Tesla(US:TSLA) 3 6 Ke·2025-07-29 02:40Core Viewpoint - Tesla is set to launch a more affordable version of the Model Y, featuring over ten design changes aimed at reducing production costs and complexity [2][9][21] Group 1: Design Changes - The new Model Y variant will have significant modifications, including the replacement of the panoramic glass roof with a metal roof, and the use of fabric seats instead of leather [5][14] - Other changes include the removal of features such as seat ventilation and heating, rear screens, and various lighting elements, which may impact the overall user experience [5][20] - The vehicle's dimensions will be reduced, including a decrease in rear space and a change in wheel size to 19 inches [5][20] Group 2: Market Positioning - The pricing strategy for the new Model Y is aimed at making it more accessible, with expected prices in the range of 150,000 to 170,000 RMB, compared to the current starting price of 263,500 RMB for the standard Model Y in China [20] - This move reflects Tesla's strategy to increase sales volume during a transitional period by focusing on production speed and cost efficiency [8][21] Group 3: Production and Future Outlook - Initial production of the new Model Y variant began in June, with plans for mass production in the second half of the year [9][21] - The changes indicate Tesla's intent to leverage existing manufacturing expertise and supply chains to quickly bring a lower-cost vehicle to market, aiming to capture a larger share of the mid to high-end electric vehicle market [21]