After the announcement of the new energy supplementary New Deal, how does Tesla price increase Tesla break？
After the announcement of the new energy supplementary New Deal, how does Tesla “price increase” Tesla break?
Tesla’s price has increased.After the Ministry of Finance and other four ministries and commissions announced the new energy subsidy policy rules, Tesla China Model 3 portable was immediately adjusted up.On April 24, Tesla China’s official website showed that the 3-standard battery life upgrade version and the long-life battery version made in China increased by 4,500 yuan and 5,000 yuan, respectively, and the current 3-standard battery life upgrade version was 30 after the decrease.3.55 million yuan, the long-life version is 34.4.05 million, while the advanced version that will be delivered in January and January next year will remain unchanged at a minimum of 41.980,000 yuan.The decrease in the manufacturing of Model 3 made in China is mainly related to the decrease in the supplement of new energy.The official website shows that the personal subsidies for private purchase of Model 3 standard battery life upgrade version and long battery life version are currently 2 respectively.025 million and 2.250,000 yuan, respectively 4,500 yuan and 5,000 yuan respectively.On average, the increase in bids is an adjustment made by Tesla due to the decline in new energy supplements.Although the new energy subsidy policy is clear that it will not be canceled until 2022, it is not easy for Tesla to continue to receive supplements-the new policy stipulates that only electric vehicles with a reduction of 30 million or less can enjoy subsidies.However, vehicles that support the “Power Swap” model are not subject to this restriction, and Tesla ‘s models in China do not support “Power Swap”, which is equivalent to 30 million, which means that after the transition period, buy TeslaIt may not be possible to obtain subsidy support.However, there are still three months before July 22, and Tesla still has room for price adjustment.With the introduction of power batteries in the Ningde era in July this year, Tesla’s localization rate has further increased and promoted the creation of room for price probing.Why is the supplementary red line 300,000?The Tesla model may be excluded from the outside. The new energy vehicle market experienced negative growth for the first time last year due to the decline of new energy supplements. In addition, the first quarter of this year was affected by the new coronary pneumonia epidemic.The new energy subsidy will be extended for two years.However, the door performance of car companies that want to enjoy subsidies is gradually improving, and the compensation standards will be reduced by 10%, 20% and 30% on the basis of the previous year.In addition, the Ministry of Finance has not yet imposed a quantitative limitation on vehicle compensation for the first time. The annual supplementary scale in 2022 will not exceed 2 million new energy vehicles. If the quantity is exceeded, the subsidy will no longer be enjoyed.Last year, the average sales of new energy vehicles was 120.60,000 vehicles, Washington expects this year’s sales will be around 1.1 million.Nothing is more noticeable in the New Deal than the supplementary red line of 300,000 yuan.The Ministry of Finance ‘s commitment to reductions stipulates that over 30 million new energy vehicles will no longer enjoy subsidies.Ten thousand yuan price limit requirements.For the setting of the 300,000 mica bus, the Ministry of Finance said that this is to comprehensively consider the factors such as the purchasing power of consumers, industrial development and other factors to avoid a large amount of compensation funds flowing to luxury consumption.Cui Dongshu, secretary general of the China Passenger Car Market Information Joint Conference, believes that 30 million supplementary door intelligence should be a good policy-oriented policy. “The first is to improve compensation efficiency, compensate mainstream products, and reduce compensation for luxury high-premium products.”At the same time, it is conducive to improving the price competitiveness of new energy vehicles and achieving the integration with the traditional vehicle price system.Eventually, the replacement speed of new energy vehicles to traditional fuel vehicles will be increased, and the penetration rate of new energy vehicles will be accelerated.”Because it does not support the” replacement of electricity “model, the compensation before the supplement is more than 300,000 yuan, Tesla’s China-made Model 3 may not enjoy the subsidy.At present, the lowest and lowest model of Tesla in China is the Model 3 standard battery life upgrade