售价低于4万美元，股价跌超4%！特斯拉两款“平价车”上线，FSD也迎来重大升级

Core Viewpoint - Tesla has launched its "affordable" versions of Model Y and Model 3, with significant price reductions aimed at increasing market competitiveness in North America and potentially in China [1][3][6]. Pricing and Model Details - The new Model Y is priced at $39,990 (approximately 285,000 RMB), a decrease of $5,000 (about 11%) from previous versions [1] - The new Model 3 is priced at $36,990 (approximately 264,000 RMB), making it the cheapest model currently available from Tesla, with a price drop of $5,500 [3] - Both models have reduced features compared to higher-end versions, including manual adjustments for steering wheels and mirrors, limited heated seating, and the absence of the Autopilot system [6] Market Impact and Stock Performance - Following the announcement of the new models, Tesla's stock price fell by 4.45% to $433.09 per share, resulting in a market cap loss of $65 billion (approximately 463 billion RMB) [6] - The stock rebounded slightly to $437.08 per share, reflecting a 0.92% increase in pre-market trading [6] Competitive Landscape - The introduction of these lower-priced models may lead to increased competition in the $30,000 to $40,000 price range, particularly against domestic competitors in China [7] - The potential pricing for the Chinese versions of these models could be around 200,000 RMB for the Model 3 and 235,000 RMB for the Model Y, intensifying competition in the local electric vehicle market [7] Sales Performance in China - Tesla's sales in China have been declining, with a nearly 10% year-over-year drop in retail sales in August, totaling approximately 57,000 units [8] - Cumulatively, Tesla's sales in China for the first eight months of the year reached about 361,000 units, down 6.9% year-over-year, resulting in a market share decrease from 6.5% to 4.8% [8] FSD Updates - Tesla has rolled out a significant update to its Full Self-Driving (FSD) software, version V14.1, which includes ten new features aimed at enhancing driving capabilities and safety [9] - The update is part of Tesla's ongoing efforts to improve its autonomous driving technology, particularly in complex markets like China [9]