Core Viewpoint - Tesla has launched cheaper versions of Model Y and Model 3, which are currently available only in foreign markets but are expected to be released in China soon. The pricing, around 200,000 yuan, is not significantly lower than existing models, raising questions about their value proposition in a highly competitive market [3][4]. Group 1: Product Strategy - The introduction of the cheaper Model Y is strategically designed to avoid cannibalizing the sales of existing Model Y and Model 3. If the cheaper models were too competitive, they would negatively impact the sales of the current models [4][5]. - The cheaper versions are positioned as complementary products rather than primary offerings, serving to enhance the perceived value of the existing models. This strategy is likened to how a less expensive product can highlight the value of a premium product [5]. Group 2: Market Positioning - The pricing strategy reflects a deliberate choice to maintain the premium image of Tesla's existing models. The lack of significant cost savings in the cheaper models ensures that consumers still see value in purchasing the higher-end versions [4][5]. - The production of the cheaper models in secondary factories rather than the main Shanghai factory indicates that Tesla does not intend for these models to be the main focus of their production strategy, further emphasizing their role as a supporting product [5].
特斯拉的廉价版很蠢么?