AutoBeta(AutoBeta.net)09/09 Report--

Tesla's Shanghai factory sold 44264 cars in August, including 31379 for export, according to the Federation of passengers. Tesla sold 12885 vehicles in China in August, up 49.5% from July. However, although Tesla's sales in China rebounded to 12885 vehicles in August, they are still down from Tesla's earlier sales.

In terms of Tesla's export sales, the mission of Tesla's Shanghai factory is changing, transforming from an earlier local chemical plant aimed at the Chinese market into an automobile export center. The export volume of Tesla's Shanghai factory continues to rise. Tesla sold 44264 vehicles wholesale in China in August, of which 31379 were exported overseas, while the Chinese market sold 12885 vehicles, accounting for only 1/4. Tesla has also said that this is due to the global average cost optimization considerations, Tesla has completed the transformation of the Shanghai super factory as a major car export center. As for the sharp drop in sales in China in July, Tesla CEO Musk responded on Twitter that the real reason for the sharp drop in Tesla's sales in China in July was that the electric cars produced by Tesla in the first part of the quarter were mainly for export, and then the production was mainly put into the local market. According to relevant data, Tesla accumulated wholesale sales of more than 250000 vehicles from January to August, of which domestic sales were 152500 and exports exceeded 100000. At present, Tesla Shanghai Super Factory has a monthly production capacity of 45000 vehicles, with an annual production capacity of more than 450000 vehicles. With the continuous change in the overseas volume of Tesla's exports, Tesla's sales structure may change. Tesla officials have also said that foreign exports will also be a major sales growth point for Tesla.

It is understood that Tesla has two major vehicle manufacturing plants in the world, one is located in Texas, the other is located in Shanghai, China. Due to the surge in demand in the overseas market, Tesla has built a new factory in Berlin, Germany, but compared with the Shanghai factory, the Berlin factory has not been put into production smoothly, so it can only release capacity through Shanghai factory exports. Secondly, the increase in Tesla's sales in August may be related to the delivery of domestic standard Model Y3 in August and the reduction of the price of domestic standard Model 3. On July 8th, Tesla launched the Model Y standard continued model online, and the price of the new car is 276000 yuan after subsidy. Compared with the long-term service, the price of the standard extended version is 70,000 lower, which makes many car owners change their prices. In addition, Tesla lowered the price of the domestic standard Model 3 by 15000 yuan to 235900 yuan on July 30th. The launch of the new product, coupled with the price reduction of the domestic standard Model 3, is bound to drive its sales growth in August.

From the perspective of market development, although Tesla's domestic sales rose 49.5% in August, from the domestic new energy vehicle market, Tesla's competitive pressure is not small. In the new energy vehicle sales list in August, BYD sold 60508 new energy vehicles in August, while SAIC GM Wuling sold 43783 vehicles, ranking third behind Tesla with a gap of 481 vehicles. Under the pressure of BYD and SAIC GM Wuling, Tesla, once known as the "price butcher", can only accelerate cost reduction. Musk revealed at a company meeting that Tesla plans to release a new electric vehicle priced at $25000 (about 160000 yuan) in 2023, according to foreign media Electrek. It said the model would be manufactured at a plant in Shanghai, China, and exported to the world. If Tesla's models and prices continue to sink, it will also bring great pressure on electric vehicles around the world.

Xu Haidong, deputy chief engineer of the China Automobile Association, once said that Tesla's competition is not only with new energy vehicles, the entry of Tesla Model 3 and Tesla Model Y is with the low-end model market of luxury brands, and the customers it grabs are not customers of new energy vehicles, but customers of some low-end models of luxury brands. Therefore, the price reduction of Tesla Model Y will have an impact on the low-end models of traditional luxury brands. At the same time, the impact of Tesla Model Y price reduction on new energy vehicle models of joint venture brands and low-end models of luxury brands is likely to be greater than that of independent brands.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat