· Tesla's oversupply in China: only 1,000 on the card

Tmall "Double Eleven Car Carnival", because of Tesla's participation in the war, the attention has doubled. However, a few days ago, it was reported that Tesla headquarters decided to terminate this cooperation because Tesla (China) and Tmall cooperated to destroy the original vehicle delivery rules.

The news was quickly denied by Tesla (China). At the same time, some analysts pointed out that Tesla's vehicle on Tmall or the inventory car that was previously returned by consumers.

"Daily Economic News" reporter learned from authoritative sources that in the first three quarters of this year, Tesla imported more than 3,500 vehicles in China, and the number of terminals on the terminal was only more than 1,000. This may indicate that Tesla has already had a clue in oversupply in the Chinese market, and the statement that Tmall sells inventory cars is not groundless.

In response, Tesla responded that Tesla had entered the Chinese market soon, and the customs clearance and transportation processes needed to be optimized. This caused the supply to be in short supply to a certain extent. At the same time, because of the installation of the charging pile and the time required for custom production and transportation, there is a transition period from the vehicle import to the board.

Tmall sales inventory car into a mystery

For the cooperation with Tesla's "Double Eleven", recently, Tmall Auto related people said in an interview with "Daily Economic News" that "Tesla and Tmall's cooperation business includes both lease test and sales. At present, the two sides have indeed encountered some problems in the cooperation. “The Tesla (China) related person responded: “If the cooperation is terminated, you can go directly to the Internet.”

As you can see on Tmall's official website, Tesla's sales and test drive business has not been suspended. According to the relevant personage of the Tesla Tmall flagship store, Tesla has provided 18 existing vehicles for the sales business. At present, it has sold 7 vehicles. The vehicles are available for about 5 days, but consumers cannot Customize.

According to the process, consumers who order Tesla need to pay an order deposit of 50,000 yuan. After two weeks, they will pay a deposit of 250,000 yuan. Tesla will start to arrange the production of the model. During the two-week period, consumers Can apply for unsubscribe.

Some people have doubts about this. Tesla has always insisted on the direct sales model. Under normal circumstances, consumers submit orders to Tesla's official website according to their own needs. Then Tesla passes the order demand to the US headquarters to arrange production. The vehicle is shipped to the country. This process needs to wait for 3~4 months. According to this order-based production mode, each Tesla product should correspond to an order demand. Therefore, some insiders believe that these online sales of the current car It is very likely that Tesla has been unsubscribed in China.

In this regard, Tesla did not respond to the current cancellation of consumers. Tesla related person said, "At present, Tesla (China) does have some stock trucks, but these vehicles are also imported directly from the US headquarters, mainly for vehicles that provide emergency services to existing owners. Under normal circumstances Both are standard products available."

It is worth noting that at the Tmall Tesla flagship store, the 11 cars that have not been sold yet are not the same in configuration or price, which is inconsistent with the “standardized configuration”. Tmall sells the inventory car. Guessing is a mystery again.

Disparity between the amount of cards and imports

The doubts about Tmall’s sale of unsubscribed vehicles have not dissipated, and another set of data has been revived. According to data from China Import Automobile Trading Co., Ltd. (hereinafter referred to as Zhongjin Automobile Trade), from January to September this year, Tesla's cumulative import volume was about 3,500, while the terminal had less than 1,000 vehicles. The difference between the two is more than double. Let Tesla’s persistent supply shortage be questioned.

In this regard, Tesla (China) related person said, "mainly because of the installation of charging piles and custom production, transportation takes time, so there is a transition period from the vehicle import to the card."

The huge disparity between imports and the number of cards on the market or the influx of speculators. Although Tesla always emphasizes the direct sales model, and in order to prevent speculation, Tesla can only purchase 5 or less products for the same ID number. However, there are still some phenomenon that the automobile dealers purchase products in batches through multiple ID numbers and then sell them. Informed sources told reporters that "on the one hand, speculators have entered a large number of imports to drive up imports; on the Other hand, the market is gradually cooling down, and the car has not been able to sell as scheduled."

According to data from China Import Automobile Trading Co., Ltd., Tesla's imports have been experiencing a surge since June. From June to September, Tesla imported about 500, 600, 700 and 560, respectively. It is far more than the average import volume of 200 vehicles per month in the previous five months. The number of cards in the same period from June to September was about 100, 160, 100 and 400 respectively.

Based on the 3-month pick-up period, the order demand of Tesla's subscribers should be generated from March to June this year. It was the time when Tesla made a strong whirlwind in China. From Tesla announced the construction of super-charged piles in China, Tesla CEO Musk visited China to promote the development of China's regional undertakings, and then held a delivery ceremony in Beijing and Shanghai. Tesla, which is flourishing in China, not only became a capital. The market is popular, and it is also regarded as a favorable marketing gimmick by many industries. Perhaps it is precisely these fancy interests, speculators are moving.

Xiao Zhang, a car dealer in North China, is such a speculator. He introduced to the "Daily Economic News" reporter that they had ordered 100 products from Tesla China. In August this year, after the arrival of the vehicle, he began to operate on his own. However, investment enthusiasm is now experiencing a cold reality. Xiao Zhang admitted to the reporter, "At present, the attention of the Tesla market is not as good as before, and there is no inquiry phone for a few days. This is a gap with our expectations." It is understood that the products they ordered at the original price are currently being In the form of "losing money to earn money", such as the ModelSP85 car price is 10,000 yuan more than the official website.

According to industry insiders, this may reflect that the Tesla market has been slowly retreating, to some extent refuting Tesla's long-standing "supply in short supply" and also participating in e-commerce marketing for Tesla. New annotations are provided

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