Tesla tus nqi txiav tuaj yeem ua rau muaj kev ua tsov rog EV

DETROIT— Tesla tsheb nyob rau hauv Teb Chaws Asmeskas tau pom kev txiav nqi tseem ceeb, thiab qhov ntawd yog qhov ua pov thawj tias yog rab ntaj ob sab rau lub tshuab fais fab thiab kev lag luam tsheb loj dua.

Tesla nyuam qhuav pib lub hlis no txo ​​tus nqi ntawm nws cov tsheb tshiab los ntawm ntau npaum li 20%, ua kom cov tsheb pheej yig dua thiab yuav tsim nyog rau tsoom fwv teb chaws se credits. Tab sis nws tseem tso cov nqi muag ntawm cov tsheb rau cov tswv tam sim no thiab xa cov teebmeem ripple los ntawm kev lag luam tsheb.

CEO Elon Musk tsis tau hais ncaj qha rau tus nqi txiav, uas yog qhov cuam tshuam rau nws cov lus thov tias lub tuam txhab cov tsheb yuav txaus siab rau cov khoom muaj nqis - qhov tsis tshua muaj rau kev ua lag luam ib sab ntawm classics thiab cov tsheb sib sau.

Cov kws tshuaj ntsuam hais tias tus nqi txiav tawm qhia tias Tesla yog qhov tseem ceeb ntawm kev muag khoom tshaj li cov txiaj ntsig, muaj peev xwm ua rau muaj teeb meem xav tau.

Michelle Krebs, Cox Automotive tus kws tshuaj ntsuam xyuas tau hais tias "Muaj qhov kev thov tsis muaj zog, thiab lawv xav txhim kho lawv cov kev muag khoom - lossis nws yog kev sib koom ua lag luam," said Michelle Krebs, Cox Automotive tus kws tshuaj ntsuam xyuas.

Rau kev lag luam loj, Tesla tus nqi txiav tawm ua rau muaj kev kub ntxhov rau lwm cov tuam txhab tsheb kom muab cov EVs pheej yig dua txawm tias nce nqi khoom muag, ua rau muaj kev puas tsuaj rau cov khw muag khoom siv tsheb uas yuav xav tau sau cov tsheb thiab Wall Street txhawj xeeb txog thawj EV pricing tsov rog. thaum muaj kev ntshai poob nyiaj.

"Tesla tus nqi txo ua rau tag nrho lwm yam EVs thiab [sab hauv lub tshuab hluav taws xob lub tsheb] zoo li nce nqi kim dua, yog cov paj tau yooj yim thiab xa cov cua txias thoob plaws lub khw siv tsheb," Morgan Stanley tus kws tshuaj ntsuam Adam Jonas tau sau rau hauv tsab ntawv ceeb toom rau hnub Friday.

Automakers hloov tus nqi tsis tu ncua ntawm cov tsheb tshiab. Nws feem ntau ua tiav los ntawm kev txhawb siab lossis thaum lub xyoo tshiab tawm los. Tab sis qhov kev hloov kho, nce lossis nqis, yog keeb kwm me me kom tsis txhob muaj kev ntxhov siab rau lub tsheb ecosystem rau cov neeg siv khoom thiab cov tswv tsheb.

Musk foreshadowed xws li kev txav mus rau lub hli tas los hauv kev kwv yees kev lag luam poob qis tom qab xyoo no.

"Koj puas xav kom loj hlob unit ntim, nyob rau hauv cov ntaub ntawv twg koj yuav tsum tau kho cov nqi downward? Lossis koj puas xav kom loj hlob ntawm tus nqi qis dua, lossis mus ruaj khov?” Musk tau hais rau Lub Kaum Ob Hlis 22 thaum lub sijhawm sib tham hauv Twitter Spaces. "Kuv qhov kev tsis ncaj ncees yuav yog hais tias cia peb loj hlob sai li peb tuaj yeem ua yam tsis tau ua rau lub tuam txhab muaj kev pheej hmoo."

Tesla tau tshaj tawm cov nyiaj tau los peb lub hlis twg Hnub Wednesday tom qab kev lag luam kaw.

Thaum tus nqi ntawm lub tsheb tshiab poob qis, tus nqi ntawm cov qauv siv los kuj yuav raug ntaus. Nyob rau hauv rooj plaub ntawm Tesla, qee tus qauv tshiab tau mus yuav luag tib tus nqi - tsuas yog ntau txhiab daus las tawm - raws li lawv cov khoom siv. Qhov ntawd yog teeb meem rau cov tswv tam sim no nrog rau cov khw muag khoom siv tsheb thiab Tesla, uas muag cov qauv siv ncaj qha rau cov neeg siv khoom.

Hauv thawj 17 hnub ntawm Lub Ib Hlis, Edmunds qhia, siv tus nqi ntawm 2020 qauv xyoo lossis tshiab Teslas poob rau tus nqi nruab nrab ntawm $ 58,657 - 24.5% ntawm lawv lub Rau Hli siab kawg ntawm $ 76,626.

