Tesla has laid off employees and cut prices, and the most feared thing of the new car-making forces has finally happened

After laying off 10% of more than 14,000 employees worldwide, Tesla once again announced price cuts, with the price of Model 3 and Model Y cutting prices by more than 10,000 yuan.

Tesla, which leads the development of new energy vehicles in the world, can't bear it, and the scale is smaller, and even the new energy car companies that do not have their own assembly plants have a dead end in price reduction and no price reduction.

What caused the sudden collapse of new energy vehicles?

The reduction of car companies can be the improvement of production automation and efficiency, and the price reduction may also be the dividend brought by the scale advantage, however, this time it is one of the extreme manifestations of the mismatch between the production capacity and demand of new energy vehicles.

One of the reasons why the contradiction between supply and demand will intensify in 2024 is that all traditional car companies have entered the new energy vehicle market.

Unlike the production capacity planning of tens of thousands or hundreds of thousands of new car manufacturers, a base of traditional car companies is a long-term plan of hundreds of thousands of vehicles, and the growth of new energy vehicle market demand cannot undertake the sudden release of huge production capacity.

As a result, the price of new cars is only lower than the minimum, until it can no longer survive, and car companies must reduce production to ease the pressure on sales, and at the same time, they must continue to reduce prices to obtain the original small increase in the market.

Tesla is not the first car company to reduce production and price cuts, nor will it be the last, some multinational car companies shouted that they could not withstand the involution of the Chinese auto market, and had no intention of falling in love with the war, and had to withdraw from the Chinese market.

Car companies such as Suzuki, Mitsubishi and Renault are still alive and well in the global market, while car companies such as Hyundai, Ford and Peugeot Citroen have been reduced to third- and fourth-tier car companies, and even leading joint ventures such as Volkswagen, General Motors and Toyota are also in a state of confusion.

In fact, the major independent traditional car companies are also walking on thin ice, no one can stay out of this era of involution, the difference is only who can win a little more initiative.

For the new car-making forces, life may become more and more difficult!

The story of PPT is about to come to an end, and the asking price of capital is getting higher and higher, and the only thing left is the first-mover advantage and the policy dividend of new energy vehicles.

However, traditional car companies have the foundation of the fuel vehicle market, the scale advantage of the industrial chain and dealer network, and their hesitation to the new energy vehicle market has made these advantages complained about as a sign of backwardness and lack of progress.

When traditional car companies began to be reluctant to be isolated from emerging markets, from the imitation attempts of new car manufacturers to the full plug-in hybrid of fuel vehicles, this change seemed to stir up the entire market in an instant.

Great Wall's Hi4, Geely Galaxy's plug-in and pure electric vehicles, and Chery's CD-M, the independent head of traditional car companies are rushing to BYD's glorious achievements as soon as they make a move.

The strength of traditional car companies should not be underestimated, and some people once said that "when traditional car companies exert their strength, they will annihilate all the new forces of car making", however, the opening of traditional car companies in the new energy vehicle market is not smooth, and this sentence has become a counterword.

As a result, the advantages of new car-making forces in the new energy vehicle market have been infinitely exaggerated, and the new energy vehicle market has also been regarded as a completely cross-border market, as if it is not a holy place that traditional car companies can reach.

However, from the three-electric system to the intelligent central control system, and then to the intelligent driving system, the traditional car companies have quietly completed the transformation, which is enough to go hand in hand with the new forces of car manufacturing.

When the model design, technology and traffic play are all put on the bright side, the scale advantage of traditional car companies will directly crush the new forces of car manufacturing, and the competition for the market demand that is not much in the market means that the price war is inevitable, but the room for maneuver of traditional car companies is much greater than that of new car manufacturers.

Traditional car companies really make efforts in the new energy vehicle market, even if they will face a hard battle, or even withdraw from the market, which is life and death for the new car-making forces.

It is not surprising that the new car-making forces are far behind the traditional car companies in the automotive industry chain, brand image and development cornerstone, and they collapsed overnight, such as the once hot car companies such as WM, Evergrande and Gaohe.

The most feared thing of the new car-making forces has finally happened, this change is coming faster than they imagined, and the head of Wei Xiaoli and other car companies already have a certain strength, just see who will take the wrong detour, who can make a steady progress.

The equal competition between fuel vehicles and new energy vehicles, the short-term confrontation between new car-making forces and traditional car companies, this is the inevitable development trend of China's auto market.

In the next price war and the next technology war, whoever hesitates first will lose, and Tesla has started the next vicious war!

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