came out shyly last year and launched a “new version of Huan”, the response was mediocre and did not live up to expectations.
Oh, you don’t believe me? Take April sales as an example, the new Model 3 refurbished version sold only 5065 vehicles, and this year only “impulse” sales exceeded 10,000 in March.
For reference, its biggest competitor, Xiaomi SU7, sold 7058 vehicles in April.
According to Lei Jun, steady-state delivery volume will continue to exceed 10,000 from June, with a monthly delivery of 20,000 vehicles in the fourth quarter.
Of course, in addition to Xiaomi SU7, there are similar players like Xiaopeng P7, ET5 family, BYD Seal family, Nezha S, Zero run C01, Deep Blue SL03, Avita 12, Wisdom S7, Polar Krypton 007, Geely Galaxy E8, Lecker 07, Zhiji L6 and so on.
, including the upcoming leader Zero, Ji Yue 07, Xiaopeng F57, have been nibbling away at the share of the new version of Model 3.
It is no exaggeration to say that the fighting intensity and difficulty of intermediate new energy cars far exceed the expectations of this American new energy car company.
In the new version of Model 3, the helpless city gate was lost.
From this change of perspective, due to the pressure of the order level, another card held by Tesla-cash Model Y, has become more and more unstoppable.
Looking at its retail performance in China in the first four months: 29912, 22537, 47917 and 26356, it can only be regarded as qualified, not a surprise.
In particular, compared vertically with the mass killings of last year, the monthly sales easily exceeded 50,000 or even 60,000.
It must be admitted that although the cash Model Y still has some leadership in some aspects, such as three-electricity system, brain module software, driving texture, brand halo, and complementary experience, these “long boards” are also being eroded by independent brands.
Moreover, starting from the second half of this year, the cash Model Y is going to welcome the “hell mode”.
Ledao L60, Xiaomi’s first SUV, Avita 07, Wisdom’s first SUV, and Polar Krypton’s first orthodox SUV will all arrive as expected.
Homeopathy, the question follows: can the former stand? Will it repeat the mistake of the new version of Model 3? As for the answer, I would like to say: “there is more luck than good luck.
” It is precisely based on this background, according to our cognitive inertia, in order to break the predicament, to recover the lost ground, and to keep the cake, the new version of Model Y, which is more sensitive to reasonable products, must be accelerated in China.
But no one expected that during the just-concluded Dragon Boat Festival holiday on June 9, Beijing time, Tesla CEO Elon Musk did the opposite, posting Weibo to personally refute the rumor: “there will be no modified Model Y model this year.
” And added: “it is worth noting that Tesla continues to upgrade existing vehicles through OTA and other means, Tesla vehicles will be significantly improved in many aspects every six months.
” The intention of dismantling him must be to maximize the management of everyone’s expectations, on the one hand, to prove that the cash Model Y is worth buying, and on the other hand, to urge the wait-and-see potential customers to place orders as soon as possible, and stop waiting for the new version of Model Y.
Musk was forced to incarnate sales, and Musk was painstaking.
The above move also reflects the pressure of Tesla’s orders in China from the side.
And in the following space, I would like to talk about some of my views.
In fact, the leader’s words have almost proved in disguise that the new version of Model Y is on the line.
Although it will not be released this year, what if it will be released in the first quarter of next year? For some “waiting parties”, we can look forward to a wave.
After all, according to the current situation of Tesla and the operation of the Model 3 remodel, the price of the new version of Model Y should not rise too much, but the upgrade of comprehensive product power will be obtained.
In addition, Model Y is sure that it will not be changed this year.
In that case, this American new energy car company, which has made a great deal of noise, will certainly squeeze out all the potential of the cash Model Y in China.
To put it more bluntly, at the end of your career, for example, in the fourth quarter, for the final impulse, do you think you will continue to “official downgrade” inventory clearance? Anyway, this is not a good time to get to the bottom.
At this point, as the article draws to a close, there is always a feeling: “the more Musk refutes rumors, the harder it is to sell Model Y.
” As for the reason why Tesla has come to such a situation in China, it is also to blame: “the opponent is too introverted, he does not focus.
” Oh, by the way, I believe not long ago, many people heard the head of sales in China of this American new energy car company yelling “yelling” at his subordinates.
Last week, the media revealed that the sales staff of this new energy car company in the United States did not hesitate to pay out of their own pocket to “brush the bill” in order to complete the high KPI, which is even more common inside.
Anxiety is about to spill over the screen.
As onlookers, we know very well: “China’s auto market will no longer spoil Tesla.”. ” , return to the first electric network home page >.
