这个解释为啥model Y要提前上市了

c
chaicar
楼主 (未名空间)

So far, the Ford Mustang Mach-E has already proved itself a success for the Dearborn automaker. After livestreaming the debut to 140,000 online watchers, the recording of the debut has been watched online more than 6.5 million
times, and 1.6 million visitors have landed at the Mach-E website. Ford's U.S. marketing chief told the Detroit News the company has never seen those
kinds of numbers. Furthermore, conquest buyers are heading to Ford
dealerships a year before the first of the electric crossovers are due on
the market; a dealer outside Phoenix said two-thirds of the 47 people who've made reservations with him are new to his dealership, some also new to
electric cars. In an attempt to keep customers happy once the traditional
car shopping experience begins, CarsDirect reports that Ford wants to forbid dealers from advertising the Mach-E below MSRP.

The revelation came out of a dealer bulletin, Ford explaining the
restriction by saying it wants to "be competitive in the battery electric
vehicle space by transacting in the way customers want to transact."
CarsDirect thinks that could be a reference to Tesla's 'the price is the
price' method of selling cars. It could, however, simply note that most
customers don't like haggling, and detest bait-and-switch advertising that (effectively) lures shoppers to dealerships.

Since dealers are franchisees and can advertise any way they wish — such as the recent guns, Bibles, and flags promotions — Ford can't prevent dealers from advertising below MSRP; so-called Minimum Advertised Pricing is
voluntary. And the dealer can sell the crossover for any price he or she can get, above or below MSRP. But dealers that toe the line on advertising will be rewarded with one of three planned allowances. In the beginning, at
least, the first of Ford's allowances pays an amount for each Mach-E
delivered, the second is a reward for adhering to the advertising
prohibitions, the third is an incentive for a dealer maintaining
certification to sell EVs.

Also, to head off the counter-tactic of shoppers holding invoice pricing
hammering a dealer for a discount, a new Ford tactic called "e-Invoice" will show invoice and MSRP as identical. We have a lot of questions about that, which we've posted to Ford. Stay tuned for details.

With the Mach-E being a critical launch in a segment that OEMs are still
getting up to speed with, and the Tesla Model Y due around the same time the Mach-E Select trim arrives, Ford wants to remove as many potentially sour
elements as possible for customers and for dealers.
n
niuheliang

据说是少量上市特供给特粉。以后挤牙膏到6个月以后也就是年底才上规模。

【 在 chaicar (chaicar) 的大作中提到: 】
: So far, the Ford Mustang Mach-E has already proved itself a success for
the

c
chaicar


【 在 niuheliang (别问我是谁) 的大作中提到: 】
: 据说是少量上市特供给特粉。以后挤牙膏到6个月以后也就是年底才上规模。
: the

那不是骗子摸
n
niuheliang

其实没有什么变化。只是生产线提前跑一两周几个批次的毛豆Y。

不过一切都有可能。Tesla也没有压力就此全速生产Y。

还是看供求关系。

【 在 chaicar (chaicar) 的大作中提到: 】
: 那不是骗子摸

C
Caravel

估计要等GF3上量了,解放一部分生产力来专门搞Y

【 在 niuheliang (别问我是谁) 的大作中提到: 】
: 据说是少量上市特供给特粉。以后挤牙膏到6个月以后也就是年底才上规模。
: the

n
niuheliang

我不想这样。我原来打算是2021年上半年拿到长程版毛豆Y。2023年以后拿到毛豆T。现在提前了可能2020年下半年拿到毛豆Y打乱了我的现金流和用车计划。如果毛豆T也早了量产我大概率取消我的订单。

【 在 Caravel (克拉维尔) 的大作中提到: 】
: 估计要等GF3上量了,解放一部分生产力来专门搞Y

d
danielfeng

Tesla出货一般按季度,交车在季末。2020年Q4末和2021年Q1末交车可能在订单上只相
差几天

【 在 niuheliang (别问我是谁) 的大作中提到: 】
: 我不想这样。我原来打算是2021年上半年拿到长程版毛豆Y。2023年以后拿到毛豆T。现
: 在提前了可能2020年下半年拿到毛豆Y打乱了我的现金流和用车计划。如果毛豆T也早了
: 量产我大概率取消我的订单。

m
mfnx

说实话,我对tesla能提前model Y表示怀疑。
现在加州的厂子没有多余产能。

n
niuheliang

Y和3很多地方很像。共用生产线。然后一周几周内突击生产一个批次。

所以我说要看订单情况。像某个版如果订单不足,可能要额外等很久拼单。

【 在 mfnx (yxinar) 的大作中提到: 】
: 说实话,我对tesla能提前model Y表示怀疑。
: 现在加州的厂子没有多余产能。

d
digua

上海厂投产了,会释放出加州厂的部分产能。特斯拉在中国的销量占总销量的大约15%
,这15%的产能就可以转向美国了。

另外向日本韩国的出口,也有可能从上海走,上海厂的做工比美囯的还会更好一些,呵呵。

【 在 mfnx (yxinar) 的大作中提到: 】
: 说实话,我对tesla能提前model Y表示怀疑。
: 现在加州的厂子没有多余产能。