Since the second half of last year, the impressive sales of Tesla's two domestic models have begun to attract the attention of the industry.
After just a few months, Tesla Model Y quickly occupied the top position in the domestic SUV sales ranking.
In February this year, Tesla Model Y achieved cumulative sales of 32,403 units and ranked first.
In the first two months of this year, Tesla Model Y sold 65,700 vehicles, ranking first in the cumulative sales of SUVs.
In the sedan market, Tesla Model 3 is not idle, in February this year to complete the sales of 24112 vehicles ranked third, the first two months of cumulative sales of 50660 vehicles.
This wave of operations really changed the pattern of the automobile market.
Eat dry and wipe clean
Tesla's popularity means that the huge volume of the high-end market is being released rapidly.
In the past, when we looked at the models at the top of the domestic automobile market sales rankings, they were nothing more than products based on the needs of home users, and the main price range was not much different from the range of the 100,000 yuan family car set by Sai Ou twenty years ago.
Whether it is Langyi, which has dominated the car market for many years, or Haval H6, which later became a myth, the price range of the main sales model is between 100,000 yuan and 150,000 yuan.
But the emergence of Tesla began to break this convention.
After a new round of price increases, the price range of Tesla Model Y has reached 316,900 yuan to 417,900 yuan. The price of Tesla Model 3 also reached 291,000 yuan to 367,900 yuan.
In the traditional fuel vehicle market, the price of these two models has entered the high-end consumer group and has begun to leave the bottom building of the market pyramid structure.
For ordinary home users, especially incremental first-car users, such price ranges are already beyond the ordinary budget range.
This also means that Tesla, which is now selling extremely hot, is holding the market volume that is being rapidly released in the high-end market.
In other words, Tesla's hot sales mean that China's auto market is rapidly moving into the stock market.
In fact, products such as Tesla are also in line with the basic characteristics of the stock market.
The power form of pure electric determines that tesla's entire series of models cannot be like fuel vehicles, casually come to a national self-driving tour that can be walked away.
On the contrary, it makes us more comfortable getting caught up in the city's reinforced concrete. In an intelligent and low-cost way, in the urban congested traffic environment, find a more suitable meaning than fuel vehicles.
You see, this is actually a process of disconnection. When poetry and distance can only be a kind of vision, living in the present moment becomes especially realistic.
The biggest difference between the stock market and the incremental market is that the users in the stock market will be more attached to a specific product appeal after owning one or more car products.
For most of the stock market users, the scene that is easier to drive in the commuting process of the city has begun to become a popular demand.
In this way, as the originator of the new forces to build cars, Tesla's hot sales are also logical.
The users of the stock market are often the main consumer groups in the high-end market, and after experiencing the stage of 100,000 yuan to 200,000 yuan, the improvement of the quality of life has driven this user group to choose the demand for products in the price range of 300,000 to 400,000 yuan.
To put it simply, after the eighties who have a little achievement, they began to buy Tesla. This change has also directly led to the transformation of the profit model of the automobile industry.
Starting from Tesla, the trend of the hardware body of the car giving way to software has become more and more obvious, and the hardware has begun to become a carrier for software services, and the choice of hardware for users when buying a car depends on how many software functions can be landed.
And these software functions are ultimately turned on through additional fees paid by the user. For example, if Tesla wants to start a high-level autopilot, it needs tens of thousands of pieces.
This profit is really much faster than the traditional automobile industry in the leather seat panoramic sunroof configuration to find profits, much faster.
It is reasonable to say that Tesla's hot sales are a good thing for the mainland new energy vehicle market.
After all, such sales mean that new energy vehicles have the ability to be marketized on a large scale, which is a major positive for the mainland's energy conservation and emission reduction work.
But why does this become a very dangerous thing?
Public enemy of the industry
In the past, the development of China's auto industry that we discussed mainly focused on the brand competition of joint venture brands and independent brands.
The more joint venture brands sell well, the more unlikely the chances of China's own brands turning around. In the stage of brand battle, this concern is not unreasonable.
However, when we discuss joint venture brands and independent brands, we often overlook a problem, in the past, all joint venture brands were based on the premise that China's automobile companies accounted for more than or equal to 50% of the shares.
In other words, the joint venture brands sell well, and Chinese auto companies also benefit, but Tesla is an exception.
In 2018, the mainland took the lead in relaxing the restrictions on the joint venture share ratio of new energy vehicle companies. Tesla, on the other hand, became the first wholly foreign-owned automobile company in China.
That is to say, this time, China's auto companies can not share in the profits of the Chinese market.
From an open market perspective, this means that the automotive industry is more transparent.
But from another point of view, Tesla's sole proprietorship and sales climb, it is also likely to cause a dominant situation in the next.
To put it bluntly, it is like this, and the pricing power of China's transportation industry is in the hands of Tesla.
You think, isn't this a terrible thing?
Of course, there is also the information security problem that was exposed a few years ago that Tesla is suspected of collecting domestic road information and transmitting China's road data to servers in the United States.
This is not a trivial matter.
Moreover, this kind of thing of software-defined hardware, coupled with the server in foreign countries, have you ever thought that if one day Tesla's overseas servers are artificially manipulated, then these intelligent Teslas are not a source of danger.
Don't really believe too much in what Westerners will say about benevolence and morality.
Believe it or not, you can look at Russia now. Even SCI, whose science has no borders, can not accept papers from Russian scientists, you think, what bottom line will they have?
After the sole proprietorship Tesla sells more and more, it is likely that it will be more difficult to regulate and restrict in the future.