特斯拉藏咗半年嘅終極王炸終於落地！全網傳得沸沸揚揚嘅「平價版 Model Y」已經得到官方證實，上海超級工廠專門建成咗專屬生產產線，新車已率先喺韓國通過上市認證，電池依舊採用寧德時代電芯，預計最快今年第三季就能登陸國內市場。消息一出，整個 15-25 萬純電 SUV 市場瞬間炸開咗鍋，所有準備買車嘅人都在等一個答案：台最平嘅特斯拉，到底可以賣幾多錢？

先同所有人計筆最激動人心嘅價格帳，呢就係特斯拉今次可以推翻整個市場嘅核心殺招。目前國內現貨嘅現款 Model Y 起售價為 24.99 萬蚊，而即將上市嘅平價版經過成本優化，直接將價格打爆晒所有人嘅預期。參考今年年初銷往泰國嘅平價版 Model 3，比國內同款平咗近 3 萬蚊，再結合寧德時代最新嘅低成本磷酸鋰鐵電池方案，以及內飾、配備嘅針對性簡化，業內普遍預測，國內平價版 Model Y 嘅起售價將直接訂喺 18.99 萬蚊，頂配版本都唔會超過 22 萬蚊。

呢個價格幾誇張？18.99 萬就可以買到特斯拉嘅中型純電 SUV，比現款 Model Y 入門版直接平咗 6 萬蚊，比比亞迪宋 PLUS EV 頂配仲平 1 萬蚊，比小米 SU7 入門版平 2 萬蚊，甚至比好多國產緊湊型 SUV 嘅價格仲低。以前好多人話「特斯拉高不可攀」，而家只要花一台普通家用車嘅錢，就可以開上特斯拉，呢幾年前係根本唔敢想像嘅事。

好多人會擔心「平嘢無好貨」，其實大可唔使。特斯拉嘅平價版從來唔係減配核心三大件，而係砍走嗰啲唔必要嘅豪華配備。由目前洩漏嘅資料嚟睇，平價版 Model Y 將會繼續採用特斯拉嘅純電平台，搭載後置單馬達，最大功率同現款保持一致，CLTC 綜合續航里程預計喺 550km 左右，完全滿足日常通勤同短途出行需要。電池仲係寧德時代提供嘅磷酸鋰鐵電池，安全性同耐用性都有經受住市場驗證。

真正嘅減配主要集中喺非核心嘅舒適性配備上：內飾會換做更具性價比嘅環保物料，取消部分氣氛燈同裝飾件；音響系統由 14 個揚聲器縮減到 8 個，取消低音炮；或會沿用特斯拉最新嘅純視覺方案，取消超聲波雷達，進一步降低硬件成本。但值得留意嘅係，FSD 完全自動駕駛嘅硬件會全系預埋，後期可以通過付費開通，呢都係特斯拉一貫嘅銷售策略。

特斯拉之所以急住推出平價版 Model Y，根本原因係國內市場嘅競爭已經到咗白熱化階段。今年以嚟，比亞迪、小米、小鵬等國產品牌喺 20 萬級市場瘋狂發力，推出咗一批產品力極強嘅車型，直接搶走咗大量原本屬於 Model Y 嘅用戶。現款 Model Y 嘅銷量已經連續三個月下滑，特斯拉必須拿出更有殺傷力嘅價格，先保得住自己嘅市場份額。

而上海工廠嘅產能優勢，亦俾咗特斯拉打價格戰嘅底氣。目前上海超級工廠嘅年產能已經超過 75 萬輛，產能利用率唔足嘅問題日益突出。生產平價版 Model Y 唔單止可以消化過剩產能，仲可以透過更大嘅銷量進一步攤薄研發同生產成本，形成「銷量越高 - 成本越低 - 價格越平」嘅良性循環。

可以預見，18.99 萬嘅 Model Y 一旦上市，將會引發整個行業嘅連鎖反應。首先係現款 Model Y 會立刻開啟清庫存模式，終端優惠預計會達到 3-4 萬蚊，抄底現款嘅機會即刻嚟啦；其次係所有國產競品都會被迫跟進減價，比亞迪宋 PLUS、吉利銀河 E8、小鵬 G6 等車型，唔減價根本無辦法同特斯拉競爭；最後，整個 15-20 萬純電市場嘅價格體系會被徹底重構，消費者將成為最大嘅受益者。

對於普通消費者嚟講，而家最明智嘅選擇就係持錢觀望。如果你唔急住用車，強烈建議等到第三季平價版 Model Y 上市，18 萬買特斯拉嘅機會真係年年都無；如果你而家就需要買車，都再忍吓，最多兩個月，整個 20 萬級純電 SUV 市場都會迎嚟一波大減價，而家入手絕對係當冤大頭。

當然，如果你更重視豐富嘅配備同本土化嘅智能化體驗，國產車型依然係更好嘅選擇。同價位嘅國產 SUV，唔單止有更大嘅空間、更好嘅內飾，仲有高級智駕、座椅通風按摩等豪華配備，呢啲都係平價版 Model Y 比唔到嘅。

