Meanwhile, at home? Models? 3? The high-performance all-wheel drive version is also open for booking.
Last year? 5? In September, Tesla opened its battery life? 460? Made in China kilometers? Models? 3? Standard Endurance Upgrade Reservation.
Now launch another soaring battery life? 200? Km model, model? 3? Will further stimulate the demand of users in China.
And then what? Models? 3? The high-performance all-wheel drive version will also be localized, which means Tesla? Models? 3? The models on sale will no longer need to be imported from overseas.
At this point, Tesla will? Models? 3? This car is basically delivered to the China market.
1. Sales are self-evident.
In the domestic market, Tesla? 2020? Year? 1? What's the insured amount for that month? 3563? Car, 2? What is the monthly insurance amount? 23 14? Cars. 3? 1 month sales soared to tens of thousands. According to the Federation, Tesla? 3? /kloc-What was the sales volume in China in October? 10 160? Cars.
This data not only refreshed Tesla's own monthly sales record in China, but also surpassed other domestic pure electric vehicle brands of the same level.
In the past year, the pure electric vehicle with the highest monthly sales volume in the domestic market was Roewe? Ei5 .
20 19? Year? 3? Month, Roewe? Ei5？ Sales reached? 18 192? Car, other models such as BYD yuan? EV？ What about Beiqi New Energy? The European Union? Has the monthly sales volume of the series broken through? 1? Ten thousand units.
The price of these cars does not exceed? 15? Ten thousand yuan.
Currently made in China? Models? 3? Standard battery life upgrade price? 29.9? Ten thousand yuan, twice as much as Roewe and BYD.
What is Tesla's first model put into production in Shanghai Super Factory? Models? 3? Standard battery life upgrade, starting price as low as? 29.8? 1 10,000 yuan is attractive to users who are not so well-off but are keen on Tesla brand.
Made in China this time? Model3？ Long battery life rear wheel drive version subsidy price? 33.9? Ten thousand yuan,
Judging from the market reaction after the news was announced, everyone still welcomed this car.
The reason is domestic? Model3？ Although the long-life rear-wheel drive version costs more? 4? Ten thousand dollars, but more than the standard battery life upgrade? 200? Km battery life, and unified standards include? LDE？ Advanced interior kit, including fog lights, interior floor mats, etc. 100 km acceleration is also a standard endurance upgrade? 5.6? After a few seconds. 5.3? second
For users in the market, this car looks more cost-effective.
Behind the plan to launch more products, the production capacity of Tesla Giga Shanghai has also risen rapidly in the past few months.
This year? 1? At the beginning of the month, it was paid to the first batch of social car owners. Models? 3? At that time, Tesla disclosed: Does Shanghai Super Factory have weekly output? 3000? The performance of the new car.
If we produce at full speed every month, it is not impossible to break 10,000 vehicles a month.
In fact, according to media reports, due to the suspension of operations during the Spring Festival holiday, Tesla Giga Shanghai? 1? Born in June? 2625? Cars? Models? 3。 And then what? 2? -? 3? In February, COVID-19 virus broke out in China, which restricted imports.
This means that Tesla's sales in the domestic market will be mainly supplied by Shanghai Super Factory. And given that the normal operation time of the Shanghai factory has been shortened due to the epidemic, Tesla's actual weekly production capacity may have already exceeded? 3000? Cars.
According to Tao Lin, vice president of Tesla's foreign affairs, Tesla Giga Shanghai is fully accelerating its implementation? 2020? Annual output? 15? The target of 10 thousand vehicles.
If you follow this goal, deduct? 1? Produced in June? 2625? Car, equivalent to the rest? 1 1? What is the average monthly production capacity to be achieved next month? 13397? Cars, about equal to weekly output? 3350? A new car.
So the heart of the car speculates that Tesla will open the domestic market this time? Models? 3? The long-life version and the high-performance version have three backgrounds:
First, domestic? Models? 3? The demand for the upgraded version of the standard battery life is strong, which makes Tesla stand firm in the China market;
Secondly, Tesla realized that China car owners have a high demand for long battery life;
Third, the cooperation between Shanghai Superfactory and its suppliers is progressing smoothly, and can it be made in China? Models? 3? Standard battery life upgrade and? Models? y？ In addition, different battery packs and different motor models are assembled on the production line.
In short, long battery life? Models? 3? The reservation will definitely happen in the process of localization of Tesla.
Only for distinguished imported car owners, but only domestic? Models? 3? For the "captive" users of the standard battery life upgrade version, a series of "surprises" are a bit too exciting just after being refreshed by the long battery life version for a few months.
2. Something more important than sales.
Compared with the soaring sales volume, Tesla's high gross profit margin is the real strength of Tesla compared with other car companies.
Li Xiang, the founder of well-known "Techui" Li, mentioned in a sharing of Snowball, "If there is no epidemic this year, Tesla's gross profit margin will soon approach Porsche. Let's see, at home? Models? 3? Can the gross profit margin reach or even exceed? 30%, and he got it in the direct mode (editor's note: the channel cost is lower)? 30%? Maori, this is very terrible. 」
Li Xiang, "Excluding R&D, management and sales expenses, Tesla's pre-tax net profit is close? 15%, which is basically three times the profit margin of mainstream automobile manufacturers. 」
As the most profitable brand of Volkswagen Group, Porsche is 20 19? Global delivery in 2008? 28.08? Ten thousand cars, what's the income? 26 1? One billion euros, after paying about? 5? After 1 100 million, the gross profit margin is still as high as? 15.4%。
See Tesla again? Models? From the first day of its birth, it has been known for its high gross profit margin in the industry.
