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sunxinyu1988
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IP属地:辽宁
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sunxinyu1988
2021-08-18
$纳斯达克(.IXIC)$
"那就好好告个别吧!"清仓,告辞[举爪]
sunxinyu1988
2021-07-23
$360数科(QFIN)$
神马情况?[喷血] [喷血] [喷血] [喷血]
sunxinyu1988
2021-07-20
$360数科(QFIN)$
你跌个什么劲
sunxinyu1988
2021-07-19
$纳斯达克(.IXIC)$
能不能愉快的玩耍了
sunxinyu1988
2021-07-19
$纳斯达克(.IXIC)$
可怕
sunxinyu1988
2021-07-14
$纳斯达克(.IXIC)$
美股这咋的了,一天天的,心惊肉跳的。
sunxinyu1988
2021-05-06
$阿维亚(AVNW)$
财报哪里差了啊,跌这么狠
sunxinyu1988
2021-04-27
$阿维亚(AVNW)$
这股真是升得快,掉得也快。
sunxinyu1988
2021-03-11
$Quidel Corporation(QDEL)$
惨
sunxinyu1988
2020-12-31
$Quidel(QDEL)$
为什么
sunxinyu1988
2020-12-31
$JinkoSolar(JKS)$
为什么
sunxinyu1988
2020-12-15
$晶科能源(JKS)$
进入冬眠期了,明年春天能醒过来。
sunxinyu1988
2020-12-08
$晶科能源(JKS)$
FA♂Q
sunxinyu1988
2020-11-09
$Quidel Corporation(QDEL)$
你是真滴坑🕳️
sunxinyu1988
2020-10-23
$晶科能源(JKS)$
到底有啥负面新闻?
sunxinyu1988
2020-10-21
$上证指数(000001.SH)$
你得支棱起来啊!
sunxinyu1988
2020-10-21
这文章是怎么推到我消息首页的?
抱歉,原内容已删除
sunxinyu1988
2020-10-19
$上证指数(000001.SH)$
管天管地管股市
sunxinyu1988
2020-10-13
$上证指数(000001.SH)$
牛市何在?
sunxinyu1988
2020-09-25
$Infrastructure and Energy Alternatives, Inc.(IEA)$
突然就涨了20个点?
去老虎APP查看更多动态
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Corporation(QDEL)$你是真滴坑🕳️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305122965","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559140785193816","authorId":"3559140785193816","name":"果果爱宝妮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3559140785193816","authorIdStr":"3559140785193816"},"content":"现在能入场吗","text":"现在能入场吗","html":"现在能入场吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301637842,"gmtCreate":1603462972086,"gmtModify":1703830073411,"author":{"id":"3518463399195457","authorId":"3518463399195457","name":"sunxinyu1988","avatar":"https://static.tigerbbs.com/4b08314a1de874e060e8ec9a3a8b6966","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518463399195457","authorIdStr":"3518463399195457"},"themes":[],"htmlText":"<a 