“廉价版”Model 3/Y美国上市：应对补贴退坡，优惠超10%

Core Viewpoint - Tesla has introduced significant price reductions for its Model 3 and Model Y standard versions in the U.S. market to stimulate sales following the termination of federal subsidies for electric vehicles [1][3]. Pricing and Specifications - The Model 3 standard version has seen a price reduction of $5,500, a decrease of 13%, bringing its price to $36,990. The Model Y standard version has been reduced by $5,000, a decrease of 11%, now priced at $39,990 [2]. - The EPA estimated range for the Model 3 standard version has decreased from 363 miles (584 km) to 321 miles (516 km), and its 0-60 mph acceleration time has increased from 4.9 seconds to 5.8 seconds [3][5]. - The Model Y standard version's EPA estimated range has also dropped from 357 miles (574 km) to 321 miles (516 km), with its 0-60 mph acceleration time increasing from 5.4 seconds to 6.8 seconds [5]. Changes in Features - The interior materials of the Model 3 standard version have been downgraded to fabric, and several comfort features have been removed, including electric adjustments for the rearview mirror and steering wheel, ambient lighting, and rear seat heating [5]. - The Model Y standard version has undergone more noticeable exterior simplifications, including the removal of the continuous light strip and adaptive high beams, as well as the elimination of the "TESLA" logo on the front and rear [7]. Market Context and Challenges - Tesla achieved a record global delivery volume in the third quarter, attributed to consumers purchasing electric vehicles before the $7,500 federal subsidy was eliminated [9]. - The company faces increasing challenges in the U.S. market, particularly due to the competitive rise of BYD and other manufacturers, as well as controversies surrounding CEO Elon Musk [10]. - In the UK, BYD's sales have surpassed Tesla's, with a nearly tenfold increase in September sales compared to the previous year, while globally, BYD sold approximately 1.6 million vehicles compared to Tesla's 1.2 million [10].