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15万元买辆特斯拉，指日可待？

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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n15万元买辆特斯拉，指日可待？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 18:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672950><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：周智宇云贵交界处，离云南省会昆明240多公里的地方，有个攀枝戛村。小小的村庄里有着30多辆特斯拉。白天用特斯拉接送游客，晚上被改造成民宿，这个远离城市“桃花源”，又被叫做大山里的“特斯拉村”。而在不久的将来，一款售价大概15万元的平价版特斯拉，将可能下沉到三、四线及以下的城市当中，席卷村庄。特斯拉CEO埃隆·马斯克在10月20日的财报会上表示，特斯拉开发团队目前主要精力是在开发下一代车型上，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672950\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0003fac78b0bd27db9c60e07aa978728","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3672950","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1127149018","content_text":"作者：周智宇云贵交界处，离云南省会昆明240多公里的地方，有个攀枝戛村。小小的村庄里有着30多辆特斯拉。白天用特斯拉接送游客，晚上被改造成民宿，这个远离城市“桃花源”，又被叫做大山里的“特斯拉村”。而在不久的将来，一款售价大概15万元的平价版特斯拉，将可能下沉到三、四线及以下的城市当中，席卷村庄。特斯拉CEO埃隆·马斯克在10月20日的财报会上表示，特斯拉开发团队目前主要精力是在开发下一代车型上，成本会较Model 3下降一半。以目前国产特斯拉Model 3 起步价29万的价格来看，特斯拉的下一代车型售价可能不到15万元。虽然短期内这款平价版特斯拉还不会面世，但马斯克的野心非常明确，这款车型的产量将超过所有特斯拉产品的总和。此前，特斯拉董事长罗宾丹·霍尔姆就曾明确提出，在2030年时，特斯拉要实现电动车年产量2000万辆的目标。显然，这款平价版特斯拉将会是千万销量的主力。相比比亚迪走的车海战术，特斯拉向来走的是“大单品”策略。“大单品”策略的好处，是能够通过规模化效应，明显地压降其生产成本，同时保持利润空间。像比亚迪在三季报能够实现归母净利润同比超3倍的增长，单车净利润继续提升，也是规模的魔力。目前特斯拉的主打车型中，第一代车型为Model S/X，第二代车型则是Model 3/Y。它也由此形成了涵盖豪华汽车、中高端汽车的产品矩阵，售价29万元至100万元不等。随着平价版特斯拉面世，特斯拉将补齐它在产品矩阵上的一块短板。在机构的预测中，中国新能源汽车市场的机构未来将会是“纺锤型”，至2030年，售价在15万元至25万元价格区间的电动汽车是最主要的市场。然而这也是眼下竞争最激烈的市场。广汽埃安、哪吒以及比亚迪等整车厂的产品，主打的就是中端市场，另一边则是蔚来等此前盘踞中高端的玩家，也在计划推出第二品牌、第三品牌，将产品下沉到20万甚至以下的市场当中。像比亚迪海豹等车型直接就对标Model 3，起售价在20万元附近，靠性价比吸引了不少Model 3的客户；让“蔚小理”变成“埃小蔚”的广汽埃安，主打产品是AION S以及AION Y，售价在15万元附近。特斯拉直接祭出一款售价15万元的新车型，不仅让此前瞄准Model 3的车型没了价格优势，甚至直接杀入了埃安们的腹地。当初靠着国产化不断压低成本，特斯拉有了“价格屠夫”之名，让一众竞争对手也不得不跟随着它，降低自己售价，靠性价比争夺客户。平价版特斯拉的横空出世，则直接断了其他电动车企的后路，再下沉，大家就只能和五菱宏光去竞争了。15万元的特斯拉也会是马斯克的希望。眼下特斯拉被追赶、超越的焦虑感已肉眼可见。在中国市场，9月，比亚迪宋以4.6万辆的销售数据位列第二，在单月新能源SUV销量排名上，紧追Model Y（4.7万辆）；在新能源轿车方面，比亚迪秦、比亚迪汉也分别以3.7万辆、3.1万辆的销售数据，超过排在第四名的Model 3，在它后面，是比亚迪纯电车型海豚，销量为2.5万辆。另一边，则仿佛是2018年再现，马斯克今年又一次遭遇了“产能炼狱”。柏林工厂电池产能爬坡过慢，仍旧让马斯克全年150万辆的交付目标打上问号；加上来自物流运力的短缺、不稳定，特斯拉虽然在三季度交付创下单季度新高，超过34.3万辆，但依旧低于分析师们的预期。来自需求的担忧、产能的持续遇困，以及全球金融市场的动荡，让特斯拉的股价在今年下跌了超过4成，其总市值也从去年11月最高近1.3万亿美元，到如今不到6500亿美元。这位曾经在2018年处于破产边缘的科技狂人，又一次面临和当时十分相像的囧境。不过彼时他依靠着上海超级工厂投产，三年里打了个漂亮的翻身战，如今盘踞世界首富之位。即将面世的平价版特斯拉，会是马斯克甩脱以上困扰，稳居世界之巅的重要依托。马斯克表示，在新产品、管理能力以及好运气的加持下，特斯拉的市值很可能会超过苹果以及沙特阿美市值的总和，来到4万亿美元。想要实现这一目标，最直接的就是让平价版特斯拉在中国制造的助力下，实现“规模经济”，下沉到更多的市场里，在规模上进一步跃升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":7773724,"commentId":"7773724","gmtCreate":1670473550548,"gmtModify":1670473564183,"authorId":3486526861498606,"author":{"id":3486526861498606,"idStr":"3486526861498606","authorId":3486526861498606,"name":"蹦米","avatar":"https://static.tigerbbs.com/ff26f8664831735bb29461d17dec2dac","vip":1,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.17","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2006},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":662856950,"objectIdStr":"662856950","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<span 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