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Tankers(TNK)$[得意]","images":[{"img":"https://static.tigerbbs.com/a26ced96b51646690f2fe8fbfef2526a","width":"640","height":"768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/912947281","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546226130729248","authorId":"3546226130729248","name":"rustanchor","avatar":"https://static.tigerbbs.com/4008d9ab4bed16eac51afd49b4e5785b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3546226130729248","idStr":"3546226130729248"},"content":"只可惜是模拟盘啊!","text":"只可惜是模拟盘啊!","html":"只可惜是模拟盘啊!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":937823981,"gmtCreate":1574870086343,"gmtModify":1704728738083,"author":{"id":"3518463399195457","authorId":"3518463399195457","name":"sunxinyu1988","avatar":"https://static.tigerbbs.com/4b08314a1de874e060e8ec9a3a8b6966","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518463399195457","idStr":"3518463399195457"},"themes":[],"htmlText":"<a 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没谁了","images":[{"img":"https://static.tigerbbs.com/859638a6e1201efc9d51dd72054d47ab","width":"1080","height":"1502"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/937823981","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525865230693795","authorId":"3525865230693795","name":"xiaoA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3525865230693795","idStr":"3525865230693795"},"content":"你这模拟,拿了的多久?够厉害","text":"你这模拟,拿了的多久?够厉害","html":"你这模拟,拿了的多久?够厉害"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":303471236,"gmtCreate":1603253532625,"gmtModify":1703829219624,"author":{"id":"3518463399195457","authorId":"3518463399195457","name":"sunxinyu1988","avatar":"https://static.tigerbbs.com/4b08314a1de874e060e8ec9a3a8b6966","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518463399195457","idStr":"3518463399195457"},"themes":[],"htmlText":"这文章是怎么推到我消息首页的?","listText":"这文章是怎么推到我消息首页的?","text":"这文章是怎么推到我消息首页的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303471236","repostId":"2077530921","repostType":4,"repost":{"id":"2077530921","pubTimestamp":1603250950,"share":"https://www.laohu8.com/m/news/2077530921?lang=&edition=full","pubTime":"2020-10-21 