Core Viewpoint - Tesla has launched the Model Y L in China, featuring significant enhancements in size, safety, and technology, while also facing challenges in production and delivery numbers in the first quarter of 2025 [5][7]. Group 1: Model Y L Launch - The Model Y L is priced starting at 339,000 yuan and features a lengthened body by 179mm and a wheelbase extended by 150mm, providing ample interior space [5][6]. - The vehicle boasts a CLTC range of 751 kilometers and an energy consumption rate of 12.8 kWh/100 km, making it one of the most efficient in its class [5][6]. - Safety features include multiple airbags across all three rows, with a total coverage area of 3.9 meters, ensuring protection for over 95% of the vehicle's longitudinal space [5][6]. Group 2: Financial Incentives - Tesla is offering financial incentives for the Model Y L, including a down payment starting at 99,900 yuan with a 3-year interest-free option, and a 45,900 yuan down payment with a 5-year low-interest plan [5]. - Additional benefits for new owners include an 8,000 yuan paint upgrade bonus and special charging privileges, totaling approximately 30,000 yuan in purchase benefits [5]. Group 3: Production and Delivery Challenges - In Q1 2025, Tesla produced 362,600 electric vehicles, down from 433,000 in the same period last year, with deliveries at 336,700, also lower than the previous year's 386,000 [7]. - The decline in global sales is attributed to production line transitions at all four factories, which caused several weeks of production downtime, although the ramp-up for the new Model Y is progressing well [7]. - Analysts predict that Tesla's delivery numbers may continue to decline for the second consecutive quarter due to weak monthly data in key regions and declining consumer confidence [7]. Group 4: Market Sentiment and Stock Performance - CEO Elon Musk has issued a warning to short sellers, suggesting they should exit their positions before Tesla achieves full self-driving capabilities, or they will face significant losses [10]. - As of the latest market close, Tesla's stock (TSLA) rose by 1.39% to $335.16, with a total market capitalization of $1.08 trillion [10][11].
售价公布,33.9万元起!特斯拉6座新车上市,参数、内饰曝光