等一下！ 特斯拉会再次降价吗？ _东方财富网

原标题：等一下，等一下！ 特斯拉会再次降价吗？

概括

[Waitwait!WillTeslacutpricesagain?Withthelaurelof”slag”Teslahascutpricesmorethanadozentimesinthepasttwoyearswiththehighestpricecutreaching400000yuanWhyisthis400000sobad?AndbecauseaslongasyoubuyitlateyoumaysavetensofthousandsorevenhundredsofthousandsTesla’shigh-frequencypricecutshavespawnedagroupof”waitingparties”forelectriccarconsumptionTheyarealwayswaitingforthebesttimetobuythebottom(EconomicObserverNetwork)

With the crown of “scum”, in the past two years,TeslaThe price has been cut more than a dozen times, and the highest price cut is 400,000 yuan. Why is this 400,000 bad? And because as long as you buy late, you may save tens of thousands or even hundreds of thousands.TeslaThe high-frequency price cuts have spawned a batch of electricCar consumption“Wait the party”, they are always waiting for thatBargain huntingThe best time to start.

On the first day of 2021,TeslaThis brought a piece of news that made the “waiting party” extremely excited: the second domestic model Model Y was priced as low as 339,900 yuan, nearly 150,000 yuan lower than the imported version. But the “wait for the party” are still not at ease, will this be the reserve price? Will it fall again?After all, Tesla founder Musk ispriceShang never made promises, every time he dropped to the ground, he was thrilling and “righteous”. Moreover, this time, other competitors no longer sit idly by. After all, in terms of confidence and ability to withstand pressure, Tesla is still not ranked first in the automotive industry.

German luxury car giant BMW generously announced a direct cut of 70,000 yuan for iX3 on January 27, and in spite of differences from Tesla’s car owners, BMW will provide cash compensation to all car owners who have bought iX3.

But more of Tesla’s core competitors still insist on not cutting prices.Such asWei LaiCars have always wanted to “draw a clear line” from Tesla in terms of price. On January 22,Wei LaiAfter only three months, the user’s lifetime free power replacement rights were adjusted again, and the 6 free power replacements per month were restoredservice, The industry’s interpretation of this action is that in the face of Tesla’s price pressure,Wei LaiUnder the circumstance that the price of the car does not drop, increase the service benefits to comfortconsumptionBy. Ideal, Xiaopeng and others seem to be quite calm on the surface. But this does not mean that they have no pressure to face Tesla’s price cuts.

I have to say that Tesla’s frequent price cuts are pushing up consumers’ expectations for the price of electric vehicles.From an economic point of view, whether the price can fall depends oncostIs there room for a drop. Tesla’s previous price cuts are believed to have benefited from the lower costs. On the one hand, Tesla achieved domestic production in early 2020, which not only saved import taxes,laborCosts have also fallen sharply, and with the increase in production capacity, there is room for continued decline in various cost allocations. Even Musk himself said in an interview on February 2, “Buy Tesla either at the beginning or when production reaches a steady state, not when production capacity is climbing.”

andLi BinEven more bluntly before, he didn’t feel surprised that Tesla dropped to more than 100,000 yuan.For all new carsenterpriseIn other words, there are such “scale effects”, but they arePrice StrategyThere are different options on the Internet, and Wei Lai said that he is adopting a balancedPricing, Undertook the previousLoss, So there will be no price cuts.

In addition to production and operation costs, batteries, which account for nearly half of the overall cost of electric vehicles, are the key to determining the room for price reduction. According to BNEF statistics, since 2010, the cost of lithium batteries has fallen by more than 87%.And according toUBS GroupIt is predicted that in the next ten years, energy storage costs are expected to fall by 66%-80%.But on the other hand, new battery materials and technologies, including blade batteries, solid-state batteries, and graphene, are emerging in an endless stream. While increasing the cruising range, they will also make bicycles more powerful.cost pricePromote.In addition, the batterysupply chainChanges will also affect prices. Take Tesla as an example. Previously, Tesla’s batteriessupplierOnly LG and Panasonic, and last yearNingde eraHas also become a supplier of Tesla. Recently, foreign media reported that Tesla has agreed toNingde eraPurchase lithium iron phosphate batteries.According to industry sourcesNingde eraDomestic batteries have advantages over Japanese and Korean batteries in terms of cost.

The increase in competitors provides another possibility for price cuts. Currently,marketThe mainstream new car manufacturers are only Tesla, Weilai, Ideal, Xiaopeng, etc., but this pattern may be broken next, because all kinds of “heroes” are about to appear one after another, of which there are at least three factions: one is autonomous High-end “Ladies”.Last year, most sinceMain brandHave launched their own high-end new energy vehiclesBrand, Such as SAIC Zhiji, Dongfeng Lantu, BAIC Jihu, GAC Ai’an, Changan AB,BYDThe Dolphin and the Great Wall Salon, and according to the plan, the new faces of Zhiji, Lantu, and Salon will officially enter the venue in 2021.

The second is always holding back the big movejoint ventureBrand new energy models. After the wait-and-see and preparation period of the previous few years, the joint venture brand pure electric vehicles will be launched in large quantities in 2021. Volkswagen, BMW, Audi, Mercedes-Benz, etc. have prepared a lot of “ammunition.” For example, the newly launched Volkswagen ID.4 and the newly announced Ford MustangMach-E have automatically formed a CP to encircle Tesla in public opinion. In addition, BMW iX, Mercedes-Benz EQA, and FAW Audi e-tron, which have direct competition with current mainstream new car manufacturers, will all be listed within this year.

Third, price killers.In the more down-to-earth electric vehicle market far from Tesla, low prices are helping some models quickly reap users andmarket share, The leading brother Hongguang MINIEV has a price of as low as 30,000 yuan, and the highest monthly sales volume reached 35,000 last year. Mainstream new energy car companies have expressed interest in this market segment. In 2021, it is not ruled out that Hongguang MINIEV will suddenly appear second, but it is said that MINIEV is losing money by selling cars to earn points. Which company canacceptNot sure yet.

There are many reasons for the price reduction of electric vehicles, but there are also factors that push up prices. In addition to the pursuit of 1,000 kilometers of high cruising range, the research and development of technologies such as autonomous driving is also very “burning”, which may increase the cost of enterprises. In addition, uncontrollable factors, including chip shortages and epidemics, may also affect the price of electric vehicles.

However, in general, Tesla and Musk’s money-making logic is still the biggest destabilizing factor in determining whether electric vehicles will cut prices. But 2021 is different. The various forces blocking Tesla are already gathering. So, “Wait the party”, should you wait and think about it?

(Source: Economic Observer Network)

(Editor in charge: DF524)