Summary: Tesla this year in China set off a boom, not only their own in China can quickly capture the hearts of some rich, virtually also for China's new energy car free to do a good publicity ads, so that the vast number of consumers understand the pure electric vehicles. This year China's new
Tesla in China this year set off a boom, not only their own in China can quickly capture the "heart" of some rich, virtually also for China's new energy car free to do a good publicity ads, so that the vast number of consumers understand the pure electric vehicles. "This year, China's new energy market blowout, Tesla is not, the promotion of its markets, even as much as multiple new energy policies." "Taboying (Beijing) Information Consulting Co., Ltd. Automotive industry director Sun Muzi recently accepted the" first financial daily "
Since the delivery of the first models in China this April, Tesla has built 22 super charging stations in 10 cities in China and more than 400 destinations in 61 cities. China's sales are expected to account for 1/3 of Tesla's global market in 2014, according to a former director of Tesla's China region. Last year, Tesla sold 22,300 vehicles worldwide. Tesla's sales in China are strong and it is expected Tesla will be able to complete its 7,500 quarterly sales targets, according to a report by Barclays analyst Johnson.
In order to speed up the expansion of the Chinese market, Tesla also entered the Cat mall shortly before, and was ready to fight the day cat "double 11" shopping carnival, which is Tesla China's own sales channels outside the official website, the first attempt to cooperate with Third-party platform sales. Tesla deliberately prepared a limited models, consumers in order to pay the full payment, the fastest five days can be "lightning lift." However, soon after the United States headquarters in Tesla because the cat lift car speed far faster than Tesla's official website and feel dissatisfied, unilaterally terminated the cooperation with the cat. In response to the rumours, Tesla immediately responded by saying that Tesla's flagship store was still there and that Tesla would not comment on any market rumours. Subsequently, Tesla also released a message that the cat for the day to provide models limited car has been sold out, in the future if you buy models or book test drive, you need to sign in its official website.
Tesla's every move in China earns people's attention and quickly opens the way for China's new energy vehicles, becoming the most dazzling star in the field. However, Tesla in the hot sale at the same time, also provoked a lot of criticism, or even considered a false prosperity.
But not you?
In China, the price of more than 700,000 yuan Tesla models car, but because the car difficult, charging difficult problems, so that China's "special powder" love and hate. According to media reports, waiting for 8 months, the founder and CEO of an Inner Mongolia E-commerce Co., Ltd. Yu Xin Spring finally met his long-awaited white Tesla models, however, he gave it a gift is a hook mercilessly hit down. To Tesla after-sales service and other dissatisfied Chinese car owners and not only Yu Xin spring one, tyrants have once collective rights.
In the face of various problems encountered in China market of water test, Tesla has been solving the problem, shortening the delivery time and speeding up the construction of charging piles. Still, Tesla is still struggling to be the biggest winner of China's new energy auto market, in the eyes of many industry insiders. This "tall" pure electric car is only the rich toys, the price of high doomed to its inability to ground gas, the market is far from popular.
At the fourth session of the China New Energy electric vehicle industry Poly-Chi Summit held recently, Chinese Academy of Engineering academician Yang Yuseng to the current hot Tesla Car "artillery", said China is not suitable for large long-range, high-speed pure electric vehicles, Tesla in China is popular in the understanding, and said that the development of small electric vehicles in line with the international trend.
Tesla, with its halo on its head, has been questioned about security, and since October 1, 2013, Tesla has burned 7 cars and become a global champion. Yang Yuseng, who has long been engaged in new energy research, believes that Tesla is not suitable for the Chinese market as a luxury sports car with a large battery, high price, and safety reasons. Tesla's popularity in China, the biggest bright spot is the new energy characteristics of pure electric. In Yang Yuseng's view, this is not the case. He believes that Tesla hundred km power consumption of 5.5~6.5kg coal, emissions CO2 amount of 7.5~9 liters of oil. This is tantamount to the pollution of the atmosphere from the highway to the power plant, moved a place. In addition, from the price point of view, Yang Yuseng that the price of pure electric vehicles, long-term need for subsidies, but the follow-up battery subsidy is not currently, and the battery can not be Zishou with the vehicle, lithium-ion batteries generally life expectancy of three years, three years after the replacement will need tens of thousands of yuan. Zhou Heliang, executive member of the Asia-Pacific Electric Vehicle Association, also believes that the safety of large lithium-ion batteries has yet to be perfected, and that its high price and subsequent lack of subsidies are difficult to accept for the market.
