官网"崩了"、门店挤爆！特斯拉狂降16万，引发疯狂抢购潮！国产蔚来成为第一个"受害者"？最新回应来了

中国基金报2021-01-03

中国基金报记者吴羽这个元旦假期被特斯拉刷屏。2021年的第一天，特斯拉放大招：宣布正式开售国产Model Y，价格最高狂降16.51万元！消息一出，特斯拉便遭全民疯抢：特斯拉官网被挤“崩了”，全国各地门店也被挤爆。随后，特斯拉公布2020年累计交付近50万辆电动车，大超预期。与此同时，国内造车新势力蔚来却被传出大规模退单。究竟情况如何？特斯拉门店被”挤爆““ModelY订单已排到春节”元旦假期，...

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萌宠文
2021-01-06
萌宠文
说说你对这篇新闻的看法...
西都客
2021-01-05
西都客
[吃瓜]
任开怀
2021-01-05
任开怀
巳经阅读
韭菜坛子
2021-01-03
韭菜坛子
自媒体名言“最快今年，最迟明年”
岭北居
2021-01-03
岭北居
风物长宜放眼量，看看呗
破风者LL
2021-01-03
破风者LL
瞎扯淡

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The latest response has come.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":1,"TSLA":1},"content_text":"中国基金报记者 吴羽这个元旦假期被特斯拉刷屏。2021年的第一天，特斯拉放大招：宣布正式开售国产Model Y，价格最高狂降16.51万元！消息一出，特斯拉便遭全民疯抢：特斯拉官网被挤“崩了”，全国各地门店也被挤爆。随后，特斯拉公布2020年累计交付近50万辆电动车，大超预期。与此同时，国内造车新势力蔚来却被传出大规模退单。究竟情况如何？特斯拉门店被”挤爆““ModelY订单已排到春节”元旦假期，特斯拉门店被挤爆了。有网友直言：跟卖大白菜似的。到底有多火？据老板联播报道，1 月 3 日，特斯拉上海某门店中，有很多前来咨询和体验样车的客户，销售人员介绍目前收到订单有一万多，已经排队春节左右，试驾要等到两三个月后。此前有消息称，在降价消息公布后的 10 小时内，Model Y 订单数量就飙升至逾 10 万辆。据第一财经报道，针对上述预测的订单量，特斯拉内部人士回应称：“Model Y 的预订和试驾都非常火爆，但是 10 小时 10 万订单的数据被夸大了。”特斯拉官网也被挤“崩了”不仅线下门店被“挤爆”，线上官网也一度被挤“崩了”。1月1日中午，由于访问量激增，特斯拉中国官网的订单页面“崩了”。随后特斯拉客户支持微博表示，由于访问量激增，暂时无法刷新，需要稍等片刻。1月1日，特斯拉正式开售国产Model Y，两款定价为33.99万元、36.99万元，最高下降16.51万元。元旦宣布：特斯拉ModelY大幅降价如此火爆，和特斯拉元旦宣布降价离不开关系。1月1日上午消息，据特斯拉中国官网消息，特斯拉ModelY长续航版起售价为33.99万元人民币，此前为48.8万元人民币，下调14.81万元。特斯拉ModelYPerformance高性能版起售价为36.99万元人民币，此前为53.5万元人民币，下跌16.51万元。据介绍，Model Y是一款高性能、全智能的中型SUV。虽为SUV车型，Model Y却拥有比拟跑车的性能。Model Y长续航版车型0-100公里/小时加速时间仅为5.1秒，续航里程可达594公里（国际工况下）；而Model Y Performance高性能版加速则仅需3.7秒，续航里程可达480公里（WLTP预估）。ModelY是特斯拉继Model3之后在上海超级工厂投产的第二款车型，与Model3基于同平台研发，二者通用75%的零部件。去年1月，特斯拉上海超级工厂宣布启动中国制造ModelY项目，特斯拉CEO埃隆马斯克在现场指出，ModelY是特斯拉打造的一款消费者负担得起的电动SUV，就像Model3是面向大众的轿车，这两个领域都是特斯拉看中的汽车消费市场。此次同步发售的中国制造全新Model 3在外观、内饰、舒适性和能量效率均进行了优化。全新的中国制造Model 3共有2款车型，分别为补贴后起售价249900元的标准续航升级版，以及起售价339900元的高性能版。