within a week, five car companies besieged model y. will tesla be pulled from the altar?
2024-09-29
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avita has become another chinese car company participating in the siege of tesla model y.
on september 26, avita technology released its first suv model, the avita 07, which uses pure electric and extended-range dual-power forms, with a guide price starting from 219,900 yuan. avita 07 adopts huawei's end-to-end intelligent driving system ads 3.0 and is equipped with catl's shenxing series batteries. both pure electric and hybrid models have high-rate charging capabilities.
in the past week, five chinese car companies have launched products with similar positioning and pricing to tesla model y, including products from new power car companies such as nio l60, as well as products from technology companies such as huawei zhijie r7. there are also industry-made car products, as well as new energy vehicle products from traditional car companies such as jikrypton 7x and saic zhiji ls6. together with the previously launched xpeng g6, byd song, etc., tesla's model y, the main sales force, is showing a trend of being "besieged" by chinese car companies.
model y is not only tesla's main sales force, but also the best-selling pure electric model in china. according to sales data compiled by dianchedi, tesla model y has sold 467,000 units in the past year, ranking first among new energy models; byd seagull, which ranks second, has sold 404,000 units in the past year, but seagull sells for about one-third of model y. in the global market, tesla model y sold more than 1.2 million units last year, making it the best-selling automotive product in the world.
ai tiecheng, senior vice president of nio and president of ledo auto, believes that the model y was released in 2019 and had a strong first-mover advantage. it also had technological leadership at the time and performed well in terms of space and energy consumption; in addition, the special silla also has a strong founder halo and strong user awareness.
but in the past five years, model y has not undergone major facelifts or replacements. some insiders believe that in the chinese market where smart electric vehicle technology and products are rapidly iterating, model y can no longer compete with chinese brand products in terms of product strength.
yu chengdong, huawei's managing director, chairman of terminal bg, and chairman of smart car solutions bu, said bluntly at the direct r7 launch conference: "tesla model y is a very best-selling product in the pure electric suv market, and it is also very good. the zhijie r7 the goal is to be better than model y and compete with model y with specifications that surpass tesla model x. "
jikrypton intelligent technology ceo an conghui also said: "it is not difficult to build a car that is more model y than model y. chinese car companies have the engineering capabilities and cost advantages."
compared with model y, most of the products recently launched by chinese car companies have larger space, better intelligent configurations, and more generous interior materials. at the same time, except for the zhijie r7, most products are priced lower than model y. however, many new energy vehicle company employees believe that it cannot be concluded that the siege of chinese auto companies will definitely defeat model y.
at present, tesla still has a strong brand halo among chinese users, and fsd autonomous driving, robotaxi, space x rockets, etc. continue to strengthen tesla's brand halo among user groups. secondly, subject to regulatory approval, tesla will introduce fsd in the first quarter of next year, which will further enhance the intelligent competitiveness of tesla products.
on september 8 this year, some users said on social platforms that because no new products have been launched in china since 2019, users are avoiding buying tesla, and tesla’s market share in china has declined. tesla ceo elon musk responded: "people who believe this news are stupid. tesla's shanghai factory is operating at full capacity."
(this article comes from china business news)
