AutoBeta(AutoBeta.net)08/19 Report--

The delivery time of Model 3 and Model Y models has been shortened, according to Tesla's China official website. The expected delivery time for both Model 3 models has been reduced to 12 to 16 weeks from 16 to 20 weeks earlier. Tesla Model Y rear wheel drive version delivery time has been shortened to 4 to 8 weeks from 8 to 12 weeks earlier. In addition, Tesla Model Y long-lasting version is expected to be delivered in 16-20 weeks, and high-performance version is expected to be delivered in 12-16 weeks.

The shortened delivery time of Tesla may be related to the transformation of the production line of the Shanghai super factory and the alleviation of the shortage of raw materials upstream. It is understood that in July, Tesla Shanghai factory was upgraded to increase production capacity. At present, the transformation of the second phase production line of Model Y was completed on July 16th, while the transformation of the first phase production line of Model 3 was also started on July 17th and completed on August 7th. Tesla has said that the Shanghai Super Factory is currently one of the most efficient electric vehicle factories in the world, and its annual production capacity is expected to increase from 450000 to 750000 after this upgrade.

Some media reported earlier that after completing the transformation of the production line, Tesla Shanghai Super Factory will continue to adopt the three-shift production mode, and the daily output of Model 3 will reach 1000-1200 vehicles. The Model Y production line, which has completed the transformation, has climbed to 2000 vehicles per day, and the production will stabilize at about 2200 vehicles per day in August. According to the above data, it can be seen that the annual production capacity of the Shanghai super factory will be greatly increased, the delivery of vehicle orders will also be accelerated, and the waiting time for car owners will also be shortened. However, due to the shutdown of the Shanghai super factory for several days, Tesla's sales in China halved in July. According to relevant data, Tesla sold 28217 cars in China in July, down 64.2 per cent from 78906 in June.

In addition, the shorter delivery cycle may be related to the recent decline in the price of upstream raw materials and chips. According to the CCTV financial report, the prices of some chips have ushered in an "avalanche". The prices of many chips have dropped by more than 80%, and the prices of many chips have dropped from 200 yuan to 20 yuan.

Of course, the delivery time of many new energy car companies is also shortened accordingly. According to Xiaopeng car store sales to the media, most of Xiaopeng car models are delivered within 3 to 5 weeks. At the same time, or due to the decline in chip and upstream costs, Xiaopeng Motor and ideal Automobile have carried out off-line promotions in disguised form. Xiaopeng almost all the main models have cash concessions, with a direct discount of 5000 yuan to 10,000 yuan in the form of the final payment. In the option rights and interests, you can give away up to 10,000 yuan of optional points (1 integral = 1 yuan). The total discount of cash reduction and optional rights and interests can be up to 20,000 yuan. The ideal car will carry out insurance promotion activities worth 7000 yuan.

However, some people in the industry pointed out: at present, although the shortage of chip supply has eased somewhat, with the rapid rise of the penetration of new energy vehicles, the phenomenon that some automotive chips are in short supply will continue to exist. According to the latest data from automotive industry data forecasting company AutoForecast Solutions, as of August 14, due to the shortage of chips, the cumulative production reduction in the global automobile market has reached about 2.9973 million vehicles, and the cumulative production reduction in the global automobile market is expected to further increase to 3.8362 million vehicles this year. It is not difficult to see from the data that the automotive industry is still affected by chips. A member of the Information and Communications Economic expert Committee of the Ministry of Industry and Information Technology pointed out that whether it is the regional expansion of capacity in the field of automotive chips or the transformation of original chip enterprises to the field of new energy chips, it is very difficult to meet 100% of the demand for chips in a short period of time. In particular, the market for new energy vehicles is in a stage of rapid growth, so automotive chips are still in a tight state.

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