Cars.com tshaj tawm cov nqi rau cov tsheb siv ntawm cov neeg siv khoom lag luam lub vev xaib poob qis 3.3% rau Model Y thiab Model 3 raws li cov tswv sim tuav txoj kab ntawm cov nqi muag khoom txawm tias txiav rau cov tsheb tshiab.

"Kev txiav nqi Tesla yuav cuam tshuam rau cov neeg siv khoom sib txawv nyob ntawm seb sab twg ntawm cov xov xwm lawv zaum," Ivan Drury, Edmunds tus thawj coj ntawm kev nkag siab, tau hais.

Ntawm ib sab, Tesla cov tswv tau yws yws rau billionaire CEO thiab Tus tswv Twitter Musk ntawm lub social media platform uas tus nqi txiav nqi txo lawv cov tsheb. Hauv Suav teb, qhov twg kev txiav nqi tau pib ua ntej tshaj hauv Asmeskas, cov neeg tawm tsam tau tshaj tawm tias tau sib sau ua ke ntawm cov chaw tsim khoom lag luam thiab cov chaw muag khoom. xav tau nyiaj rov qab thiab credits.

Tsis ntev los no Tesla cov neeg yuav khoom uas tsis tau txais kev txiav nqi tshiab tau thov Musk thiab lub tuam txhab ua kom lawv tag nrho. Lawv tau nrhiav dawb, hwm tus neeg tsav tsheb-kev pab hloov khoom dua tshiab, pub dawb Supercharging thiab lwm yam pluses kom offset lawv cov nqi siab dua.

Nyob rau tib lub sijhawm, Cars.com thiab Edmunds ob leeg qhia txog kev txaus siab thiab kev tshawb nrhiav Tesla tsheb tau nce siab txij li kev txo qis.

Carmax, lub teb chaws tus muag khoom loj tshaj plaws ntawm cov tsheb siv, sai sai muag ntau pua ntawm Teslas tom qab rov kho cov nqi. Nws tsuas muaj txog 150 Tesla lub tsheb muag rau hnub Tuesday, nqis los ntawm ntau pua ua ntej lub tuam txhab txiav nqi.

"Peb tsis tu ncua kho tus nqi tsheb muag khoom hauv lub sijhawm tiag tiag kom haum rau kev ua lag luam thiab muab cov nqi sib tw," CarMax Tus Thawj Saib Xyuas Haujlwm Joe Wilson tau hais hauv email. "Yog li ntawd, peb tau hloov kho tus nqi los teb rau cov kev lag luam uas cuam tshuam txog kev txo nqi tsheb tshiab thiab qhov no tau txais txiaj ntsig zoo los ntawm cov neeg siv khoom nrhiav kev yuav khoom Tesla siv."

Cov kws tshuaj ntsuam ntawm Phab ntsa Street tau zoo heev ntawm kev txiav rau Tesla yog qhov zoo rau kev muag khoom.

Tesla tau nyiam cov nyiaj tau los ntau dua ntawm nws cov EVs piv rau cov neeg tsim tsheb ib txwm muaj. Nws software thiab subscription muab, nrog rau nws cov advanced-tsav tsheb pab systems thiab nyob rau hauv-tsheb Wi-Fi, yuav pab tau cushion cia siab tias yuav tau nyiaj poob vim hais tias tus nqi tsis ntev los no, raws li EV se credits.

Ntxiv rau, tus nqi txo qis siab rau lwm cov tuam txhab tsheb, lossis OEMS, txiav cov nqi ntawm lawv tus kheej EVs.

"Feem ntau OEMs tam sim no poob nyiaj ntawm EVs, thiab cov kev txiav cov nqi no yuav ua rau kev lag luam nyuaj dua, ib yam li lawv tab tom sim ua kom tsim cov khoom siv EV," BofA Securities kws tshuaj ntsuam John Murphy tau sau rau cov tub ua lag luam ua ntej lub hli no.

Gerald Johnson, General Motors' lub taub hau ntawm kev tsim khoom thoob ntiaj teb, hais tias Tesla qhov kev txiav tsis hloov lub tuam txhab txoj kev npaj tsim hluav taws xob tsheb. Tam sim no automaker muag nws sub-$30,000 Chevy Bolt EV model - ntawm cov nqi pheej yig tshaj plaws hauv kev lag luam - nrog rau cov qauv nqi siab dua ntawm cov roj teeb tshiab.

Johnson tau hais rau hnub Friday thaum muaj kev tshwm sim hauv Flint, Michigan, "Peb ntseeg tias peb muaj EV rau txhua tus nqi sib tw thiab txhua ntu kev lag luam uas peb tab tom nthuav tawm ntawm no," Nws hais tias Tesla tus nqi txiav tawm qhia tias cov tsheb "tej zaum yuav raug nqi ntau dua los pib."

GM txiav tus nqi ntawm nws cov qauv Bolt los ntawm ntau txhiab daus las xyoo tas los, tsuas yog kom tsis ntev los no nce lawv los ntawm ntau pua daus las, hais txog kev lag luam pricing pressures.

- CNBC's Lora Kolodny: XNUMX Lab tus kiv cua tos koj rau Webtalk! thiab Michael Bloom contributed rau daim ntawv no.