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发布日期:2021-11-26 18:48    点击次数:157

reporter / Dong Tianyi

editor / Sun Lei he Xiaotao

Five days after

, Tesla raised its price again.

on November 24, Tesla China's official website showed that the prices of rear wheel drive models of domestic model 3 and model y were increased by 4752 yuan. At present, the subsidized prices of the two models are 255652 yuan and 280752 yuan respectively. The ordering user is expected to pick up the car in the first quarter of 2022.

图片来源:特斯拉中国官网 Source: Tesla China official website

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Tesla's official website also notes on the order page that the current selling price of the above two models is the selling price before the new energy subsidy, which is obtained by deducting the estimated amount of new energy vehicle subsidy in 2022. If the price of the selected vehicle is higher than 300000 yuan, the user will not enjoy the above new energy vehicle subsidy, and the final subsidy amount will be subject to the policy issued by the government at the time of vehicle delivery.

it is worth mentioning that some new energy brands may not have price adjustment plans for the next decline in subsidies for new energy vehicles. After asking a number of new energy vehicle enterprises, the reporter learned that brand models such as BYD, Nezha and Weima still maintain the current price. Among them, Nezha automobile recommends that users complete the licensing work before December 31 this year.

behind Tesla's price rise: a new high gross profit margin

unlike in the past due to rising costs, Tesla's price adjustment may be directly related to China's declining subsidy policy for new energy vehicles.

in April 2020, the Ministry of industry and information technology, the Ministry of finance, the Ministry of science and technology and the development and Reform Commission jointly issued the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles, which clearly extended the implementation period of the financial subsidy policy for the promotion and application of new energy vehicles to the end of 2022, and made it clear that in 2021 The decline rate of subsidies for the purchase of new energy vehicles in 2022: in principle, the subsidy standard from 2020 to 2022 will decline by 10%, 20% and 30% respectively on the basis of the previous year.

Tesla's official website indicates on the order page that the current product price is the starting price after subsidy, which is obtained by deducting the estimated subsidy amount of new energy vehicles in 2022 from the starting price before subsidy. Taking the model 3 rear wheel drive model as an example, the price of the model before subsidy is 266740 yuan, minus the estimated amount of private purchase subsidy of 11088 yuan, and the final price after subsidy is 255652 yuan. Previously, the estimated amount of private purchase subsidy was 15840 yuan, and the difference of subsidy amount was 4752 yuan, which was the same as the price adjustment announced by Tesla.

in fact, the price of Tesla Model 3 has been raised recently. With this price adjustment, the price of model 3 has increased by 20000 yuan in five days. On November 19, Tesla China's official website showed that the price of domestic model 3 rear wheel drive model was increased by 15000 yuan to 250900 yuan, and its configuration was also improved. It is reported that the new model is equipped with a 60kwh battery pack, and its endurance is increased from 468km (NEDC condition) to 556km (CLTC condition), but its acceleration time from zero to 100km is reduced from the original 5.6 seconds to the current 6.1 seconds.

Photo source: daily economic news data map

it is worth noting that behind Tesla's many price increases in the short term, its company's revenue and net profit reached an all-time high. Tesla's financial report for the third quarter of fiscal year 2021 shows that Tesla's revenue in the third quarter was US $13.76 billion, a year-on-year increase of 57%, and its net profit was US $1.618 billion, a year-on-year increase of 389%. Tesla's operating revenue and net profit both hit record highs.

in addition, Tesla's financial report for the third quarter of fiscal year 2021 shows that in addition to revenue and net profit, Tesla's overall gross profit margin, operating profit margin, single vehicle gross profit margin, net profit margin, production and sales volume and many other key indicators also reached the peak. Among them, in the third quarter of 2021, Tesla's gross profit margin on sales was 30.5%, exceeding 30% for the first time in history, driving the company's overall gross profit margin to 26.6%, up 3.1 percentage points year-on-year and 2.5 percentage points month on month respectively, with a significant increase in profitability.

some independent brands have no price increase plan

unlike Tesla users who need to \

ideal automobile and Weilai automobile salesperson told reporters that since the subsidy for new energy vehicles is only for models with a price of less than 300000 yuan before the subsidy, the policy change has little impact on their sales price.

Photo source: daily economic news data map

it is worth mentioning that after the new policy of new energy vehicle subsidies was released in 2020, Li Xiang, CEO of ideal automobile, publicly said that the price of vehicle subsidies was borne by ideal automobile, and the expenses required by quasi consumers to buy cars remained unchanged.

the salesperson of Weima automobile also told reporters that there was no price adjustment plan for the time being. The salesperson told reporters that at present, the single vehicle \

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