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2021-02-19
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Tesla's price reduction may be further, and hard-mouthed Nio and other Internet car manufacturers are facing difficult times
特斯拉在美国和日本市场均降低了model3等车型的售价,业界预期它在中国市场或许也将开启新一轮的降价,这对于蔚来等互联网造车企业来说将是巨大的压力。蔚来1月份的交付量环比增幅只有个位数,而理想更是出现环比下跌,显示出随着特斯拉的持续降价已给这些互联网造车企业造成沉重的压力。
Tesla's price reduction may be further, and hard-mouthed Nio and other Internet car manufacturers are facing difficult times
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Now, the price of the cheapest Model 3 has been as low as 249,000 yuan. As a result of the sharp price drop, the sales of Model 3 in the Chinese market have been rising steadily.</p><p>In the first half of 2020, the monthly sales volume of Model 3 in the Chinese market was basically over 10,000 units, and by the second half of 2020, the monthly sales volume gradually exceeded 20,000 units to 23,000 units. If it weren't for the emergence of Wuling Hongguang miniEV, the Model 3 would have always been the highest-selling new energy model in the Chinese market.</p><p>Industry insiders point out that Tesla may be taking something similar to<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The strategy is to come to users with hardware circle, and then rely on software to make profits. The starting price of Tesla's FSD kit is as high as 64,000 yuan, and the profit margin is very huge, which is the confidence for it to continuously reduce the price of Model 3 and other models.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13184441475/0\"/>With the hot sale of Model 3 in the Chinese market, traditional automobile companies have felt tremendous pressure. Among them, BMW has significantly reduced the prices of many hot-selling models. Among them, the price of ix3 has been reduced by 70,000 yuan since the end of last year. Obviously, facing the huge pressure brought by Tesla, BMW and other automobile companies have chosen to trade price for volume.</p><p>Faced with such a situation, Internet car manufacturers are quite hard-mouthed. Among them, Li Bin, founder of Nio, said that Tesla's price reduction is a good thing to enlarge the new energy vehicle market, while Weilai will not cut prices. However, the reality seems to be quite unfavorable to Internet car manufacturers. Nio deliveries increased by only single digits month-on-month in January, while Ideal declined month-on-month, showing that Tesla's continuous price cuts have put heavy pressure on these Internet car manufacturers.</p><p>Compared with Tesla, China's Internet car manufacturers lack their own core<span>Technical advantages</span>They can't compare to Tesla in car-building technology, and they are far inferior to Tesla in autonomous driving technology. Lacking core technology, they have to keep making a fuss about marketing, trying to create a new model similar to<a href=\"https://laohu8.com/S/01994\">Haidilao</a>The service method attracts users, which may be difficult to attract users for a long time.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13184442204/0\"/>There are also domestic new energy vehicle enterprises that put pressure on Internet car manufacturers.<a href=\"https://laohu8.com/S/002594\">BYD</a>After nearly a year's downturn, the blade battery was launched in the second half of last year, and the sales volume of BYD Han EV equipped with blade battery rose steadily after its launch. The monthly sales volume of BYD Han EV has exceeded 7,000 units, that is to say, the monthly sales volume of BYD Han EV alone is equivalent to the sum of all models in Nio.</p><p>Faced with the up-and-down squeeze of Tesla and BYD, how to break through the siege of Internet car manufacturers such as Nio has become their primary consideration this year. If they can't find a breakthrough, the dream of Internet car manufacturers is likely to become a dream.</p><p></article></body></html></p>","source":"tencent","collect":0,"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>Tesla's price reduction may be further, and hard-mouthed Nio and other Internet car manufacturers are facing difficult times</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's price reduction may be further, and hard-mouthed Nio and other Internet car manufacturers are facing difficult times\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">柏铭2018</strong><span class=\"h-time small\">2021-02-19 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In both the U.S. and Japanese markets, the price of the Model 3 and other models has been reduced, and the industry expects that it may also start a new round of price cuts in the Chinese market.<a href=\"https://laohu8.com/S/NIO\">Nio</a>It will be huge pressure for Internet car manufacturers.