约 20 万元起售，「丐版」特斯拉即将入华，舒适配置全砍

Core Viewpoint - Tesla plans to introduce a standard version of Model 3/Y in the Chinese market, aiming to stimulate demand and stabilize sales amid a maturing product cycle [1][26]. Group 1: Product Launch and Pricing - The standard version of Model 3/Y is expected to enter the Chinese market soon, with Model 3 leading the launch followed by Model Y [3]. - The anticipated starting prices for the standard versions are approximately 200,000 RMB for Model 3 and 230,000 RMB for Model Y, reflecting a significant price reduction from their North American counterparts [4][3]. Group 2: Product Features and Adjustments - The standard versions will feature significant reductions in comfort and luxury configurations, focusing more on the driving tool aspect rather than comfort [14]. - Key changes include the removal of certain aesthetic features, a downgrade in interior materials, and a reduction in battery capacity, leading to a decrease in range to around 516 kilometers [12][9][7]. - The standard version will also have a simplified naming structure, with the Premium version above it, which retains more features [5][6]. Group 3: Software and Subscription Model - Tesla is shifting from a one-time purchase model for Full Self-Driving (FSD) to a subscription-based model, aiming to increase recurring revenue [15][20]. - This transition is expected to enhance the company's valuation by providing a more stable income stream, with potential subscription prices in China estimated between 400-600 RMB per month [20] . Group 4: Market Challenges and Competition - Despite the introduction of the standard version, Tesla's sales in North America have declined, indicating that the new model may not attract enough new customers and could cannibalize higher-end sales [23][26]. - The competitive landscape in China is intense, with local brands like Geely, BYD, and Xiaomi offering more luxurious features at similar price points, which may undermine the appeal of Tesla's standard version [26][23]. - If the standard version fails to resonate with price-sensitive consumers, it could dilute Tesla's brand value and market share in China [26].