汽车商业评论·2025-07-21 14:54Core Insights - Tesla's Model Y extended version will not include luxury features like refrigerators or large screens, focusing instead on safety and essential functionalities [2][28] - The competitive landscape among Chinese electric vehicle brands is intensifying, particularly in the mid-to-large SUV segment [6][27] Group 1: Tesla's Strategy - Tesla prioritizes safety over luxury features, opting not to install screens in the second row to minimize potential injury in accidents [2] - The cost of modifications for customers seeking additional features is relatively low, with an estimated additional cost of 30,000 yuan, keeping the total price under 300,000 yuan [2] Group 2: Competitive Landscape - The launch of the extended Model Y puts pressure on competitors like Leida and Li Auto, particularly in the mid-to-large electric SUV market [6][19] - Leida's L90 has a pre-sale price of 279,900 yuan, significantly undercutting NIO's offerings, which are now below 200,000 yuan [8][21] - The competition is fierce, with at least 15 competitive models entering the market, indicating a rapidly evolving landscape for large electric SUVs [27] Group 3: Market Trends - The market for large and mid-large SUVs is increasingly dominated by electric vehicles, with a penetration rate exceeding 80% [27] - The demand for larger vehicles is driven by changing consumer needs, with many viewing cars as an extension of their living space [27]