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果然财经|特斯拉加入混战,谁会“杀死”六座纯电SUV大赛?
Qi Lu Wan Bao·2025-08-20 07:47

Core Insights - Tesla's Model Y L has officially launched in China with a starting price of 339,000 yuan, expected to be delivered by September 2025, intensifying competition in the 300,000 yuan six-seat electric SUV market [2] - The market for six-seat electric SUVs has gained popularity due to family travel needs, advancements in battery technology, and a shift in consumer preferences towards quality and smart features [3] Market Dynamics - The retail sales of mid to large SUVs in China reached 1.646 million units in 2024, a year-on-year increase of 52.5%, with electric models accounting for 1.331 million units and an over 80% penetration rate [3] - The demand for six-seat SUVs is driven by the three-child policy and improved living standards, making the "2+2+2" seating layout more appealing for families [3] Competitive Landscape - The launch of Model Y L clarifies the competitive landscape among four key players: Tesla Model Y L, Li Auto i8, NIO ES6, and AITO M8, all featuring similar specifications such as nearly 3-meter wheelbases and pure electric drivetrains [4][10] - Tesla Model Y L features an 82 kWh battery with a range of 751 km and a 0-100 km/h acceleration time of 4.5 seconds, setting a performance benchmark [5] - Li Auto i8 is priced at 339,800 yuan, with a combined power of 400 kW and a 0-100 km/h time of 3.8 seconds, offering competitive features like a 97.8 kWh battery and advanced charging capabilities [5] - NIO ES6 is priced between 265,800 and 299,800 yuan, providing a lower entry point with a spacious design and a range of 600 km [6] - AITO M8 is positioned at the higher end with a pre-sale price of 378,000 to 448,000 yuan, featuring advanced driving capabilities and a 100 kWh battery [9] Sales and Profitability Outlook - The competitive dynamics suggest that the NIO ES6 could attract price-sensitive consumers, while Model Y L and Li Auto i8 will compete closely in the 300,000 to 350,000 yuan segment [10] - Tesla is expected to maintain a gross margin of over 20% due to its global supply chain and carbon credit amortization, while Li Auto aims for a net profit margin of over 15% [10] - The rental model of NIO ES6 may disrupt the market below 250,000 yuan, while AITO M8 is anticipated to achieve monthly sales of 3,000 to 4,000 units, focusing on high profitability [10] Future Considerations - The competition in the six-seat electric SUV market is expected to drive technological advancements and product optimization, benefiting consumers and promoting healthy industry growth [11]