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天津快乐10分基本走势图: Model 3降價20%?馬斯克中國計劃的下一步

天津快乐10分预测 www.mkjab.com 彭博社 2020年01月07日

特斯拉首席執行官埃隆·馬斯克寄希望于這家超級工廠為其贏得競爭優勢。

據知情人士透露,在中國電動汽車市場日趨疲軟的當下,為了在中國市場吸引更多的消費者,特斯拉正在考慮從今年起將中國產Model 3的價格降低20%或更多。

為避開關稅、降低成本,特斯拉將減少進口零部件的數量,轉而采用更多的本地零部件。由于該計劃尚未對外披露,該知情人士要求不具名。特斯拉上海工廠生產的Model 3車型的首發價格為355,800 元(約50,800美元),但或將從2020年下半年起開始降價。

總投資達數十億美元的上海工廠是特斯拉在美國以外開設的首家工廠,隨著寶馬和戴姆勒也將目光瞄準中國電動汽車市場,特斯拉首席執行官埃隆·馬斯克寄希望于這家超級工廠為其贏得競爭優勢。一旦特斯拉開始降價,中國本土電動汽車企業如蔚來汽車、小鵬汽車勢必將被迫跟進。

上海咨詢公司Automobility 的創始人比爾·拉索表示,“價格是影響消費者購買的重要因素,此舉將提升特斯拉電動汽車的市場份額,也會迫使競爭對手做出相應調整?!?

在降價20%后,特斯拉Model 3的起售價將降至30萬元以下。2019年11月,小鵬電動汽車宣布其旗下新款P7的定價將在27萬元至37萬元之間。蔚來汽車最便宜的ES6車型定價則將從358,000元起跳。

市場艱難

在政府縮減補貼之后,中國的電動汽車銷量已經連續數月呈下降趨勢。電動汽車廠商在空前低迷的市場中掙扎,使得競爭日趨白熱化。

Tesla Inc. is considering cutting the price of its China-built Model 3 sedans by 20% or more this year, people familiar with the plans said, betting the move will lure buyers as the world’s biggest electric-vehicle market slows.

Tesla aims to bring down costs by using more local components, allowing it to import fewer parts and avoid tariffs, the people said, asking not to be identified as the matter isn’t public. Prices of the cars, which will be built in Tesla’s new Shanghai factory and start at 355,800 yuan ($50,800), will probably be lowered from the second half of 2020, they said.

Chief executive officer Elon Musk is counting on the multibillion-dollar Shanghai plant, Tesla’s first factory outside the U.S., to give it an edge over the likes of BMW AG and Daimler AG, which are also targeting China with new EV models. The move would also pressure local incumbents such as NIO Inc. and Xpeng Motors to follow suit with price cuts.

“People shop on price — this will help grow the market share of electric vehicles,” said Bill Russo, founder of Shanghai-based consulting firm Automobility Ltd. “This will also force the competing products to make adjustments.”

A 20% cut would bring the Model 3’s starting price below 300,000 yuan. Xpeng said on November 2019 its new P7 sedan will be priced at 270,000 yuan to 370,000 yuan. NIO’s ES6 sport utility vehicle, its cheapest model, starts at 358,000 yuan.

Tough Market

Competition is heating up as EV makers struggle through an unprecedented slump. Sales of electric cars have fallen for months in China after the government scaled back subsidies.

2019年12月7日,約500輛黑、白配色的Model 3停放于中國上海臨港新區的特斯拉超級工廠。
圖片來源:COSTFOTO/BARCROFT MEDIA VIA GETTY IMAGES

拉索表示,考慮降價說明特斯拉對競爭有清醒的認識,但降價也可能讓更多消費者選擇持幣觀望,影響特斯拉在中國市場的初期銷售。馬斯克曾經預測,到去年年底,特斯拉上海工廠的周產量將達到至少1000輛,而加州工廠達到這一數字曾花費數月時間,他還表示,未來該工廠的周產量將達到3,000輛。

隨著市場預期特斯拉銷售繼續增長,其供應商股票也迎來一波上漲行情。汽車懸掛、減震系統制造商寧波托普集團的股票上漲了4.4%,零部件制造商寧波旭升汽車技術有限公司的股票更是大漲9.2%。

知情人士表示,此次降價具體時間和降價幅度或將視市場情況而定。特斯拉在中國的代表拒絕對此置評。

對電動汽車而言,電池通常是其最昂貴的部分,因而整車成本的削減主要取決于電池。去年8月有消息稱,特斯拉目前的電池全部由日本松下公司提供,但情況正在發生改變,特斯拉已經與LG化學達成協議,將從距上海西北320公里的LG化學南京工廠采購電池。此外,去年11月有消息稱,特斯拉還達成了一項協議,即在今年年初之前使用中國寧德時代公司的電池。

與此同時,特斯拉也在為上海工廠的新車交付做最后準備。根據中國有關部門披露的消息,國產Model 3將有資格獲得高達每輛車24,750元的國家補貼,目前尚不清楚其中多少將直接讓利給消費者。(財富中文網)

譯者:梁宇

審校:夏林

While the potential price cut shows Tesla is cognizant of the competition, the move could also impact the company’s initial sales as customers hold out for the lower prices, Russo said. Musk has predicted Tesla will make at least 1,000 cars a week in Shanghai by the end of the year — a volume the company’s original factory in California spent months trying to hit — and has said a weekly rate of 3,000 is a target at some point.

Shares of Tesla’s suppliers rose on expectations of increasing sales. Ningbo Tuopu Group Co., which makes suspension and vibration-control mechanisms, jumped as much as 4.4%, while parts manufacturer Ningbo Xusheng Auto Technology Co. advanced as much as 9.2%.

The scale of the price cuts and the timing could change depending on market situations, the people said. A Tesla representative in China declined to comment.

Much of the cost cuts will hinge on batteries, which are typically the most expensive part of an electric car. Tesla currently relies entirely on Japan’s Panasonic Corp. for batteries but that’s changing as it agreed to buy batteries from an LG Chem Ltd. factory that’s about 200 miles (320 kilometers) northwest of Shanghai, people familiar said in last August. Tesla also struck a pact to use batteries from China’s Contemporary Amperex Technology Co. Ltd. by as early asnext year, people familiar said on November 2019.

Meanwhile, Tesla has been making final preparations to begin deliveries from its Shanghai plant. This month, Chinese authorities disclosed that the locally built Model 3 will qualify for state subsidies of as high as 24,750 yuan per car, though it’s unclear how much of that rebate would go directly to customers.

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