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万万没想到!特斯拉突然宣布:涨价8000!“概念股”却集体大跌…

I never thought of that! Tesla suddenly announced: price increase of 8000! But “concept stocks” have collectively plummeted...

中國基金報 ·  Mar 24, 2021 18:13  · Insights

Source: China Fund Daily

Author: Wu Yu

Consumers who are still waiting for Tesla, Inc. to reduce prices cried. At noon, Tesla, Inc. suddenly announced that the price of Model Y would increase by 8000 yuan, effective immediately.

The price of Model Y suddenly increased by 8000.

On March 24th, Tao Lin, vice president of foreign affairs of Tesla, Inc., announced that the price of Model Y on sale will be increased by 8000 yuan, effective immediately. Customers who have ordered will not be affected by this price adjustment. Thank you for your support and understanding!

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According to Tesla, Inc. 's Chinese website, the price of Tesla, Inc. 's domestic Model Y long-lasting model has increased by 8, 000 yuan to 347900 yuan, compared with the previous 339900 yuan. Performance high-performance version of the model, the price from the previous 369900 yuan, raised to 377900 yuan, the same price increase of 8, 000 yuan.

It is worth noting that at the beginning of the new year in 2021, Tesla, Inc. has just reduced the price of the long-lasting version of the Model Yjinger Model Y by 339900 yuan, a direct drop of 148100 yuan, and the high-performance version by 165100 yuan to 369900 yuan. The price directly crushed the rival, and according to media reports at the time, the number of orders soared to more than 100000 within 10 hours after the price reduction was announced. The consumers who heard the sound almost stepped through the threshold of Tesla, Inc. 's direct store.

In addition, in the past year, Tesla, Inc. has cut the price of Model S several times in a row, reducing the price of Model 3/S/X in North America by 6%. It has also cut the price of Model XCPY S by 4% in China, and has cut the price of Model 3 four times in a row since it was delivered, which is now down to 249000 yuan.

Now suddenly announced the price increase, let many users stunned.

Netizens are shocked: never expected, there are price increases in the operation!

Before that, many people who wanted to buy Tesla, Inc. had an idea: if you wait, you can still be healthy! Now the reverse operation, the price has gone up. Netizens were stunned and waited. I thought it would reduce the price, but I never thought it would go up!

Some people say bluntly: who said that the party will always win?

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Some netizens teased whether the car owners who had already picked up the car should pull banners to make up for the price difference.

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There are also predictions: if you buy up or down, Tesla, Inc. 's sales are expected to rise instead of falling.

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Of course, some users said that this is to prepare for further price cuts.

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Price increase may be due to chip shortageTesla, Inc. No.1 factory has stopped production.

Industry analysis, the reason for the price increase or the shortage of chips.

In the past few months, the global auto industry has suffered an unprecedented shortage of chips, and several companies, including Tesla, Inc., have announced measures to stop production and cut production.

On Feb. 25, Musk said Tesla, Inc. 's factory in Fremont, Calif., had been temporarily closed because of a shortage of parts. The plant in Fremont, Calif., Tesla, Inc. 's first plant, formerly the GM-Toyota joint venture Nummi plant, was acquired by Tesla, Inc. in 2010 for a low price of $42 million and now has a capacity of 40 to 500000 vehicles a year. The shutdown of the plant will mainly affect the supply of Model 3Unix Y in the US market.

At the financial analysis meeting in the fourth quarter of 2020, Tesla, Inc. has warned that the shortage of chips may affect the company's production targets in the first half of this year.

Zakary Kirkhorn, Tesla, Inc. 's chief financial officer, said at a meeting with investors: "Model S and Model X production will be lower in the first quarter of 2021 because of the transition to a redesigned product. In addition, we are working very hard to overcome the global shortage of semiconductors and insufficient port throughput, which may have a temporary impact. "

In addition, the Ford Motor Company announced on March 22 that it would stop production at a commercial vehicle plant in Ohio and cut production at a truck plant in Kentucky. Some analysts pointed out that the impact of the chip shortage on the automotive industry is expanding.

The global auto industry will lose $60.6 billion in revenue this year as a result of chip shortages, according to AlixPartners, a consultancy. If it affects the production of best-selling and high-margin models, the losses are likely to expand further. Analysts believe that it may take at least half a year for supply and demand to return to normal in the entire chip market.

Tesla, Inc. 's sales in China have rarely plummeted!Frequent quality problems

Tesla, Inc. 's sales in China also rarely plummeted in 2021.

Tesla, Inc. delivered 15484 new cars in the domestic market in January, down 35 per cent from a month earlier, according to data.

According to comprehensive reports from several media, Tesla, Inc. delivered a total of 15484 new cars in the domestic market in January. Although it was up from a year earlier, it was down 8320 from 23804 in December, a 35 per cent drop from the previous month.

Among them, the star model Mdoel delivered 13843 vehicles in January, down 42% from the previous month, which undoubtedly reflects the slowdown of the Tesla, Inc. brand in China.

In February, Tesla, Inc. sold 18318 vehicles in China and delivered 13688 Model 3 vehicles, while the newly listed Model Y sold 4630 vehicles, and the industry expected that domestic Model Y would seize Model 3 sales did not happen.

In addition, recently, Tesla, Inc. has frequent quality problems.

On the 18th, local time, US security authorities are investigating 27 accidents involving Tesla, Inc., many of which may be related to Tesla, Inc. 's autopilot system.

At the same time, in response to netizens, Musk admitted for the first time that Tesla, Inc. used the car camera to monitor the driver, causing users' concerns about privacy.

Tesla, Inc. also recalled the vehicle many times because of quality problems.

On February 12th, the German Automobile Administration announced that Tesla, Inc. had to recall about 12300 Model Xs worldwide because of poor shape.

Prior to this, the National Highway Traffic Safety Administration (NHTSA) asked Tesla, Inc. to recall some Model S and Model X models, a total of 158000 vehicles. Under pressure from US regulators, Tesla, Inc. announced a recall of nearly 135000 vehicles with touchscreen problems.

In addition, Tesla, Inc. Automobile (Beijing) Co., Ltd. also recalled some imported Model X series cars produced between March 16 and October 16, 2016, totaling 4053.

On the other hand, Volkswagen, the traditional fuel giant, recently announced Volkswagen Group's electrification strategy, saying it hopes to become the world's largest electric car maker, which plans to account for 70% of total sales in Europe by 2030.

Tesla, Inc. 's concept stocks plummeted collectively

After the news came out, Tesla, Inc. suppliers plummeted collectively.

Minshi Group, which supplies aluminum trim for Tesla, Inc. Model Y, fell by more than 8%:

Ganfeng Lithium, which provided Tesla, Inc. with lithium hydroxide to meet Tesla, Inc. 's production demand for electric car batteries, closed down nearly 5 per cent.

The market of A-share new energy vehicles also fell collectively today, with the index down more than 3%.

Tesla, Inc. 's share price has evaporated by 1.1 trillion.

Back to Tesla, Inc. 's stock price itself. After hitting a high of $900per share this year, Tesla, Inc. entered a state of shock and decline, so far the share price has fallen by more than 20%, and the market capitalization has lost nearly $170 billion (more than 1.1 trillion yuan) to $635.6 billion.

Edit / lydia

The translation is provided by third-party software.


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