马斯克说特斯拉要推平价车，业绩不好要靠低价车抢市场？

Core Viewpoint - Tesla is facing declining performance and is planning to launch a more affordable electric vehicle to capture market share amidst increasing competition and changing consumer demands [3][4][12]. Group 1: Launch of Affordable Vehicle - Elon Musk announced that Tesla will introduce a long-awaited affordable electric vehicle, which will be a new version of the Model Y [3]. - Initial production of the new model began in June, with large-scale production expected in the second half of the year [3]. - The production capacity for the new model will significantly increase by the end of the year, coinciding with the expiration of the U.S. electric vehicle tax credit on September 30 [3]. Group 2: Sales Performance Challenges - Tesla's main models are experiencing sales pressure, contributing to the decision to launch a lower-priced vehicle [4]. - In June, Tesla's new car registrations in Europe were 34,781 units, down 22.9% from 45,087 units in the same month last year, marking six consecutive months of decline [5]. - Global delivery data shows that Tesla's deliveries fell by approximately 13.5% year-over-year in the second quarter, with a total of 384,122 vehicles delivered [5]. Group 3: Strategic Implications of Affordable Vehicle - The introduction of a lower-priced vehicle is a strategic move to attract price-sensitive consumers and stabilize sales in a challenging economic environment [12]. - By leveraging the existing Model Y platform for the new vehicle, Tesla can reduce development costs and production risks while responding more quickly to market demands [10]. - The move to offer affordable models is also seen as a way to penetrate emerging markets, such as India and Brazil, where consumer purchasing power is limited [14].