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相对中国市场,比亚迪出口车型溢价高于特斯拉$比亚迪(SZ002594)$ $特斯拉(TSLA)$
路透社审查了比亚迪或其经销商在五个主要出口市场(德国、巴西、以色列、澳大利亚和泰国)公布的定价,这些市场通常提供三种最受欢迎的电动汽车:Dolphin 和 Seal 轿车以及 Atto 3 SUV。 在以色列,没有提供海豹。
在这些市场中,比亚迪 Atto 3 的起售价比中国高出 81% 至 174%。 海豚的价格上涨了 39% 至 178%,海豹的价格上涨了 30% 至 136%。
由于可用装饰水平的地区差异,按市场比较起始价格变得复杂。 在某些情况下,路透社检查的入门级出口车辆的装备略好于中国价格最低的车型。
如果可以在不同装饰水平上进行同类比较,比亚迪的出口价格通常仍远高于中国。 例如,在德国销售的最接近的 Dolphin 版本,具有相同的电池续航时间,售价为 37,439 美元,是中国售价 16,524 美元的两倍多。 升级版 Seal 版本在德国的售价为 48,139 美元,比中国的 30,317 美元售价高出 59%。
相比之下,路透社分析发现,特斯拉的成本基础高于中国竞争对手,根据特斯拉网站的数据,其中国制造的 Model 3 在德国的售价仅比中国高 37%。
Reuters reviewed pricing published by BYD or its dealers in five of its leading export markets — Germany, Brazil, Israel, Australia and Thailand — that commonly offered three of its most popular electric vehicles, the Dolphin and Seal sedans, and the Atto 3 SUV. In one case, Israel, the Seal was not offered.
Across those markets, the starting price for the BYD Atto 3 ranged from 81% to 174% higher than in China. Dolphin prices ranged from 39% to 178% higher, and Seal prices from 30% to 136% higher.
Comparing starting prices by market is complicated by regional differences in available trim levels. In some cases, entry-level exported vehicles examined by Reuters had slightly better equipment than the lowest-priced model in China.
In cases where apples-to-apples comparisons were possible at various trim levels, BYD’s export prices typically were still much higher than in China. For instance, the closest version of the Dolphin on sale in Germany, with the same battery range, sells for $37,439 — more than double the $16,524 price tag in China. The upgraded Seal version sells for $48,139 in Germany, 59% more than its $30,317 China price.
By comparison, the Reuters analysis found that Tesla, which has a higher cost base than Chinese rivals, sells its Chinese-made Model 3 for only 37% more in Germany than in China, according to Tesla’s web site.
引用:
2024-04-27 08:57
$比亚迪(SZ002594)$ 电动汽车制造成本专家告诉路透社,出口价格的上涨为比亚迪每辆车创造更大的利润提供了空间。但这些利润也为汽车制造商提供了巨大的灵活性,可以在需要抢占海外市场份额时降低价格。
“他们并不打算削弱欧洲市场,”他说,“他们希望赚取利润。”
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