特斯拉嘅價格戰從來都無輸過，今次平價 Model Y 嘅到來，將會徹底改寫中國新能源汽車嘅市場格局。咁問題嚟啦，同樣 19 萬嘅預算，你會選擇品牌力更強嘅平價版 Model Y，定係配備拉滿嘅國產頂配 SUV？你覺得特斯拉最終可以將價格打到幾多？

Tesla's ultimate trump card, hidden for half a year, finally lands! The widely rumored Budget Model Y has been officially confirmed, the Shanghai Super Factory has specifically built an exclusive production line, the new car has already passed listing certification in South Korea first, the battery still uses CATL lithium iron phosphate cells, expected to launch in the domestic market as early as this third quarter. Once the news broke, the entire 150,000-250,000 RMB pure electric SUV market exploded, all people preparing to buy cars are waiting for one answer: How much will this cheapest Tesla sell for?

Let's first calculate the most exciting price breakdown for everyone, which is also Tesla's core move to overturn the entire market this time. Currently sold in China, the starting price of the current Model Y is 249,900 RMB, while the upcoming budget version, through cost optimization, smashed through everyone's expectations directly. Referencing the budget Model 3 sold to Thailand earlier this year, which was nearly 30,000 RMB cheaper than the domestic same model, combined with CATL's latest low-cost lithium iron phosphate battery solution, and targeted simplification of interior and configurations, industry analysts generally predict, the starting price of the domestic budget Model Y will be set directly at 189,900 RMB, the top trim version will not exceed 220,000 RMB.

How outrageous is this price? You can buy a Tesla mid-size pure electric SUV for 189,900, 60,000 RMB cheaper than the current Model Y entry version directly, 10,000 RMB cheaper than BYD Song PLUS EV top trim, 20,000 RMB cheaper than Xiaomi SU7 entry version, even lower than the price of many domestic compact SUVs. Previously many people said Tesla is untouchable, now with just the cost of an ordinary family car, you can drive a Tesla, this was completely unimaginable a few years ago.

Many people worry cheap means bad quality, actually it's unnecessary. Tesla's budget version never cuts core major components, but removes unnecessary luxury configurations. From currently exposed information, the budget Model Y will continue to adopt Tesla's pure electric platform, equipped with a rear single motor, maximum power remains consistent with the current model, CLTC comprehensive driving range expected around 550km, completely meeting daily commute and short trip needs. The battery is still the lithium iron phosphate battery provided by CATL, safety and durability have all been verified by the market.

The real configuration reduction focuses mainly on non-core comfort configurations: interior will be replaced with more cost-effective eco-friendly materials, some ambient lights and decorative parts canceled; sound system reduced from 14 speakers to 8, subwoofer canceled; may use Tesla's latest pure vision solution, cancel ultrasonic radars, further reducing hardware costs. But it is worth noting, hardware for FSD full self-driving will be pre-installed on the whole series, later can be activated via payment, this is also Tesla's consistent sales strategy.

The reason Tesla is in a rush to launch the budget Model Y is fundamentally because the domestic market competition has reached an intense stage. Since the beginning of this year, BYD, Xiaomi, XPeng and other domestic brands have gone crazy in the 200,000 RMB level market, launching a large number of models with extremely strong product power, directly snatching away a large number of users who originally belonged to the Model Y. Sales of the current Model Y have declined for three consecutive months, Tesla must produce more lethal prices, to protect its market share.

And the capacity advantage of the Shanghai factory also gave Tesla the confidence to fight a price war. Currently, the annual capacity of the Shanghai Super Factory has exceeded 750,000 vehicles, the problem of insufficient capacity utilization is becoming increasingly prominent. Producing the budget Model Y not only absorbs excess capacity, but also further dilutes R&D and production costs through higher sales, forming a virtuous cycle of sales higher - cost lower - price cheaper.

It is foreseeable, once the 189,900 RMB Model Y launches, it will trigger chain reactions throughout the industry. First, the current Model Y will immediately start inventory clearance mode, terminal discounts are expected to reach 30,000-40,000 RMB, the opportunity to buy the current model at rock bottom is coming soon; Secondly, all domestic competitors will be forced to follow with price cuts, BYD Song PLUS, Geely Galaxy E8, XPeng G6 and other models, without price cuts they cannot compete with Tesla at all; Finally, the entire 150,000-200,000 RMB pure electric market price system will be completely reconstructed, consumers will become the biggest beneficiaries.

For ordinary consumers, the wisest choice right now is to wait and see. If you are not in a rush to use a car, strongly suggest waiting until the third quarter when the budget Model Y launches, the opportunity to buy a Tesla for 189,900 is not every year; if you need to buy a car now, endure it for a bit, at most two months, the entire 200,000 RMB level pure electric SUV market will welcome a wave of big price cuts, buying now is definitely being a sucker.

Of course, if you value rich configurations and localized intelligent experiences more, domestic models remain a better choice. Domestic SUVs at the same price point, not only have larger space, better interiors, but also high-level smart driving, seat ventilation massage and other luxury configurations, these are things the budget Model Y cannot compare with.

