Model 3 scored 25,. It is not Wei Lai and Tucki, but Toyota and Volkswagen.

The subsidized price is 249,9 yuan. Although many people are psychologically prepared, the price reduction rhythm of Tesla is almost beyond our expectations.

Model six months ago? After the subsidy of 3, the price dropped to the early 27,, which made Li want to directly encounter the "disaster of extinction", and this time Model? 3 If you reach 25, yuan, it is no longer just the forces of new cars or the entry-level cars of luxury brands. From now on, mainstream brands such as Volkswagen, Toyota, Honda, Nissan and Buick will officially enter Tesla's firepower range.

Model? 3 What impact will this wave of price cuts have on new car-making forces and traditional car companies? Can Tesla, which is constantly cutting prices, maintain its high-end brand image? These are all hot topics in the circle in the past two days.

If our eyes are limited to these topics, then our eyes are really a little behind. Now the situation is very clear. What we are discussing should not be the impact of 249,9 Tesla, but how 23, or even 2, Tesla will change the industry.

in domestic Model? Before the production and delivery, the price of this car had already dropped several times. At the beginning of this year, it began to be delivered formally and stably. In April, with the new round of national subsidy policy for new energy vehicles, the starting price after subsidy was further lowered to 271,55 yuan.

it is worth noting that before the price reduction in April, the domestic Model? The monthly sales volume of 3 has exceeded 1,. At that time, the price of this car was 3, yuan after the subsidy, which shows that even without the price adjustment in April, Model? The sales volume of 3 can still reach the level of current production capacity.

in may-August after the price reduction, Model? The sales volume of 3 is 11,95 vehicles, 14,954 vehicles, 11,14 vehicles and 11,811 vehicles respectively, which has surpassed the mainstream brand cars of Volkswagen Passat and Nissan Teana, and is almost equal to the luxury brand B fuel vehicles of mercedes benz c Class and BMW 3 Series.

this sales volume has approached the current capacity limit of Tesla's Shanghai factory, and Tesla did not have to cut the price before more capacity was put in place. 27, is in short supply, so it's not nice to make more bicycle profits.

In fact, bicycle profit, or even overall profit, is not Tesla's main goal at present, and expansion is Musk's top priority.

Tesla's delivery target for the global market this year is 5, vehicles. According to the information released not long ago, Tesla's delivery in the first three quarters reached 318, vehicles, which is still 182, vehicles away from the annual target. In other words, in the remaining quarter of this year, Tesla has to complete more than one-third of the delivery tasks.

Of course, the delivery volume is lower than the planned schedule, which is not Tesla's own problem, but mainly due to the impact of the COVID-19 epidemic in the global market, especially in the United States and Europe. However, Tesla's annual delivery target has not changed. In the remaining time, it becomes more urgent to further stimulate the demand in the global market, especially in China.

we need to understand one thing. Tesla's goal is not to maintain the bicycle or the overall profit scale in the short term, nor to maintain the identity of a high-end or luxury electric vehicle brand, but to expand the comprehensive factory capacity and market delivery as soon as possible under the premise of ensuring profitability, and to dig as many customers as possible from the traditional fuel automobile market and become users of Tesla or electric vehicles.

with this in mind, we can understand why Tesla's price system will be further lowered in the near future, in violation of market rules and despite the protests of old customers.

At this time, the question comes. How much room is there for Tesla's price threshold to fall in the future?

I mentioned at the beginning of the article, Model? 3 Price reduction to 249,9 is far from the end. In the near future, 23, Model? 3, even Tesla within 2, is very likely to meet us.

Model? There are two main reasons for the price reduction this time: 1. The power battery has been replaced by a nickel-cobalt-manganese ternary lithium battery with a lower cost lithium iron phosphate battery; 2. The localization rate is further improved and the production cost is reduced.

and these two main factors that lead to price reduction are far from exerting their ultimate potential. For example, in terms of battery cost, Tesla is constantly seeking measures to reduce costs, which is also the direction it will continue to strive for in the process of achieving sales targets.

Not long ago, Tesla announced that it would acquire German ATW Automation Company, which is a supplier of automotive battery modules/batteries. The goal of Tesla's action is to further master the core technology of batteries and further reduce the cost of batteries.

in terms of localization rate, the relevant departments in Shanghai have recently revealed that the Model produced by Tesla's Shanghai factory? 3 the localization rate has reached 6% at present, and Musk said at the beginning of the year that the Model will be put by the end of 22. The localization rate of 3 has increased to 1%.

that is to say, the current Model? The localization rate of 3 has not yet reached 1%. With the increase of this ratio, the production cost of the whole vehicle will further decrease. According to Tesla's style, as long as the cost drops, the price will soon be lowered. So, in the near future, 23, or even lower-priced Model? 3, it is possible to appear.

In addition, in an interview not long ago, Musk revealed that a Model with a price of $25, will be launched within three years. It is not necessarily the current Model that will achieve this goal? 3, and it may be a brand-new compact model.

current Model? The starting price in the American market is $31,69, which is about RMB 215,. According to the current exchange rate, the price of $25, is less than RMB 17,.

in other words, if all goes well, we can buy Tesla electric cars within 2, in about three years.

so, we are still considering entering the 25, Model? The impact on that industry is already too slow. The adjustment speed of Tesla's price system far exceeds that of traditional car companies and a number of new car-making forces in China.

in the field of new energy vehicles, there is no doubt about the impact of Tesla's price reduction. When Tucki P7 and BYD Han EV went on the market, the pricing obviously fully considered the Model at that time. The price of 3. Compare the Model with a price of 271,55 at that time? 3. Both cars can show the advantages of endurance and configuration in the same or lower-priced versions.

and Model? 3 This time, it was reduced to 249,9, and the cost performance advantages of Tucki P7 and Han EV were obviously weakened.

from the above table, the Model of 249,9 yuan after subsidy? 3. Compared with Han EV and P7 at the same price, apart from the advantages in power performance, there is still a clear gap in cruising range.

however, in terms of comprehensive function configuration, although on the surface, Model? 3 It still lags behind two independent electric vehicles, but the extra EV and P7 are mainly non-core configurations such as automatic parking, full LCD instrument and seat ventilation. Model? The basic version of 3, in terms of active and passive safety, science and technology, comfort and other aspects of functional configuration has been very comprehensive, Han EV and Tucki P7 in the same price configuration advantages, in fact, is not obvious.

