特斯拉又降价了，新能源车降价潮来临？

券商中国2023-04-14

被称为“价格屠夫”的特斯拉，再次挥动镰刀——继续降价。4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版、Model Y高性能版的价格分别下调9.1%、9.2%，这是特斯拉今年在丹麦的第二次降价。不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。紧随特斯拉，国产品牌新能源车近期也有降价促销动作。二级市场上，在低位盘整近1个月后，新能源汽车产业链个股今日集体...

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Y高性能版的价格分别下调9.1%、9.2%，这是特斯拉今年在丹麦的第二次降价。不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。紧随特斯拉，国产品牌新能源车近期也有降价促销动作。二级市场上，在低位盘整近1个月后，新能源汽车产业链个股今日集体走强，锂矿指数大涨逾4%，盐湖提锂指数涨超3%，新能源整车指数涨近2%。特斯拉又降价了4月14日，特斯拉丹麦官网显示，特斯拉Model 3高性能版最新售价为42.699万克朗，较此前下调了9.1%；Model Y高性能版最新售价为45.65万克朗，下调了9.2%。这是特斯拉今年在丹麦的第二次降价。就在2个月前，特斯拉Model 3标准续航版和长续航版在丹麦降价7%-8%。不得不说，特斯拉的降价速度和幅度，真的有点大。在美国，特斯拉今年以来已经降价3次。4月7日，特斯拉美国官网显示，长续航版和高性能版Model 3起售价分别降低1000美元，最新售价分别为4.199万美元和5.299万美元。另外，Model S/X起售价下调9.5%，现有两款Model Y的起售价也均下调2000美元。当天，特斯拉正式在美国推出了一款价格较低的Model Y车型，配备AWD动力系统，起售价49990美元。4月8日，针对汽车降价，特斯拉CEO马斯克回应称，降价的原因不是大家对特斯拉没有需求，而是大家没钱负担不起，只有把车价降下来，才是真正的满足需求。马斯克说：“许多富裕的批评家不明白大规模需求受到负担能力的限制。我们的产品有很多需求，但如果价格比人们拥有的钱多，那么这种需求就无关紧要了。”年初以来，特斯拉降价潮席卷全球，分别在中国、日本、韩国、美国、欧洲等多国和地区大幅下调售价，涉及Model 3和Model Y等市场畅销车型。近日，有分析师对特斯拉降价发表评论称，特斯拉最近的降价不太可能是最后一次，在这家电动汽车制造商即将公布季度收益之际，降价让利润率成为人们关注的焦点。一系列的降价动作，带动了特斯拉的销量。4月3日，特斯拉公布2023年第一季度的交付数据：第一季度交付电动汽车42.29万辆，环比增长4%，同比增长36%，打破了特斯拉单季度的交付纪录。新能源车降价潮将来临？紧随特斯拉，国产新能源车近期也有降价促销动作。据澎湃新闻报道，4月10日，长安深蓝宣布开启“深蓝品牌周年庆”活动，提供1.2万元现金补贴，6000元金融补贴，4000元保险现金补贴。官方指导价为16.89万元起的SL03，补贴后起售价降到了14.99万元，降幅近两万元。深蓝汽车补贴优惠并非个例，近日已有多个新能源汽车品牌推出类似优惠活动，且不同于3月份的燃油车价格大战含糊不清的降幅和促销模式，几家新能源车品牌都较为清晰地宣布了相关车型的优惠方式与额度。4月7日，比亚迪旗下海豹车型推出购车活动，综合优惠最高3.1万元，其中包括1.5万现金补贴，1万元金融贴息和6000元置换补贴。此外，吉利旗下的新能源品牌几何汽车也在本月推出限时补贴政策，对旗下几何E、几何G6、几何M6等车型补贴至高1.3万元，入门版车型降幅普遍为10%左右。与此同时，也有不少品牌选择了直接官宣降价。4月9日，吉利旗下睿蓝汽车发布睿蓝9价格调整说明。吉利睿蓝9降幅最大的高配版降价2万元至17.99万元，降幅为10%。此外，4月8日，东风纳米宣布调整旗下车型官方指导价，最大降幅为6000元。在降价声明中，不少车企都提到了电池原材料降价的因素。今年以来，受新能源汽车需求增速放缓，以及碳酸锂和电池产能释放的影响，新能源产业链价格都在回调，这也带动了新能源车动力电池成本的下降。据上海有色网最新报价显示，4月14日，碳酸锂（99.5%电池级/国产）跌2500元报19.3万元/吨，创逾1年新低，连跌54日，近5日累计跌17000元，近30日累计跌181000元；氢氧化锂（56.5%电池级粗颗粒/国产）跌11000元报25.1万元/吨，创逾1年新低，连跌34日，近5日累计跌50500元，近30日累计跌174000元。不少业内人士预期，今年上海车展后将迎来新一轮的新能源车降价潮。江西新能源科技职业学院新能源汽车技术研究院院长张翔称，车展会发布一大批新车，新能源车技术日新月异，相关技术会进行大幅度升级，老款车型竞争力势必下降，必须要通过降价来消化库存。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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