Hu Hexuan, director of the Jinsha Venture and vice president of Boston Battery, is also not optimistic about Tesla's development prospects. He believes that the current performance of the motor and various aspects of cost-effective, is not enough to support the electric car at the same price with the traditional vehicle competition, in the United States to buy Tesla's group, often home there are many cars, buy Tesla is to highlight the concept of environmental fashion, and in China, Tesla presents a trend is the rich people's toys, These rich people buy back, Saturday, Sunday go out to play when Tesla, peacetime or Mercedes-Benz, BMW, so its market is tens of thousands of cars, this market will eventually be limited.
Tesla is a variety of leading technology integration pieced together, the high cost of manufacturing virtually become a stumbling block to the big market. Dongfeng Motor Company Technology Center, the Minister of electronic and electrical appliances, Wu Zemin, said in an interview with the first financial daily reporter, Tesla such prices are generally difficult for consumers to accept, but to control the cost of about 200,000 yuan is difficult, Tesla some technology domestic brands can do, but given the cost, A lot of technology is on the sidelines, may not be used. For example, the 17-inch LCD touch screen is Tesla's own open mold manufacturing, the cost is very high, Dongfeng Automotive touch screen price 5~6 times.
The 17-inch LCD touch screen, one of models's most dazzling technologies, is currently being met in China. and foreign multi-function in the console is different, because the Google Map is not supported by the models navigation function is missing, making the bright central control into a luxury furnishings, so the Chinese consumers spit slot.
Maximum beneficiaries
Who is the biggest winner of the new Energy auto market? With multiple policy support, BYD has been recognized by the industry as the biggest beneficiary of China's new energy sector this year.
BYD's sales soared this year, only in the passenger car market, new energy vehicle sales have broken million, this January-September, BYD New Energy Vehicle Qin sales totaled 9,473 units, pure electric E6 sales reached 2004; in commercial vehicles, K9 Electric bus has more than 5,000 orders this year. BYD forecast that the company's new energy vehicle sales revenue this year will reach more than 10 billion yuan, compared to 2013 1 billion yuan sales will increase about 9 times times.
BYD, which has invested in new energy vehicles for years, in the battery and so on almost all parts of the vertical integration, such as the new energy car inflection point years later, this year finally wait until the new energy vehicle outbreak of the first, with Tesla's propaganda and the domestic new energy vehicle policy of the Dongfeng, in the new energy field of development obviously speed up. BYD is implementing three green dreams in electric cars, energy storage plants and solar power plants.
The pace of other autonomous new energy vehicles in China is also accelerating. Baic's new energy vehicle in 2014 1 ~ September Cumulative order of 3,750 vehicles, of which, September single month sales of 1867 units, September sales accounted for the first 9 months of sales of 50%. In addition, Jianghuai auto iEV4 electric vehicles, Dongfeng Nissan Kai-chen pure electric vehicle Morning breeze and Guangzhou Automobile and other independent new energy vehicles into the Bureau, common to the domestic new energy car cake bigger. The policy is one of the reasons for the "blowout" of new energy sources in China this year, especially the new energy vehicle is exempt from purchase tax. However, in the second instalment of New energy vehicles, which was released October 29 by the Ministry of Industry and Taxation, the Teslayian of imported vehicles was not listed.
However, the most sad thing for Tesla, perhaps not from China's policy, but Daimler's "Change of Heart". In October this year, Toyota and Daimler sold the Tesla stocks they held. Daimler, in particular, sold all of its 4% per cent stake in the possession of about $780 million trillion. Daimler, meanwhile, has been closer to BYD, where BYD and Daimler formally cooperated in 2010, and the first of the joint venture's electric cars was listed in Shanghai on September 26 this year. Industry analysts believe that Daimler should be more bullish on the low-end market for electric vehicles, the future with BYD in the field of electric vehicle technology and batteries should be more in-depth cooperation. Who is the biggest winner of the new Energy auto market? Daimler gave its own answer.