At the beginning of each month, major automakers reveal their report cards, and the "good student" Tesla is no exception.

According to the latest data from the China Passenger Car Association, Tesla Shanghai Factory deliveries in May exceeded 85,000 units, the highest single-month delivery this year.

This Tesla Shanghai Gigafactory was established in Lingang in 2019, completing the entire process of groundbreaking, production launch, and delivery in that year. It is now already Tesla's global production powerhouse, contributing more than half of the brand's deliveries. Whether sold domestically or exported overseas, most originate from here. The local parts rate exceeds 95%, with a car rolling off the line every 30-plus seconds on average. The so-called "Tesla Speed" is no mere talk.

So, what contributed to this record-breaking delivery this time?

First, the overseas market contributed significantly. The main models Model 3 and Model Y have consistently ranked high in premium pure electric rankings in Thailand, South Korea, Hong Kong and Macao, etc., so demand is naturally substantial.

Returning to the domestic market, regarding auto financing plans, Tesla recently launched an "Easy Loan" service, lowering the purchase threshold and stimulating many hesitant users to place orders.

Additionally, the charging network. Tesla has opened its Superchargers to vehicles of other brands, with over 1,000 stations, starting from 1.5 yuan/kWh, usable nationwide. No matter what brand of car you drive, having an extra charging option on the road allows many consumers hesitant about recharging to put their worries aside.

To be honest, in the current highly competitive environment for new energy vehicles, Tesla being able to achieve this result indeed shows some real skill.

However, after capacity and speed increase, the test on quality will be greater. Whether subsequent quality control remains stable is also a concern for many.

Plus, there are many uncertain factors overseas such as policies and tariffs, so export business may not always go smoothly.

So, do you think it can maintain this good performance in the second half of the year? Let's chat in the comments.

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?