Expert meeting minutes | Tesla channel expert phone meeting

1. Tesla's market share in the middle and high-end new energy market jumped from 31% in q4 last year to 46% in Q1 this year, and it is estimated that the sales volume in May will reach about 43,000.

2. Tesla is considering breaking the price band, such as reducing the price of the Model3 by 30,000 to 40,000 yuan, reducing the price of the Model3 to less than 200,000 yuan, or reducing the price of the Model Y to the same price band as the Model3.

3. The pressure Tesla faces is mainly concentrated in September or Q4 this year, which not only comes from domestic pressure, but also from the capacity spread of the Berlin factory, which makes the capacity utilization of the Shanghai factory lower.

1. Tesla sold about 39,000 cars domestically in May and is expected to sell about 43,000 cars in May.

2. Tesla's delivery pace is on a quarterly basis, so the difference between April and May sales is not large enough to reflect real demand changes.

3. The actual delivery cycle of Tesla is still about 15 days, while the delivery cycle of model is about 25-28 days.

4. Tesla's orders on hand are basically maintained for about a month, and there will be no sudden decline in the short term.

5. Tesla's monthly average is about 45,000-50,000 vehicles, and the new orders each month are basically stable.

6. Tesla's market share in the middle and high-end new energy market jumped from 31% in q4 last year to 46% in Q1 this year. The sales performance of competitors was weak, and the price war made the industry pattern change.

1. Tesla has maintained a stable market share in the mid-to-high-end pure electric market, with monthly sales between 45,000 and 50,000 vehicles.

2. Tesla's new orders in the last two months are low, and the new order increment in May may be less than 50,000, and the current order level in hand is between 44,000 and 50,000.

3. Tesla is still pursuing a sales growth, but now the penetration rate of the high-end new energy market has reached about 45%, so the effect of price reduction will not be too great.

4. Tesla is considering breaking the price band, such as reducing the price of the Model3 by 30,000 to 40,000 yuan, reducing the price of the Model3 to less than 200,000 yuan, or reducing the price of the Model Y to the same price band as the Model3.

5. Tesla's preferential policies are different from those of general dealers. There will be some concessions for demonstration cars and test driving cars, such as a discount of 0.5 or 10%, or a discount of 20,000 or 30,000 yuan. This is very attractive to consumers.

6. Tesla can increase sales by introducing insurance subsidies, such as 6,000 or 8,000 yuan insurance subsidies.

1. Tesla's full-year sales growth target is 50%.

2. The pressure Tesla faces is mainly concentrated in September or Q4 this year, which not only comes from domestic pressure, but also from the capacity spread of the Berlin factory, which makes the capacity utilization of the Shanghai factory lower.

3. If Tesla faces certain pressure, it can re-introduce insurance subsidies, such as 6,000 or 8,000 yuan insurance subsidies.

4. Tesla needs to take new steps in these regions, Model 3 and ModelY cannot support Tesla to sustain 50% growth.

Q: What are the current preferential policies of listed company Tesla?

A: They often give me some current contradictions, such as the Shanghai area, the model three is the model three, including its current, the show car is basically in the taxi promotion, such as a discount and a discount, such as a discount of twenty or thirty thousand yuan, which is a very, very attractive or attractive choice for consumers.

Q: Will Tesla bring back insurance subsidies?

A: If there is some pressure in the future, it is still very attractive to push some insurance subsidies without considering the price reduction, because things like insurance and auto insurance may cost 6,000 yuan and 8,000 yuan, because when car companies actually take it, they may take a 30% discount, for example, they may actually work with these insurance institutions. Maybe two or three thousand dollars can get a car subsidy and then sell to consumers, selling to 6000~8000, so in fact, car companies can sell an insurance can also earn four or five thousand dollars, so that when the time comes, this part of the benefit to let out, can also promote a consumption, promote consumption of 6000~8000 a promotional effect, in fact, can also boost a lot of consumption, Boost some consumers to wash their cars. Of course, whether to introduce an insurance subsidy depends on the actual delivery of an actual Tesla, which belongs to a slightly more detailed thing.

Q: Where will Tesla's sales pressure come from in the future?

A: I think it is still in September or q4 this year. This is not purely from domestic pressure, but more definitely from the capacity spread of the Berlin factory, which reduces the capacity dependence of the Shanghai factory. In this case, the capacity utilization rate of the Shanghai factory may be further reduced in September or q4 this year. Such a price cut may have two choices, one is the domestic price cut, drop a little more, and then promote domestic and domestic sales, so that production capacity profits rise, so that the annual sales, because Tesla's annual sales growth target is basically everyone's expectations of 50% this increase. On the other hand, there is a price reduction in Europe, because I feel that there is still a relatively large room for price reduction in Europe. Because Europe actually dropped a round last time, like the domestic have dropped two rounds, there is still a certain amount of room for price reduction in Europe, if through the European price reduction to increase the sales of the European market one by one, can also make the Shanghai factory capacity is to maintain a good level, about 50% of the year a growth target.