新车型上市首月降万元，特斯拉Model 3“反击”

Core Viewpoint - Tesla has reduced the price of the long-range rear-wheel-drive Model 3 in China to 259,500 yuan, a decrease of 10,000 yuan, in response to increasing competition in the domestic electric vehicle market [2][3]. Group 1: Price Adjustment and Market Strategy - The price reduction comes less than a month after the Model 3 long-range rear-wheel-drive version was launched at a price of 269,500 yuan, with a CLTC range of 830 kilometers [2]. - The price adjustment is seen as a strategy to counter competition from rivals like Xiaomi's SU7, which has been performing well in the same price segment [3]. - Tesla's sales personnel indicated that buyers of the Model 3 can still benefit from additional subsidies, including an 8,000 yuan insurance subsidy and a 15,000 yuan trade-in subsidy [2][3]. Group 2: Market Competition and Sales Performance - The domestic market for electric vehicles priced between 250,000 and 300,000 yuan is highly competitive, with models like the Xiaomi SU7, Zeekr 007, and XPeng P7 gaining market share through aggressive pricing strategies [3]. - Tesla's wholesale volume in China for the first seven months of the year was 432,000 units, reflecting a year-on-year decline of 13.7%, while retail sales were 304,000 units, down 6.3% year-on-year [3]. Group 3: Product Line Adjustments - In August, Tesla launched the Model Y L in China, priced from 339,000 yuan, which features a longer body and enhanced specifications compared to the standard Model Y [4]. - The Model Y L is positioned as a six-seat electric SUV, filling a gap in Tesla's product lineup and catering to the growing demand for family-oriented vehicles in the Chinese market [4]. - With the introduction of the Model Y L and the price adjustment of the Model 3, Tesla aims to boost its sales performance as it approaches the final quarter of the year [4].