11:29","market":"us","language":"zh","title":"特斯拉VS蔚来、理想、小鹏:“渣男”与“备胎”的战役","url":"https://stock-news.laohu8.com/highlight/detail?id=2077530921","media":"汽车公社","summary":"当下的特斯拉就像一位渣男,迷人、危险、不负责任,但是依然令人又爱又恨。","content":"<p>多月之前,当<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>国产Model 3在短时间内频繁进行“官降”,致使老车主利益受到严重损失时,有人曾在微博对前者做出了这样的评价:<b>当下的特斯拉就像一位渣男,迷人、危险、不负责任,但是依然令人又爱又恨;而中国部分新势力造车以及传统新能源车企,相比特斯拉就像一位备胎,对你无条件的好,默默等待那些被前者伤害过的人</b>。</p><p>从感性考虑,必须承认如此比喻有那么几分道理,特斯拉目前给予我们的形象好似就是如此。甚至有时,由于在智能化、电子架构、自动驾驶、操控体验上,Model 3给予人们的映像过于深刻,可以让他们爱得死去活来,甚至令一众车主暂时忘却了它在产品质量、售后服务等方面的种种缺陷。</p><p>反观亦如<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,却在重金投入产品研发、服务体系构建,全心全意为消费者考虑的溺爱中,仍然遭受些许不公的舆论攻击与指责。<b>好在随着剧情不断发展、潜在用户的渐渐成熟,身处这场渣男与备胎的战役中,后者已经将示人的形象转变为“暖男”。</b></p><p>终端销量层面,也不再是国产Model 3的一家独大,比亚迪汉、蔚来ES6、小鹏P7等一众国产电动车的崛起,迅速形成对于特斯拉的“围剿”。或许是感受到危机的存在,国庆假期首日前者再次选择“官降”应对,而这背后愈发反映出残酷的起跑线之争就此开始。</p><h3>“官降”引发的口诛笔伐</h3><p>记得在特斯拉今年发生自动驾驶芯片“减配”风波时,笔者曾写下“雪崩时,没有一片雪花是无辜的”这般观点。的确,在我们的日常生活之中,往往一些看似无关痛痒的小事经过慢慢堆积,终有一天也会酿成大祸。只是未曾料到,刚刚引发舆论危机不久后,由于再次“官降”,特斯拉将自己的“割韭菜论”发挥到了极致。</p><p>10月1日,特斯拉中国官网突然显示,国产Model 3标准续航升级版补贴后售价从27.155万元调降至24.99万元,而国产 Model 3长续航后轮驱动版售价从34.405万元调降至30.99万元。</p><p>而这距离上一次调价,也仅仅过去不到5个月的时间。当时国产Model 3标准续航升级版补贴前售价由32.38万元降至29.18万元,在成功进入“30万元”门槛,享受新能源车补贴后,最终购买价格降至27.155万。</p><p>老实说,从全新车主角度来看,愈发低廉的价格的确带来了更具性价比的产品。但是不禁反问,对于那些刚刚提车不久的老车主呢,这样毫无预兆、甚至略带隐瞒意味的“官降”又算得了什么?</p><p>“我是9月初提的标准续航版Model 3,当时对接销售也并未告知今年是否会再次降价,所以考虑到用车需求,就决定买了,但是十一看到突然降价两万多,深深感觉到自己被欺骗了。”这是发生在我身边一位女性朋友的真实案例。</p><p>与她相同的是,此次特斯拉的突袭式降价没有任何预兆,很多消费者在一月前提车,不料放假第一天就蒙受几万元的损失,心情就此跌至低谷。而这也反映出“渣男”特斯拉的绝情,永远以自身利益与销量为目的,全然不顾现有车主的情绪。</p><p>并且一年内多次“突袭式”降价,致使购买车辆贬值速度超出预期,不仅是对刚提车的消费者的不尊重,也对更多老车主造成了切身利益的伤害。</p><h3>“火急火燎”的起跑线之争</h3><p>看到这里,不禁反问特斯拉进入2020年后,火急火燎地进行多次官降,究竟是出于什么原因?<b>答案或许和马斯克对中国市场的野心勃勃与特斯拉极致的追求速度,妄图给予国内品牌毁灭性打击有关。</b></p><p>凭心而论,自特斯拉进入中国后,无论从自建工厂,还是Model 3下线国产上市,其动作可以用“神速”来形容。回想起上海制造基地落成仪式上,马斯克“尬舞”的样子,再看看中国制造Model 3仓促交付后曝出的各种质量问题,可见其对“速度”的追求胜于一切,甚至可以放弃一些本该重要的东西。</p><p>同样,“神速”的还有特斯拉降价的速度。从去年至今,国产Model 3终端销量实现了质的提升,其价格也在今年经历三连降。尽管冒着老车主大面积维权,甚至拿着“韭菜”亲自进店声讨的地步,但仍未浇灭特斯拉“滑梯式降价”的决心。</p><p>那么特斯拉为什么如此看重“速度”?是马斯克想要赶在中国补贴政策彻底退坡之前尽可能多卖车吗?相比于特斯拉对于中国市场的野望,显然不是主要目的。况且2020年的补贴数额,对于30万元级别车型的购买决策,影响已是日渐式微。