特斯拉“急病乱投医”，两款新车曝光，想靠低价拯救销量？

Core Insights - Tesla is launching cheaper versions of Model Y and Model 3 in China, indicating a shift towards a low-price strategy to attract price-sensitive consumers [1][3][7] - Despite a 25% month-on-month increase in sales in September, Tesla's overall performance shows a decline in global deliveries by approximately 4.5% year-to-date [3][7][9] - The introduction of lower-priced models in North America has already begun, with the new Model 3 starting at $36,990, a reduction of $5,500 [3][10][15] Sales Performance - In September, Tesla sold 71,000 vehicles in China, marking a 25% increase from the previous month, while third-quarter sales reached nearly 170,000, up 31% [3][7] - However, the first half of the year saw a 13.3% year-on-year decline in global deliveries, with a 5.4% drop in the Chinese market [7][9] - Overall, Tesla's sales figures indicate a troubling trend, with a significant decrease in market share as new competitors gain traction [11][13] Market Strategy - The launch of cheaper models is seen as a response to declining market position and increased competition from brands like Xiaomi and others in the electric vehicle sector [9][11][19] - The North American market has reacted negatively to the cheaper models, with a 4% drop in stock price following the announcement [10][11] - Tesla's core competitive advantage lies in its technology and smart features, which may be compromised by the introduction of lower-priced models [11][18] Consumer Perception - There is a mixed response from consumers regarding the new lower-priced models, with many expressing concerns over significant reductions in features and quality [10][11] - The success of the cheaper Model Y will depend on maintaining essential features while appealing to budget-conscious consumers [19] - The average price of passenger vehicles in China has been declining, which aligns with Tesla's strategy to introduce lower-priced options [16][17]