特斯拉中国大消息！焕新Model Y首次5年0息

Core Viewpoint - Tesla has adjusted its promotional strategy for the refreshed Model Y, offering attractive financing options to boost sales in China amid declining performance in Europe [2][4][12]. Group 1: Promotional Strategy - Tesla China announced a new promotion for the refreshed Model Y, offering 5 years of 0% interest financing until June 30, with a down payment of 79,900 yuan and monthly payments as low as approximately 3,060 yuan [2]. - Compared to previous promotional efforts, Tesla has increased the promotional intensity for the refreshed Model Y [4]. - Earlier promotions included a limited-time offer of 3 years of 0% interest and 5 years of low-interest financing, which was available until April 30 [5][6]. Group 2: Model Y Competitiveness - The refreshed Model Y is available in two versions: the rear-wheel drive version starting at 263,500 yuan and the long-range all-wheel drive version starting at 303,500 yuan [7]. - The Model Y is noted for its strong competitiveness, being a best-selling model globally, ranking first in sales among similar models for both 2023 and 2024 [8]. Group 3: Sales Performance in Europe - Tesla's sales in Europe have seen a significant decline, with reports indicating a sharp drop in registrations across major markets in the first quarter of 2025 [11][12]. - In Germany, Tesla's registrations fell by 76% year-on-year in March, with similar declines observed in Denmark and Sweden [13]. - Analysts attribute the sales drop to slow product updates and inflexible pricing strategies, particularly after the removal of electric vehicle subsidies in France, which diminished the Model Y's price advantage compared to competitors [13]. Group 4: Market Reaction - Barclays has maintained a "sell" rating on Tesla, lowering its target price from $325 to $275, citing weak fundamentals and a chaotic outlook for the first quarter [12]. - The company's stock closed at $227.50, down 5.75%, with a market capitalization of $731.8 billion [14].