Tesla's price cut for the first time in 2024 is satisfying, but it is actually not as good as the discount before the price increase

2024.1.12 This wave of Tesla price cuts can be said to be the most disappointing recently.

Since yesterday evening, a lot of sales have posted content, saying that the drop has reached as high as 30,000, and it is also accompanied by a picture of the decline in domestic sales in the export cycle at the beginning of last year, which seems to be imminent in exchanging price for volume, which satisfies the audience's appetite.

After the official price reduction on the 12th, the price of the new Model 3 has become 245,600 yuan, and the Model Y has become 258,900 yuan.

Counting last month's insurance subsidy, the guide price of the Model 3 rear-wheel drive decreased by 15,500, and the terminal price decreased by only 7,500.

Note that when the new version is released in September 2023, the price of Model 3 has increased from 229,900 to 259,900, an increase of 30,000.

It can be seen that this new version seems to be reduced by 15500, but the actual reduction of 7500 is not enough to make up for the 30,000 increase brought by an ordinary facelift of Model3.

The positioning of the Model 3 as the more expensive model in its class has not changed.

As for the Model Y, I believe some friends still remember that since December 12th, Tesla officials have begun to advertise the old Model Y with great fanfare, putting on a posture that there is no inventory to clear, and they are ready to go all out to increase the new version of the Model Y.

By January 12th, the sell-out statement was self-defeating, not only did the new version of the ModelY not come, but the old ModelY played the operation that seemed to reduce the guide price by 7500, and actually increased the terminal price by 2250.

According to official financial data, the total production of 3 and Y in 2023 is 1.775 million, minus 1.740 million deliveries, and there are 35,000 units in stock.

The total production of 3 and Y in 2023Q4 is 477,000 units, minus 462,000 deliveries, and there are 15,000 units in stock.

In the Q4 window when the new version of the Model 3 is slowly climbing, these inventories can still rise like this, and there is no doubt that it is all Model Y.

It shows that a month later, on January 12, 2024, ModelY actually still has a lot of inventory, and even relies on surface price reductions to attract traffic, which is not sold out at all as previously announced by the official.

In summary, Model3 is really reduced this time, but the reduction is limited, and it does not make up for the price increase of the new version of the market;ModelY seems to be a price cut this time, but it is actually a small increase, which is before ModelY is renewed, and then digests the rhythm of the old inventory, which naturally hammers the 2023.12.12 Sold out statement is not right, I hope that if the inventory is really cleared, it will show sincerity.

Speaking of which, the consumer strategy is clear: friends who want to wait for the renewal of the Model Y will continue to wait, don't be bluffed by the old strategy of forcing orders, although the renewal of the Model 3 has dropped but has not reached the bottom, and the party will not lose.