Per editor: Bi Lu Ming
According to CaiLian News Agency on February 12, Tesla (TSLA) US official website shows that the price of the Model Y high-performance version was raised by $500 to $58,490 again, and the price of the long-life version did not change.
Earlier this month, the Model Y long-range version was raised by $1,500 to $54,990 in the United States, and the high-performance version by $1,000 to $57,990.
As of the close of U.S. stocks, Tesla closed at $196.89, down 5.03%, with a total market value of $623 billion.
Stimulated by favorable sales and other sales, Tesla's stock price has rebounded 100% in a month from a low of about $100 in early January.
Tesla China suddenly announced a price increase of two thousand
Tesla's official website showed on February 10 that the price of Tesla Model Y rear-wheel drive version was raised by 2,000 yuan, and the starting price increased from 259,900 yuan to 261,900 yuan.
This is the first time Tesla has adjusted its price after announcing a price reduction for the Model 3/Y in the Chinese market on January 6.
On January 6, Tesla's domestic models were significantly reduced, with Model 3 starting at 229,900 yuan and Model Y starting at 259,900 yuan, the lowest price in history, with a decrease of 6% to 13.5%.
Among them, the Model 3 rear-wheel drive version decreased from 265,900 yuan to 229,900 yuan, a decrease of 36,000 yuan; the Model 3 high-performance version decreased from 349,900 yuan to 329,900 yuan, a decrease of 20,000 yuan.
Model Y rear-wheel drive version decreased from 288,900 yuan to 259,900 yuan, a decrease of 29,000 yuan; Model Y long-range version decreased from 357,900 yuan to 309,900 yuan, a decrease of 48,000 yuan; Model Y high-performance version decreased from 397,900 yuan to 359,900 yuan, a decrease of 38,000 yuan.
For frequent price adjustments, Tesla has repeatedly emphasized its principle of "cost pricing".
Tesla Vice President Tao Lin once said on Weibo that Tesla starts from "first principles" and insists on cost pricing, "Behind Tesla's price adjustment, it covers countless engineering innovations, which is essentially a unique excellent law of cost control." However, the market does not buy the rhetoric of "cost pricing", such as the January 6 price cut, Reuters and other foreign media and many industry insiders have interpreted it as driving demand.
According to a report by The Paper on February 10, a relevant person in the supply chain told reporters, "The same OEM parts are very versatile and replaceable, especially in the middle and low-priced models, almost no special accessories will be used." He added, "There has been no recent price increase in lithium, and the price increase of Model Y is not necessarily related to cost changes." ”
In addition, on February 3, local time, Tesla also raised the price of the Model Y long-range version and the Model Y high-performance version in the US market. Foreign media analysis believes that strong demand prompted Tesla to raise the price of Model Y to ensure profitability.
A few days ago, Tesla CEO Elon Musk said on the fourth quarter of 2022 earnings call that price cuts have brought a surge in demand, and orders in January this year reached twice the production capacity.
According to data from the passenger association, Tesla China sold 66,000 vehicles and exported 39,000 vehicles in January this year, and Tesla China's sales in the domestic market were 27,000 vehicles.
BMW, Wrangler and other fuel vehicle companies took the initiative to increase prices
According to the "Daily Economic News" reporter previously learned from the official website of Jeep, the official guidance price of Jeep Wrangler models increased by 10,000 yuan, and the price range after the increase was 459,900~634,900 yuan, Jeep said that the increase in guidance price is related to the cost increase.
It is reported that some BMW brand models will be adjusted in February, with a maximum increase of 20,000 yuan, involving 17 models, involving almost all the main sales models on sale.
Among them, the long-axle 5 series model increased by 2,600 yuan ~ 10,600 yuan; The increase of X3 model ranges from 2700 yuan ~ 7100 yuan; The increase of domestic long-shaft X5 ranges from 7,000 yuan ~ 17,000 yuan. BMW did not officially explain the reason for the price increase. However, the reporter confirmed with a number of BMW 4S store salespeople that the notice of price adjustment of the above models in February has been sent to various stores.
Image source: Photo by Wang Yan, reporter
According to the Shanghai Securities Report, in response to the news of BMW's active price increase, relevant people in BMW China responded that recently, due to global inflation, rising raw material and logistics costs, and supply shortages, some BMW brand models sold in China will officially increase the manufacturer's recommended retail price on February 1, 2023.
It is worth noting that relevant people in BMW China said that the price increase is mainly BMW fuel vehicles, but also BMW's new energy electric vehicles. However, industry experts pointed out to reporters that after Tesla recently led a new round of price cuts by new energy vehicle companies, the price increase trend of BMW, as a representative of fuel vehicles, is very worthy of attention.
Bai Wenxi, vice chairman of China Enterprise Capital Alliance, said in an interview with reporters: "The reason for choosing to increase the price of fuel vehicles is ostensibly due to the rising cost, but in fact, it is more about the price comparison effect with the general price increase of new energy vehicle leading enterprises." It is precisely for the latter reason that the future ushering in the price increase tide of fuel vehicles may be the head fuel vehicle companies with strong market appeal, but not all fuel vehicle companies will follow. ”
In addition to fuel vehicles, after entering 2023, many car companies have also raised the price of their new energy models due to rising raw material prices, and car companies such as BYD, FAW-VOLKSWAGEN, SAIC Roewe, Changan Deep Blue, and GAC Aion have successively announced price increases.
Among them, BYD announced that it will adjust the price of its dynasty series and ocean series models, with an overall increase of 2,000 yuan ~ 6,000 yuan. Although BYD is a brand that officially announced an earlier price increase, as far as the reporter's on-site visit is concerned, BYD still attracts many customers to consult and place orders in stores.
For the reasons for the price increase of some new energy vehicle brands, Bai Wenxi, vice chairman of the China Enterprise Capital Alliance, believes that "on the one hand, it is due to cost considerations, on the other hand, it is caused by the cancellation of new energy vehicle national subsidies, but the impact of a small increase in prices on the sales of new energy head car companies in the midst of rapid growth and certain market inertia is relatively limited, and some models with poor sales, the reason for choosing the price increase this time is mainly to follow the trend strategy, so as to improve their gross profit." The negative impact of this price increase strategy on car companies and brands with poor sales is also relatively limited. ”
Daily Economic News Comprehensive Cai Lian News, The Paper, Tesla China Official Website, Shanghai Securities News, Everying.com
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