22/03/15
Lead
Compared with the heavy chinese stocks, buying a Tesla has become a dream "financial artifact".
Author 丨 Cui Liwen
Responsible editor 丨 Luo Chao
Edit 丨 Chic
"Well, if you manage money, you just have to straighten it out."
Recently, I believe that such a sentence is the most appropriate description for people like me, who think of themselves as "small experts in stock speculation". Especially in the early morning, open the mobile phone APP, look at the Chinese stocks represented by "Wei Xiaoli", like the "health code" of the green, deeply feel desperate.
The epidemic, the lack of cores, the fluctuation of the price of raw materials for power batteries, the Russian-Ukrainian war, and even the deliberate suppression of the US SEC, for them, there is no good news. The increase in variables and uncertainties also makes it impossible to accurately predict when stock prices will bottom out. How long a similar decline will continue is full of unknowns.
However, it is certain that it is precisely because of such a large environment that this year's new energy vehicle sector will spawn various interesting and magical phenomena.
For example, Tesla, which once dropped prices too quickly and was criticized, is located in the Chinese market, and has carried out two large "official increases" in just five days, which has made many other parties exclaim.
Specifically, on March 10, Beijing time, after opening its official website, it was found that the price of the Model 3 dual-motor all-wheel drive high-performance version, the Model Y dual-motor all-wheel drive long-endurance version, and the Model Y dual-motor all-wheel drive high-performance version were raised by 10,000 yuan, and the adjusted prices were 349,900 yuan, 357,900 yuan and 397,900 yuan, respectively.
As we all know, unlike other traditional car companies, Tesla is simpler and more direct to follow the fixed profit model. Once the price of the upstream supply chain changes, or other cost links change, it is possible to trigger its price adjustment mechanism.
The fundamental reason for this round of "official rise" is most likely due to the price of nickel, an important element in the ternary lithium-powered battery used by the above models, with the crazy fluctuations in the global commodity market. On Tuesday, the London Metal Exchange announced the suspension of nickel trading as it rose below $100,000.
Investment bank Morgan Stanley analysis believes that "the current international nickel price means that the average input cost of manufacturing each tram increased by about $1,000, and investors should reduce their expectations for the profitability of automakers." ”
As the CEO of the company, Musk has also mentioned the cost of power batteries in public more than once, especially nickel raw materials are Tesla's biggest bottleneck.
And just today, without any warning, the price of the Model Y dual-motor all-wheel drive long-endurance version was raised by 18,000 yuan again to 375,900 yuan. Model Y dual-motor all-wheel drive high-performance version was raised by 20,000 yuan, and the price was 417,900 yuan.
The price increase of the Model 3 single-motor rear-drive version is relatively small, with an increase of 14,000 yuan, and the current price has reached 279,900 yuan. The price of the Model 3 dual-motor all-wheel drive high-performance version was raised by 18,000 yuan to 367,900 yuan.
Next, as the price of power battery raw materials continues to fluctuate, it is not excluded that tesla's several models, the price may continue to rise. But even so, it has not stopped the pace of "harvesting" by this American new energy vehicle company.
According to the February new energy vehicle sales data released by the Association of Automobile Manufacturers, Tesla sold a total of 56,515 new vehicles in China, compared with 59,845 in January, with only a slight decline from the previous month. Among them, a total of 33,315 new cars were exported and 23,200 new domestic retail cars were sold.
Such a result also confirms that Musk has mentioned more than once that before Tesla's Berlin factory in Germany has not been officially put into operation, the Shanghai factory still maintains the practice of giving priority to ensuring the supply of overseas markets in the first half of each quarter and making efforts to deliver in China in the second half.
After understanding, it was learned that the current pick-up cycle of domestic Model 3 and Model Y takes 16-20 weeks. Obviously, the relationship between supply and demand has reached a stage of extreme imbalance.
As for whether the two large official increases in this round will cause a short-term decline in Tesla's order volume, I believe that feedback will be given soon. In my opinion, if it is not a very urgent need, if you want to buy a Model 3 or Model Y, it is still recommended to wait and see for a while.
For those users who rush between price adjustments and successfully lock the order in advance, then congratulations, you are no longer a "leek party" that is scared and has become a laughingstock. Compared with the heavy chinese stocks, buying a Tesla has become a dream "financial artifact".
Cui Liwen
Love the car as fate,
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