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First batchTeslaDomestic Model Y delivered to Shanghai is expected to exceed 500,000 annual production capacity
Author: Money inocence
[ 特斯拉还正在上海投资4200万元，建设一座集研发、生产于一体的超级充电桩工厂，并将于2021年第一季度投产。 ]
On January 18, Tesla officially began shipping the China-made Model Y. This is the second vehicle produced and delivered to Chinese users after the Tesla Gigafactory in Shanghai has manufactured the Model 3, marking that Tesla’s development in China has entered a new stage.
China has become the largest producer and consumer of new energy vehicles. According to the latest data published by the National Statistics Office, the production of new energy vehicles in 2020 will increase by 17.3% year-on-year. Among the 2.804 million vehicles produced in China in December, 238,000 were new energy vehicles, a year-on-year increase of nearly 56%.
Tesla Shanghai Gigafactory is not only China’s first foreign-owned vehicle manufacturing project, but also Tesla’s first overseas production base. With the expansion of Tesla’s production capacity, Tesla will need to invest more energy in China in the future to strengthen the construction of basic services and charging networks.
Significant increase in global production capacity
A China Business News reporter learned at the Tesla Center delivery site at the Shanghai World Expo that the first batch of Model Y delivered are all full-length versions, and dozens of them were delivered in small batches. Large batches still need to wait some time.
Tesla told a China Business News reporter: “The Model Y made in China by Tesla will begin to be delivered to various cities in China and deliver vehicles to users as quickly as possible.”
The long-range version of the Model Y made in China has a cruising range of up to 594 kilometers. Charging in the V3 Super Charging Station for 15 minutes can add up to approximately 250 kilometers of battery life.
On January 1 of this year, Tesla announced that the fully intelligent midsize SUV Model Y and the new Model 3 made in China will be officially delivered from January. The China-made Model Y will be a long-life version and a Performance version. The price starts at 339,900 yuan. In addition, the delivery of the Model 3 will also take place in the near future.
In November last year, Tesla’s electric vehicle sales in China topped 20,000. Since Tesla’s first China-made Model 3 was delivered, the company’s share price has risen more than 700%.
According to data released by Tesla last year, the capacity of the Tesla Gigafactory in Shanghai has reached an annual production of 250,000 vehicles and, since November last year, it has successively exported Chinese-made electric vehicles to the European market. As the Model Y begins mass production, Tesla’s market share in China is expected to rise further.
A China Business News reporter learned from one of Tesla’s secondary suppliers that the electric vehicle production capacity of the Tesla factory in Shanghai is expected to reach between 500,000 and 600,000 units this year. For this data, Tesla China has not confirmed it to the CBN reporter. However, according to the statement by Tesla CEO Musk in the earnings report for the last quarter, Tesla’s global production capacity this year is expected to reach up to 1 million vehicles.
Tesla’s global production capacity is also expanding. The company not only opened a second US plant in Texas, but also built a third global super plant in Germany, Europe’s largest automotive market, and expects to occupy a larger share of the European EV market in the future. .
But Tesla still faces competition from the powerful traditional car giants in Europe. To meet European emission reduction targets, European car companies are accelerating the development of electric vehicles. The latest sales data released by the big three German auto giants BMW, Daimler and Volkswagen show that the sales of electric vehicles of the three companies have almost tripled in 2020, reaching a total of almost 600,000 vehicles, surpassing the global sales of Tesla. .
Solve consumer “shopping anxiety”
CBN reporters noted during an interview on the Model Y delivery site that the majority of car owners who order the Model Y are young consumers who love technology. They may not have high incomes, but they all show great interest in emerging technology products.
Ms Tang, owner of the first Model Y in Shanghai, told a China Business News reporter: “I believe that new energy vehicles are the travel trend of the future. They are more energy efficient and environmentally friendly. The price barrier Tesla used to be a hindrance to our middle-class income. But now the Model Y has had a very significant price cut, and this price makes it more palatable to people like us. “
Most of the first car owners to pick up the car were the same as Ms. Tang, who booked the Model Y through Tesla’s official website in August and September 2020, but there were also owners who waited longer to pick up. the car.
The owner, Mr. Li, told China Business News that he had placed an order when the Model Y was launched on Tesla’s official website in late 2019, and that the deposit was RMB 20,000. Mr. Li told a China Business News reporter: “We are optimistic about the location of Tesla. From the beginning, we believed that after the increase in the location rate, the price of Tesla would drop even more.”
CBN reporters learned in the interview that price is a factor commonly considered by Model Y owners, and lower prices can attract more consumers. And Tesla’s pricing strategy has had some effect, too.
Analysts believe that Tesla’s main mid-range models in the 200,000-300,000 yuan range in China are expected to occupy the largest share of the consumer population. Liu Xiangping, Bain & Company’s global partner and an expert in the automobile manufacturing industry, told China Business News: “The mid-range model with a value of 200,000 to 300,000 yuan is the most popular among Chinese consumers in cities. first, second and third level. Tesla is also constantly To find a balance between cost, profitability and price, they practice and explore the market step by step, trying to enter the market at the most appropriate price. “
In Liu Xiangping’s view, Tesla was able to reduce the price of home electric vehicles to a level that is more acceptable to consumers because, on the one hand, it has certain cost and control advantages; on the other hand, it is also correct. An equilibrium reached after the price continues to test the waters. But in addition to price, quality and production must also stand the test of time.
Roland Berger stated in the latest “Detecting Disruptive Data in the Automotive Industry” report that global consumer interest in electric vehicles is increasing significantly and that 50% of potential car buyers are considering purchasing electric vehicles. It is 40%. At the same time, consumer purchasing intentions have morphed into actual EV sales, and Tesla remains the most popular EV company.
In addition to price, the biggest concern for most consumers outside of EVs is the EV charging issue, which is also a common issue faced by all EVs today. In this sense, Tesla is also working to increase investment in the construction of charging facilities.
As of now, Tesla has opened 720 super charging stations and 5,700 super charging stations in China. Among them, Shanghai has 86 super charging stations, more than 880 super charging stacks, and 48 destination charging stations. These charging facilities are often found in hot spots like central business districts, hotels, and scenic spots.
In addition, Tesla is also investing 42 million yuan in Shanghai to build a supercharger battery factory that integrates R&D and production. It will be put into operation in the first quarter of 2021. The initial plan is to produce 10,000 supercharged batteries per year, mainly V3. Super charging pile.
