Model3 is down again! Tesla has great pressure to reduce dimension and attack new forces of car making

category:Finance
 Model3 is down again! Tesla has great pressure to reduce dimension and attack new forces of car making


On October 1, Tesla Chinas official website showed that the price of the model 3 standard endurance upgrade version made in China after subsidy was 249900 yuan, and the price of the long endurance rear wheel drive version of the model 3 made in China after subsidy was 309900 yuan, which was 20000 yuan lower than the previous price.

(source: Tesla China official website)

Before that, the price of the standard range upgrade model was 291800 yuan, while that of the long range rear wheel drive model was 344100 yuan.

Price reduction causes dissatisfaction of old car owners

According to previous news, the model 3 made in China uses Ningde era battery, in which lithium iron phosphate battery does not contain nickel and cobalt, which are the two most expensive components in traditional NMC or nickel manganese cobalt battery, so this also contributed to the price adjustment.

This price cut caused dissatisfaction of many Tesla car owners.

Some car owners said, we just picked up the car yesterday, but we will reduce the price today.. And said Tesla sales repeatedly guaranteed that the car will not be reduced in two years, constantly inducing rapid orders.

According to the 1500 km compensation policy, the one who does not meet the requirements of the super media will be compensated within two days.

Some car owners are not satisfied with the two compensation schemes.

Over the past two years, Teslas price cut has even been nicknamed cutting leeks: if you open ten days early, youll pay more than 20000.

On the way to chengjiu, no one can run away! The fat first stubble leek, looking at the small leek which had just been cut, showed a strange and gratifying smile...

Delivery of 139300 vehicles in the third quarter

On October 2, according to the latest delivery data released by Tesla, Tesla delivered 139300 vehicles in the third quarter, up 44% year-on-year, a record high.

Tesla said it produced 145036 electric vehicles in the third quarter, up about 76% from the second quarter. Affected by the outbreak, Tesla was forced to close its factory in Fremont, California, from mid March to mid May. Fortunately, Tesla is able to rely on the newly built Shanghai Super factory to continue production.

It is reported that Teslas super factory opened in Shanghai at the end of 2019 has increased automobile production. The company has also launched a new suvmodely with more space than the model 3, which has many parts that are common to the model 3.

Thanks to its super factory in China and excellent delivery performance, Teslas share price has risen sharply since this year and has become the worlds largest car company by market value.

However, despite the surge in deliveries, Tesla shares closed down about 7% on Friday (Oct. 2) amid concerns about whether the company could meet its target of selling 500000 cars this year.

In the first nine months of this year, the company has delivered 318000 electric vehicles. To achieve that, more than 180000 cars need to be sold in the fourth quarter, which requires Tesla to set a new record.

According to wind data, Teslas industrial chain map is as follows:

Discussion on advantages and disadvantages of power battery

Cobalt is one of the most expensive metals used in electric vehicle batteries.

Tesla CEO musk recently mentioned that he believes the energy density of LiFePO4 battery has increased enough to use the cheaper cobalt free battery in low-end models.

At present, there are mainly six solutions for lithium-ion battery industry, among which ternary lithium battery and lithium iron phosphate battery are the most widely used.

Ternary lithium: the most widely used solution in the power battery industry today. High nickel can quickly increase the energy density of the battery, and cobalt is used to stabilize the structure, and the cost is high.

Lithium iron phosphate: commonly known as iron battery, low cost, good safety, long life, but low energy density.

Industry insiders said that at the same battery weight, the energy density of lithium ternary is 1.7 times that of lithium iron phosphate material.

On June 11, 2020, the Ministry of industry and information technology released the catalogue of recommended models for the promotion and application of new energy vehicles. The true capacity of LiFePO4 battery on Model 3 was exposed: the energy density was 125wh / kg, and the range was 468 km.

According to the promotion catalog, compared with the model 3 of the ternary lithium battery version, the empty car weight of the version carrying lithium iron phosphate is 131 kg more, the battery energy density is reduced by 20wh / kg, and the power consumption per 100 km is slightly increased.

This disadvantage of LiFePO4 battery is in the trend of catching up.

The blade battery that BYD has devoted great efforts to promote in the previous stage has improved the energy density of LiFePO4 battery through the large cell lamination process. At present, the energy density of the blade battery pack has been increased to 140wh / kg, which is expected to increase to 170wh / kg in 1-2 years.

Model3 has been adjusted several times

According to incomplete statistics, Tesla Model3 has already experienced several price adjustments:

In October 2019, the price of the updated version of the domestic Model3 standard was 355800 yuan.

In December 2019, the price will be adjusted to 331000 yuan after subsidy.

In January 2020, the price will be adjusted to 299000 yuan.

With the increase of Shanghai Super factory production and the localization rate of parts, do you think Tesla will reduce its price?

According to Teslas target, the localization rate of model 3 parts made in China is expected to reach 100% by the end of 2020, which is currently 30%. There is still room for further price adjustment.

New forces of car making are under great pressure

Buy early, enjoy early, buy late and get more discount. For consumers, Teslas price reduction is a real good thing.

However, for other new energy vehicles or traditional car companies, Teslas continuous price reduction may further squeeze its market share.

Li Bin, chairman and CEO of Weilai automobile, said Teslas price reduction was a bit cruel, but full of fun.

At the current price of 240000 yuan, even traditional B-class cars such as Toyota Camry and Volkswagen Passat will face the impact of model 3.

Judging from the performance of the capital market in the past year, Tesla has launched a challenge to the traditional automobile enterprises represented by ABB (Audi, Mercedes Benz and BMW). At present, Teslas market value of nearly $400 billion not only surpasses Toyota, but also exceeds Ford, general motors and Fiat Chrysler combined. As the focus of Teslas industrial chain shifts to China, Chinese charging equipment manufacturers, operators and integrators are expected to increase their participation in Tesla localization and expand the supply proportion to Tesla. When fast but unbreakable musk is combined with made in China, it remains to be seen whether Tesla can create subversive products like the original iPhone and become the leader in the new energy automobile industry. Source: Wind Information Editor: Yang Qian_ NF4425

Judging from the performance of the capital market in the past year, Tesla has launched a challenge to the traditional automobile enterprises represented by ABB (Audi, Mercedes Benz and BMW).

At present, Teslas market value of nearly $400 billion not only surpasses Toyota, but also exceeds Ford, general motors and Fiat Chrysler combined.

As the focus of Teslas industrial chain shifts to China, Chinese charging equipment manufacturers, operators and integrators are expected to increase their participation in Tesla localization and expand the supply proportion to Tesla.

When fast but unbreakable musk is combined with made in China, it remains to be seen whether Tesla can create subversive products like the original iPhone and become the leader in the new energy automobile industry.