AutoBeta(AutoBeta.net)06/20 Report--

According to relevant data, the sales of new energy vehicles in China were less than 20, 000 in 2013, but by 2021, China's new energy vehicles have exceeded 3.5 million. In a short period of time, the total production and sales of new energy vehicles in China has become the first in the world for seven consecutive years. In the online speech at the opening ceremony of the third Qingdao Summit of multinational leaders on the afternoon of June 19th, Tao Lin, global vice president of Tesla, said: "China is the largest automobile producer and consumer in the world. It has the world's leading fertile land for smart car technology research and development and the consumption environment for new energy vehicles," citing the delivery volume of Tesla's Shanghai Super Factory in 2021.

Tesla Shanghai Super Factory is Tesla's second overseas super factory, and the operation of this factory is very important to Tesla. Data show that in 2021, Tesla Shanghai Super Factory delivered a total of 484000 vehicles, an increase of 235% 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. In response, Tao Lin said at the opening ceremony: "as a forerunner in the field of new energy vehicles, Tesla has achieved a milestone in the Chinese market, all thanks to China's good business environment for multinational enterprises. and inclusive support for scientific and technological innovation. The Shanghai Super Factory continues to be Tesla's most important export base and production center. in 2021, the Shanghai factory will deliver more than 480000 pure electric vehicles to global users, accounting for half of Tesla's global delivery. and send high-level Chinese manufacturing to the world. "

According to the automotive industry's attention to access to information, Tesla Shanghai Super Factory is located in Shanghai Lingang New District, covering an area of 860000 square meters, including vehicle production area, test area, parts production area and joint plant (maintenance workshop). The factory mainly produces sedan Model 3 and SUV Model Y, which is by far the largest foreign-funded manufacturing project in Shanghai. Tesla officially entered the Chinese market in December 2018; Tesla signed an investment agreement on pure electric vehicle project with Shanghai Municipal Government and Shanghai Port Management Commission in July 2018; Tesla Shanghai Super Factory entered pilot production in November 2019; delivery of Model 3 made in Shanghai factory began in January 2020 In March 2020, Tesla invested $2 billion in a component plant in China to localize the supply chain and plans to expand factory capacity.

In terms of new car delivery, Tesla's global production in 2020 was 509000 vehicles, an increase of 144000 over the previous year, of which the Shanghai Super Factory produced 144000 vehicles for the whole year. In other words, all the increased production capacity of Tesla that year came from the Shanghai Super Factory. In this year, Tesla made an annual profit for the first time since its establishment, with a net profit of 862 million US dollars. In the past 2021, Tesla also relied on the Shanghai factory to deliver 484000 new cars for the whole year, of which 321000 were retail in China, and the remaining 163000 were mainly exported to Japan, Europe and other countries. In the Chinese market, there were 169853 Model Y retail vehicles and 150890 Model 3 retail vehicles in 2021.

As for this year, data show that Tesla delivered 310048 cars in the first quarter of this year, of which 182174 were delivered by Tesla Shanghai Super Factory, accounting for 58.76% of Tesla's total global market share, making it Tesla's first single market in the world. In April this year, due to the closure and control measures imposed by the previous epidemic in Shanghai, Tesla's Shanghai factory suspended production from March 28 to April 18, and did not begin to resume production until April 19. Tesla's sales in China were hit hard, delivering only 1512 vehicles in April. Fortunately, Tesla's Shanghai factory gradually resumed production in May, and the sales volume also increased. Tesla's wholesale sales in China in May was 32165, including 22340 for exports and 9825 for domestic retail. As of May, Tesla delivered a total of 215851 new cars in China from January to May this year, an increase of more than 50% over the same period last year. From the delivery volume from January to May this year, although the delivery of new cars in April was greatly affected by the general environment, on the whole, Tesla's performance in the Chinese market is still good.

According to Xin Guobin, vice minister of the Ministry of Industry and Information Technology, at a series of news conferences on the theme of "China's decade" held by the propaganda Department of the Communist Party of China Central Committee, Tesla has achieved full production so far. The automobile industry is concerned that although Tesla Shanghai factory has resumed production, but in the short term, Tesla still needs to go through a period of production climbing period, production may have a certain lag. Affected by the shortage of production capacity and rising sales, Netesla has adjusted the price of its models four times this year, and industry people believe that with the production capacity of Tesla's planned factories in the future, Tesla's price is likely to be adjusted sharply.

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