“丐中丐”版特斯拉来了，Model3/Y降价超3.5万元

Core Viewpoint - Tesla has launched more affordable versions of its Model 3 and Model Y, aiming to attract a broader customer base by significantly reducing prices while simplifying features and materials [2][19]. Pricing and Model Changes - The new Model 3 starts at $36,990 (approximately 263,400 RMB), a reduction of $5,000 (about 35,600 RMB), while the Model Y starts at $39,990 (approximately 284,700 RMB), down by $5,500 [3][21]. - The standard versions have undergone significant changes, including the removal of certain luxury features and a shift to more cost-effective materials [6][11]. Feature Adjustments - The Model Y standard version has eliminated the panoramic glass roof, replaced it with a metal roof, and simplified the lighting and interior materials [7][9]. - Key features such as ventilated front seats and rear seat heating have been removed, and the vehicle now uses manual adjustments for the steering wheel [6][10]. Market Strategy - The introduction of these models is a strategic move to compete with mainstream brands like Toyota and Honda, rather than luxury brands [19][20]. - Tesla's sales in key markets like China are under pressure from local competitors, necessitating a more aggressive pricing strategy [15][25]. Production and Future Pricing - The potential for lower pricing in the Chinese market is significant, with estimates suggesting that the entry-level Model 3 could drop to around 200,000 RMB, which would greatly expand its target audience [22][23]. - The company aims to achieve ambitious sales targets, necessitating a shift towards more affordable models to drive volume [16][17]. Competitive Landscape - The launch of these entry-level models may provoke responses from domestic competitors, who are likely to enhance their offerings while maintaining competitive pricing [25][26]. - The evolving market dynamics in China present challenges for Tesla, as consumers may prefer vehicles with better features and space from local brands [27].