马斯克“杠上”王传福，谁才是电动车江湖的霸主_老虎社区_美港股上老虎

马斯克“杠上”王传福，谁才是电动车江湖的霸主

华尔街见闻2023-09-19

作者 | 柴旭晨一台珍珠白色的新款Model 3在上海超级工厂缓缓下线，这是特斯拉在全球生产的第500万台新车。9月17日，特斯拉中国用一条简短的博文，对外宣告了这一关键节点的达成。值得一提的是，从400万到500万，特斯拉只用了6个月，日均产量来到了5千余台。其中撑起产能半边天的上海超级工厂，已经可以做到“40秒下线一台整车”，无异于是马斯克的“印钞机”。值得一提的是，一个多月前的8月9日，...

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帅虎扑
·2023-09-20
L4级自动驾驶最根本的还是缺乏法律依据!
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带老鼠
·2023-09-20
海豹拿什么对标model3.
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JAX 1120
·2023-09-19
byd的降本就是压榨底层员工
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4
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- etc卷商银行为主:
  比亚迪给工人的工资挺好，在当地属于高的，我在深圳比亚迪上过班
  2023-09-20
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alexande007
·2023-09-19
王大嘴全靠骗补装逼，用爱国情怀绑架韭菜，跟老马不是一个档次！
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- alexande007:
  你懂什么叫骗补吗？不懂先谷歌一下
  2023-09-20
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- 枫起于青萍之末:
  特斯拉没有补贴?
  2023-09-20
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TSIENYI
·2023-09-19
做着明显偏向马斯克
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Athos_
·2023-09-19
用了都知道谁才是老大。
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3居然还低了15%，较欧洲产的同级别大众汽车要低35%。瑞银中国汽车行业研究主管巩旻透露，比亚迪海豹中自产的零部件比重就占到约3/4。而比亚迪现在控制着电池、电机、功率半导体等电动车中大部分成本高且关键的零部件制造。比亚迪在生产成本上的优势也令其腰杆颇硬。在6月股东大会上，王传福就直言比亚迪打得起价格战，且有信心在未来3-5年攫取更多市场份额。此次马斯克升级的“千兆铸造”，显然是在市场和对手压力下，主动出击为自己赢得更多筹码，持续保持领先的市场地位。虽然特斯拉与比亚迪发展模式截然不同，一个“高举低打”，走大单品快速渗透路线；另一个“农村包围城市”车海战术叠加品牌向上，在各个价格段跑马圈地。但随着两家车型价格、市场重合度越来越高，竞争关系逐渐尖锐。而马斯克手里还握着一直未发的第二支箭--15万元的Model Q。根据计划，Model Q的生产成本将会是Model 3的一半，这或是特斯拉杀入A级市场，加速迈入“千万俱乐部”的助推剂。在特斯拉“宏图计划第三篇章”中，马斯克对这款车的总销量规划是恐怖的4200万台。而Model Q的价格定位，也来到比亚迪优势最明显的腹地，与秦系列、海豚、宋系列直接竞争。国泰君安证券指出，“这将是特斯拉在未来十年生产数千万辆平价电动汽车、实现盈利计划的关键所在”。可谓是“Game Changer”的又一张王牌，进一步坐实特斯拉“成本杀手”的名号。不止于此，在决胜“千万”的路上，马斯克还有另一个杀手锏--智驾，这是特斯拉接下来在需求端抢收的铺垫。8月底，马斯克在推特上直播FSD V12版本的试驾，开源证券分析师任浪判断，该系统版本已经基本实现了准L4级别的智驾体验。他认为当智驾迈入L4级后，就将迎来主流消费群体将高频使用，并提升在购车因素的优先级。在此背景下，特斯拉自研了5年的Dojo超算平台迎来投产，为FSD按下加速进化按钮。根据特斯拉公布的Dojo训练结果，其可将FSD此前一个月的训练时间压缩至一周。因此，在政策以及FSD革新迭代的驱动下，电动车行业的下一个爆发时刻即将到来。开源证券指出，特斯拉FSD 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