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中国“Model Y 杀手”们,竟被马斯克自己截胡了
TeslaTesla(US:TSLA) 3 6 Ke·2025-07-24 08:45

Group 1 - The core viewpoint of the articles highlights the competitive landscape in the electric vehicle market, particularly focusing on Tesla's Model Y and its challengers from Chinese automakers [1][3][5] - Xiaomi's YU7 is positioned as a direct competitor to the Model Y, leveraging high cost-performance and aggressive marketing strategies to attract Tesla users [1][3] - Several Chinese car manufacturers, including Xiaopeng, Ledo, and others, have launched new models targeting the Model Y, indicating a concerted effort to capture market share from Tesla [1][3][5] Group 2 - Tesla has introduced the Model Y L, a new variant specifically designed for the Chinese market, featuring a longer wheelbase of 3040mm and a total length of 4976mm, which is approximately 18cm longer than the current Model Y [5][9] - The Model Y L will offer a six-seat configuration with a 2+2+2 layout, catering to the growing demand for spacious family vehicles in China [7][9] - The new model is expected to be priced around 400,000 RMB, positioned between the Model Y and Model X, and is anticipated to launch in the third quarter of 2023 [9][12] Group 3 - The demand for six-seat SUVs in China is on the rise, with sales projected to reach 1.13 million units in 2023 and 1.25 million units in 2024, driven by models like Li Auto's L9 [19] - The introduction of the Model Y L is seen as a strategic move by Tesla to address the needs of Chinese families, reflecting a shift in consumer preferences towards comfort and spaciousness [25][33] - Tesla's new approach includes not just vehicle performance but also enhancing the overall customer experience, as evidenced by the opening of a 24-hour Tesla restaurant that integrates charging and dining [27][33]