最爱买特斯拉Model Y的城市易主
TeslaTesla(US:TSLA) 第一财经·2025-10-28 06:41

Core Insights - In September, Qingdao sold 2,915 Tesla Model Y vehicles, surpassing major cities like Beijing, Shanghai, and Shenzhen, becoming the top-selling city for this model [3][4] - This marks the first time in six months that Qingdao has topped the sales chart for the Tesla Model Y, indicating significant fluctuations in sales across different cities [4] - The sales volatility is largely influenced by local subsidies, which can drive consumers to purchase in specific cities based on available incentives [4] Sales Data and Trends - Prior to September, Qingdao's sales of the Model Y were relatively low, with a total of 1,657 units sold in the months of April, May, July, and August, and 1,538 units sold in June, ranking second nationally [4] - In September, Tesla Model Y sales reached 51,173 units, marking the first time this year that monthly sales exceeded 50,000, and it is the only model in the top 10 with a price over 200,000 [5] Local Subsidy Impact - Qingdao introduced a car purchase subsidy in June, offering consumers up to 8,000 yuan based on the insurance premium of the vehicle purchased [5] - In September, Qingdao's policies regarding vehicle trade-ins changed, with new regulations affecting the approval of trade-in applications starting from September 28 [5] - As of October 24, a new "car replacement qualification coupon" was introduced, requiring consumers to win a lottery to access trade-in subsidies [5]