</p><p>真正让特斯拉不顾口碑崩塌风险,火急火燎地推出Model 3并一再降价的重要原因,或是其想要抓住中国新能源车市场“起跑混战”的短暂机遇,<b>利用消费者对特斯拉品牌的厚爱、对智能汽车的崇拜,迅速扩大在中国电动车市场的占有率,将那些未来有可能在全球市场和特斯拉竞争的潜在对手“绊倒”在起跑线上。</b></p><p>用暗黑一些的角度来看,也可称作“扼杀在摇篮之中”。相比之下,背负一时“割韭菜”的骂名实在算不了什么。这就好比是一场没有太多游戏规则的滑冰比赛刚刚起步,特斯拉带着先行起跑的动能突然切入了中国电动车选手的赛道,并大动干戈,要将一些还未准备好的参赛选手推出赛道一样。虽然略显粗鲁,但是行之有效。</p><h3>压力倍增与日渐崛起</h3><p>不吹不黑,当今年1月7日国产Model 3正式交付用户之时,行业中对于中国品牌即将遭受毁灭性打击的言论一时四起。但是转换角度考虑,特斯拉所带来的“鲶鱼效应”实实在在地倒逼出了一个更好、更加良性健康的中国新能源市场。</p><p>同时,特斯拉作为一家精打细算的上市公司,不管是前期的高定价,还是后期的大降价,背后都是最简单的商业逻辑:股东利益最大化。通俗而言,如果中国市场没有出现足够让特斯拉忌惮的产品,特斯拉也犯不着频繁降价。每当危机袭来,用自身最大“长板”进行自保成为了最佳方式。</p><p>在此过程中,特斯拉的确向我们展现了它依托于极致成本管控下的进攻性,但是选择应战的中国品牌并非一碰就碎。加之就目前市场中Model 3的主要竞品来看,刺激该车型降价的两个先决前提条件已然形成。</p><p>其一,国产Model 3已形成月产销过万的规模,随着零部件国产化率提升,单车成本继续下降,从而触发降价机制;其二,<b>同级别细分市场出现了价格更加有竞争力的比亚迪汉EV与小鹏P7,足以引起特斯拉的重视。</b></p><p>以其中的汉EV为例,在产品力与性价比完全不落下风的前提下。据悉,该车型今年4月开始收集顾客订单,7月中旬正式上市。而在今年5月,也就是在特斯拉Model 3“五一”官降价后不久,比亚迪官方公布的汉车型订单数已达到1.5万,到7月正式上市前,比亚迪官方透露的订单数量已经积累到3万个。</p><p>而大量订单的积累,导致汉车型正式上市后,市场出现了较严重的等待交付问题。为此,比亚迪还紧急出台了汉车型订单客户的积分补偿方案。另一方面,比亚迪正在全力解决交付问题。从已知的数据来看,汉车型上市首月批量交付1,200辆,第二个月批量交付4,000辆,其中60%是汉EV车型。刚刚过去的9月,汉车型批量交付已超过5,600辆,其中汉EV占比达到3,600辆。</p><p>由此看来,终端市场的异常火爆,对于特斯拉而言,此时如果不祭出降价大旗,待比亚迪解决了汉系列车型现存的交付问题,年底汉EV预计还将对国产Model 3造成巨大冲击。</p><h3>技术路线被“逼”暗变?</h3><p>仔细观察不难发现,面对日渐增大的终端压力,特斯拉除了降价应对外,在承担主要销量的国产Model 3身上,还做出了另一个重要的“新动作”:借助此次降价,其标准续航升级版车型续航里程从原来的445公里升级到468公里。根据工信部资料,续航里程468公里的Model 3换装了磷酸铁锂电池,此前Model 3全系车型则采用三元锂电池。</p><p>此举背后,是否也暗示着身处中国市场的特斯拉,技术路线正在被逼暗变?众所周知,近来频繁发生的电动车自燃事故,再次让消费者开始关心起动力电池的安全性问题。而此前,特斯拉一直采用的三元锂电池路线,旗下车型出现过多起电池自燃甚至爆燃事故。</p><p>背后反映出的则是三元锂电池热稳定性差,因撞击或故障在发生短路后,温度迅速升高进而出现起火爆炸的缺陷。对比之下,比亚迪一直以来则坚持磷酸铁锂电池路线,因为其热稳定性要明显强于三元锂电池,从而能够获得更牢固的安全性,为用户提供保障。</p><p>早期,比亚迪旗下电动车型普遍采用方形外壳的磷酸铁锂电池。而不久之前,比亚迪更是推出了制造工艺、性能、安全性更加优异的刀片电池,不变的是磷酸铁锂仍作为它的正极材料,而热销的汉EV正是搭载了该电池。</p><p>相信许多人都看到过此前社交平台中动力电池“针刺实验”的对比视频,相较于三元锂电池的一扎就爆,磷酸铁锂方型电池则被刺穿后喷烟、起火,更为先进的刀片电池刺穿后现象仅为冒烟,表面温度只有几十度而已,尚处可接受范围,从而再次佐证后者的稳定与安全。</p><p><b>因此,上述种种迹象足以表明,特斯拉国产Model 3换装磷酸铁锂电池,除了出于成本层面的考虑外,安全性已然变成其同样注重的板块。</b>即便这样作为“后来者”,通过对比不难看出,全新国产Model 3官降至24.99万元,续航升级到468km,但在续航能力、车内空间、终端价格方面,仍不及汉EV超长续航版豪华型。</p><p>而这背后或将再次印证,随着中国品牌电动车产品竞争力的日趋增强,这种“特斯拉式降价”也许还会继续上演。群雄争霸、愈发多元化下,最终造福的还是我们这些潜在的新能源消费者。