华尔街日报| 特斯拉开始接受中国产Model 3订单,价格远低同款进口车

SHANGHAI— Tesla Inc. TSLA -1.63% promised to start delivering Model 3 sedans built at its new Shanghai plant within six to 10 months—and priced them well below the imported version—as the electric-vehicle maker races to capitalize on booming Chinese demand.

特斯拉(Tesla Inc., TSLA)承诺在6至10个月内开始交付产自其上海新工厂的Model 3轿车,其定价远远低于自美国进口的价格。目前,这家电动汽车生产商正加快步伐以捕捉中国需求旺盛的机会。

Offering up details on its China strategy, Tesla said prices for the locally built Model 3 will start from about $47,500 for the Standard Range Plus version. Chinese buyers currently pay $58,900 for a basic Model 3 imported from the U.S.
特斯拉发布关于其中国战略的详细信息时表示,在当地生产的Model 3的起售价将为4.75万美元左右,对应的车型为标准续航升级版(Standard Range Plus)。这大幅低于中国买家目前为进口自美国的Model 3基本款支付的5.89万美元的价格。

Initial orders are being taken for the local Model 3 with the first Shanghai-built cars scheduled for delivery late this year or early next year, the company said in a post on its social media account.
特斯拉在其社交媒体账户上发帖称,该公司将开始接受上海产Model 3的订单,第一批上海产Model 3定于今年底或明年初交付。

Getting China right, industry analysts said, is pivotal for Tesla, whose share price has halved in the past six months amid doubts about its ability to ramp up deliveries in the U.S.

“Tesla has struggled with the Model 3 launch,” said Bill Russo, founder of Shanghai-based consulting firm Automobility. “A repeat of this in China would put their timing at risk and place further stress on their cash flow.”

Tesla broke ground on its Shanghai factory in January. The buildings’ exteriors appear to be nearing completion, judging by recent images posted on Twitter by local Tesla enthusiasts who have been monitoring activity at the site.

At a launch ceremony at the start of the year, Tesla Chief Executive Elon Musk said the plant could start production this year and hit stride in 2020. Friday’s announced delivery dates for the Model 3 suggests the company is on track to meet that timetable.

Sticking to that schedule would enable Tesla to tap into subsidies for electric vehicles before the government cancels them by the end of next year. Under the existing program, a Model 3 manufactured in China would qualify for a subsidy of about $3,600, potentially allowing Tesla to lower its sticker prices.

While the overall Chinese auto industry is experiencing a slump, with annual sales falling last year for the first time since 1990, sales of electric vehicles are surging. The growth includes the premium segment in which Tesla operates.

Tesla already enjoys significant brand cachet in China, and the robust demand for electric vehicles gives the company at good chance of transforming itself from the niche player it is today.

“Tesla is coming into a good segment with a brand that is rooted as a leader in the EV sector,” said Mr. Russo, who said the Silicon Valley company was right to commit fully to China.

In gearing up for local production, Tesla has started a full-throttled recruitment drive. Organizers said an event in eastern Shanghai close to the new factory drew 4,000 applicants on Wednesday. One applicant, who had worked on an assembly line for General Motors Co., voiced confidence in Tesla’s prospects. “I hope to retire at Tesla,” said 28-year-old Zhang Cong.

Tesla ultimately plans to build 500,000 vehicles a year at the Shanghai facility—a massive step-up from the 16,360 imported vehicles it sold in China last year, according to auto-intelligence firm LMC Automotive.

Trade tensions between Washington and Beijing have come into play as Tesla pursues its China plans. Beijing dropped a longstanding requirement that foreign car makers form joint ventures with Chinese partners, a policy that had been criticized by the U.S. But Beijing also raised tariffs on imported cars from the U.S. in retaliation for levies imposed on Chinese goods by Washington.

The new ownership rules and the higher tariffs gave Tesla reason to accelerate plans for a China factory. But in the meantime the tariffs caused it trouble. After raising prices to reflect the new duties, Tesla then slashed prices, drawing a backlash from recent buyers who weren’t offered refunds.

Operating alone means Tesla can retain all the profits from its local operation, rather than sharing them with a joint-venture partner, though it must also shoulder all the political and financial risks associated with the project.

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