Ride: Tesla Model 3 or down to 250,000 domestic new energy vehicles have a differentiated competitive advantage

Last year, it’s hard to imagine that Tesla’s price would fall below $300,000. At present, the sale of the domestic Model 3 to hand will have been reduced to 299.05 million yuan. Tesla CEO Elon Musk even danced on the spot at the first domestic Model 3 delivery ceremony. It is understood that the domestic Model 3 accounted for only 30% of domestic parts. A recent study released by Societe Generale showed that Tesla’s domestic Model 3 still has a maximum of 27%-34% of the price reduction space after adopting the domestic supply chain.

Ride: Tesla Model 3 or down to 250,000 domestic new energy vehicles have a differentiated competitive advantage

The industry believes that Tesla’s price reduction may pose challenges to domestic new energy vehicles, especially the high-end market for NIO as the main domestic new energy brands.

According to domestic media reports, January 9, the secretary-general of the Association Cui Dongshu said in an interview that Tesla may also have room to reduce prices, and before it achieves large-scale mass production, domestic new energy vehicles also have differentiated advantages, domestic new energy brands do not pose a threat.

In his view, due to tariff reduction and government policy preferences and other reasons to reduce costs, Tesla to achieve domestic production, there is bound to be a significant price reduction process.

Tesla prices in the future, especially model 3, may have room for further price cuts, or could be reduced to about 250,000 yuan. “Of course, the key to price reduction is also the degree of popularity and order volume of our consumers, if orders accumulate into the fourth quarter to pick up the car, it is likely that there will be no price reduction.” “

For Tesla will bring challenges to domestic new energy vehicles, Cui Dongshu believes that the independent brand new energy vehicles and Tesla Model 3 is different, model 3 belongs to the car series, and the domestic NIOES6, NIOES8 and so on are urban SUV series, different models, model innovation is better, New energy vehicles have a certain degree of differentiated competitive advantage.

At the same time, in the case of Tesla’s production is not very large, mainly for the joint venture limousine group to grab the increase. As a result, its production did not exceed 15,000 units, independent brand new energy vehicles have a buffer period.

Cui Dongshu also said that the future core competitiveness of new energy vehicles also lies in reducing costs, how to reduce costs to the point where consumers will be equal to the fuel vehicles, is its vitality.

The same 300,000, will you sell Tesla, or will you choose a domestic new energy brand? Or a fuel truck?