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These two days, Dark Horse saw a news that Tesla may launch a special model for the Chinese market.
Although Musk has previously said that there will be no new cars released in 2022, there are traces of China's special supply cars.
The speculation stemmed from a January 30 notice issued by the Beijing Municipal People's Government on the "List of Key Tasks in the 2022 Municipal Government Work Report", which showed that the Tesla Design Center project will start construction in Beijing this year.
However, it is not very convincing to come to this conclusion just by relying on a design center that has not yet landed.
Then look at Tesla's "small actions".
In April 2021, Tesla's global vice president Tao Lin said in an interview:
"Tesla is ready to start the development of the whole vehicle in China from 0, in which the new product will have a lot of Chinese elements, and based on the research of Chinese consumers, some product and functional design."
And Tesla also released the recruitment information of the China Design Center on its official website, involving 11 positions, mainly in the direction of design, including chief designers, creative engineers, senior vehicle designers, etc.
Earlier, Tesla was also recruiting design directors in China, requiring a deep understanding of the Chinese market.
Considering tesla's upcoming design center in Beijing, it is basically certain that Tesla is forming a design team for the design center for the Chinese market.
The intention is obvious, to launch specific cars for the Chinese market.
After all, Tesla needs the Chinese market.
Musk has set a goal in 2021 to maintain an annualized growth rate of at least 50% in the future and achieve sales of 20 million vehicles by 2030.
Such a high goal is naturally inseparable from the Chinese market.
According to the 2021 global new energy brand sales data released by CleanTechnica, the performance of the Chinese market is very eye-catching, ranking first with the sales of 2.9398 million new energy passenger cars, accounting for 45% of the global new energy passenger car market share.
In order to achieve large sales in the Chinese market, price is always an unavoidable factor.
Tesla Moedl 3, a price cut, sales soared.
How do I achieve a price reduction? Tesla's official explanation is that the cost has dropped mainly after domestic production, and the pricing of new cars has been lowered.
Therefore, it is very likely that Tesla will also launch a lower price model for the Chinese market, and it will be localized.
In terms of cost control, there is no market in the world that is comparable to the Chinese market, but China has a perfect supply chain.
Like the low-priced Moedl 2 that has been rumored before, is it not because the cost of components such as missing cores and batteries has risen sharply and has been skipping tickets?
If Moedl 2 is fully localized, then the cost will be easier to control, after all, according to media reports, Model 2 will be based on the Model 3 platform, and many components can be universalized.
(Model 2 rendering)
Maybe the domestic Moedl 2 is Tesla's special model for China.
For different markets, the launch of different models is a very conventional operation for any company, and it is also very likely that Tesla will launch special models for the Chinese market.
Only in China, special models, in addition to Chinese elements, operation in line with Chinese characteristics, and preferential prices, there is also a very important point that can not be reduced too much.
If it is castrated, then this "special supply" and "localization cost advantage" are not very meaningful.
I also hope that Tesla can produce a "special" model that meets Chinese characteristics.