突发！关税阴影下，关税特斯拉两款顶级车型在华停售

Core Insights - Tesla has removed the option to order new Model S and Model X vehicles in China, leaving only options for viewing existing stock and scheduling test drives [1][2] - The decision to halt new orders is attributed to the impact of rising tariffs on imported vehicles, particularly as the U.S. has increased tariffs on Chinese goods to 125% [8][9] - The competitive landscape for high-end electric vehicles in China has intensified, with domestic brands gaining significant market share and launching performance-oriented models at lower price points [5][12] Summary by Sections Product Availability - Consumers can no longer custom order new Model S and Model X vehicles, only existing stock or certified used cars are available [2] - In major cities like Beijing and Shanghai, Model S is available for immediate delivery, while Model X has no current stock [1] Market Dynamics - The high-end electric vehicle market has become more competitive over the past decade, with domestic brands establishing a strong presence [5] - New entrants like Xiaomi and other domestic brands have launched high-performance electric vehicles at competitive prices, leading to a decline in demand for Model S and Model X [5][12] Tariff Impact - The recent increase in tariffs has made the importation of Model S and Model X economically unfeasible, leading Tesla to limit new orders to protect its brand image [8][9] - The Model 3 and Model Y, produced in Tesla's Shanghai factory with a high localization rate, are less affected by these tariffs [8] Future Outlook - Tesla plans to introduce updated versions of Model S and Model X later this year, featuring new design language and advanced hardware [11][12] - The new models are expected to enhance driving capabilities and range, but may struggle to attract consumers if priced similarly to existing models [12][14] - There is speculation that local production of these models could mitigate tariff impacts and improve sales performance [15] Conclusion - The halt in new orders for Model S and Model X reflects their marginal sales position in the Chinese market, signaling potential volatility for other imported models as well [17]