配置能砍就砍，特斯拉要造一台 15 万的 Model Y

Core Insights - Tesla is set to launch a budget version of the Model Y, which is a modified version of the existing Model Y rather than a completely new product [1][3][21] - The new Model Y L targets the high-end family SUV market in China, while the budget version aims to capture a larger, more competitive mass market [1][3] Group 1: Product Details - The budget Model Y will have a shorter body length and simpler exterior design compared to the standard Model Y, featuring basic lighting elements similar to the current Model 3 [6][10] - Interior modifications include the removal of the panoramic glass roof, which is a significant design element for Tesla, and the replacement of premium materials with more cost-effective options [12][14] - The budget version will retain advanced hardware for Full Self-Driving (FSD) capabilities, indicating a focus on maintaining technological features despite cost-cutting measures [19][21] Group 2: Market Strategy - The pricing for the budget Model Y is expected to be between 150,000 to 200,000 yuan, which could significantly impact the market [21] - Tesla's second-quarter financial results showed a revenue of $22.5 billion, with automotive business contributing $16.7 billion, indicating a recovery from previous declines [22][24] - The introduction of the budget Model Y is seen as a strategic move to address the underperformance of other planned growth models, such as the Cybertruck and a previously envisioned low-cost vehicle [26][28] Group 3: Financial Implications - Tesla's capital expenditures have exceeded $10 billion for 2024, with an additional $8 billion announced in June, leading to a decline in free cash flow from $2.7 billion to approximately $150 million [31] - The budget Model Y project has shifted from developing a new platform to utilizing existing production lines, reflecting a need for immediate sales volume to support ongoing investments in AI and other long-term projects [31][32]