At the moment, the competition in the first half of this year is officially over.
Looking at the phased performance of the participants in China’s auto market, we can only say: “A few are happy and several are sad.
” The leaders who stepped on the electric tuyere are still gradually expanding their lead and harvesting crazily.
On the other hand, those laggards who miss the opportunity by turning hesitantly continue to struggle in the bloody quagmire.
Then I would like to ask: if it were you, how on earth should you evaluate Tesla? What kind of score can be given to this American new energy car company? , “60 at the most.
” In the eyes of some readers, the above answer may seem too harsh, but it is the truest thought in my heart.
Although looking at the terminal data, Tesla’s retail sales in China broke through the 60, 000 mark in March and remained at a high point in May and June, but it could not hide its decline in January, February and April.
Model 3 and Model Y two main products, located in their respective segments, even if they are still what people call “absolute benchmarking”, can inevitably lead to a decline in deterrence and appeal.
As for the root cause behind it, it is still because the competitors next to them are too introverted.
Anyway, admit it or not, the days when Tesla used to lie comfortably selling cars in China are over.
For the protagonist of today’s article, there is no need to say how prominent the Chinese market is in its strategic territory.
In the past few years, without the full capacity of the Shanghai factory and the willingness of many Chinese consumers to pay for the real money, it would never have climbed to the current level.
It is precisely based on this background, Tesla more and more deeply understand: “in China, there is no room for loss in the second half.
” To put it more bluntly, in the case of a very limited number of cards, we must try our best to win more orders and convert them into solid sales.
As a result, taking time back to the first day of July, “Wang Fei” suddenly appeared.
Specifically, Tesla has launched a new car purchase financial policy for its Model 3 and Model Y, which will be ordered from now until July 31, and will enjoy a 5-year 0-interest plan, including the standard version and long-range all-wheel drive version.
In addition, Tesla specifically stated that the scheme covers optional prices, including car paint, interior, wheel hub styling, EAP and FSD.
Take the long-range all-wheel drive 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 (inclusive).
The down payment is 79900 yuan, and the five-year zero interest option is optional.
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 (Model Y) compared to the standard annual rate of 2.5%. If the down payment is 45900 yuan, you can choose a 5-year low-interest plan, Model for 3 days and Model Y for 140 yuan per day.
Save up to 24500 yuan in interest (Model Y) compared to the standard annual rate of 2.5%. The above operation can be fully understood as a “disguised official downfall” of Tesla, which further lowers the entry threshold and starting burden of consumers.
The signal that the US new energy car company is trying to send is focused on: “in the next few months, I just want to sell cars in China.
” And now, more than 30 days have passed, and with the end of benefits, it’s time to test the results.
According to recent statistics released by Tesla and the FIFA, after including the part exported overseas, the total delivery volume reached 74117 vehicles in July, an increase of 15% over the same period last year.
Among them, domestic retail sales reached 46000 vehicles in July, an increase of 47 per cent over the same period last year.
The July delivery volume of Model 3 was the highest in the history of factory delivery in Shanghai.
Generally speaking, the first month of a single quarter has always been a relatively depressed period for Tesla’s sales in China, with a performance of 46000 vehicles in July, the best in the history of the same period.
As a reference, the previous figure has been kept at about 30,000 vehicles.
In the face of such a situation, we have to lament that the car purchase plan of “zero interest for five years” is far more effective than expected, especially in this economic environment full of all kinds of uncertainties.
Potential users have no money in their pockets, and the operation of this American new energy car company gives them a way to spend in advance.
Of course, it is inevitable that some skeptics think that Tesla is a little secretive and the stimulation is not direct enough.
“if you want to fall, why do you have to do the math?” What I want to say is that, according to the usual method of the protagonist of today’s article, once the sales target is not met, or manufacturing costs begin to fall, it will soon be reflected in the price.
Somehow, I always feel that Tesla’s “big move” hasn’t been played yet.
In other words, the so-called “equal parties” are very likely to usher in a complete victory.
Neither Model 3 nor Model Y has hit bottom in the real sense.
In addition, there is another piece of news that is very intriguing recently.
on July 30, Beijing time, Tesla registered and established “Tesla Insurance Brokerage (China) Co., Ltd.”. The legal representative and chairman is Zhu Xiaotong, with a registered capital of 50 million yuan.
The scope of business is insurance brokerage business.
Shareholder information shows that the company is wholly owned by Tesla Insurance Services Co., Ltd. In fact, Tesla established Tesla Insurance Brokerage Co., Ltd. in August 2020, which is registered in Lingangxin District, China (Shanghai) Free Trade Experimental Zone, and its legal representative is Wang Hao, but its insurance brokerage business has not been approved for a long time.
The company was cancelled on April 16 this year.
While trying to analyze this “comeback”, the fundamental purpose is to firmly control the profitable “cake” of proprietary car insurance in their own hands, so that “buying a car to send insurance” becomes more and more natural.
In short, this American new energy car company has never been flat in China.
Homeopathy, the last question appeared on the stage: how do you think Tesla, who has encountered many challenges this year, will eventually develop his cumulative sales? Will there be negative growth compared with last year? As we all know, as early as April, it released its first-quarter transcript.
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.
Continued to combine with the results, the corresponding production reached 410000, and the delivery of new cars exceeded 444000, an increase of 14.
7% over the previous month, both exceeding the expectations of Wall Street research institutions.
Well, simply add upIn the first half of this year, Tesla’s cumulative global delivery volume was approximately 830,000 vehicles.
Last year, Tesla sold a total of 1.
81 million new cars, which means that in the second half of this year, the American new energy vehicle company needs to sell more than 980,000 vehicles to tie the mark.
Combined with the internal and external troubles Tesla is experiencing, it is not without difficulty to complete it.
Even if there is any deviation again, negative growth is not impossible.
Even though I had a “good start” in Huaxiti in July.
, return to the first electric network home page>.
