特斯拉平价车来了，减配Model Y售价低于4万美元，Model 3起售不到3.7万

Core Viewpoint - Tesla has introduced lower-priced versions of its popular Model Y and Model 3 to counter the impact of the expiration of the U.S. federal tax credit for electric vehicles, with the Model Y starting at $39,990 and the Model 3 at $36,990, marking a reduction of approximately 11% and 10% respectively from previous prices [1][2][4]. Pricing and Specifications - The standard version of Model Y is now priced at $39,990, while the standard version of Model 3 is priced at $36,990, making them the most affordable models in Tesla's lineup [4][6]. - The new Model Y has a range of 321 miles, which is a 10% reduction compared to the higher-end version [5]. - The lower-priced Model Y features fewer high-end materials and reduced functionalities, such as the absence of LED light strips, a simplified front bumper, and a smaller 18-inch wheel option [5][6]. Market Context and Challenges - The introduction of these lower-priced models is a strategic move by Tesla to navigate the challenges posed by the expiration of the $7,500 federal tax credit, which has led to a decline in vehicle sales over several quarters [11][12]. - Tesla's global delivery for Q3 reached 497,099 units, a record high, but this was partly driven by a rush to purchase before the tax credit expiration [11][12]. - The company faces increasing competition from traditional automakers and new entrants like BYD, which may impact future sales growth [11][12]. Historical Development - Tesla's journey to launch a more affordable vehicle has been lengthy, with CEO Elon Musk initially announcing plans for a $25,000 electric vehicle back in 2018, but these plans have faced multiple delays [8][9]. - The company has shifted its focus towards developing autonomous driving technology, which has become a priority over the introduction of lower-cost models [8]. Stock Market Reaction - Following the announcement of the new models, Tesla's stock experienced fluctuations, initially narrowing losses to less than 0.9% before closing down over 4% [13].