Original title: A second-hand car market in Guangzhou put up the slogan "No Tesla" car dealer: the average loss of 30,000 to 40,000 for a car

　　At the beginning of the new year, Tesla's "diving" price cuts have caused car owners in many places to start defending their rights, but this wave of large-scale price cuts has hurt not only car owners, but also second-hand car dealers.

Recently, a large slogan "No Tesla" was erected at the entrance of the Xiaohammer second-hand car market near Panyu Park in Guangzhou, which aroused widespread public concern.

On January 13, Mr. Wen, the person in charge of the used car market of Xiaohammer, responded to the upstream news reporter and said: "Tesla's cost performance is not enough to support its price. I personally think there is still a long downside. Take Tesla's Competitors basically lose an average of 30,000 to 40,000 per car."

Used car dealers put up posters rejecting Tesla

　　On January 13, Mr. Wen, the person in charge of the Xiaohammer second-hand car market, told the upstream news reporter: "I mainly sell second-hand tram cars, but Tesla was confiscated in April and May last year, and this slogan was also erected at that time. "As for the reason, Mr. Wen said: "Second-hand car dealers accept Tesla, personally feel that the commercial risk factor is very high, because Tesla's cost performance is not enough to support its price."

　　Batteries are the heart of trams, and they are also the focus of buying and selling used cars.

Mr. Wen took Tesla's 4680 battery as an example.

The 4680 battery is a cylindrical battery with a diameter of 46mm and a height of 80mm.

According to the reporter's understanding, in September 2020, Tesla released the 4680 battery and claimed that the energy density has increased by 5 times, the cruising range has increased by 16%, the output power has increased by 6 times, and the cost has been reduced by 14%.

　　Mr. Wen, who has long been engaged in the second-hand tram business, believes that these are all gimmicks.

He said: "Many of Tesla's technologies, such as the current 4680 battery, are in actual use. We found that they did not achieve the high performance in terms of battery density described by the manufacturer. In addition, the size of Tesla's own car, battery range As well as the material used in the car, it is similar to the A-class car with more than 100,000 yuan, so it is not worth it for second-hand car dealers to accept Tesla. After Tesla’s new car price cuts, the performance is still not enough to support the price, so Personally, I think Tesla’s price still has a long way to go.”

Model Y lost 40,000 to 50,000 in more than 3 months

　　Regarding the market of Tesla's second-hand cars today, Mr. Wen said frankly: "If any Tesla user asks me to accept it, I still refuse, including my peers who accept second-hand Tesla cars. Basically, a car will lose 3 10,000 to 40,000 yuan. In Guangzhou’s largest Baolijie second-hand car trading city, a relatively large second-hand car dealer mainly engaged in Tesla, but it can no longer do business. The (store) brand has changed, and many Tesla’s car dealers have lost a lot.” Mr. Wen emphasized, “Second-hand cars are different from other commodities. They are low-margin and low-risk commodities with strong circulation. In the current second-hand car market in Guangzhou, buying a Tesla The average loss is 30,000 to 40,000. For a car dealer, a loss of 30,000 to 40,000 is an exaggeration, because the gross profit of a used car is generally around 10,000 yuan. If a used car loses 30,000 to 40,000, it is Two or three times that of other cars."

　　Take Tesla’s top-equipped Model Y as an example. On the afternoon of January 13, upstream news reporters contacted Manager Wan, who is engaged in second-hand car sales in Nan’an District, Chongqing. The price of a new Tesla top-equipped Model Y is still 417,900 yuan, and a second-hand car that is more than one year old can be listed at about 390,000 yuan. At the end of October last year, the official price was reduced to 397,900 yuan, and the price of a used car can only be 350,000 yuan. 10,000 to 360,000 yuan. In less than 3 months, the price of a new car has dropped to 359,900 yuan, and its second-hand price can only be listed at around 300,000 to 320,000 yuan. The top-end version of a medium-sized SUV like this has a slow circulation speed. Coupled with the constant price fluctuations, potential second-hand car consumers are afraid to buy. This top-of-the-line car has been collected for more than 3 months, and it is parked here, and it is a hard loss of 40,000 to 50,000."

The value preservation rate continues to decline and affects domestic trams

　　The value preservation rate of a car mainly depends on its inventory and the stability of new car prices.

For Tesla, the sharp price cuts at the beginning of the new year broke the stability of new car prices and caused shocks in the used car market.

　　Recently, the China Automobile Dealers Association released the "Research Report on China's Automobile Value Preservation Rate in December 2022", showing that the Model Y and Model 3's value preservation rates (one-year vehicle age, the same below) are 81.0% and 77.9%, respectively, ranking No. 9 and 14, and in the first half of 2022, Model Y will rank first among medium-sized SUVs and medium-sized cars with a score of 88.76% and Model 3 with a score of 83.03%.

　　Mr. Wen, a second-hand car dealer in Guangzhou, said: "After experiencing a sharp official drop in October 2022, Tesla's new car guide price has fallen, which has greatly affected the used car market. Its rapid depreciation and market volatility have become The 'hot potato' in the eyes of second-hand car dealers. If we take into account the factors of Tesla's official downgrade again in early January 2023, the probability of the value retention rate of Model Y and Model 3 in January this year will not be optimistic."

　　In Mr. Wen's view, as a leading company in new energy electric vehicles, Tesla's significant price cuts have obvious market intentions.

He believes: "Tesla took advantage of the scale of its super factory, and this price cut has pushed down the ceiling of the gross profit of the whole vehicle again, making it difficult for related companies in the production and sales chain of the whole vehicle to make money. For domestic second-hand trams, Customers’ expectations for domestic trams will also drop by 10,000 to 20,000 yuan, which will make it difficult for us to do business with second-hand cars.”

　　Upstream reporter Feng Shengyong