股典钟炒股机器人系统电脑版租赁行业投资资讯：新能源动力电池Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: New Energy Power Battery
特斯拉要涨价了。最近，特斯拉中国高管表示，特斯拉国产化率目标已基本实现，未来继续降价可能性不大。如果未来原材料或零部件价格出现上涨。
特斯拉电动车也不是没有涨价，可能要知道这两年特斯拉降价，可是刹都刹不住。从去年十月到今年十月这一年时间里。
国产model 三一共经历了五次调价，以标准续航后驱升级版车型为例，其价格由最初的三十五点五八万元降到目前的二十四点九九万元。
降了近十一万，这次真的要涨价了吗？未必。尽管经历多次降价，特斯拉毛利率仍然很高。据测算，国产model 三的成本大概是十八点八七万元。
每台车利润是六点一二万元，毛利率百分之二十五。与同行相比，这已经很高了。比亚迪毛利率百分之二十左右，上期更低只有百分之十左右。
在model 三的成本中，电池成本占了百分之三十八，而动力电池价格下降是必然趋势。预计到二零二六年，动力电池市场平均价格。
将降到一百美元每千瓦时，特斯拉的电池成本只会更低，并且根据特斯拉自己的目标，到二零二五年，电池包成本有望从零点八一元每瓦时。
降低一半到零点三九元每瓦时，以入门级model 三为例，每台车的电池包成本将由四点五万元下降到二点一万元，降低一半以上。
按照这个计划，到时候特斯拉可能会比燃油车还便宜。马斯克自己都说大约三年内就能制造出价格两万五千美元的全自动驾驶汽车。
相当于人民币十六万元左右，不到二十万。而要实现这个目标，特斯拉的产销量还要再上一个台阶。面对明年开始的新能源车补贴退坡。
相比于涨价，特斯拉再一次降价的可能性反而更大一些。
Tesla is going to increase prices. Recently, Tesla China executives said that the goal of Tesla's localization rate has been basically achieved, and it is unlikely that prices will continue to be reduced in the future. If the price of raw materials or parts rises in the future.
Tesla electric cars are not without price increases. You may need to know that Tesla has cut prices in the past two years, but it hasn't stopped. From October last year to October this year.
The domestic model Sany has undergone five price adjustments. Taking the upgraded version of the standard battery life rear-drive model as an example, its price has dropped from the initial 355.8 million yuan to the current 249900 yuan.
It has dropped by nearly 110,000. Is the price really going to increase this time? not necessarily. Despite many price cuts, Tesla's gross profit margin is still high. According to calculations, the cost of the domestic model 3 is about 188,700 yuan.
The profit per vehicle is 61,200 yuan, and the gross profit margin is 25%. Compared with peers, this is already very high. BYD's gross profit margin was about 20%, which was only about 10% lower in the previous period.
In the cost of Model 3, battery costs accounted for 38%, and the decline in power battery prices is an inevitable trend. It is estimated that by 2026, the average market price of power batteries.
Will drop to one hundred dollars per kilowatt-hour, Tesla’s battery cost will only be lower, and according to Tesla’s own goals, by 2025, the battery pack cost is expected to be from 0.81 yuan per watt hour .
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again.
特斯拉电动车也不是没有涨价，可能要知道这两年特斯拉降价，可是刹都刹不住。从去年十月到今年十月这一年时间里。
国产model 三一共经历了五次调价，以标准续航后驱升级版车型为例，其价格由最初的三十五点五八万元降到目前的二十四点九九万元。
降了近十一万，这次真的要涨价了吗？未必。尽管经历多次降价，特斯拉毛利率仍然很高。据测算，国产model 三的成本大概是十八点八七万元。
每台车利润是六点一二万元，毛利率百分之二十五。与同行相比，这已经很高了。比亚迪毛利率百分之二十左右，上期更低只有百分之十左右。
在model 三的成本中，电池成本占了百分之三十八，而动力电池价格下降是必然趋势。预计到二零二六年，动力电池市场平均价格。
将降到一百美元每千瓦时，特斯拉的电池成本只会更低，并且根据特斯拉自己的目标，到二零二五年，电池包成本有望从零点八一元每瓦时。
降低一半到零点三九元每瓦时，以入门级model 三为例，每台车的电池包成本将由四点五万元下降到二点一万元，降低一半以上。
按照这个计划，到时候特斯拉可能会比燃油车还便宜。马斯克自己都说大约三年内就能制造出价格两万五千美元的全自动驾驶汽车。
相当于人民币十六万元左右，不到二十万。而要实现这个目标，特斯拉的产销量还要再上一个台阶。面对明年开始的新能源车补贴退坡。
相比于涨价，特斯拉再一次降价的可能性反而更大一些。
Tesla is going to increase prices. Recently, Tesla China executives said that the goal of Tesla's localization rate has been basically achieved, and it is unlikely that prices will continue to be reduced in the future. If the price of raw materials or parts rises in the future.
Tesla electric cars are not without price increases. You may need to know that Tesla has cut prices in the past two years, but it hasn't stopped. From October last year to October this year.
The domestic model Sany has undergone five price adjustments. Taking the upgraded version of the standard battery life rear-drive model as an example, its price has dropped from the initial 355.8 million yuan to the current 249900 yuan.
It has dropped by nearly 110,000. Is the price really going to increase this time? not necessarily. Despite many price cuts, Tesla's gross profit margin is still high. According to calculations, the cost of the domestic model 3 is about 188,700 yuan.
The profit per vehicle is 61,200 yuan, and the gross profit margin is 25%. Compared with peers, this is already very high. BYD's gross profit margin was about 20%, which was only about 10% lower in the previous period.
In the cost of Model 3, battery costs accounted for 38%, and the decline in power battery prices is an inevitable trend. It is estimated that by 2026, the average market price of power batteries.
Will drop to one hundred dollars per kilowatt-hour, Tesla’s battery cost will only be lower, and according to Tesla’s own goals, by 2025, the battery pack cost is expected to be from 0.81 yuan per watt hour .
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again.
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again.
