特斯拉大消息！股价震荡 在中国市场销量下滑 市场份额缩水

Core Viewpoint - Tesla has launched its "affordable" versions of Model Y and Model 3, with significant price reductions aimed at increasing market competitiveness, particularly in the North American market [2][4][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 [2] - The new Model 3 is priced at $36,990 (approximately 264,000 RMB), making it the cheapest model currently offered by Tesla, down $5,500 from the higher-end version [4] - Both models have reduced features compared to their predecessors, including manual adjustments for the steering wheel 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%, resulting in a market capitalization loss of $65 billion (approximately 463 billion RMB) [6] - The stock rebounded slightly the next day, closing up 1.29%, but still showed a decline of over 6% in the past five days [6] Competition and Market Share - Tesla's new models are expected to face stiff competition in the $30,000 to $40,000 price range, particularly from domestic competitors in China [6][7] - In China, Tesla's sales have declined, with a reported retail sales figure of approximately 57,000 units in August, a year-on-year decrease of nearly 10% [8] - Tesla's market share in China has dropped to 4.8% from 6.5% in the previous year [8] Future Developments - Tesla is also rolling out a significant upgrade to its Full Self-Driving (FSD) software, with version V14.1 introducing ten new features aimed at enhancing driving capabilities [9] - The FSD upgrade is part of Tesla's ongoing efforts to improve its autonomous driving technology, particularly in complex environments like China [10]