version, which is reduced to 32 before supplement.380,000, and it will be replaced by 36 before the long-endurance subsidy to be delivered in June.With 6.55 million, these two models of models have been included in the new energy supplement catalog, but because of the reduction of more than 300,000 smart lines, these models may no longer enjoy subsidies after July 22 this year.In fact, the impact of new energy subsidies on Tesla is limited.Before the Model 3 made in China was shortlisted for the new energy supplement catalog, Tesla was quite popular in China. China is the second largest market for Tesla all year round.According to documents submitted to the SEC, Tesla will achieve revenue in China in 201929.7.9 billion US dollars, an annual increase of 69.55%.In addition, although the sales volume of the new energy vehicle market fell by 56% in the first quarter of this year, Tesla’s performance was unique. According to the data of the joint meeting of the passenger car market information in China, Model 3 sales reached 1 in the first quarter.670,000 vehicles, ranking first in the domestic pure electric market sales.CICC predicts that considering the increase of the Menyun line with a tonnage of less than 300,000 before replenishment, it will force many brands including the Tesla Model 3 to decrease in the middle of the year, accelerate the increase in the localization rate of parts, and be driven by price cuts.To supplement the positive cycle of order acceleration.In addition, the 30 million door cloud line will differentiate the product positioning of the vehicle attempt, which will lead to some models focusing on high-end separately, and the price reduction of slightly more than 300,000 vehicles will achieve cost reduction replacement.Ningde era battery assists to increase the localization rate Tesla may reduce Model 3 in July to reduce the support for the 30 trillion scale limit and the “exchange” mode, which is considered different.The ideal car founder Li Xiang said that the 300,000 door gene was designed to limit Tesla, but it gave Tesla the reason and necessity to reduce the price. “The standard version can pull the price to 300,000.After compensation more than 270,000.In the end, the subsidy is also given to Tesla, and the price drop will hit 200,000-400,000-inch domestic cars.”When the Shanghai Super Factory delivered the first batch of China-made Model 3 last year, Tesla revealed that its localization rate was only 30%, and it is expected to reach 70% by the middle of this year, and eventually to 100%, so the Model 3 does have a price dropSpace.Earlier research from Anxin Securities predicted that the standard cost of the Model 3 model in the US factory was about 230,000. With the increase in the localization rate, it is expected that the cost of the Model 3 made in China can be reduced by 10% -15%.From the lowest point of view, the current model 3 standard battery life upgrade version before compensation has a minimum distance of only 300,000 cloud lines.380,000, it is not difficult for Tesla to reduce it to less than 300,000, but the replacement of the long-life version and the high-efficiency version has reached 36 respectively.6.55 million and 41.980,000 yuan, want to reduce the vulnerability to less than 300,000 yuan.He Xiaopeng, the founder of Xiaopeng Motors, believes that Tesla’s gross profit in China is 30%, and it is fully capable of adapting to the new changes. Instead, it will pose greater challenges to new EVs of some joint ventures and high-end brands.He predicted that Tesla’s domestic model 3 long-life battery subsidy would most likely drop to 27 after the year.750,000, 33 than the current price.90 thousand down by 6.150,000, “At this price point, the original competitive pressure of the lowest 150,000-400,000 electric vehicles will only increase significantly and will not shrink. Everyone should be prepared.But it is good for customers and good for market cakes. “Because it is, since the new energy supplementary new policy was formally implemented after July 22, and the formal cooperation between Tesla and Ningde era began again in July, the possibility of a domestic Model 3 will be explored by then.At present, the domestic model 3 of Tesla is equipped with power batteries supplied by LG Chem and Panasonic, and the power battery supplied to Tesla in the Ningde era may be a lithium hydrogen phosphate battery that costs less than a ternary lithium battery. Prepare for a price reduction of 3.Tesla founder Elon?Musk said that the original “Battery Day” for antiques on April 20 will be changed to mid-May, when the company may introduce the application of “cobalt-free” batteries.Sauna, Ye Wang Lu Yifu Editor Li Weijia Proofreading Li Shihui