On the other hand, for the vast majority of consumers, Tesla's brand appeal is much greater than that of BYD and Tucki.

this is just a comparison of the current situation. as we have analyzed above, with the further decline of production costs, Model? It is not impossible for the price of 3 to drop to 23 thousand soon. What can't be ignored is that today's Model? 3' s long-life rear-drive version, the price has also been lowered to 39,9 yuan, only 1, yuan away from enjoying state subsidies.

that is, when Model? When the price of the standard battery life version is further reduced, the long battery life version is likely to be reduced to less than 27, yuan. By that time, what Han EV and Tucki P7 have to deal with is the Model with a battery life of 668 kilometers? Three.

Model? As soon as the news of price reduction was sent out, there was a very strange remark about Weilai on the Internet: Tesla's price reduction was a major blow to Tucki and BYD, but Weilai would not be affected, because Weilai's current three main Models all started at a price of more than 35, yuan, compared with the model with a main price of 2, yuan. 3, it is no longer a level opponent.

people who hold this view have obviously forgotten the Model that has not been officially put into production in China. Y。

Model? Y can be understood as Model? 3 SUV version, although there are some differences between the electrical and wiring harness systems of the two cars, their spare parts share is still very high, that is to say, Model? Y compared to Model? There will be a certain premium, but the price gap between the two will not be great.

In July this year, Musk said that he would cancel the Model? The standard endurance version of Y, that is, the long endurance version of rear drive, will become Model? The introductory version of y. Current Model? The pre-sale price of Y in China has been announced. The long-life version and the high-performance version are 488, and 535, respectively, but we all know that the domestic Model? Y will definitely be much lower than this price when it goes public in the future.

how low is the specific price? We can speculate based on the price of Tesla in the US market.

Model? The price of the 3 long-life version in the US market is $4,69, Model? The Y-long battery life version is $43,69, which is 7.4% higher than the former. According to this ratio, domestic Model? 3 The domestic price of the long battery life version is 39,9, so what about the Model? The price of the Y long battery life version is expected to be less than 333, yuan, and Model? The price of Y high-performance version may also be less than 45, yuan.

we analyzed above, Model? 3 there is still room for reduction in the current domestic price, Model? 3 The long battery life version is reduced to less than 3, yuan to enjoy new energy subsidies, and the price is likely to drop to less than 27, yuan. Model? Even if the Y-long battery life version cannot be reduced to less than 3, yuan in a short time, it will basically not exceed 3, yuan.

and Model? In terms of size and grade, Y may be the one that has the greatest impact on Weilai's current main products. You know, the version of Weilai EC6 within 4, yuan has a cruising range of only 43 kilometers, while Model? Y's long battery life version, not only the price may be lower, but also the battery life is conservatively estimated to reach the battery life of NEDC working condition of more than 6 kilometers.

under the tide of Tesla's price reduction, Weilai will face no less pressure than any new car-making force.

it doesn't matter whether the new energy car companies feel the pressure or not. Any car company involved in the new energy market can't avoid Tesla's opponent, but Tesla's real opponent is not any new energy car company, nor is it a luxury brand such as BBA with similar price, but Toyota, Volkswagen and even mainstream brands with huge sales volume such as Geely and Haval.

In the aerospace field, Musk's ultimate goal is to immigrate to Mars, while in the automotive field, Musk's ultimate goal is to replace the fuel vehicles that are still the absolute mainstream with electric vehicles as soon as possible. If you say Model? When the price was reduced to 271,55 yuan, it put a lot of pressure on BBA. Now, when the price dropped below 25, yuan, it really cut into the sphere of influence of Toyota, Volkswagen and other car companies.

For example, mainstream B-class cars such as Volkswagen's Magotan, Passat, Toyota's Camry, Asian Dragon, Honda's Accord, etc., the main selling price is around 2, yuan, among which the terminal price of the high-end version, especially the hybrid version of Camry, Asian Dragon and Accord, has reached more than 22, yuan.

compared with these Models, the 249,9 Tesla model? Although the price is still a little higher, its functional configuration in all aspects has completely reached or surpassed the level of the mainstream B-class car with a high version.

in addition, electric vehicles have the advantage of not paying purchase tax, which is directly equal to the above-mentioned mainstream brand B-class cars in terms of landing price, and considering the future cost advantages in energy and maintenance, Model? 3' s cost performance and product strength have not lost the same level models of Toyota, Volkswagen and other brands.

that is to say, even if Tesla takes off the aura of high-end brands, if we only look at the product strength, Model? As a pure electric vehicle, it has been comparable to the fuel vehicle of the same level in cost performance.

to achieve this, the process of electric vehicles replacing fuel vehicles has entered a new stage.

for ordinary consumers, it's time for us to think about how to choose between fuel vehicles and electric vehicles when Tesla can be bought in the near future.

This article comes from the author of Chejia, car home, and does not represent car home's standpoint.