Tesla's sales in China fell sharply in July. Insiders said that "there is no cause analysis" | Jingguan automobile

Wechat automobile 2021-08-12 11:47:28 阅读数:116

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tesla sales china fell sharply
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Abstract : A Tesla China insider said in an interview , I don't know the specific reasons for the decline in Tesla sales , Because Tesla is “ There is no internal analysis ”. In the last month , This insider once told reporters , Based on several positive situations , Expect Tesla 7 Monthly sales “ Go up ”. But obviously Tesla's sales did not go as expected . 

      

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writing | Zhou Ju

7 month , Tesla's sales in China unexpectedly fell sharply . The data of the ride show , tesla 7 Monthly sales volume is 3.29 Thousands of cars , subtract 2.4 The export volume of 10000 vehicles , It means that Tesla's sales in China are 0.86 Thousands of cars , Compared with the previous month, it decreased month on month 69%.

near 7 The rate of decline in , Let Tesla insiders also call “ Look not to understand ”.8 month 11 Japan , A Tesla China insider said in an interview , I don't know the specific reasons for the decline in Tesla sales , Because Tesla is “ There is no internal analysis ”. In the last month , This insider once told reporters , Based on several positive situations , Expect Tesla 7 Monthly sales “ Go up ”. But obviously Tesla's sales did not go as expected . 

For Tesla 7 The sharp decline in monthly sales , Li Yanwei, an auto analyst, told the economic observer ,“ Generally, Tesla's sales in the first month of the quarter are relatively low , Such as the first month of the second quarter (4 month ) sales 11919 Vehicle month on month decline 66%.” For this Law , Some people in the industry interpret it as , The first month of each quarter is Tesla's export month , That is, the capacity of Tesla's Shanghai plant is mainly satisfied with exporting to overseas markets , Others are the time to deliver the offset sales in the domestic market . But this statement has not been officially confirmed by Tesla .

Besides , Li Yanwei thinks Tesla 7 The decline in monthly sales is also related to the rights protection of female car owners in Shanghai , And the impact of Tesla's domestic car price reduction .

In this year 4 The end of the moon and 5 month , Tesla fell into “ Brake door ”, The rights protection events of car owners continue to ferment , It is considered to have a great negative impact on Tesla .6 month , Tesla is involved in “ Recording door ”. But Tesla's sales at that time did not decrease but increased . In the case of setting production by sales , Some people think that the impact of these rights protection events may be delayed by about two months, which is reflected in 7 Sales fell last month .

Tesla made in China Model Y Price adjustment last month , It is also considered to increase consumers' waiting for money .7 month 8 Japan , Tesla launched for sale only 27.6 Ten thousand yuan Model Y Standard renewal , The price is lower than the existing version 7.19 ten thousand , The range is very large .Model Y The launch of the standard endurance version immediately attracted a fierce reaction from the market , It is said that the order for this model was more than 10000 on the first day of listing . and Model Y The standard endurance version should be in 8 Delivery starts in .

“ The adjusted low price version Y Will be in 8 Monthly delivery , This is a Y stay 7 The main reason for the decline in monthly sales is .” Li Yanwei said . Detailed data display ,7 month Model Y sales 2397 car , Decline in chain ratio 79%.Model 3 sales 6601 car , Decline in chain ratio 61%, fell 42%.

According to foreign media reports recently , Tesla may launch new models to drive sales growth , This car may be the rumored “ tesla Model 2”, It is reported that the car will be produced at Tesla super factory in Shanghai , The estimated selling price is 16 Ten thousand yuan . And this may give “ Wait for the party ” We wait for greater motivation .

It is worth noting that , Although Tesla's domestic sales have fallen sharply , But overseas sales continue to rise . Tesla China 7 Monthly export 24347 car , It accounts for more than 70% of its wholesale sales , and 5 Its exports per month 1.15 Thousands of cars ,6 Month for 5017 car .

Tesla's export volume increased explosively , It is considered to be mainly due to the limited overseas production capacity . at present , In addition to the Shanghai factory , Tesla also has Fremont plant in California and Austin plant in the United States , However, Fremont has no time to meet the needs of other markets outside North America , The Austin plant is affected by the epidemic and other factors , So far, the construction has not been completed . In Europe, , Tesla plans to build a German factory 2022 Annual commissioning , But it doesn't seem to be going well .

In this case , last year 10 Month begins , The cars produced by Tesla's factory in Shanghai began to be exported to Europe , Sold to Germany 、 The French 、 Italy 、 Netherlands 、 Portugal 、 Switzerland 、 Sweden and dozens of other countries , In order to meet the higher consumer demand after the introduction of incentive policies for electric vehicle purchase in European countries .

So I'm going through 7 After a sharp decline in January , What is Tesla's next sales trend ?“model 3 stay 7 Lower the price every month ,8 In January, we began to deliver the new version 3, expect 8 Tesla sales will resume growth in June .” Li Yanwei expressed . It is worth noting that , tesla 7 Monthly sales have been compared with “ Wei Xiaoli ” The gap is very small , It is expected that the competition in this field will be more intense in the future .



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