AutoBeta(AutoBeta.net)05/17 Report--

On May 17th, Tesla held the 2023 shareholders' meeting. At the meeting, Tesla CEO Elon Musk made it clear that he would not step down as Tesla CEO and revealed that he would launch two new Tesla models, but unfortunately, Musk did not provide more details about the two new products, but Dafang said that the combined annual production of the two new models would exceed 5 million vehicles.

At the shareholders' meeting, Musk promised to deliver the electric pickup truck Cybertruck, which has been skipped many times, later this year. "I'm sorry for the delay," Musk said. "although we have been skipping tickets, we are finally going to deliver Cybertruck this year." "Cybertruck should be able to produce 250000 vehicles a year, but Cybertruck production depends on demand," he said. " According to Automotive Industry concern, the electric pickup Cybertruck was first released in November 2019 and was originally scheduled for mass production in 2021, but the production plan of Cybertruck was postponed because Tesla focused on increasing the production of Model Y. According to the plan, initial production of Cybertruck will begin in the summer of 2023 and mass production will begin in 2024. In addition, Musk added that the model will become his daily driving vehicle. In addition, production of Roadster sports cars may start next year.

The day before the shareholders' meeting, overseas media reported that Tesla had applied to regulators to expand his Shanghai super factory and planned to produce a small number of flexible battery units (pouch-type battery cell). According to the report, an undated announcement revealed that the expansion plan would increase the annual powertrain production capacity of Tesla's Shanghai super factory from the current 1.25 million to 1.75 million units, which was posted on the website of the factory area. however, it did not say whether Tesla had decided to carry out the expansion or was just seeking approval for potential future capacity. According to the announcement, Tesla will seek permission to produce soft-package battery units, and the pilot production line will have an initial annual capacity of 20, 000 ampere-hour battery units, which can be used by a Model Y. It is worth mentioning that Tesla has never used this kind of battery on his electric vehicle before. Due to the different structure, the layout of the soft bag battery can be more flexible, but compared with the current mainstream rigid battery, its own safety needs to be further verified.

As of press time, Tesla officially did not respond to the news. The Shanghai plant, Tesla's largest factory in the world, produced about 726000 Model 3 and Model Y vehicles in 2022, accounting for more than half of the company's global sales.

It is important to note that at the beginning of last month, Tesla Zeng Guanxuan will set up a factory in Shanghai to produce energy storage unit "super package" (Megapack). At the time, Tesla said that it was initially planned to produce up to 10, 000 commercial energy storage batteries a year, with energy storage on a scale of nearly 40GWh, and the products would cover the global market. It is understood that the plant is scheduled to start construction in the third quarter of 2023 and start production in the second quarter of 2024. The price of each super bag is expected to be about $1.9 million, or about 13.22 million yuan, before installation.

According to several media reports, Tesla's Shanghai factory is preparing for the final stage of trial production of the modified Model 3 model. The modified Model 3 model is slightly longer than the previous version, with a stronger sports style and more stylish interiors, according to people familiar with the matter; since the beginning of this month, some production staff at Tesla's Shanghai factory have been required to put their phones in special lockers outside the production line to prevent car pictures from leaking. The first phase of the production line of the Tesla plant in Shanghai may be shut down for a few days at the end of this month for commissioning. However, Tesla officials also did not respond to the news.

Model 3 is a sedan model owned by Tesla. Data show that Tesla delivered a total of 1.31 million vehicles worldwide in 2022, an increase of 40% over the same period last year, of which Model 3 sold 125000 vehicles in China, down 17% from the same period last year. Suspected camouflage espionage photos of the new overseas model Tesla Model 3 have also been posted online, with sources saying that the new car is expected to be put into production at a Shanghai factory in the third quarter of this year, and that the Chinese market will be one of the first markets to revamp the model.

So far, Tesla's global sales models include Model 3, Model Y, Model S and Model X a total of four models. Official figures show that Tesla delivered a total of 422900 new cars worldwide in the first quarter of 2023, an increase of 36% over the same period last year, of which 10700 were delivered by Model Spicer X and 412200 by Model 3 Universe. According to the plan, Tesla's global sales are expected to be 2 million vehicles in 2023, which means that Tesla needs to complete 1.5771 million vehicles in the next three quarters to meet his annual sales target, with an average of 525700 vehicles per quarter.

At this shareholder meeting, Musk said that in the coming year, the macroeconomic environment will remain in the doldrums, many companies are likely to go bankrupt. But Musk also pointed out that the global economy is bound to improve after the end of the downturn, and this turning point is expected to be 12 months later, when Tesla will be in a better position. In addition, the Model Y may be the best-selling car in the world in 2023, and the Model Y has become a best-selling model in many regions in the first quarter of this year. As for Tesla's plan to produce 20 million new cars in 2030, Musk predicts that more than a dozen new factories will be built, each with an annual capacity of between 1.5 million and 2 million vehicles.

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