14 days after the official announcement of the price adjustment on October 24, Tesla once again launched an insurance subsidy program. This promotional plan has been interpreted by the industry as another “disguised price reduction”, which may highlight Tesla’s huge order pressure in the Chinese market. On November 8, Tesla China's official Weibo released a poster saying that from November 8 (inclusive) to November 30 (inclusive), if you purchase an existing car and a cooperative insurance agency auto insurance combination and complete the car pickup on time, the final payment can be reduced by 8,000. RMB; from December 1st (inclusive) to December 31st (inclusive), the final payment can be reduced by 4,000 yuan.
New models such as Semi and Cybertruck are expected to be mass-produced this year and next year, superimposed on possible subsidies in the US market next year, or continue to drive consumer demand. A next-generation, lower-priced model is being developed, and the company expects future production of this model to exceed the current output combined. The cost of expansion of the Berlin and Austin plants, as well as the impact of changes in upstream material costs, remains to be seen on the company's bottom line. So don't catch the falling knife now.
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