一周内五家车企围攻Model Y,特斯拉会被拉下神坛吗?
大红袍闹闹坦
发表于 2024-9-27 19:11:28
2049
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9月26日,阿维塔科技发布旗下首款SUV车型阿维塔07,该车采用纯电和增程的双动力形式,指导售价为21.99万元起。阿维塔07采用了华为的端到端智能驾驶系统ADS 3.0,并配备了宁德时代的神行系列电池,纯电和混动车型均具备高倍率充电的能力。
近一周以来,已经有5家中国车企推出定位、定价和特斯拉Model Y接近的产品,其中包括蔚来乐道L60这样的新势力车企产品,也有华为智界R7这样的科技企业跨界造车产品,还有极氪7X、上汽智己LS6等传统车企的新能源汽车产品。加上此前已经上市的小鹏G6、比亚迪宋等,特斯拉的销量主力Model Y正呈现出被中国车企"围攻"的态势。
Model Y不仅是特斯拉的销量主力,也是目前国内最畅销的纯电车型。懂车帝统计的销量数据显示,近一年以来特斯拉Model Y的销量为46.7万辆,在新能源车型中排名第一;排名第二的比亚迪海鸥近一年销量为40.4万辆,但海鸥的售价约为Model Y的三分之一。在全球市场,特斯拉Model Y去年的销量超过120万辆,是全球最畅销的汽车产品。
蔚来高级副总裁、乐道汽车总裁艾铁成认为,Model Y发布于2019年,有着很强的先发优势,在当时也具备技术的领先性,空间、能耗的表现不错;此外,特斯拉还有很强的创始人光环,有着很强的用户认知。
但5年以来,Model Y并未进行大改款或换代。有业内人士认为,在智能电动汽车技术、产品快速迭代的中国市场,Model Y在产品力上已经难以和中国品牌产品相抗衡。
华为常务董事、终端BG董事长、智能汽车解决方案BU董事长余承东在直接R7发布会上直言:"特斯拉ModelY是纯电SUV市场中销量非常好的产品,也非常优秀,智界R7的目标就是要比Model Y还优秀,并以超越特斯拉Model X的规格跨级竞争Model Y。"
极氪智能科技CEO安聪慧也表示:"造一辆比Model Y更Model Y的车,并不费力,中国车企有这个工程能力和成本优势。"
和Model Y相比,近期中国车企推出的产品大多具备更大的空间、更好的智能化配置,内饰用料也更加厚道,同时除智界R7外,大部分产品的定价均低于Model Y。但有多位新能源车企从业人员认为,现在并不能断定中国车企的围攻,就一定能够击垮Model Y。
目前,特斯拉在中国用户中仍具备较强的品牌光环,FSD自动驾驶、Robotaxi、Space X火箭等仍在继续加强特斯拉在用户群体中的品牌光环。其次,在监管审批通过的情况下,特斯拉将在明年第一季度引进FSD,这将进一步增强特斯拉产品的智能化竞争力。
今年9月8日,有用户在社交平台上表示,因为2019年以来就没有在中国推出新品,用户正在回避购买特斯拉,特斯拉在华的市占率出现下滑,特斯拉公司CEO埃隆·马斯克回应称:"相信这些消息的人是愚蠢的,特斯拉上海工厂正在满负荷运行。"
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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