Has a company ever dismantled it? Models? 3? Post-evaluation, "Top Edition? Models? 3? Gross profit margin may be as high as? 30%, low edition? Model3？ What is the gross profit margin? 10%? About. 」
So, to some extent, the Longevity Edition is made in China? Models? 3? This release will also accelerate Tesla's profitability.
The question is, what can support domestic production? Models? 3? What about the high gross profit margin?
The answer may be: brand, intelligence, cost control.
Is it? Musk? Whether it is the charm of entrepreneurs, the technology and environmental protection culture represented by Tesla, or Tesla's own technologies such as three electricity and autonomous driving, Tesla is the first in the field of pure electric vehicles in the eyes of consumers and industry insiders.
This brand impression will put a lot of pressure on the latecomers, and also bring a higher premium space for each car of Tesla.
Compared with the long battery life released this time, Tesla's intelligence is even more difficult to surpass.
Recently, Musk? Announced on Twitter that Tesla will launch the automatic identification function of traffic lights and stop signs in the United States in the next few weeks.
In the official function introduction, Tesla said that when automatic steering and traffic-aware cruise control are started at the same time, the car can automatically stop at traffic lights and stop signs.
Nowadays, a new generation of automobile consumers have great enthusiasm for new technologies such as autonomous driving. The operating mechanism and historical burden of traditional automobile companies determine that they will be more cautious in the development of new technologies such as autonomous driving, which just gives Tesla a time window to surpass its peers.
The last item is cost control.
In the industry, both Ford and Toyota have reached their heyday because of strong cost control.
Tesla's cost control is reflected in? Models? 3. Model? y？ Can be * * * line production; Now Tesla can take land and build factories in China, Germany and other places at low cost; Finally, large-scale orders will also increase Tesla's bargaining power in the supply chain.
Looking at pure electric vehicle enterprises, there is no second company that can harvest hundreds of thousands of scheduled orders with one car.
In Li Xiang's view, will Tesla get it in the future in the field of electric vehicles? 20-30%? There should be no problem with our market share.
After watching it for a long time, what is Tesla's annual sales? 500? Ten thousand to? 1000? Ten thousand cars is also possible. What else? Models? y？ There is a chance to break through the sales of one million bicycles.
Really wait until that day, Tesla will change from catfish to shark and become the absolute overlord in the market.
3.BBA？ It hurts, and Wei Lai and Tucki benefit from it?
Domestic? Models? 3? Whose market share will our company's success take away?
Many people may directly think of Wei Lai? ES6？ Or the upcoming Tucki? P7, has anyone realized that it is made in China? Models? 3? Into the BMW? 3? Fuel vehicle market of luxury brands.
After all, the price ranges of these cars are similar. Tesla's own success will kill all fuel vehicles, while Weilai and Tucki may be squeezed because they are on the same track as Tesla.
It remains to be seen whether it is possible to change the life of fuel vehicles. Models? 3? Can the trend of monthly sales exceeding 10,000 yuan be sustained?
After all, what is the monthly sales volume? BBA？ The explosion model has the same characteristics. In China market, BBA? The performance has been very stable.
Take BMW as an example, 20 19? BMW Group delivered in China in * * *? BMW? And then what? Mini? Cars? 723680? Cars, year-on-year growth? 13. 1%。
Among them, 3? Does the annual household sales exceed? 13? Ten thousand cars. Can Tesla's production capacity be reached as scheduled this year? 15? 10000 vehicles, and can maintain the monthly sales of 10000 vehicles, which will beat BMW's fuel vehicles of the same class.
On the other hand, Tesla Giga Shanghai was put into production so efficiently that it achieved a monthly sales volume of over 10,000. BBA？ The entry of pure electric vehicles into China will also cause pressure.
Domestic? Models? 3? Its success will also affect Weilai and Tucki.
Where did this come from? Models? X, model? s？ Can you find it in the growth rate of sales and sell it well? Models? 3? Even your own brand can bite back, not to mention competitors.
Previously, when Tesla continued to cut prices, Li Bin, founder of Weilai, once said:
"Tesla's price reduction is under great pressure from the China market. The electric vehicle industry in China has developed rapidly, and there are many optional products on the market now. Weilai Automobile has considered various factors when pricing, including the localization of Tesla, so it will not take targeted measures because of Tesla's price reduction. In the long run, Weilai will not use price reduction to expand the market. 」
As for Tucki? P7, also want to seize the time to find their own market positioning, although at present? 27? Is the starting price of ten thousand yuan higher than that of domestic products? Models? 3? The upgraded version has a standard battery life of 20,000 to 30,000 yuan, but don't forget, is it made in China? Models? 3? It's only a matter of time before the price is reduced again.
Models? 3? It has been successful in the American market, and now it is showing the momentum of barbaric growth in the China market, which may kick the door of the European market again in the future.
It may not be too exciting to see the news that Tesla has a longer battery life, stronger autonomous driving ability and lower price in the future. After all, Tesla leather is afraid of its owner.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.