15万元买辆特斯拉，指日可待？

华尔街见闻2022-10-21

作者：周智宇云贵交界处，离云南省会昆明240多公里的地方，有个攀枝戛村。小小的村庄里有着30多辆特斯拉。白天用特斯拉接送游客，晚上被改造成民宿，这个远离城市“桃花源”，又被叫做大山里的“特斯拉村”。而在不久的将来，一款售价大概15万元的平价版特斯拉，将可能下沉到三、四线及以下的城市当中，席卷村庄。特斯拉CEO埃隆·马斯克在10月20日的财报会上表示，特斯拉开发团队目前主要精力是在开发下一代车型上，...

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雨点尔
2022-10-23
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2022-10-21
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3的客户；让“蔚小理”变成“埃小蔚”的广汽埃安，主打产品是AION S以及AION Y，售价在15万元附近。特斯拉直接祭出一款售价15万元的新车型，不仅让此前瞄准Model 3的车型没了价格优势，甚至直接杀入了埃安们的腹地。当初靠着国产化不断压低成本，特斯拉有了“价格屠夫”之名，让一众竞争对手也不得不跟随着它，降低自己售价，靠性价比争夺客户。平价版特斯拉的横空出世，则直接断了其他电动车企的后路，再下沉，大家就只能和五菱宏光去竞争了。15万元的特斯拉也会是马斯克的希望。眼下特斯拉被追赶、超越的焦虑感已肉眼可见。在中国市场，9月，比亚迪宋以4.6万辆的销售数据位列第二，在单月新能源SUV销量排名上，紧追Model Y（4.7万辆）；在新能源轿车方面，比亚迪秦、比亚迪汉也分别以3.7万辆、3.1万辆的销售数据，超过排在第四名的Model 3，在它后面，是比亚迪纯电车型海豚，销量为2.5万辆。另一边，则仿佛是2018年再现，马斯克今年又一次遭遇了“产能炼狱”。柏林工厂电池产能爬坡过慢，仍旧让马斯克全年150万辆的交付目标打上问号；加上来自物流运力的短缺、不稳定，特斯拉虽然在三季度交付创下单季度新高，超过34.3万辆，但依旧低于分析师们的预期。来自需求的担忧、产能的持续遇困，以及全球金融市场的动荡，让特斯拉的股价在今年下跌了超过4成，其总市值也从去年11月最高近1.3万亿美元，到如今不到6500亿美元。这位曾经在2018年处于破产边缘的科技狂人，又一次面临和当时十分相像的囧境。不过彼时他依靠着上海超级工厂投产，三年里打了个漂亮的翻身战，如今盘踞世界首富之位。即将面世的平价版特斯拉，会是马斯克甩脱以上困扰，稳居世界之巅的重要依托。马斯克表示，在新产品、管理能力以及好运气的加持下，特斯拉的市值很可能会超过苹果以及沙特阿美市值的总和，来到4万亿美元。想要实现这一目标，最直接的就是让平价版特斯拉在中国制造的助力下，实现“规模经济”，下沉到更多的市场里，在规模上进一步跃升。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9981200359,"gmtCreate":1666501595871,"gmtModify":1676537763283,"author":{"id":"3578181469213089","authorId":"3578181469213089","authorIdStr":"3578181469213089","name":"雨点尔","avatar":"https://static.tigerbbs.com/798290ed3e705acda62fcffc058d4628","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578181469213089"},"htmlText":"謝謝分享","listText":"謝謝分享","text":"謝謝分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981200359","repostId":1127149018,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662856950,"gmtCreate":1666349917472,"gmtModify":1676537745266,"author":{"id":"3529999679251239","authorId":"3529999679251239","authorIdStr":"3529999679251239","name":"XXY2020","avatar":"https://static.tigerbbs.com/c6938b2cfcd0ad122ccd5fa6777e7d51","vip":1,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":5,"crmLevelSwitch":0,"idStr":"3529999679251239"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":19,"repostSize":0,"link":"https://ttm.financial/post/662856950","repostId":1127149018,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7773724,"gmtCreate":1670473550317,"gmtModify":1670473551006,"authorId":3486526861498606,"author":{"id":3486526861498606,"authorId":3486526861498606,"name":"蹦米","avatar":"https://static.tigerbbs.com/ba763eeec8ae52ef62cefa91f4eb4250","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662856950,"type":1,"supId":0,"prevId":0,"content":"E","text":"E","html":"E"},{"id":7773717,"gmtCreate":1670473314076,"gmtModify":1670473314866,"authorId":3486526861498606,"author":{"id":3486526861498606,"authorId":3486526861498606,"name":"蹦米","avatar":"https://static.tigerbbs.com/ba763eeec8ae52ef62cefa91f4eb4250","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662856950,"type":1,"supId":0,"prevId":0,"content":"R","text":"R","html":"R"},{"id":7773710,"gmtCreate":1670473183271,"gmtModify":1670473184055,"authorId":3486526861498606,"author":{"id":3486526861498606,"authorId":3486526861498606,"name":"蹦米","avatar":"https://static.tigerbbs.com/ba763eeec8ae52ef62cefa91f4eb4250","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662856950,"type":1,"supId":0,"prevId":0,"content":"E","text":"E","html":"E"},{"id":7773707,"gmtCreate":1670472993718,"gmtModify":1670472994513,"authorId":3486526861498606,"author":{"id":3486526861498606,"authorId":3486526861498606,"name":"蹦米","avatar":"https://static.tigerbbs.com/ba763eeec8ae52ef62cefa91f4eb4250","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662856950,"type":1,"supId":0,"prevId":0,"content":"U","text":"U","html":"U"},{"id":7773700,"gmtCreate":1670472598237,"gmtModify":1670472598895,"authorId":3486526861498606,"author":{"id":3486526861498606,"authorId":3486526861498606,"name":"蹦米","avatar":"https://static.tigerbbs.com/ba763eeec8ae52ef62cefa91f4eb4250","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662856950,"type":1,"supId":0,"prevId":0,"content":"T","text":"T","html":"T"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":12,"commentSize":2,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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