特斯拉Model 3涨价!
TeslaTesla(US:TSLA) 证券时报·2025-07-01 04:34

Core Viewpoint - Tesla has adjusted its pricing strategy for the Model 3 and Model Y, with a focus on enhancing vehicle performance and extending battery life while maintaining certain price points for specific models [2][4][5]. Pricing Adjustments - On July 1, Tesla increased the price of the Model 3 Long Range version to 285,500 yuan from 275,500 yuan [2]. - The prices for the Model 3 Rear-Wheel Drive and Performance All-Wheel Drive versions remain unchanged at 235,500 yuan and 339,500 yuan, respectively [4]. - The refreshed Model Y Long Range All-Wheel Drive version maintains its starting price at 313,500 yuan [4]. Vehicle Enhancements - The Model 3 Long Range All-Wheel Drive version has been upgraded, with its CLTC range increased to 753 kilometers and acceleration improved to 3.8 seconds for 0-100 km/h [4]. - New battery packs have been introduced for the Model 3 Long Range and refreshed Model Y, featuring a new chemical formula that enhances durability and range without changing the usable capacity [5]. Subsidy Policies - Tesla continues to offer purchase subsidies until July 31, including "5 years 0 interest," 8,000 yuan insurance subsidies (limited to Model 3), 8,000 yuan paint customization bonuses, and 1,299 yuan special charging rights [8]. Production and Delivery Data - In Q1 2025, Tesla produced 362,600 electric vehicles, down from 433,000 in the same period last year, with total deliveries at 336,700, also lower than 386,000 year-on-year [8]. - The combined production and delivery of Model 3 and Model Y in Q1 2025 were 345,400 and 323,800 units, respectively [8]. Market Challenges - Tesla attributes the decline in global sales to production line transitions at all four factories, which caused several weeks of production delays [9]. - Analysts predict that Tesla's delivery volume may decline for the second consecutive quarter due to weak monthly data in key regions and decreased consumer confidence [9]. New Initiatives - Tesla has launched a highly anticipated autonomous taxi service, with the first trial run of approximately 10 Model Y vehicles in Austin, Texas, aimed at transporting paying passengers [9].

特斯拉Model 3涨价! - Reportify