大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？

澎湃新闻2023-02-10

特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

sptang
2023-02-11
sptang
👍

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1191944050?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/a35e36c5008a2d7ce4d8a0a2b089171d","is_english":false,"pubTime":"2023-02-10 14:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1191944050","market":"us","top_or_hot":-1,"title":"大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？","media":"澎湃新闻","content":"<div>\n<p>特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_21873486\">Source Link</a>\n\n</div>\n","source":"ppxw","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大降价一个月后，特斯拉突然宣布涨价两千，释放了什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 14:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_21873486><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_21873486\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2087621335.USD","symbol_name":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.thepaper.cn/newsDetail_forward_21873486","article_id":"1191944050","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/a35e36c5008a2d7ce4d8a0a2b089171d"],"rights":{"source":"ppxw","url":"https://www.thepaper.cn/newsDetail_forward_21873486","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1191944050","pubTimestamp":1676011776,"sourceInfo":{"source_id":"ppxw","name":"澎湃"},"weMediaInfo":null,"summary":"Model Y涨价未必和成本变动有关。","collect":0,"end_time":0,"defaultTopTitle":"thepaper.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4555":"新能源车","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2063271972.USD":"富兰克林创新领域基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"A month after the big price reduction, Tesla suddenly announced a price increase of 2,000. What signal did it release?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4389667e71d39fa024b7a13e4626c18e","symbols_score_info":{"TSLA":0.9},"content_text":"特斯拉“不按套路出牌”，仅针对Model Y后驱版涨价2000元。2月10日，特斯拉中国官网显示，Model Y后驱版涨价2000元至26.19万元。预计交付时间为2-5周。其余车型价格未变。特斯拉本次涨价被不少人称作“不按套路出牌”，因为距其上次大规模降价仅仅时隔一个月。1月6日，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元，创下历史最低价格，降幅从6%至13.5%不等。其中，Model 3后轮驱动版从26.59万元降至22.99万元，降幅为3.6万元；Model 3高性能版由34.99万元降至32.99万元，降幅为2万元。Model Y后轮驱动版从28.89万元降到25.99万元，降幅为2.9万元；Model Y长续航版由35.79万元降至30.99万元，降幅为4.8万元；Model Y高性能版由39.79万元降至35.99万元，降幅为3.8万元。此时正值新能源国家补贴刚刚退出，而比亚迪、广汽埃安等头部新能源品牌早已宣布涨价，不少车企还纷纷以“限时保价”的噱头来招揽客户，特斯拉的降价令不少竞品乱了阵脚。一周之后，华为和赛力斯联合打造的AITO问界成了第一家跟进降价的企业，将问界M5 EV、问界M7舒适版与豪华版售价下调3万元左右。1月17日，小鹏汽车发布公告称，对G3i、P5、P7三款旧车型进行调价，降幅为2万-3.6万元。春节之后，降价趋势蔓延开来，更多车企加入了由特斯拉掀起的价格战。包括蔚来、极氪、宏光MINIEV、吉利帝豪、沃尔沃等在内的多个品牌对旗下部分车型开启降价。尤其是鲜少公开促销活动的蔚来，也官宣了大力度的购车优惠，对所有车型提供贷款两年免息（20万元-30万元）和1.99%的低费率金融方案；提供国家补贴兜底优惠、长库龄展车优惠等，其中长库龄展车优惠最高可达1.8万至2.4万不等。对于本次2000元的小幅调价，业内人士普遍预计不会有其它新能源品牌做出跟随涨价动作。对于频繁调价，特斯拉方面曾多次强调其“成本定价”的原则。特斯拉公司副总裁陶琳曾在微博上表示，特斯拉从“第一性原理出发”，坚持以成本定价，“特斯拉价格调整的背后，涵盖了无数工程创新，实质上是独一无二的成本控制之极佳定律。”不过市场对于“成本定价”的说辞并不买账，例如针对1月6日降价，路透社等外媒以及不少业内人士均将其解读为拉动需求。就本次Model Y后驱版车型涨价，有不少业内人士认为是在刺激消费者购买需求，向“等等党”释放不会继续降价的信号。在特斯拉降价消息出来后，已有不少销售人员向潜在客户表示，特斯拉已小幅涨价，建议不要继续观望。有供应链相关人士对澎湃新闻记者表示，“同一家主机厂配件通用性和可替换性都很强，尤其是中低价位车型几乎不会用到特殊的配件。”他补充说，“近期锂也并没有涨价，Model Y涨价未必和成本变动有关。”此外，当地时间2月3日，特斯拉也上调了Model Y长续航版和Model Y高性能版在美国市场的售价。外媒分析认为，是强劲的需求促使特斯拉上调Model Y售价，以保障盈利能力。日前，特斯拉CEO埃隆·马斯克在2022年第四季度财报电话会议上表示，降价带来需求激增，今年1月份的订单达到了产能的两倍。乘联会数据显示，今年1月，特斯拉中国销量为6.6万辆，出口量为3.9万辆，以此计算，特斯拉中国在国内市场的销量为2.7万辆。","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":9954113553,"gmtCreate":1676079789872,"gmtModify":1676079793092,"author":{"id":"3552548580314246","authorId":"3552548580314246","name":"sptang","avatar":"https://static.tigerbbs.com/7bcf5804031a37b3f7e5a3b797aebd40","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3552548580314246","authorIdStr":"3552548580314246"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954113553","repostId":1191944050,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":38,"commentSize":1,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1191944050"}