Will Tesla's Price Drop to 200,000 RMB?
2 Answers
Tesla's price could drop to 200,000 RMB if it achieves full localization of all components. Introduction to Tesla: Tesla is an American electric vehicle and clean energy company that manufactures and sells electric cars, solar panels, and energy storage systems. Headquartered in Palo Alto, Tesla was founded on July 1, 2003, by Martin Eberhard and Marc Tarpenning. The founders named the company "Tesla Motors" in honor of the physicist Nikola Tesla. Tesla's Development History: Tesla's initial new energy vehicle startup team mainly came from Silicon Valley, adopting an IT philosophy to build cars rather than following the traditional approach represented by Detroit's automakers. As a result, Tesla's venture into electric vehicles is often seen as a story of a Silicon Valley upstart challenging Detroit's giants.
I think the possibility of Tesla dropping to 200,000 RMB is quite high. You see, the global electric vehicle market competition is extremely fierce, with local brands like BYD pushing prices down to around 150,000 RMB. If Tesla doesn't follow suit, it will be hard to sell. Musk has always emphasized mass-market appeal, where cost control is key. Battery raw material prices have dropped by over 20%, and production efficiency has also improved—for instance, the Shanghai Gigafactory has significantly reduced costs after mass production. Rumors suggest the upcoming Model 2 is targeting the 200,000 RMB market, estimated to launch in 2025 with a starting price of around 250,000 RMB, which could easily drop to 200,000 RMB with government subsidies. As an owner, I've noticed the Model 3 has already dropped from 300,000 RMB to 250,000 RMB, and the trend suggests further reductions. However, brand premium will likely prevent it from going below 180,000 RMB directly. I recommend keeping an eye on quarterly financial reports, as price changes happen quickly.
