Cailian News Agency, January 6 (Reporter Zhang Yipeng) In the first week after New Year’s Day in 2023, Tesla ushered in the first price adjustment, and the key word was still "price reduction".
On January 6th, Tesla China announced that it would adjust the price of domestic Model 3 rear-drive version, high-performance version and Model Y rear-drive version, long-life version and high-performance version. Among them, the Model Y long-life version has the largest price reduction, with a decrease of 48,000 yuan or 13.41%; The Model 3 high-performance version has the smallest decline, which is 20,000 yuan or 5.72%. If we trace back to the price before the first price cut last year, the price of Model 3 has dropped by 50,000 yuan.
"Tesla’s price cut this time is reasonable." Cui Dongshu, secretary-general of the Association, told the Cailian reporter that Tesla’s first price cut in 2023 was mainly due to the cost reduction. "In 2022, Tesla performed well and the market scale increased significantly, which led to the cost reduction, so naturally it should be reduced."
On January 5, the Association released the estimated sales volume of China market, and Tesla continued its strong growth trend: in 2022, the Shanghai Super Factory delivered over 710,000 vehicles throughout the year, up 48% year-on-year; Model Y alone has delivered more than 450,000 vehicles, accounting for about 63%, almost equalling the delivery achievement of 480,000 vehicles of Tesla China in 2021.
Despite this, Tesla’s life in 2022 was not as smooth as the data presentation. According to the delivery data, Tesla Shanghai factory delivered more than 50,000 vehicles nine times a month, and the remaining three times were April, May and July, among which the Shanghai factory only delivered 1,512 vehicles in the background that the automobile market was almost shut down in April. If the timeline is extended to quarterly performance, the second quarter is also a low delivery point, and the rebound in the fourth quarter has largely filled the "pit" in the second quarter.
Tesla’s strong growth in the fourth quarter is inseparable from three "price cuts" in one and a half months.
The first price reduction of Tesla in 2022 took place on October 24th. Before this price reduction, the price of Tesla China had experienced "six consecutive rises" within one year. At that time, Tesla China officially announced the price adjustment for the domestic Model 3 rear-drive version, high-performance version, and Model Y rear-drive version, long-life version and high-performance version. Among them, the Model Y long-life version has the largest price reduction, with a decrease of 37,000 yuan or 9.37%; The Model 3 rear-drive version has the smallest decline, which is 14,000 yuan or 5%. On November 8, 14 days later, Tesla China officially announced again that from November 8 (inclusive) to November 30 (inclusive), the car insurance portfolio of existing cars and cooperative insurance institutions will be purchased and the car will be picked up on schedule, and the final payment can be reduced by 8,000 yuan; From December 1 (inclusive) to December 31 (inclusive), the balance can be reduced by 4000 yuan.
In December, Tesla did not stop the pace of price reduction. On December 7th, Tesla China announced the launch of a brand-new subsidy policy-a limited-time car benefit of 6,000 yuan. Consumers will enjoy an additional 6,000 yuan when they purchase eligible Tesla cars and complete the delivery from December 7 to December 31. The reporter of Cailian Association was informed that when various policies were combined, the total welfare could reach 16, about 500 yuan.
While continuing to operate the price strategy of domestic models, Tesla China is also stepping up the update iteration of imported models. On the day of price reduction of domestic Model S, Tesla China officially announced the price of the new Model S and the new Model X in Chinese mainland. The starting price of the new Model S dual-motor all-wheel drive version was 789,900 yuan, and the starting price of the Model S Plaid three-motor all-wheel drive version was 1,009,900 yuan; The Model X Plaid three-motor all-wheel drive version starts at 1,039,900 yuan. Tesla China said that the two models will be officially delivered in the Chinese mainland market in the first half of 2023.
"The new Model S and Model X have already been sold, and now we can catch up with the delivery in the first half of the year. This time we can say that we have new cars and new prices." A salesperson of Tesla Experience Store told Cailian reporter.
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