Since the domestic Tesla Model 3 was delivered on February 30, 65438 last year, its market performance has indeed shown some signs of cannibalism. It is not an exaggeration to describe it as "domineering" in the domestic new energy market. Ranked first in the monthly sales list of new energy, directly took the second place out of several blocks, and even reached the sum of the second, third and fourth places.
At present, in the field of new energy vehicles in China, Tesla's Jianghu status is unparalleled. Even the status of "hereditary aristocrats" such as BBA in traditional car companies has been shaken by this "new king", and Ma Boss has become a well-deserved "unbeaten in the west".
Faced with such a tragic situation, Li Xiang, CEO of Li, once said in an internal chat group: "Ah ... disaster". In just five words, it tells the voice of many colleagues in China, envious and helpless. ......
But what is even more frightening is that the domestic Model 3 is only the first shot in the strategic layout of Tesla China's new energy vehicles. If it is defined as a wolf, then Model Y, Model 2 and the Tesla self-developed battery behind it are undoubtedly a group of wolves! Today, Mr. Bang will give a notice in advance to uncover the "true face" of Tesla's follow-up "wolves"!
■ Model Y-Musk's "Best Selling Car"
Various information shows that among all the models currently launched by Tesla, Model Y is the one that Musk values most. Musk once predicted that Model Y, as an SUV crossover, will be more popular than Model 3 and Model X, and will also be Tesla's "best-selling car". In its view, the market demand of Model Y will far exceed that of Model 3. Boss Ma's vision should be not bad, and the "pet princess" he personally selected must also be the "goddess" in the hearts of many consumers. If Model 3 is a wolf, then Model Y will be more fierce than the wolf!
"He forced him to be strong, and the breeze blew the hills." As long as the wolf Model Y keeps importing and staying away from us, it can't eat people. But! Model Y domestic production is close at hand.
The latest news shows that spy photos of a group of Model Y test cars have been exposed on the Internet. According to relevant media reports, industry officials familiar with Tesla's production dynamics confirmed that the exposed Model Y was indeed produced by the Shanghai Super Factory. In addition, it is reported that the domestic Model Y is expected to be officially put into production before the end of this year. Here it comes, here it comes, here it opens its mouth. ...
At present, the domestic Model Y has begun to book, and it is the first to launch two models, the long-life all-wheel drive version and the high-performance version. The pre-sale price is 488.80-535,000 yuan. Maybe you think the price is too high, which will not have much impact on the overall market. But can you be sure that the price of Y type won't dive? Tesla has publicly stated that Model Y and Model 3 belong to the same platform model, and the spare parts utilization rate is as high as 75%. With the addition of Y-type, the use of some spare parts will increase and the cost will inevitably decrease for * * *. Coupled with the increasing localization of parts, Musk has absolute profit margin to reduce prices, which will be the most aggressive fangs of this hungry wolf!
Some people may think that even if there is room for price reduction, there is no need to reduce prices. However, you must know that Musk is an ambitious person! Selling more Model Y will definitely contribute to his electric car empire! You see, even the small partners in the WeChat group have assumed that "Tesla's price reduction is affirmative". By then, the prices of Model Y and Model 3 will all be reduced, and a large number of people will happily put money into the pockets of horses. Tesla's sales are likely to hit a new high, even a record high.
■ Model 2-a brand-new "people-friendly model", Musk is for the general public.
The news that Tesla plans to launch a "more people-friendly" model has been circulating in the industry. Recently, Musk also cordially met with Diss, CEO of Volkswagen Group. How to develop a people-friendly model with Di Zhangmen? Musk has also publicly stated many times, "The problem that bothers me most is that many people can't afford our cars, and we urgently need to solve this problem."
I thought it was just boss Ma's drunken joke, but we were wrong! Recently, some media have exposed the renderings of new models based on Tesla Model 3, which everyone calls Model 2.
The previous S/3/X/Y model really sold very high. No matter how the price is reduced, a large part of ordinary consumers can't afford it. But once a low-priced car like Model 2 comes out, it will cover more ordinary people. If its price drops to 200,000 yuan, or even 1.5 million yuan, then Tesla will complete the "killing" of domestic electric vehicles. This price range is a bigger market. Compared with now, the market scale will increase explosively several times and dozens times. The "foreign brand" that is high above the hearts of Chinese people suddenly makes such a move, which is a blow to independent brands!
In Musk's eyes, he is not arrogant enough to position Tesla in a luxury brand, but to launch a low-priced car! Launch a car that ordinary people can afford! Musk's target users are hundreds of millions of people, which shows that Musk's ambition is great. With Tesla's current brand image and technical strength, the impact and lethality of its "people-friendly model" will undoubtedly surpass the current model S/3/X/Y.
■ "Million Miles" battery-more powerful.
■ Tesla China Design Center was established-comparable to sophisticated and precise killing.
As early as June 5438+ 10 this year, Tesla officially revealed that in order to better serve China, the largest electric vehicle market, Musk decided to deploy a design R&D center in China to realize the transformation from "Made in China" to "Designed in China". According to Musk, the first task of the design center is to design a new car centered on the China market, which will be produced by Tesla's Shanghai factory.
The renderings contained in Tesla's recruitment information
In just half a year, this plan has come true! In mid-August, Tesla China released the recruitment information about Tesla China Design Center. According to the information, Tesla China will recruit 1 1 different positions, including chief designer, creative engineer, senior vehicle designer, copywriter and graphic designer.
Compared with the localization of Model 3/Y, Tesla's development for localization is the most deadly move! If the former is a small pistol, click a few shots, then the latter is tantamount to killing people with high precision and precision. Although this bullet is far away from us, it has been discharged. We can only hope that the bullets will fly for a while and strive for more time to plan countermeasures and organize counterattacks!
■ National review
Generally speaking, compared with a Model 3, the future "wolf pack" composed of Model 2, Model Y, "models for China market" and their self-developed batteries will be more lethal. These guys, under the command of Musk, the wolf, attacked China's new energy automobile market.
Some people may say that Musk often praises X, so why take it seriously? Once upon a time, Musk said that he wanted to build electric cars and rockets ... This once became a joke in Silicon Valley. But now it seems that the cow that Musk blew in the past turned into a powerful slap in the face and hit the face of "those people". Musk deserves our study, and Tesla deserves our awe!
Of course, today's independent brands are by no means waiting for the sheep to be slaughtered. At present, independent brands are also struggling to move forward, and many new car-making forces have developed from "surviving" to "standing up" and "going out". However, we need to grow faster, sharpen our claws and grow fangs quickly in order to dance with wolves or fight with them!