[ Car home New energy ] Super broadcast , Every week . Recently , All kinds of heavy news about electric vehicles point to the same keyword “ Price ”：“ Price butcher ” Tesla unexpectedly lowered Model 3 The starting price of , But what's more exciting is , It is reported that Tesla's selling price 2.5 Thousands of dollars （ renminbi 16.16 Ten thousand yuan ） The compact electric vehicle has entered the prototype stage and is expected to appear at the end of the year ; Weilai, who has repeatedly stressed the high-end positioning , It was exposed that it was necessary to establish a sub brand to shoulder “ Amount of travel ” The important task of , The price of the model is expected to fall to 15-20 Ten thousand yuan between . that , I've seen it before 10 Less than 10000 yuan and 20-30 After the battle of dragons and tigers at two prices of 10000 yuan , Which brand will dominate 10-20 The electric vehicle market of 10000 yuan ？
When put “ Electric cars ” and “ The price ” These two words are put together , Tesla is undoubtedly the first brand you will think of . This family uses “ fleece the flock ” Famous American car brand , stay 7 month 30 Once again “ Waving a sickle ”, Announce domestic Model 3 The price of standard endurance upgrade is reduced 1.5 Ten thousand yuan .
Behind Tesla's repeated price cuts , It is the two major factors of parts localization and scale effect that reduce the manufacturing cost . Especially on the batteries that account for the majority of the cost of electric vehicles , Tesla replaced the lithium iron phosphate battery produced by Ningde times , send Model 3/Y The entry-level model has a high cost performance , The price reduction effect is very significant . Recently, the media exposed , Tesla will be equipped with BYD's blade battery in the future , The new “ Price reduction artifact ” It is expected to go online .
Of course, it only depends on the price reduction of existing models , For Tesla, who is determined to subvert fuel vehicles , Obviously not enough . As early as Model 3 Mass production is still very difficult 2018 year , Musk said in an interview , Tesla will focus on building affordable cars , In the future, it may launch a 2.5 Thousands of dollars （ renminbi 16.16 Ten thousand yuan ） The models , But it takes at least 3 More than years to develop .
Get into 2021 year ,“ The three-year period has come ”, This new car is not only rumored everywhere , And it gets more and more true . This Musk's mouth “2.5 Million dollar models ”, It seems that Zhu Xiaotong, President of Tesla Greater China, wants to “ Design in China 、 Research and development 、 Produce an original model ”, And folk rumors “Model 2”.
Although many of the above news are revelations and rumors , We can't prove their authenticity for the time being , But it seems to indicate that this cheaper Tesla is not far from us . And if the rumors come true , a 16 Ten thousand yuan Tesla is bound to have a great impact on the electric vehicle market .
And at this price , BYD 、 GAC AIAN 、 Xiao peng car 、 Nezha automobile and other domestic brands have a relatively complete product layout , For example, Qin PLUS EV、AION S They are the main selling models of BYD and GAC EA at this price , Xiaopeng automobile has also been launched one after another this year Xiao peng car P5( Parameters | inquiry )、 Xiao peng car G3i Two new cars are trying to 10-20 The 10000 yuan range opens up the situation , Tesla's entry will undoubtedly make the market “ killing ” More intense . Of course, whoever wins , The benefit is the consumers who buy cars .
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Although in many people's impression , Tesla's technical advantages in automatic driving and three electricity system are its most eye-catching business card . And if it's done like Ford's launch T Work like a model car , Produce electric cars that more people can afford to drive , Even lead the entire electric vehicle industry to achieve a comprehensive transcendence of fuel vehicles , It will also be a special section in the history of Tesla brand .
Another is expected to enter 10-20 The car enterprise in the 10000 yuan market is likely to be Weilai . Although Weilai car 40 ten thousand + The transaction price of your bike is “ Wei Xiaoli ” The tallest of the three , But from 2020 Annual financial report , Weilai's current profitability is still slightly insufficient , The gross margin is lower than the ideal car . And in terms of delivery , Wei Lai automobile 7 Monthly delivery has fallen to 7931 car , And ideal 、 Xiaopeng and his family both broke through 8000 Taidaguan has surpassed Wei Lai . In this situation , Weilai is in urgent need of change .
therefore , Wei Lai can only find another way to measure things . In this regard, Li Bin once said at the financial report telephone conference ,“ There is a possibility for the company to enter the mass market , but NIO The brand will certainly not enter the mass market ”. Which translates as , Wei Lai wants to be a low-cost car with high volume , But wait until the new brand is launched , Based on the new brand . In this regard , Weilai has also tried to cooperate with GAC 、 Cooperation with Chang'an Weilai , But they all have little effect ,“ Set up your own sub brand ” Complete the launch of red rice by Xiaomi in a similar mobile phone circle 、 Huawei launches operations like glory , It has become Wei Lai's best policy .
And once Wei comes into 10-20 Ten thousand yuan market , This price range that has not yet formed a fixed pattern , It is bound to be more lively . Not only BYD 、 GAC AIAN 、 Xiao peng car 、 Nezha automobile and other brands will be affected , There will inevitably be a face-to-face contest with Tesla who is about to join the war . In this contest , Not only is product power critical , Time is also very important , It's about who can take the lead to form an advantage and lay a competitive pattern in the future .
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Different from Wuling Hongguang MINIEV And Tesla respectively 10 Within 10000 yuan and 20-30 The situation of two markets of 10000 yuan , In the middle 10-20 The price of 10000 yuan is still in a kind of “ chaos ” The state of , A fixed competition pattern has not yet been formed . Since the chaos is not over , So whether the original brand or new entrants “ Battle circle ” All enterprises still have the opportunity to make a final decision , It depends on who can be the first to launch Xuanyi in the electric vehicle industry 、 lavida 、 Carola has .（ writing / Car home Sun Yichao ）