Tesla released a list of domestic Model Y suppliers in the New year.

On January 1, Tesla announced the official launch of the domestic medium-sized SUV Model Y and the new Model 3, which is the first time that Tesla has begun to sell the full range of "SEXY" combination products in China.

According to Tesla's official Weibo promotion, "Model Y is equipped with all-wheel drive to bring a better handling experience; more space and panoramic glass roof to create a transparent and comfortable driving experience; up to 1.9cubic meters of storage space to meet a variety of travel needs"

The official website shows that, Model Y has two versions: Performance high-performance version and dual-motor all-wheel drive version, with prices starting at 339900 yuan, compared with 488000 yuan before, equivalent to an one-time drop of nearly 150000.

The price of the new standard battery life upgrade version of Model 3 will remain unchanged from 249900 yuan, and Tesla has also launched a high-performance version of Model 3 Performance, which starts at 339900 yuan.

This news is not surprising, as early as in November 2020, the Ministry of Industry and Information Technology issued the "Road Motor vehicle production Enterprises and products announcement" (338 batches) in the vehicle new product publicity list, which showed that Tesla domestic Model Y completed the declaration of the Ministry of Industry and Information Technology, and the battery type was ternary lithium-ion battery.

Model Y plummeted by nearly 150000 at one time.

Model Y is Tesla's fifth model and the second SUV model, equipped with two motors, all-wheel drive, with seven-seat layout optional.

In terms of pricing, the adjusted Model Y still ranks third among all Tesla models, but the price is more friendly to the people than the first SUV model, the Model S. The official website shows that the price of the, Model S is in the range of 73-830000 yuan.

It is understood that in order to save R & D expenditure, Model Y is based on Model 3 platform research and development, and the two share 75% of the parts. In the words of Tesla CEO Elon Musk, the, Model Y is a compact SUV that "everyone can afford".

This Model Y price adjustment will undoubtedly attract more ordinary car buyers. Musk has said that the, Model Y as a crossover vehicle may surpass the Model 3 in word of mouth in the future, and he predicts that with the increase of Tesla's factory capacity in China and Germany, Model Y sales may overtake other Tesla models in 2021.

Data interpretation

Sun Xiaoya of Tianfeng Securities pointed out that compared with the three BBA sales, and Model3 surpassed the car sales of BBA in the United States with a single model, it is expected that after the mass production of domestic Model Y, monthly sales are expected to reach 30, 000, and annual sales are expected to reach 360000.

Concept stock

Wanfeng Aweizi Company has obtained the order of Tesla Model Y supplier to supply magnesium alloy seat brackets, seat frame stamping parts and other products and services.

Fuyao Glass said Fuyao had been selected as the supplier of Tesla's US and Chinese Model Y models.

List of related concept stocks, as follows: