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Tesla Shanghai factory has doubled to produce Model Y, netizens "continue to cut leeks"

2024-09-08 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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Although recently, Tesla's price adjustment behavior of "cutting leeks" has become one of the topics of concern and discussion in the industry, but this has not stopped his plans to accelerate the Chinese market. According to foreign media reports, according to a new drone video, Tesla's Shanghai factory has nearly doubled in size.

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It is understood that this is Tesla in order to promise previously announced that will achieve domestic Model Y plan. According to this aerial video, the construction of Tesla's Shanghai factory is indeed very fast. Construction began at the beginning of January last year, and the new car was delivered by the end of the same year. However, after entering 2020, the construction of the Shanghai factory is still accelerating under the influence of the COVID-19 epidemic.

In the video, the plant next to the completed plant for the production of Model Y and new battery modules and battery packs has also basically taken shape, followed by capping, which means that domestic Model Y will be listed in the plan without accident.

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According to Tao Lin, vice president of foreign affairs of Tesla, the Shanghai factory is currently producing at a normal speed with a production capacity of 3000 vehicles per week. The second phase of Tesla's Shanghai plant, which is mainly used to produce ModelY, is also under construction, and domestic ModelY is expected to be listed next year, when it is expected to reach an output of more than 4000 units.

In fact, the expansion of the factory also means that Tesla is still accelerating the landing of localization applications. In addition to the localization of in-car audio-visual entertainment, in-vehicle navigation will be further optimized according to the base map and self-driving needs; speech recognition will also continue to learn independently to improve accuracy and accuracy.

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In addition, Tesla has already partnered with Ningde Times in the battery business, and according to the plan, domestic Tesla models may use Ningde era batteries after July this year, which will also keep the price of the car down. After all, according to the localization rate of domestic Model 3 is only 30%, when the battery of Ningde era is replaced, the localization rate of domestic Tesla model will reach 70% and 80%. In this regard, some netizens believe that with the realization of domestic Model Y, it will "continue to cut leeks".

However, as for whether there will be price changes after the improvement of the localization rate, Tao Lin said that the current supply of domestic parts is still not high enough, and running-in also needs a process. All parts must meet the required standards, and the performance of all aspects of the vehicle will not be affected by the changes of battery and other parts suppliers. Therefore, the increase in the localization rate does not represent a price reduction, but represents the improvement of factory efficiency.

According to the current price of Model Y on Tesla's official website is 480000 yuan, some people in the industry have analyzed that after Model Y is fully made in China, the terminal price is expected to fall below 400000 yuan, or even enter the 300000 yuan stall. This is not a small attraction for the domestic new energy market. After all, Model 3, which has not yet been fully localized, has bucked the trend for three consecutive months, selling a total of 18600 new cars in the first quarter and occupying 30 per cent of China's electric vehicle market. What's more, Model Y is still a more popular SUV model, which has an advantage over Model 3 as a whole.

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Therefore, although Tesla has a lot of price fluctuations in China, which makes many consumers who have already bought it cry and laugh, its leading technology is still very attractive, and it will naturally be favored by more new users as the price goes down. In any case, the current situation of Tesla is more in line with what netizens said before: "Tesla conforms to the law of electronic products, buying early and enjoying early, and buying late has a discount."

According to public data, on October 17, 2018, the Shanghai Lingang Management Committee said that Truss (Shanghai) Co., Ltd. has successfully won 864885 square meters (a total of 1297.32 mu) of industrial land in Q01-05, Shanghai Lingang equipment Industrial Zone, and signed a land transfer contract with the Shanghai Planning and Land and Resources Administration. Tesla Shanghai superfactory landed substantially in the Lingang area.

According to the National Enterprise Credit Information publicity system, Tesla established Tesla Construction (Shanghai) Co., Ltd. on September 27, 2019, with a registered capital of US $1 million, which is wholly owned by Tesla Automobile Hong Kong Co., Ltd.

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