特斯拉2020年累计交付近50万辆电动车大超预期此外，1月2日晚间，特斯拉（Tesla）宣布，2020年累计交付499550辆电动车，高于华尔街预估的全年交付481261辆电动车，较2019年的36.75万辆增加了36%：在交付数据公布之后，特斯拉CEO埃隆·马斯克（Elon Musk）在推特上表示自豪。他表示，在特斯拉初期，乐观地说，我认为我们只有10%的机会幸存下来。蔚来回应官网遭遇大量退单消息不实，已发起投诉在Model Y发售的当天，网上有爆料称特斯拉直接的竞争对手蔚来惨遭大规模退单。蔚来的SUV车型EC6和ES6，售价分别为36.8万元起和35.8万元起，是Model Y直接的竞争产品。对此，蔚来方面回应称：“官网系统遭遇大规模退单的消息不实，我们已经对相关平台发起投诉了。”网友：太狠了！国产厂商怎么应对？虽然蔚来汽车辟谣退订传闻，但也有不少网友表示，特斯拉如此降价，要是他也大概率会退单...网友认为，特斯拉这大幅降价，的确太狠了，国内产商很难应对。值得注意的是，去年12月底，针对特斯拉价格问题，特斯拉副总裁陶琳表示，电动车的价格与成本相关，目前特斯拉的国产化率目标已经基本实现，未来继续降价的可能性不大。同时，陶琳还指出，如果未来原料或者零部件价格出现上涨，特斯拉也有可能出现涨价的情况。券商：特斯拉降价超预期关注产业链机会券商分析，且国产Model Y目前的价格（34-37万）不止切入了目前主流电动车SUV如蔚来ES6、EC6的价格区间，还切入了目前主流BBA全产品价格矩阵：中信证券认为，国产Model Y降幅超市场预期，预计2021年中国销量有望超18万辆。中信证券指出，1月1日，国产特斯拉ModelY上市，入门价格33.99万元，降幅超市场预期。国产ModelY价格已明显低于BBA同级别燃油车，预计2021年中国销量有望超18万辆，中长期稳态销量有望超40万辆。中国电动化供应链制造能力领先、成本优势明显，特斯拉国产化后加速本土零部件采购，ModelY国产化后将推动产销量迈向新台阶，我们继续推荐具备全球竞争力、受益特斯拉放量的供应链龙头公司。国海证券认为，特斯拉有望构建全球最大的汽车软件生态。车主享用“移动智能空间”，类比苹果，预计2025年特斯拉有望从软件中获得38亿美元分成；此外，实现共享出租车队，用户获得额外收益，预计2025年特斯拉有望由此分成获利146亿美元。华西证券建议，对特斯拉产业链要紧抓四条主线：一是动力电池及产业链。中国动力电池产业链完备，龙头企业已具备全球竞争力。二是特斯拉国产化单车配套价值量较高的供应商。相关公司拓产品、拓客户能力强，进入特斯拉产业链后技术水平有望不断提升。三是细分领域具备全球竞争力的供应商。四是成本优势突出的供应商及潜在供应商。安信证券分析称，特斯拉Model 3/Y 的售价调低，将使其鲶鱼效应凸显，但以价换量仅是表象，更深层次的目的或许是为智能化和网联化趋势下特斯拉未来的盈利模式打下基础。而在此基础上，国产化率的提升是特斯拉以价换量下维持盈利能力的保障。特斯拉年内暴涨超730%做空者巨亏逾380亿美元美国金融数据机构S3 Partners数据显示，特斯拉 TSLA 特斯拉(TSLA.O)股价今年涨超730%，该股卖空者年内遭受的亏损超380亿美元。据悉，特斯拉目前是全球做空额最大的股票，排在第二的是苹果(AAPL.O)。不过，苹果的卖空者的亏损略低于70亿美元。S3 Partners董事总经理 Ihor Dusaniwsky表示，超380亿美元是他见过有史以来最大的年度亏损额。Dusaniwsky称，卖空紧缩现象已经持续了整整一年。与其他任何股票相比，特斯拉的一大特点是，绝大多数拥有特斯拉汽车的投资者永远不会做空该公司，他们是坚定的长期股东。据彭博亿万富豪指数实时数据，截至2020年12月31日，特斯拉CEO马斯克资产增加1400亿美元，位居年度资产增加最多的富豪首位。“中国基金报：报道基金关注的一切Chinafundnews长按识别二维码，关注中国基金报版权声明：《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。授权转载合作联系人：于先生（电话：0755-82468670）万水千山总是情，点个 “在看” 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