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Cui Dongshu: recently, the price reduction of domestic Tesla is a normal trend, and the price of lithium carbonate will fall sharply.

2025-04-05 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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CTOnews.com news on January 8, January 6, the price of Tesla's domestic models dropped sharply. According to the official website, the adjusted price of domestic Model 3 was 229900-329900 yuan, a drop of 20, 000-36000 yuan, and that of Model Y was 259900-359900 yuan, a drop of 29000-48, 000 yuan. After this price reduction, the price of Tesla reached a record low.

In response to Tuyuan Pexels, Cui Dongshu, secretary general of the Federation of passengers, said today that the pressure on China's used car market in 2022 is huge. As offline operations are seriously affected by the closure and control of the epidemic, a large number of used car business sites cannot operate normally, and price fluctuations of superimposed inventory make it very difficult for used car dealers. The recent price reduction of China's Tesla is a normal trend, and used car dealers should have expected it. The used car originally looks at the new car market to eat, the inventory change is the extremely keen signal, and the market promotion change is also must grasp the keen signal, therefore depends on the inventory valuation change and the profit second-hand car dealer faces is the complex price change environment, the wealth is obtained from the risk, the risk is the price change factor.

Cui Dongshu believes that used car dealers should pay keen attention to the changes in the new car market, new energy vehicles are still more expensive than fuel vehicles, and the return of new energy vehicle prices is a long-term trend. After the resumption of fuel car purchase tax, the comprehensive car purchase cost will rise, the price of used cars will also tend to be stable, and the demand will pick up. In addition, Cui Dongshu said that the price of lithium carbonate will fall sharply. China's new energy vehicles account for more than 60% of the world's share, and the cancellation of new energy subsidies will help to reduce market growth expectations. Sufficient supply brought about by a large amount of battery investment and upstream mineral investment, coupled with lower upstream expectations, will help to lower resource prices. At present, it is seen that the price of lithium carbonate has fallen below 400000 on the futures side, and the cost of batteries is bound to drop significantly in the coming months. The withdrawal of new energy subsidies is conducive to the return of lithium carbonate prices to the middle and low levels.

Cui Dongshu said that the core of electric cars replacing fuel vehicles is price competition, and behind it is industrial innovation and cost control. With the gradual decline in battery costs of electric vehicles, resources such as lithium ore will not continue to be a constraint, and the price of lithium carbonate will return to around 200000, or even lower, because the supply will gradually diversify. The scale advantages such as large-scale manufacturing and integrated die-casting will be further highlighted.

Cui Dongshu said that as the electric vehicle industry chain breaks away from the original international parts supplier system, China's power in the auto parts system will become increasingly strong, and low-cost price competition is bound to be the core competitiveness to change the world automobile pattern. Although the brand advantages of enterprises such as Europe, America, Japan and South Korea are obvious, the low-cost competitiveness of electric vehicles has been highlighted. This year, China's new energy vehicle passenger cars have reached 6.5 million in scale, with a world share of more than 60%. This is the embodiment of our cost competitiveness. International car companies are unable to realize the price advantage of electric cars. China's new energy vehicles will go to the world under the advantage of price competition.

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