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On Feb. 12, the official account of Liaoning Publishing, certified as the General Office of the people's Government of Liaoning Province, promoted an article entitled "five grasps of Shenyang Dadong District and striving to be the Vanguard of Revitalization and Development". The article appeared such a sentence: "combined with the urban renewal of civil service areas, open the space for industrial development, and lay the foundation for the landing of major new energy vehicle projects such as Tesla."

As it was released by the state media, and the key words such as "Tesla" and "the landing of the new energy vehicle project" were mentioned in the article, many media interpreted it as "Tesla's second factory in China will be located in the Dadong District of Shenyang City." However, according to Sina Science and Technology, Tesla China responded that "this is false news", while the relevant source "Liaoning release" has also deleted the article, Tesla's second factory in China has once again become a mystery.

As we all know, Tesla not only sells more, but also earns more in 2021. According to the financial report, Tesla's total revenue in 2021 was $53.823 billion (340.193 billion yuan), an increase of 71 percent over the same period last year, and a net profit of $5.519 billion (34.88 billion yuan), an increase of 665 percent over the same period last year. Tesla delivered a total of 936000 new cars worldwide in 2021, an increase of 87 percent over the same period last year. From the above data, it is not difficult to see that 2021 is the best-selling year and the most profitable year since Tesla was founded, largely because of the contribution of the Shanghai factory. Data show that in 2021, Tesla Shanghai Super Factory delivered 484000 vehicles, an increase of 23.5% over the same period last year, accounting for 51.7% of Tesla's total global delivery volume, making it the first single market for Tesla in the world.

Tesla relies on the Shanghai factory to deliver 484000 new cars throughout the year, of which 321000 are retail in China, and the remaining 163000 are mainly exported to more than 10 countries, including Japan and Europe. In the Chinese market, there are 169853 Model Y retail vehicles and 150890 Model 3 retail vehicles in 2021, which is far less than Hongguang MINIEV, but outperforms other new energy models. Tesla's performance is still very strong.

Although it has been settled for only three years, Tesla's strong performance has also led to the development of Shanghai's economy. Relevant data show that the output value of the intelligent new energy vehicle industry from January to August in 2021 reached 96.87 billion, which directly led to the growth of Shanghai's automobile industry by 13.4%. Under the comprehensive benefits, it is not surprising that many cities want to fight for the "right to settle down" of Tesla's second factory.

At the end of 2021, it was widely rumored on the Internet that Tesla would build a second factory in China. Qingdao in Shandong Province and Yibin in Sichuan Province were both rumored to be one of the second factory options for Tesla in China. In response, Tesla Global Vice President refuted the rumor on his personal Weibo: "Tesla is very honored to contribute to the development of China's new energy industry and will continue to firmly increase investment in China." Recently, I have received a lot of media inquiries about the second factory, but I am afraid I cannot reply to them one by one. I would like to inform you that the current information on the network about the location of Tesla's second factory is not true. Thanks to all the friends who care about and support Tesla's development! "

Judging from Tao Lin's response, she only denied the rumors of the location of the second factory, but did not deny the news that the second factory had settled in China. We can still look forward to who the second factory will eventually settle in.

As for Tesla, why did he build a second factory? At present, the Shanghai factory is still the "pillar" of Tesla in the overseas market, shouldering the responsibility of domestic supply and export. although Tesla is currently building a Berlin factory and a Texas factory, he has not officially put into mass production, even if it is put into production smoothly. It will not be able to undertake the task of internal supply and export in a short period of time, so this important task is still in the hands of the Shanghai factory. While this needs to meet the domestic average output of more than 40, 000 units a month, the production capacity and warehousing of Tesla's Shanghai factory appear to be somewhat "stretched", resulting in a long time for domestic consumers to pick up cars. According to the official website, currently booking Tesla Model 3/Model Y needs to wait 12-16 weeks, that is, 3-4 months.

Earlier, at a recent earnings meeting, Tesla disclosed that the location of the new factory would be determined by the end of 2022 and that it would be located in 2023. Considering that China is currently the world's largest automobile market, the development of new energy vehicles is among the best in the world, and China is still supported by a strong supply chain system, at a time when the Shanghai super factory is nearing full production, it makes sense to set up a new factory. However, at present, Tesla should do his best to promote the commissioning of the Berlin factory. After all, compared with the second factory in China, the Berlin factory is only one foot behind the door. Although it is very difficult to undertake the task of internal supply and export in a short time, it also relieves the pressure on the Shanghai factory to a certain extent.

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