Recently, Tesla has been on the hot search for repeatedly releasing price increase news. Since March, Tesla has released three price increases of varying degrees in just 7 days. Mainly for its pure electric SUV model, model Y rear-wheel drive version (basic version), the price increase was carried out, and its price was raised from the original price by 15,060 yuan to 316,900 yuan. At the same time, many models, including its Model 3 and Model Y, have also completed price increases.
For the storm of this price increase, it is actually not a new thing. Why did Tesla's price increase cause such a reaction from the public? The reason is mainly caused by tesla's price increase frequency is too fast, the price is too high. As we all know, due to the impact of the rise in the price of raw materials in the upstream, the economic pressure of the downstream of the industrial chain will naturally adapt. In the battery production of electric vehicles, the price of lithium carbonate, an important raw material, has soared from the initial tens of thousands of yuan a ton to hundreds of thousands of yuan a ton, and the price has risen to dozens of times. Such a huge pressure, enterprises naturally can not bear. So it is carried out, and the pressure falls on the consumer.
In fact, the day after Tesla announced the price increase, a number of new energy vehicle companies simultaneously issued price increase notices. Among them are the domestic new power enterprises Xiaopeng Automobile, Geometric Automobile and Zero-run Automobile. At the same time, there are also WM, Nezha, BYD, Chery and other car companies, which have also announced the price increase information early.
The price increase storm has no impact, the stock is up more than 3%, and quarterly sales may increase by 58% year-on-year.
After Tesla released the price increase information, Tesla stock continued to rise. According to reliable sources, Tesla's financial sales this quarter will reach $16.44 billion. Compared with last year, Tesla's sales were $10.39 billion, and the year-on-year growth rate may be as high as 63%.
According to the current trend of Tesla stock and multi-party news, Tesla's sales data this quarter should not be underestimated. It seems that it has not been affected by the price increase storm, but has a tendency to rise. In fact, in the face of the price increase storm, the domestic media broke out that there are a number of "scalpers" selling Tesla's popular models on various media platforms. More car owners are willing to give tens of thousands of single fees as compensation, just so that they can mention the new car faster.
The current lead time for Tesla's popular models, model 3 and Model Y, has been as long as 20-24 weeks. For most customers, there is no existing car at the same time, but also to increase the cost of waiting for the car, is undoubtedly worse. Moreover, for Tesla's multiple price increases, leading to too much panic among car owners. In the face of longer wait times and more uncertainty, car owners are more willing to take shortcuts to pick up their cars.
The environmental impact is not optimistic, the supply of raw materials is insufficient, and the global shortage of cores continues
For enterprises, the impact of the general environment also has to be taken seriously. The shortage of chips that began last year has not been able to get better solutions until now. At the same time, due to the impact of the international environment, the cost of batteries has soared, and enterprises are overwhelmed, and everything will be paid by car owners.
For Tesla's brand positioning, cost performance is not its main advantage. But repeated price increases are not good news for car owners. At the same time, Tesla CEO Musk also made it clear that next year's battery production will face challenges and hinder the company's later expansion plans. It can be seen that the supply problem of the battery may not be solved for a while, and Tesla's models may face an irregular price increase in the later stage.
In fact, Tesla's challenges do not stop there. As we all know, Tesla's product strength and brand influence have always belonged to the leader position of electric vehicles. However, in the past two years, we can clearly see that domestic new energy enterprises have gradually matured and achieved certain results. This has already had a certain impact on Tesla's sales in China. Moreover, Tesla's after-sales service has been in a more vague and inactive stage, which has also reduced the trust of the Chinese people in Tesla to a certain extent. In the face of the big environmental impact, the increase in competitors and the shortcomings of the company itself, I hope that Tesla can better accumulate its own reputation and after-sales service while doing a good job in the later stage.