EV降价从中国波及全球

Core Insights - Tesla has reduced the minimum price of its main model in the U.S. by 10%, with the price of the Model Y dropping to $39,990, a decrease of $5,000 [2][3] - Nissan is also lowering the price of its main EV, the Leaf, in Japan, setting it at approximately 5.19 million yen, a reduction of about 60,000 yen [8] - The price cuts are part of a broader trend of "EV deflation" affecting the global market, driven by increased competition and inventory issues, particularly in China [2][9] Market Dynamics - Tesla's price reduction comes in response to a 20% increase in the effective price of its popular models due to the elimination of a $7,500 tax credit [2][3] - The U.S. EV market share for Tesla has dropped from over 80% five years ago to just over 40% currently, prompting the need for aggressive pricing strategies [3] - Other automakers, including General Motors and Ford, are also planning to lower EV prices and introduce models priced below $30,000 [6] Competitive Landscape - In Japan, the price competition is intensified by Chinese companies like BYD, which have significantly reduced prices for their EVs in the Japanese market [9] - The global decline in EV prices is linked to the strengthening position of Chinese manufacturers in the battery market, particularly CATL [9] - The ongoing U.S.-China tensions are complicating cost reduction efforts for companies reliant on Chinese supply chains for critical materials like rare earth elements [6]