</p>","source":"lsy1586587355866","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n特斯拉VS蔚来、理想、小鹏:“渣男”与“备胎”的战役\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-21 11:29 北京时间 <a href=https://www.iyiou.com/p/134441.html><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多月之前,当特斯拉国产Model 3在短时间内频繁进行“官降”,致使老车主利益受到严重损失时,有人曾在微博对前者做出了这样的评价:当下的特斯拉就像一位渣男,迷人、危险、不负责任,但是依然令人又爱又恨;而中国部分新势力造车以及传统新能源车企,相比特斯拉就像一位备胎,对你无条件的好,默默等待那些被前者伤害过的人。从感性考虑,必须承认如此比喻有那么几分道理,特斯拉目前给予我们的形象好似就是如此。甚至有时...</p>\n\n<a href=\"https://www.iyiou.com/p/134441.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85a1b2d8cf0f341441d33141804889b2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.iyiou.com/p/134441.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2077530921","content_text":"多月之前,当特斯拉国产Model 3在短时间内频繁进行“官降”,致使老车主利益受到严重损失时,有人曾在微博对前者做出了这样的评价:当下的特斯拉就像一位渣男,迷人、危险、不负责任,但是依然令人又爱又恨;而中国部分新势力造车以及传统新能源车企,相比特斯拉就像一位备胎,对你无条件的好,默默等待那些被前者伤害过的人。从感性考虑,必须承认如此比喻有那么几分道理,特斯拉目前给予我们的形象好似就是如此。甚至有时,由于在智能化、电子架构、自动驾驶、操控体验上,Model 3给予人们的映像过于深刻,可以让他们爱得死去活来,甚至令一众车主暂时忘却了它在产品质量、售后服务等方面的种种缺陷。反观亦如比亚迪、蔚来,却在重金投入产品研发、服务体系构建,全心全意为消费者考虑的溺爱中,仍然遭受些许不公的舆论攻击与指责。好在随着剧情不断发展、潜在用户的渐渐成熟,身处这场渣男与备胎的战役中,后者已经将示人的形象转变为“暖男”。终端销量层面,也不再是国产Model 3的一家独大,比亚迪汉、蔚来ES6、小鹏P7等一众国产电动车的崛起,迅速形成对于特斯拉的“围剿”。或许是感受到危机的存在,国庆假期首日前者再次选择“官降”应对,而这背后愈发反映出残酷的起跑线之争就此开始。“官降”引发的口诛笔伐记得在特斯拉今年发生自动驾驶芯片“减配”风波时,笔者曾写下“雪崩时,没有一片雪花是无辜的”这般观点。的确,在我们的日常生活之中,往往一些看似无关痛痒的小事经过慢慢堆积,终有一天也会酿成大祸。只是未曾料到,刚刚引发舆论危机不久后,由于再次“官降”,特斯拉将自己的“割韭菜论”发挥到了极致。10月1日,特斯拉中国官网突然显示,国产Model 3标准续航升级版补贴后售价从27.155万元调降至24.99万元,而国产 Model 3长续航后轮驱动版售价从34.405万元调降至30.99万元。而这距离上一次调价,也仅仅过去不到5个月的时间。当时国产Model 3标准续航升级版补贴前售价由32.38万元降至29.18万元,在成功进入“30万元”门槛,享受新能源车补贴后,最终购买价格降至27.155万。老实说,从全新车主角度来看,愈发低廉的价格的确带来了更具性价比的产品。但是不禁反问,对于那些刚刚提车不久的老车主呢,这样毫无预兆、甚至略带隐瞒意味的“官降”又算得了什么?“我是9月初提的标准续航版Model 3,当时对接销售也并未告知今年是否会再次降价,所以考虑到用车需求,就决定买了,但是十一看到突然降价两万多,深深感觉到自己被欺骗了。”这是发生在我身边一位女性朋友的真实案例。与她相同的是,此次特斯拉的突袭式降价没有任何预兆,很多消费者在一月前提车,不料放假第一天就蒙受几万元的损失,心情就此跌至低谷。而这也反映出“渣男”特斯拉的绝情,永远以自身利益与销量为目的,全然不顾现有车主的情绪。并且一年内多次“突袭式”降价,致使购买车辆贬值速度超出预期,不仅是对刚提车的消费者的不尊重,也对更多老车主造成了切身利益的伤害。“火急火燎”的起跑线之争看到这里,不禁反问特斯拉进入2020年后,火急火燎地进行多次官降,究竟是出于什么原因?答案或许和马斯克对中国市场的野心勃勃与特斯拉极致的追求速度,妄图给予国内品牌毁灭性打击有关。凭心而论,自特斯拉进入中国后,无论从自建工厂,还是Model 3下线国产上市,其动作可以用“神速”来形容。