TU-TESL

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On April 10, it was announced to launch the model 3 long-term after drive and performance high-performance all wheel drive in China, with attractive pricing. After the long-term after drive, 33905 yuan is expected to be delivered in June, and the latter's pre subsidy price is 419800 yuan, which is expected to be delivered in the first quarter of 2021. At the same time, it also provides "2-year interest free, 3-5-year ultra-low interest" and other loan preferential programs. It should be said that compared with the model, the model 3. The long-term version is cost-effective, with the mileage increased by 4km to 668km, the curb weight decreased by 8kg to 1745kg, and the energy increased by 2kwh to 77kwh. After the subsidy, the price decreased by as much as 819500 yuan (compared with the price of 421000 yuan before the imported version was stopped for sale), with a decrease of 19.5%. Compared with the past, it seems to have a lot of cost-effective, and also attracted many customers to book cars. So many consumers will think that Tesla is often cheaper than 100000 yuan after it is made in China. Isn't Tesla really unprotected? Actually not. According to the data released by CITIC Securities, the gross margin target of model 3 is 25%. With the ramp up of production capacity and sales volume, it will become an important driving force for Tesla to turn losses into profits. The model y released in March 2019 is located in the medium-sized (the second model of Tesla Shanghai plant), which is built on the model 3 platform and shares 75% parts, and is expected to achieve higher sales volume and profit margin. So is there any room for domestic Tesla to continue to reduce its price in the future? In fact, there are still some. Because many parts have not been fully made in China at present, and some parts are imported, so when the localization rate continues to increase in the future, Tesla still has room for price reduction. It is understood that at present, Tesla Model 3 has been sold in China. Analysts pointed out that with the expansion of domestic models and the increase of localization rate, Tesla's manufacturing cost will be further reduced and Tesla will seize more market share. Recently, Tesla factory in Shanghai has released news frequently. On April 8, Tesla exposed the internal production line of its Shanghai Super factory in a high-profile way, showing the general assembly workshop, coating workshop, welding workshop and other workshops of Shanghai Super factory in an all-round way. Tao Lin, Tesla's vice president of foreign affairs, said that Tesla's Shanghai Super factory is operating at full capacity and its production capacity is picking up rapidly, accelerating the goal of producing 150000 vehicles in 2020. Tesla Shanghai factory officially resumed production on February 10, which is one of the earliest auto factories in China. It is understood that at present, the factory's return to work rate is more than 90%, and its production capacity has exceeded the pre epidemic level. At the same time, Tesla phase II project construction is in full swing. Therefore, with the increasing production capacity of Tesla's Shanghai plant, its position in Tesla's global production layout will not be underestimated. Meanwhile, for China's new energy automobile industry, its impact has already appeared. It is worth noting that in the 300000 yuan level electric market, many models of independent brands will be directly "threatened". The first is Xiaopeng P7. In terms of price, the price of Xiaopeng P7 currently announced is 270000-370000 yuan, which coincides with the price of model 3 in a large range. In terms of endurance, the NEDC endurance of Xiaopeng P7 entry-level model is 568km, and the low configuration model of rear drive ultra long endurance even reaches 706km, while the pure electric endurance of domestic Tesla Model 3 long endurance rear drive version is 668km, and only the rear drive ultra long version of Xiaopeng P7 can surpass Tesla Model 3. In addition, Xiaopeng P7 is equipped with a battery capacity of 80.87kwh. The car adopts ncm811 electric core, and its energy density reaches 170wh / kg, which is also more than 145wh / kg of domestic model 3. In terms of power, Xiaopeng P7 dual motor model can achieve super running acceleration performance under the linkage of high-efficiency rear motor and front motor. It only takes 4.3 seconds to accelerate from static to 100km / h. The domestic Tesla Model 3 is equipped with an AC asynchronous motor with a maximum power of 175 kW, and the maximum torque can reach 375 nm. Under the action of powerful electric control system, its maximum speed can reach 225 km / h, and the acceleration time of 0-100 km / h needs 5.6 seconds. It can be seen that Xiaopeng P7 is not inferior to domestic Tesla Model 3 in power and performance. In comparison, Xiaopeng P7 and domestic Tesla Model 3. Compared with Tesla, it has certain advantages in appearance, performance and configuration. It is never taboo to compare with Tesla. But it has to be said that Tesla is the main bottleneck in brand power at present, which is also the weakness of all Chinese brands. As a representative of new force vehicle enterprises, Xiaopeng automobile has always been focusing on cost performance, and its future development is also worth paying attention to. According to auto rings, Tesla has formed a greater price advantage and endurance advantage over its own brand vehicles in terms of performance parameters and prices. And if the independent brand car can't deal with it in time, it will be very dangerous. For China's new energy vehicle manufacturing enterprises represented by Xiaopeng, it is the real "brave" to compare with Tesla.