Tesla has never lost a price war, the arrival of this budget Model Y will completely rewrite the market landscape of China's new energy vehicles. So the question arises, with the same 190,000 RMB budget, would you choose the budget Model Y with stronger brand power, or a domestic top-trim SUV with full configurations? How low do you think Tesla can eventually drive the price?

特斯拉藏了半年的终极王炸终于落地！全网传得沸沸扬扬的 “廉价版 Model Y” 已经得到官方证实，上海超级工厂专门建成了专属生产产线，新车已率先在韩国通过上市认证，电池依旧采用宁德时代电芯，预计最快今年三季度就能登陆国内市场。消息一出，整个 15-25 万纯电 SUV 市场瞬间炸开了锅，所有准备买车的人都在等一个答案：这台最便宜的特斯拉，到底能卖多少钱？

先给所有人算一笔最激动人心的价格账，这也是特斯拉这次能掀翻整个市场的核心杀招。目前国内在售的现款 Model Y 起售价为 24.99 万元，而即将上市的廉价版通过成本优化，直接把价格打穿了所有人的预期。参考今年年初销往泰国的廉价版 Model 3，比国内同款便宜了近 3 万元，再结合宁德时代最新的低成本磷酸铁锂电池方案，以及内饰、配置的针对性简化，业内普遍预测，国内廉价版 Model Y 的起售价将直接定在 18.99 万元，顶配版本也不会超过 22 万元。

这个价格有多夸张？18.99 万就能买到特斯拉的中型纯电 SUV，比现款 Model Y 入门版直接便宜了 6 万元，比比亚迪宋 PLUS EV 顶配还便宜 1 万元，比小米 SU7 入门版便宜 2 万元，甚至比很多国产紧凑型 SUV 的价格还要低。以前很多人说 “特斯拉高不可攀”，现在只要花一台普通家用车的钱，就能开上特斯拉，这在几年前是根本不敢想象的事情。

很多人会担心 “便宜没好货”，其实大可不必。特斯拉的廉价版从来不是减配核心三大件，而是砍掉那些非必要的豪华配置。从目前曝光的信息来看，廉价版 Model Y 将继续采用特斯拉的纯电平台，搭载后置单电机，最大功率和现款保持一致，CLTC 综合续航里程预计在 550km 左右，完全满足日常通勤和短途出行需求。电池依旧是宁德时代提供的磷酸铁锂电池，安全性和耐用性都经过了市场验证。

真正的减配主要集中在非核心的舒适性配置上：内饰会换成更具性价比的环保材质，取消部分氛围灯和装饰件；音响系统从 14 个扬声器缩减到 8 个，取消低音炮；可能会沿用特斯拉最新的纯视觉方案，取消超声波雷达，进一步降低硬件成本。但值得注意的是，FSD 完全自动驾驶的硬件会全系预埋，后期可以通过付费开通，这也是特斯拉一贯的销售策略。

特斯拉之所以急着推出廉价版 Model Y，根本原因是国内市场的竞争已经到了白热化阶段。今年以来，比亚迪、小米、小鹏等国产品牌在 20 万级市场疯狂发力，推出了一大批产品力极强的车型，直接抢走了大量原本属于 Model Y 的用户。现款 Model Y 的销量已经连续三个月下滑，特斯拉必须拿出更有杀伤力的价格，才能保住自己的市场份额。

而上海工厂的产能优势，也给了特斯拉打价格战的底气。目前上海超级工厂的年产能已经超过 75 万辆，产能利用率不足的问题日益突出。生产廉价版 Model Y 不仅能消化过剩产能，还能通过更大的销量进一步摊薄研发和生产成本，形成 “销量越高 - 成本越低 - 价格越便宜” 的良性循环。

可以预见，18.99 万的 Model Y 一旦上市，将会引发整个行业的连锁反应。首先是现款 Model Y 会立刻开启清库存模式，终端优惠预计会达到 3-4 万元，抄底现款的机会马上就要来了；其次是所有国产竞品都会被迫跟进降价，比亚迪宋 PLUS、吉利银河 E8、小鹏 G6 等车型，不降价根本无法和特斯拉竞争；最后，整个 15-20 万纯电市场的价格体系会被彻底重构，消费者将成为最大的受益者。

对于普通消费者来说，现在最明智的选择就是持币观望。如果你不急着用车，强烈建议等到三季度廉价版 Model Y 上市，18 万买特斯拉的机会可不是年年都有；如果你现在就需要买车，也再忍一忍，最多两个月，整个 20 万级纯电 SUV 市场都会迎来一波大降价，现在入手绝对是当冤大头。

当然，如果你更看重丰富的配置和本土化的智能化体验，国产车型依然是更好的选择。同价位的国产 SUV，不仅有更大的空间、更好的内饰，还有高阶智驾、座椅通风按摩等豪华配置，这些都是廉价版 Model Y 比不了的。

特斯拉的价格战从来没有输过，这次廉价 Model Y 的到来，将会彻底改写中国新能源汽车的市场格局。那么问题来了，同样 19 万的预算，你会选择品牌力更强的廉价版 Model Y，还是配置拉满的国产顶配 SUV？你觉得特斯拉最终能把价格打到多少？