Friends who know about pure electric vehicles are probably familiar with Tesla. As a pure electric vehicle manufacturer in the United States, it has received increasing attention after settling in China. In January, Tesla officially announced the official price reduction of the domestic Model 3. After subtracting the corresponding subsidies, the starting price dropped to less than 300,000 yuan. However, Tesla still has room to reduce prices, so what does it rely on to reduce prices?
In fact, my country's new energy vehicles have developed rapidly in recent years, and Tesla was still introduced at this time to reshape China's supply chain. According to Tesla’s official news, the current localization rate of parts in Tesla’s Shanghai Gigafactory is about 30%, and it plans to increase it to 70% to 80% in July this year, and achieve 100% localization by the end of the year. After Tesla's supply chain is localized, costs can be reduced to a certain extent, so this is Tesla's room for price reduction.
In addition, according to the latest research report released by Industrial Securities, after Tesla adopts a domestic supply chain, the domestic Model 3 has room for price reductions of up to 27%-34%, which also means that The lowest selling price of this car can be as low as about 200,000 yuan. If this is true, it will have a certain impact on domestic pure electric vehicles.
Finally, according to relevant media news, Tesla is negotiating with CATL to replace the ternary lithium battery on the domestic Model 3 with a cobalt-free lithium iron phosphate battery. Compared with ternary lithium batteries, lithium iron phosphate batteries do not contain cobalt in the production process, and the production cost is greatly reduced. This is also Tesla's future price reduction space.
Summary? From the above situation, it is not difficult to see that Tesla still has room for price reduction, and the main ones include the localization of the supply chain and the use of lithium iron phosphate batteries. However, although Tesla's financial situation is relatively good compared to other new car-making forces, in order to ensure its own profits after the supply chain is localized, it is believed that the price reduction will not be large.
This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.