特斯拉中国再推低息购车方案

Core Viewpoint - Tesla China is implementing a strategic adjustment to stimulate consumer demand by introducing low-interest financing options for its Model 3 and Model Y vehicles in response to declining sales pressure [1][4]. Group 1: Financing Options - Tesla China has launched a 7-year ultra-low interest financing plan for Model 3 and Model Y, with a minimum down payment starting at 79,900 yuan and monthly payments as low as 1,918 yuan [2]. - For the Model Y L, the financing plan includes a 5-year 0% interest option, with a down payment starting at 99,900 yuan and monthly payments starting at 3,985 yuan [2]. Group 2: Market Context - In 2025, Tesla produced approximately 1.655 million electric vehicles and delivered about 1.636 million, marking an 8.6% decline in delivery compared to the previous year [4]. - The fourth quarter of 2025 saw Tesla's global production at around 434,000 vehicles and deliveries at 418,000, reflecting a year-on-year drop of about 16% [4]. - The competitive landscape in the electric vehicle market is intensifying, with brands like BYD, Li Auto, and NIO actively launching high-performance models that challenge Tesla's market share [4][5]. Group 3: Competitive Strategies - Multiple Chinese automotive brands are introducing limited-time offers and interest-free loans to capture market share, prompting Tesla to adopt more flexible financing solutions [5]. - In 2025, BYD surpassed Tesla in annual electric vehicle sales, achieving nearly 2.26 million units sold, a growth of nearly 28% from 2024 [5]. - The automotive industry expert suggests that Tesla's ability to regain growth momentum will depend on its product iteration speed and localization capabilities in the face of increasing competition from domestic brands [5].