特斯拉打响大六座纯电SUV“反击战”

Core Viewpoint - Tesla is urgently seeking new market growth points amid the rapid transformation of traditional brands and the competition from new forces in the automotive industry [1][5]. Group 1: Model Y L Launch and Sales Performance - The Model Y L has been well-received, with 120,000 units ordered since its launch on August 19, averaging nearly 10,000 orders per day [1]. - In the first half of 2025, Tesla's total sales in the Chinese market were 263,400 units, a year-on-year decline of approximately 5.4% from 278,300 units in the same period last year [3]. Group 2: Pricing Strategy Adjustments - Tesla has adjusted the pricing of the Model 3, reducing the price of the long-range version from 269,500 yuan to 259,500 yuan, just 20 days after its launch [4]. - The price adjustment aims to create a clearer price distinction between the long-range rear-wheel drive and the long-range all-wheel drive versions [4]. Group 3: Competitive Landscape and Market Strategy - The strong sales of the Model Y L indicate significant market demand for large six-seat SUVs, highlighting Tesla's need for new growth points amid fierce competition from local brands [5]. - Tesla's sales in the EU have faced significant challenges, with a reported decline of over 40% in July, marking the seventh consecutive month of sales decline [5].