The national subsidy for new energy vehicles has just been cancelled, and many manufacturers began to increase prices in small steps. As a result, Tesla backhandedly cut prices sharply. The banner of Dalian Weiq has come out. Tao Lin also said that she will continue to set prices according to cost. I believe this It was premeditated.
Although Tesla’s previous news said that employees had an early vacation and orders were cold. But I think this is just a normal market feedback mechanism. How would I price a product if I were Musk? I just look at the order. If the order is high and the supply exceeds the demand, then increase the selling price; if the order decreases, it reminds me that the price should be lowered, so as to maintain a dynamic equilibrium and maximize the benefits. Isn’t that what happens when we trade in stocks?
If Apple’s mobile phone drops to 3,500 yuan, do you think other domestic mobile phone manufacturers still have a way to survive?
After checking, Tesla’s net sales margin is 15.5%, BYD’s net sales margin is 3.7%, and Wei Xiaoli is negative.
Tesla will launch the Model Q with a lower positioning in the next step, priced at 100,000 yuan.
Why can Tesla’s production costs be so low? Tao Lin also said that Tesla started from first principles. You can’t accept Musk’s advanced ideas. What is the first principle of business is that the cost of the same product is lower.
Because of this concept, we all know that lidar has high performance, but Musk bit the bullet and insisted on using a camera-based visual autopilot solution.
Because of this concept, Musk insists on breakthroughs in battery technology, insists on reducing the content of precious metals, and reducing the content of cobalt and nickel.
Because of this concept, we all know that integrated die-casting is not conducive to subsequent maintenance, but we still insist on integrated die-casting.
Because of this concept, even car critics know that Tesla has few models and a single product, but this is a necessary measure for industrialized mass production and cost reduction.
I am convinced of Musk’s first principle, he really believes in and practices it.
If domestic companies break the game, either the cost is lower than Tesla, which is more cost-effective; or they simply ignore the price and take the route of brand culture and differentiation. Customers who buy millions of BYD and look forward to off-roading must not care much about cost-effectiveness.
It is good for the technical route of reducing costs and increasing efficiency of new energy batteries. After all, the cost of batteries in new energy vehicles is too high, and it is difficult to make up for the difference in battery costs from other places.
In addition, sodium electricity and solid state are a breakthrough, sodium electricity is mainly low-end, and solid-state is mainly high-end.
If the cost of sodium electricity is lower and the performance is higher, at least it can be used in low-end electric vehicles, and it will avoid Tesla’s competition. The sinking market of low-end electric vehicles is also a big cake, and even Emma Technology, which makes electric bicycles, is very profitable.
In addition to ordinary passenger cars, low-end electric vehicles are commercial vehicles, such as minivans for short-distance transportation in cities. If short-distance logistics vehicles in county towns can use sodium-ion batteries in the future to maximize the low-cost cost-effectiveness, Tesla will not be able to enter.
I am familiar with Musk, Iron Man, and the American Transformers-style trucks are not suitable for our national conditions. Old American truck drivers have unions, a vast territory, and high salaries. Our domestic logistics industry has daily price wars, so we don’t follow that. As for the CyberTrunk pickup, you don’t need to look at it, I don’t think it’s acclimatized. Therefore, the new energy logistics vehicle is a potential track. The countryside surrounds the city, and Tesla can’t do anything with us. Does Iron Man end up making a van?
In addition, even if Tesla’s cost advantage is obvious, we still have a special subsidy method: government procurement. The cake of government procurement is still in the hands of our national enterprises. Of course, Weilai Ideal Xiaopeng probably won’t be able to squeeze into government procurement, and the brand tone does not match. It is good for BYD and others. At least BYD is listed on the A-share market, and the meat will rot in the pot. After all, there is a lesson from the past like Lenovo.
Tesla doesn’t have to think about government procurement. Even if you dare to buy, does the leader dare to sit?
To sum up, passenger cars are the Red Sea, and new forces will lose a lot, but new energy logistics vehicles are a market with great potential.
In addition, it is said that Xiaomi will end up building cars. Xiaomi claims to be extremely cost-effective, and only earns a profit with a comprehensive after-tax net interest rate of no more than 5%. But BYD’s current net profit rate is about 3 points, and Weilai’s ideal Xiaopeng seems to be negative. Don’t you think it’s embarrassing.
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