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13184440665/0\"/>Tesla has been lowering the price of Model 3 models in the Chinese market since the end of 2019. Now, the price of the cheapest Model 3 has been as low as 249,000 yuan. As a result of the sharp price drop, the sales of Model 3 in the Chinese market have been rising steadily.</p><p>In the first half of 2020, the monthly sales volume of Model 3 in the Chinese market was basically over 10,000 units, and by the second half of 2020, the monthly sales volume gradually exceeded 20,000 units to 23,000 units. If it weren't for the emergence of Wuling Hongguang miniEV, the Model 3 would have always been the highest-selling new energy model in the Chinese market.</p><p>Industry insiders point out that Tesla may be taking something similar to<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The strategy is to come to users with hardware circle, and then rely on software to make profits. The starting price of Tesla's FSD kit is as high as 64,000 yuan, and the profit margin is very huge, which is the confidence for it to continuously reduce the price of Model 3 and other models.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13184441475/0\"/>With the hot sale of Model 3 in the Chinese market, traditional automobile companies have felt tremendous pressure. Among them, BMW has significantly reduced the prices of many hot-selling models. Among them, the price of ix3 has been reduced by 70,000 yuan since the end of last year. Obviously, facing the huge pressure brought by Tesla, BMW and other automobile companies have chosen to trade price for volume.</p><p>Faced with such a situation, Internet car manufacturers are quite hard-mouthed. Among them, Li Bin, founder of Nio, said that Tesla's price reduction is a good thing to enlarge the new energy vehicle market, while Weilai will not cut prices. However, the reality seems to be quite unfavorable to Internet car manufacturers. Nio deliveries increased by only single digits month-on-month in January, while Ideal declined month-on-month, showing that Tesla's continuous price cuts have put heavy pressure on these Internet car manufacturers.</p><p>Compared with Tesla, China's Internet car manufacturers lack their own core<span>Technical advantages</span>They can't compare to Tesla in car-building technology, and they are far inferior to Tesla in autonomous driving technology. Lacking core technology, they have to keep making a fuss about marketing, trying to create a new model similar to<a href=\"https://laohu8.com/S/01994\">Haidilao</a>The service method attracts users, which may be difficult to attract users for a long time.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13184442204/0\"/>There are also domestic new energy vehicle enterprises that put pressure on Internet car manufacturers.<a href=\"https://laohu8.com/S/002594\">BYD</a>After nearly a year's downturn, the blade battery was launched in the second half of last year, and the sales volume of BYD Han EV equipped with blade battery rose steadily after its launch. The monthly sales volume of BYD Han EV has exceeded 7,000 units, that is to say, the monthly sales volume of BYD Han EV alone is equivalent to the sum of all models in Nio.</p><p>Faced with the up-and-down squeeze of Tesla and BYD, how to break through the siege of Internet car manufacturers such as Nio has become their primary consideration this year. If they can't find a breakthrough, the dream of Internet car manufacturers is likely to become a dream.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021021917495177dd497e&s=b\">柏铭2018</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"160636":"互联网","161025":"移动互联","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021021917495177dd497e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2112812086","content_text":"特斯拉在美国和日本市场均降低了model3等车型的售价,业界预期它在中国市场或许也将开启新一轮的降价,这对于蔚来等互联网造车企业来说将是巨大的压力。特斯拉自2019年底以来在中国市场持续降低model3车型的售价,如今最便宜的model3售价已低至24.9万元,价格大降的结果就是model3在中国市场的销量节节攀升。2020年上半年,model3在中国市场的月销量基本在万辆以上,到2020年下半年月销量更逐渐突破2万辆至2.3万辆。如果不是五菱宏光miniEV的横空出世,model3就会一直是中国市场销量最高的新能源车型。业界人士指出特斯拉可能正在采取类似于苹果的策略,即是以硬件圈来用户,再依靠软件获取利润。特斯拉的FSD套件起步价高达6.4万元,利润空间非常巨大,这是它持续降低model3等车型售价的底气。随着model3在中国市场的热销,传统汽车企业已感受到巨大的压力,其中宝马更是对多款热销车型大幅降价,其中ix3在去年底至今已降价7万元,显然面对特斯拉带来的巨大压力,宝马等汽车企业选择以价换量。面对如此情况,互联网造车企业则显得颇为嘴硬,其中蔚来创始人李斌表示特斯拉降价是好事可以做大新能源汽车市场,而蔚来将不会降价,然而现实似乎对互联网造车企业颇为不利。蔚来1月份的交付量环比增幅只有个位数,而理想更是出现环比下跌,显示出随着特斯拉的持续降价已给这些互联网造车企业造成沉重的压力。相比起特斯拉,中国的互联网造车企业缺乏自己的核心技术优势,它们在造车技术方面比不过特斯拉,在自动驾驶技术方面更是远远不如特斯拉,缺乏核心技术的它们只好不断在营销方面做文章,试图以类似于海底捞的服务方式吸引用户,这种做法恐怕很难长期吸引用户。给互联网造车企业压力的还有国产新能源汽车企业,比亚迪在经过了近一年时间的低迷后,去年下半年推出刀片电池,搭载刀片电池的比亚迪汉EV上市后销量节节攀升,比亚迪汉EV月销量已冲破7000辆,即是说仅是比亚迪汉EV一款车型的月销量就与蔚来所有车型销量之和相当。面对特斯拉和比亚迪等的上下挤压,蔚来等互联网造车企业如何突破围城已成为它们今年的首要考虑,如果找不到突破口,互联网造车企业的梦想就很可能成为南柯一梦。","news_type":1,"symbols_score_info":{"160636":1,"161025":1,"NIO":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}