Tesla(US:TSLA) 车fans·2025-07-23 00:29Core Viewpoint - The recent surge in the release of large electric SUVs is driven by market demand, particularly influenced by the two-child and three-child policies in China, alongside the growing popularity of electric vehicles [5] Group 1: Tesla - Tesla's upcoming large SUV, Model YL, is speculated to be priced around 400,000 RMB, although the official price is not yet released [3] - The vehicle features a three-row, six-seat configuration and is expected to have higher power than the current long-range Model Y, but customer interest appears low due to limited expectations for space [4] - Competitors include all current three-row, six-seat electric SUVs, such as Li Auto's i8 and other new entrants [4] Group 2: Huawei's AITO - The AITO M8 electric version is anticipated to be priced between 370,000 to 460,000 RMB, with a maximum CLTC range exceeding 700 km [8] - The M8 is attracting a younger demographic, around 35 years old, who prioritize space and intelligent driving assistance, with price being the primary concern [10] - The demand for large electric SUVs is bolstered by the success of brands like Tesla and NIO, as well as advancements in charging technology [10] Group 3: Li Auto - Li Auto's i8 is set to be priced between 350,000 to 400,000 RMB, emphasizing fast charging capabilities and spacious interior [13] - The target audience primarily consists of families, particularly those with two or more children, who seek versatile vehicles that can function as both SUVs and MPVs [13] - The release of multiple large SUVs is a response to significant market demand, with manufacturers aiming to enhance brand positioning through higher-priced models [13] Group 4: Ledo - Ledo's L90 is expected to be priced at 279,900 RMB, with a battery-as-a-service (BaaS) option starting at 193,900 RMB [16] - The L90's key selling points include a large front trunk, spacious interior, low energy consumption, and battery swapping capabilities [16] - The target market includes families, particularly those with children, who prioritize space, range, and convenient energy replenishment [16] Group 5: Zeekr - Zeekr's large SUV, the 9X, is projected to be priced above 450,000 RMB, featuring a super hybrid system and advanced technology [20] - The vehicle is designed for high-net-worth individuals and urban elites who have a unique pursuit of performance and technology [20] - The current market for full-size electric SUVs is relatively untapped, presenting an opportunity for early entrants to establish a strong market presence [20]