On January 10, 2023, the new Tesla Model 3 was released in the United States, priced at $38,900, equivalent to about 279,000 yuan, with a price difference of about 17,000 yuan. On January 1 this year, Tesla opened the insurance subsidy of 6,000 yuan for the rear-wheel drive version of the Model 3, which is enough to see that Tesla has begun to have careful thoughts about price reduction, and the price of the Tesla Model 3 refresh on sale in North America is enough to see that there is room for price reduction.
1. The standard endurance version of the Model 3 is too expensive in China
From the chart we can see:
- The price of the new Model 3 in the North American market, whether it is the standard range (standard continuation) or the long range version, is higher than that of the Chinese mainland market, with the standard and long-lasting versions being 17,600 yuan and 32,500 yuan higher, respectively.
- For the Model Y, the situation is similar, the price difference is even greater, and the standard and long-term versions in the North American market are 49,000 yuan and 45,000 yuan higher than the Chinese mainland market.
This is enough to show that the standard endurance version of the Model 3 is too expensive in China, the profit is still very high, and there is still a lot of room for price reduction, and you must know that the Model 3 is renewed, the cost will be lower than the old model, and the lowest price of the old Model 3 has come to 229,900 yuan.
- The price difference between the Model 3 Refresh and the Model Y standard range in the U.S. is 36,000 yuan, while the price difference between the same version in the Chinese market is only 5,000 yuan, which means that the price difference between the Model 3 Refresh and the standard range version of the Model Y in the U.S. market is quite large, and the price difference between the Model 3 Refresh and the standard range version of the Model Y in the Chinese market is very close, and the difference is much smaller than that in the U.S. market.
- For the long-range version, the price difference in the U.S. market is 21,500 yuan, which once again verifies that there is a significant price gap between the Model 3 and the Model Y long-range version in the U.S. market, and in the Chinese market, the price difference is only 9,000 yuan, which indicates that in the Chinese market, the price difference between the Model 3 and the Model Y is small for both the standard and long-range versions.
This further shows that only the standard range of the Model 3 refreshed model in China is subsidized (in fact, it is a disguised price reduction), and the new Mode 3 model in China still has room for price reduction, and the price is high.
Second, the price reduction of the new Model 3 is inevitable
And for the recent hot spots in the car rim,It's nothing more than Xiaomi SU7 and Extreme Krypton 007,Extreme Krypton 007The starting price of 209,900 is really a small earthquake in the car rim,The price of 209,900 makes the cost performance of Extreme Krypton 007 too high,It also makes it difficult for Xiaomi SU7 to ride a tiger,The price has not been announced so far,And the price of Geely Galaxy E8 175,800 is really ruthless,And the cost-effective model is nothing more than stealing part of the cake of Model 3。
Tesla's strategy is always based on supply and demand and costs to adjust the price, and it is estimated that a wave of price reductions will also be triggered in March and April, the off-season after the Spring Festival car sales.