特斯拉变相降价，小鹏最受伤？_老虎社区_美港股上老虎

特斯拉变相降价，小鹏最受伤？

新浪财经2022-09-19

日前，特斯拉宣布，对于自9月16日到9月30日完成提车的车主，若选择在特斯拉店内购买保险，可享受8000元保险补贴，保险补贴可直接用于减免车价。该活动针对所有中国产特斯拉Model 3和Model Y车型新车。这是特斯拉Model 3和Model Y在2022年多次提价后的首次变相降价。另据特斯拉中国官网显示，目前，特斯拉Model3后轮驱动版以及高性能版的预计交付时间分别缩减为1-8周和1-10...

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桃花和星辰
·2022-09-22
小P各方面的成绩都很不错，我们国产车的骄傲！
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chanzhong说
·2022-09-22
蔚小理，小鹏会是第一个宣布倒闭破产的，拭目以待
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3
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奥龙
·2022-09-20
不是一个物种，没有可比性
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1
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欧洲人_
·2022-09-20
小鹏p7比特斯拉毛豆3好开
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展凡Zzz
·2022-09-20
身边的朋友对小鹏的车都给挺高评价的，口碑不错
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e天天见红e
·2022-09-20
保险费加5000，汇率破7，不提价也算涨了不少
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3年产110万辆的生产线改造完成，在产能大幅提升的带动下，特斯拉的交付时间大大缩短。此外，还有消息称，特斯拉中国正计划关闭黄金地段体验店，并转移到城市外围，以降低成本。拥有强大的品牌力、供应链掌控力和市场热销度，在降价、扩产、缩减成本等一系列重拳出击之下，特斯拉此举将进一步加剧国内新能源汽车市场的内卷化。考虑到现有车型、价格带，以及“软件定义汽车”的定位，与特斯拉最为接近的国内新势力小鹏汽车无疑将受到最直接的冲击。最新数据显示，小鹏汽车8月交付新车9578辆，环比下滑17%，在国内新势力车企销量榜中，由去年同期的第2名滑落至第5。具体来看，小鹏P5交付2678辆，环比下降25.8%，G3交付1155辆，环比下降24%，主力车型P7交付5745辆，环比下降10%，连续两个月下降，总体呈现所有车型全线下滑的态势。今年2月，小鹏汽车称有信心完成年销售25万辆的目标，并将冲击30万辆；而令人揪心的是，前8个月，小鹏累计销量为90085辆，仅完成全年目标的36%。事实上，在市场端的巨大压力下，一向坚持全国统一售价的小鹏汽车，早在7月就率先打响了“价格战”。据相关报道称，小鹏P5的优惠幅度在5000元左右，P7和G3i现金优惠则达到了1万元。然而，价格战是一把双刃剑，对于小鹏汽车而言，更是无异于饮鸩止渴。今年上半年，小鹏汽车毛利率为11.6%，净利率为-29.6%，在主要新能源车企中排名最末。行业进入价格比拼的阶段后，对于盈利能力最弱的小鹏来说，“痛感”无疑更大。现在的小鹏，开始把更多的期望放在了新车型G9身上。据悉，小鹏G9搭载了700公里续航的大容量电池，拥有800V超快充性能，将于9月21日，也就是下周正式发布，市场预测售价将在30万元级别。小鹏已将销量和盈利改善的宝全押在了G9身上。不过，小鹏即将面对的市场却是强敌环伺。乘联会统计显示，今年8月，国内25万元以上的中高端新能源SUV已形成一超多强的局面。其中，特斯拉Model Y月销超3万辆，遥遥领先其他对手，销量在5000到10000台的，也多达四个车型。也就是说，小鹏G9如果月销量达不到5000台，连前五都挤不进去。何小鹏在此前的业绩会上表示，“随着G9和后续新平台以及新车型的推出，我们将结构性的改善车型毛利率。我们中长期的目标是将公司整体的毛利率提升到25%以上。”然而，现实情况是，除特斯拉外，多数新能源车企只能在销量和利润之间小心翼翼的寻求平衡。寄希望于G9热销的同时，显著改善盈利能力，似乎并不现实。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":661814478,"gmtCreate":1663827450794,"gmtModify":1663828205800,"author":{"id":"4088671256288020","authorId":"4088671256288020","name":"桃花和星辰","avatar":"https://static.tigerbbs.com/f2e79f116696790aa7803c153a815b1c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088671256288020","authorIdStr":"4088671256288020"},"htmlText":"小P各方面的成绩都很不错，我们国产车的骄傲！","listText":"小P各方面的成绩都很不错，我们国产车的骄傲！","text":"小P各方面的成绩都很不错，我们国产车的骄傲！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661814478","repostId":1147211163,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":661149450,"gmtCreate":1663799294070,"gmtModify":1663799296973,"author":{"id":"3496450740389575","authorId":"3496450740389575","name":"chanzhong说","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3496450740389575","authorIdStr":"3496450740389575"},"htmlText":"蔚小理，小鹏会是第一个宣布倒闭破产的，拭目以待","listText":"蔚小理，小鹏会是第一个宣布倒闭破产的，拭目以待","text":"蔚小理，小鹏会是第一个宣布倒闭破产的，拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661149450","repostId":1147211163,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":661399579,"gmtCreate":1663681820791,"gmtModify":1663681822408,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3449524265230488","authorIdStr":"3449524265230488"},"htmlText":"不是一个物种，没有可比性","listText":"不是一个物种，没有可比性","text":"不是一个物种，没有可比性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661399579","repostId":1147211163,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":661970492,"gmtCreate":1663670469016,"gmtModify":1663670471877,"author":{"id":"3557313642806413","authorId":"3557313642806413","name":"欧洲人_","avatar":"https://static.tigerbbs.com/90c985b108c493e356dcaedd630cde75","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3557313642806413","authorIdStr":"3557313642806413"},"htmlText":"小鹏p7比特斯拉毛豆3好开","listText":"小鹏p7比特斯拉毛豆3好开","text":"小鹏p7比特斯拉毛豆3好开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661970492","repostId":1147211163,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":661959056,"gmtCreate":1663662135575,"gmtModify":1663662314712,"author":{"id":"3586149238100242","authorId":"3586149238100242","name":"展凡Zzz","avatar":"https://static.tigerbbs.com/36de1e62f32f5af1807d7c2e0b25b316","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3586149238100242","authorIdStr":"3586149238100242"},"htmlText":"身边的朋友对小鹏的车都给挺高评价的，口碑不错","listText":"身边的朋友对小鹏的车都给挺高评价的，口碑不错","text":"身边的朋友对小鹏的车都给挺高评价的，口碑不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661959056","repostId":1147211163,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":661968483,"gmtCreate":1663656018743,"gmtModify":1663657442039,"author":{"id":"3569026225870634","authorId":"3569026225870634","name":"e天天见红e","avatar":"https://static.tigerbbs.com/03934b1d3ac142677fecba68129a1ab8","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3569026225870634","authorIdStr":"3569026225870634"},"htmlText":"保险费加5000，汇率破7，不提价也算涨了不少","listText":"保险费加5000，汇率破7，不提价也算涨了不少","text":"保险费加5000，汇率破7，不提价也算涨了不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661968483","repostId":1147211163,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":6,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}