回想起上海制造基地落成仪式上,马斯克“尬舞”的样子,再看看中国制造Model 3仓促交付后曝出的各种质量问题,可见其对“速度”的追求胜于一切,甚至可以放弃一些本该重要的东西。同样,“神速”的还有特斯拉降价的速度。从去年至今,国产Model 3终端销量实现了质的提升,其价格也在今年经历三连降。尽管冒着老车主大面积维权,甚至拿着“韭菜”亲自进店声讨的地步,但仍未浇灭特斯拉“滑梯式降价”的决心。那么特斯拉为什么如此看重“速度”?是马斯克想要赶在中国补贴政策彻底退坡之前尽可能多卖车吗?相比于特斯拉对于中国市场的野望,显然不是主要目的。况且2020年的补贴数额,对于30万元级别车型的购买决策,影响已是日渐式微。真正让特斯拉不顾口碑崩塌风险,火急火燎地推出Model 3并一再降价的重要原因,或是其想要抓住中国新能源车市场“起跑混战”的短暂机遇,利用消费者对特斯拉品牌的厚爱、对智能汽车的崇拜,迅速扩大在中国电动车市场的占有率,将那些未来有可能在全球市场和特斯拉竞争的潜在对手“绊倒”在起跑线上。用暗黑一些的角度来看,也可称作“扼杀在摇篮之中”。相比之下,背负一时“割韭菜”的骂名实在算不了什么。这就好比是一场没有太多游戏规则的滑冰比赛刚刚起步,特斯拉带着先行起跑的动能突然切入了中国电动车选手的赛道,并大动干戈,要将一些还未准备好的参赛选手推出赛道一样。虽然略显粗鲁,但是行之有效。压力倍增与日渐崛起不吹不黑,当今年1月7日国产Model 3正式交付用户之时,行业中对于中国品牌即将遭受毁灭性打击的言论一时四起。但是转换角度考虑,特斯拉所带来的“鲶鱼效应”实实在在地倒逼出了一个更好、更加良性健康的中国新能源市场。同时,特斯拉作为一家精打细算的上市公司,不管是前期的高定价,还是后期的大降价,背后都是最简单的商业逻辑:股东利益最大化。通俗而言,如果中国市场没有出现足够让特斯拉忌惮的产品,特斯拉也犯不着频繁降价。每当危机袭来,用自身最大“长板”进行自保成为了最佳方式。在此过程中,特斯拉的确向我们展现了它依托于极致成本管控下的进攻性,但是选择应战的中国品牌并非一碰就碎。加之就目前市场中Model 3的主要竞品来看,刺激该车型降价的两个先决前提条件已然形成。其一,国产Model 3已形成月产销过万的规模,随着零部件国产化率提升,单车成本继续下降,从而触发降价机制;其二,同级别细分市场出现了价格更加有竞争力的比亚迪汉EV与小鹏P7,足以引起特斯拉的重视。以其中的汉EV为例,在产品力与性价比完全不落下风的前提下。据悉,该车型今年4月开始收集顾客订单,7月中旬正式上市。而在今年5月,也就是在特斯拉Model 3“五一”官降价后不久,比亚迪官方公布的汉车型订单数已达到1.5万,到7月正式上市前,比亚迪官方透露的订单数量已经积累到3万个。而大量订单的积累,导致汉车型正式上市后,市场出现了较严重的等待交付问题。为此,比亚迪还紧急出台了汉车型订单客户的积分补偿方案。另一方面,比亚迪正在全力解决交付问题。从已知的数据来看,汉车型上市首月批量交付1,200辆,第二个月批量交付4,000辆,其中60%是汉EV车型。刚刚过去的9月,汉车型批量交付已超过5,600辆,其中汉EV占比达到3,600辆。由此看来,终端市场的异常火爆,对于特斯拉而言,此时如果不祭出降价大旗,待比亚迪解决了汉系列车型现存的交付问题,年底汉EV预计还将对国产Model 3造成巨大冲击。技术路线被“逼”暗变?仔细观察不难发现,面对日渐增大的终端压力,特斯拉除了降价应对外,在承担主要销量的国产Model 3身上,还做出了另一个重要的“新动作”:借助此次降价,其标准续航升级版车型续航里程从原来的445公里升级到468公里。根据工信部资料,续航里程468公里的Model 3换装了磷酸铁锂电池,此前Model 3全系车型则采用三元锂电池。此举背后,是否也暗示着身处中国市场的特斯拉,技术路线正在被逼暗变?众所周知,近来频繁发生的电动车自燃事故,再次让消费者开始关心起动力电池的安全性问题。而此前,特斯拉一直采用的三元锂电池路线,旗下车型出现过多起电池自燃甚至爆燃事故。背后反映出的则是三元锂电池热稳定性差,因撞击或故障在发生短路后,温度迅速升高进而出现起火爆炸的缺陷。对比之下,比亚迪一直以来则坚持磷酸铁锂电池路线,因为其热稳定性要明显强于三元锂电池,从而能够获得更牢固的安全性,为用户提供保障。早期,比亚迪旗下电动车型普遍采用方形外壳的磷酸铁锂电池。而不久之前,比亚迪更是推出了制造工艺、性能、安全性更加优异的刀片电池,不变的是磷酸铁锂仍作为它的正极材料,而热销的汉EV正是搭载了该电池。相信许多人都看到过此前社交平台中动力电池“针刺实验”的对比视频,相较于三元锂电池的一扎就爆,磷酸铁锂方型电池则被刺穿后喷烟、起火,更为先进的刀片电池刺穿后现象仅为冒烟,表面温度只有几十度而已,尚处可接受范围,从而再次佐证后者的稳定与安全。因此,上述种种迹象足以表明,特斯拉国产Model 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