6日，这家由马斯克领导的汽车制造商周日在社交媒体平台X上发布了一段九秒的视频，画面中一辆汽 车在黑暗中亮起头灯。在另一段视频的末尾，则出现了"10/7"的字样，直接指向10月7日（周二）将有 相关活动。 此次预热发布的时间点尤为关键。就在几天前的9月30日，价值7500美元的美国电动汽车联邦税收抵免 政策刚刚到期。这一变化可能深刻影响消费者的购车选择，并促使特斯拉必须重新调整其定价策略以应 对潜在的需求放缓。 在此之前，特斯拉刚刚公布了截至9月的季度交付量创下历史新高，其主要驱动力正是消费者赶在税收 抵免到期前集中购车。如何在失去政策激励后维持增长，成为特斯拉亟待向市场证明的核心问题，而一 款更具价格竞争力的车型被视为关键答案。 平价车型细节初现 特斯拉正暗示一场重要的产品发布，市场普遍预期这与其备受期待的平价电动汽车有关。 此前，特斯拉已推迟在美国推出低成本版Model Y的时间表。公司曾在6月表示，已经完成了该车型 的"首批试制"，但计划在第四季度才开始销售，且产能爬坡速度将慢于原计划。据消息人士透露，到 2026年，这款平价车型在美国的年产量有望扩大至约25万辆。 特斯拉推出平价车型的紧迫性，与美国电动 ...

Core Viewpoint - Morgan Stanley's recent report emphasizes the critical importance of the upcoming i6 model for Li Auto, suggesting a more aggressive pricing strategy to lower the guidance price from the previously estimated range of 250,000-300,000 yuan to 200,000-250,000 yuan [1] Company Summary - The i6 model is deemed essential for Li Auto's future performance and market positioning [1] - Li Auto has not yet responded to media inquiries regarding the pricing strategy and the i6 model [1] Industry Summary - The recommendation for a more aggressive pricing strategy reflects the competitive landscape in the automotive industry, particularly in the electric vehicle segment [1]

Core Insights - Xiaomi is set to release the YU7 model, with CEO Lei Jun discussing anticipated pricing and features ahead of the launch [1][3] - Lei Jun has denied speculation that the YU7 standard version will be priced 20,000 to 30,000 higher than the SU7, emphasizing that the YU7's standard version has high-end features comparable to competitors' Max and Ultra versions [3][5] - The YU7 boasts impressive specifications, including a CLTC range of 835 km, laser radar, and the latest Nvidia Thor chip with 700 TOPS computing power [3][5] Pricing Strategy - Lei Jun's comments appear to be aimed at elevating the perceived value of the YU7, creating anticipation for a competitive pricing strategy that may surprise consumers [5] - Historically, Xiaomi's pricing strategy involves offering superior configurations at a lower price point compared to competitors, with the YU7 expected to be priced between 249,000 and 259,000 yuan, potentially under 250,000 yuan for a "surprise price" [5] - The YU7 is positioned against the Model Y, which is priced at 263,500 yuan, indicating Xiaomi's intent to disrupt the market with a more attractive offering [5] Market Impact - Lei Jun expressed confidence that the launch of the YU7 will not negatively impact the sales of the SU7, as both models cater to distinct consumer preferences for sedans and SUVs [7]