Recently, Tesla, a new energy car company, has been sending all kinds of news。

Tesla China's first drop in 2024, a new round of price war has come？

On January 12, Tesla China announced that ，From now on, the price of the new Model 3 Huan will be lowered by 15,500 yuan to 245,900 yuan, and the price of the new long endurance Huan will be lowered by 11,500 yuan to 285,900 yuan.。For Model Y, the price of the rear-wheel drive version was reduced by 7,500 yuan to 258,900 yuan, and the price of the long-endurance version was reduced by 6,500 yuan to 299,900 yuan.。

At the same time, Tesla officially stated that the current model 3 rear-wheel drive version is limited to 6,000 yuan in insurance subsidy activities, all Model 3 models and Model Y rear-wheel drive version / long battery life version 1.The 99% annual rate low interest financial policy activity has been closed and will not be shared with the model price from January 12, 2024.。

It is worth noting that in the Chinese market, Tesla is not the first car company to announce price cuts in 2024.。Prior to this, a number of car companies, including Zero Run, Nezha, Lynk & Co, FAW Toyota, Avita, etc., have launched a number of New Year discounts。

For example, Lynk & Co announced on the first day of the new year that the price of its Lynk & Co 09 MHEV would be cut by $10,000, and said that a car purchase before January 31 would be eligible for a $10,000 fuel car purchase voucher, a replacement subsidy of up to $8,000 and a financial subsidy of $10,000.。Zero Run Auto announced the opening of the New Year's courtesy season on January 4, with a maximum of $17,000 per car for the final payment voucher.。Nezha Auto, on the other hand, has launched a special $5,000 red envelope campaign for the purchase of Nezha GT, or a financial interest of up to $20,000.。

UBS Group analyst Paul Gong said earlier this year: "The gap between Chinese automakers and Tesla has never been smaller.。This is thanks to the speed with which Chinese automakers are launching new models and their focus on advanced technology.。In contrast, Tesla, which relies primarily on Model 3 and Model Y sales, needs to increasingly use price cuts to attract buyers.。

Tesla's Berlin plant shuts down, U.S. factory workers get another pay rise

On January 11, local time, Tesla announced that it would suspend most of its car production at its Gruenheide plant near Berlin, Germany, from January 29 to February 11.。The reason for the shutdown was that the Red Sea crisis had led to changes in maritime transport routes and a shortage of spare parts for factories.。

In a statement, Tesla said: "Armed conflict in the Red Sea and related changes to shipping routes between Europe and Asia through the Cape of Good Hope have impacted Gruenheide production.。"The transportation time was significantly extended, resulting in a gap in the supply chain."。"

Analysts expect other automakers may also be affected by the Red Sea conflict, but Tesla is the first car company to disclose that its supply chain has been affected by the Red Sea crisis.。

Sam Fiorani, vice president of AutoForecast Solutions, which tracks the automotive supply chain and production, said: "The reliance on numerous critical components from Asia, particularly China, has always been a potential weakness in any automaker's supply chain.。Tesla relies heavily on Chinese battery components, which need to be shipped to Europe via the Red Sea, putting production at risk.。"

The production disruption has added to the pressure on Tesla, which is also currently in a labor dispute with Swedish union IF Metall over the signing of a collective bargaining agreement.。On November 24 last year, union workers at Hydro Extrusions, a subsidiary of Norwegian aluminum and energy company Hydro, stopped production of parts for Tesla's auto products.。These workers are members of IF Metall。

Not only in Northern Europe, Tesla is also facing union pressure in the United States。

On January 11, local time, media reported that Tesla had told production workers in the United States that they would get a raise.。

It is reported that Tesla posted a flyer at the Fremont, California plant, mentioning that the material handling personnel, production assistants and quality inspectors in the plant will receive a "market-adjusted salary increase," but Tesla did not specify the rate of increase.。

In December, it was also revealed that Tesla would raise the wages of some regular hourly workers at its Nevada battery plant by 10% or more in January 2024.。

Tesla's move to give workers a raise is seen as a "pull-in" to workers to avoid joining unions。Musk has previously opposed the formation of a union by the United Auto Workers (UAW) at Tesla's Fremont plant.。Back in 2018, Musk warned workers on social media that they could lose stock options if they joined a union.。The act was later ruled illegal by the National Labor Relations Board。

US car rental giant "ditches" electric cars, and Tesla is affected

On Thursday, U.S. car rental giant Hertz said it plans to sell a third of its U.S. electric vehicle fleet and reinvest in gasoline-powered vehicles.。The reason is weak demand for battery-powered vehicles and high maintenance costs.。

According to statistics, the growth of electric vehicle sales in the US market slowed down significantly in 2023, and only increased by 1 in the last quarter of 2023..3%。

In addition, the high cost of electric vehicle maintenance has also been plagued by Hertz。Stephen Scherr, CEO of the company, said in an interview: "The cost increases associated with electric vehicles continue to exist.。Efforts to address this problem have proved more challenging。"

In 2021, Hertz made a big bet on electric vehicles and announced an order for 100,000 Tesla vehicles.。It was the biggest single purchase of an electric car at the time.。However, due to the high cost of electric vehicle maintenance, the company has to start thinking about reducing the proportion of electric vehicles in the fleet。

In addition, Tesla's successive price cuts last year have also given Hertz a headache, and Scherr said Tesla's price cuts have raised the company's depreciation costs。According to statistics, Tesla accounts for nearly 80% of Hertz's electric vehicle fleet.。

Hertz plans to use some of the money from the sale of 20,000 electric cars to buy gasoline-powered cars.。In a filing, the company said it expects the move to better balance the supply of electric vehicles with expected demand.。"

Going forward, Scherr said Hertz will closely monitor electric vehicle demand at dealers and in its own operations to decide whether the company should buy more vehicles.。Scherr said that means agreements to buy 175,000 electric vehicles from GM and 65,000 from Polestar over the next four years "could take much longer to complete."。

Tesla shares fell endlessly, "Sister Wood" took the opportunity to bottom out

Tesla's stock price has been falling this week due to multiple factors。On Thursday (January 11), Tesla fell nearly 3% to close at 227.22 USD。

While Tesla's stock price is falling, "Wood Sister" Kathy Wood (Cathie Wood) is secretly bottoming out.。It is understood that "Sister Wood" bought a total of about 110,000 Tesla shares through its ARKK and ARKW funds on the 11th, with a total value of about $25.55 million at the closing price.。

The bottom of "Sister Wood" shows that it is still quite optimistic about Tesla's prospects.。Previously, "Sister Wood" has identified Tesla as the top artificial intelligence company in the next five years.。