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Tesla went to China for production. Whose cheese will Tesla move after localization?

2024-09-17 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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AutoBeta(AutoBeta.net)04/28 Report--

According to domestic media reports, Tesla will be able to achieve localization in September this year, while the localization of the factory is located in Shanghai Port Industrial Zone. Super Factory 3, which built the plant in Shanghai, is the most important part of Tesla's strategic strategy, with a total investment of 50 billion yuan, while the latest progress of Super Factory 3 is that the appearance of the final assembly workshop has been initially completed, and the completed Shanghai factory will be used to put into production of model3 and modelY two medium-and low-end models. The high-end models of the modle Xamp S and roadster will continue to be produced in the United States.

The domestic production of Tesla has attracted attention from all sides.

Tesla attracted attention as early as when he entered China to build the factory, and when he entered China, CEO Musk said that the factory would be built with 100% sole proprietorship. This remark has aroused great concern, because all the foreign brands that have built factories in China have built factories in the form of joint ventures. This time, Tesla was able to build a factory with sole proprietorship for three main reasons.

1. China is gradually opening up the ownership restrictions of the automobile manufacturing industry, knowing that the restriction on the proportion of joint venture equity of passenger cars born in 2022 will be lifted, that is to say, it is more convenient for foreign brands to enter China. They have their own say in the stereotyping of production models and the use of resources, and do not have to look at the "face" of local partners. As far as independent brands are concerned, they can get rid of the frame and have better development prospects.

2. Some manufacturers with different production levels will be eliminated, so that the market has a benign development trend. A large number of domestic new energy vehicle enterprises have sprung up, but the level of production and design qualifications are uneven. Therefore, the introduction of Tesla will increase the competition between new energy vehicle companies, survival of the fittest, so that car companies can provide consumers with more high-quality models.

3. In the era of economic globalization, even if Brexit occurs in the West, the United States implements unilateralist trade measures. China has more advantages than Europe, America and Southeast Asia in concentrated labor industry in high and new technology. on the one hand, China is also one of the largest automobile markets in the world. Wholly-owned factories can not only provide jobs, but also stimulate market development.

Tesla's domestic production is undoubtedly the biggest impact on local car companies. Tesla's technology and production are far more experienced and advantageous than domestic new energy car companies. Localized production is reduced in logistics and tariffs, so that prices can be lowered again. Consumers are more willing to choose better products. However, after localization, Tesla faces challenges not only from car companies but also from other Chinese markets. Pressure on production capacity at this stage, after completion, Tesla's weekly production capacity is 3000 units, while the target annual production capacity is 500000 units. Last year, Tesla went bankrupt because of the capacity problem of MODEL3, but only reached 7000 units in December. I wonder if the Shanghai factory will repeat the same mistake after localization. This is one of the key issues for Tesla in the future.

With the increase in production capacity, it means that after-sales service will be the primary problem for Tesla. In Chinese mainland, Tesla has already begun the construction and layout of the charging pile network, with a total of more than 1500 charging piles in the country. With 150 provinces and cities all over the country, the charging network is bound to continue to increase to meet the needs of Chinese customers after localization in the future. As for the future of domestic development, Tesla should aim at the domestic market to build offline exhibition halls and strengthen the construction of brands, in this respect, we can learn from the marketing channels of our own mobile phone brands. Not the simple and crude way of cutting offline stores and cutting prices.

After putting in the wolf Tesla, domestic brands need to accelerate the improvement of product quality and reduce costs. Do not play word games to cajole consumers, or they will only be eliminated from the market, and at the same time, it will stimulate domestic manufacturers to invest in research and development, so as to promote the healthy development in this field, so that Chinese enterprises can stand higher and see further in the international market.

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