Tesla's current price cut is just the beginning. For Tesla, the capacity utilization rate of its Shanghai factory is crucial.
As exporting to Europe becomes unrealistic (on one hand, France has no subsidies, and on the other hand, Europe is closely watching), how to digest the originally planned export capacity becomes a challenge.
Therefore, I believe Tesla will continue to set prices at a more balanced level and negotiate with upstream supply chains to control costs.
The price war will continue—there's no way around it in an era of homogenization.
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