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平价版Model Y下半年量产,特斯拉想逆转销量困局
TeslaTesla(US:TSLA) 雷峰网·2025-07-25 00:39

Core Viewpoint - Tesla is facing significant challenges in the automotive market, with a potential decline in performance over the next few quarters as indicated by CEO Elon Musk [2][5][6]. Group 1: New Model Development - A new affordable model resembling the Model Y is in development, expected to be produced in the second half of the year with a target price of approximately $35,000 (250,000 RMB) [2]. - Previous plans for a $25,000 model were reportedly halted, but Musk denied these claims, indicating ongoing efforts to introduce lower-priced vehicles [2][6]. Group 2: Sales Performance - In 2024, Tesla's global deliveries reached 1.789 million vehicles, with Model 3 and Model Y accounting for 1.704 million units, highlighting their importance to the brand's sales [4]. - However, Tesla's total sales in 2024 saw a year-on-year decline of 1.1%, marking the first drop in a decade, with Q2 revenue falling to $22.496 billion, a 12% decrease [5][6]. Group 3: Market Challenges - Tesla's global sales in the first half of the year were 720,800 units, down approximately 13.3% from the previous year, with significant competition from other automakers like Volkswagen, which now leads the market [6]. - In China, Tesla's sales also faced pressure, with a 5.4% decline to 263,400 units, despite the Model Y maintaining its position as the best-selling SUV [6]. Group 4: Competitive Landscape - The automotive market is becoming increasingly competitive, with Tesla needing to adjust its pricing strategy to maintain market share against lower-priced competitors [6][7]. - The introduction of a lower-priced Model Y variant is seen as essential for Tesla to navigate the current market dynamics and consumer preferences [6][7]. Group 5: Consumer Sentiment - There is a belief that many vehicles in the market are overpriced, and a price reduction could benefit consumers, suggesting that Tesla's ability to offer a competitively priced model could attract buyers [9]. - Tesla's brand loyalty and the perceived quality of its vehicles may still drive consumer interest, even in a more price-sensitive market [8][9].