Tesla Giga Shanghai is the first wholly foreign-owned vehicle manufacturing project in China and Tesla's first super factory outside the United States. Last year, Shanghai Super Factory achieved the goals of starting, completing, putting into production and delivering in the same year. This year, Model3 set off from Shanghai for the first time and exported to Europe. The number of the first batch of export vehicles reached 7,000, less than two years after Tesla Shanghai Lingang Super Factory started construction. It truly embodies what is called "Shanghai speed" and "Tesla speed".
"Since this year, despite the impact of the epidemic, with the support and help of governments at all levels and partners in China, the construction and operation of the factory have maintained rapid progress." Zhu Xiaotong, vice president of Tesla and president of Greater China, introduced the models made in China. It can supply the China market on a large scale and pass all the certification requirements for entering the European market. This is a milestone in the development of Tesla Giga in Shanghai, which not only shows the world the speed of construction in China, but also shows the quality of manufacturing in China. ?
Chen Yin, executive vice mayor of Shanghai, said at the "Tesla Giga Shanghai China Vehicle Export Ceremony" that at present, the weekly production capacity of Tesla Giga Shanghai is stable at 3,500 to 4,000 vehicles. By the end of September, more than 85,000 vehicles have been produced, with an industrial output value of about 265.438+0.6 billion yuan.
At present, the model? 3 has reached the design capacity, model? Y's production line is also under construction, and key components such as power batteries and drive motors are accelerating.
Zhu Xiaotong said that Tesla will continue to expand its production, sales, after-sales service and infrastructure construction in China in the future to promote its business development in China. Tesla continued to expand its investment, conveying its confidence in deeply cultivating China and playing an active role in stabilizing foreign investment and foreign trade.
Where is the origin of domestic electric vehicles exported from China?
According to the data of China Automobile Association, in 20 19 years, China exported10.24 million vehicles, down1.6% year-on-year; Among them, 725,000 passenger cars were exported, down 4.3% year-on-year. All along, China's automobile foreign trade has three characteristics:
65,438+0. The proportion of automobile exports is low. Compared with the total output of 25 million vehicles in the whole year, the proportion of vehicle exports last year was only about 4%.
2. The value of exported vehicles is very low. In the 20 19 ranking of automobile exporting countries in the world (according to the total value of automobiles), China can't even rank 15.
Most exporting countries are developing countries, such as Iran, India, Myanmar and Vietnam.
The biggest reason for the formation of these three characteristics is that China's automobile exports mainly rely on independent brands. A few years ago, the products of independent brands were still in the stage of leading the low-end market by cost performance, so even if they were exported, they could not enter the developed countries, but now this situation will change.
First of all, the profit of China's export to Europe is much higher than that to the United States, and the trade relationship between the EU and China is obviously more stable than that with the United States. Secondly, the COVID-19 epidemic in the United States has not been well controlled so far, which has limited the productivity of Tesla factory to some extent. On the other hand, China controlled the spread of the epidemic in a short time, which enabled the Shanghai Superfactory to resume work as soon as possible.
For Tesla, the launch of the whole vehicle export business of Shanghai Super Factory shows that the model? 3. The vehicle production project has reached the design capacity. In the first three quarters of 2020, Tesla delivered a total of 365,438+08,350 new cars worldwide, which is still far from the goal of delivering 500,000 vehicles throughout the year. Therefore, Tesla needs the Shanghai Super Factory to give full play to its horsepower, so as to increase its sales in the European market. At the same time, Tesla achieved profitability in the first three quarters of this year. Not surprisingly, this year will be Tesla's first profitable fiscal year, which is largely attributed to the Shanghai Super Factory.
Of course, it's not just Tesla that benefits. Chen Yin, executive vice mayor of Shanghai, pointed out that with the launch of Tesla Giga Shanghai's automobile export business, its automobile and battery exports are expected to reach 450 million US dollars this year, which has contributed to the formation of a new development pattern of "double cycle". In addition, with the increase in shipments of super factories in Shanghai, as well as Model? With the acceleration of the localization of parts, Tesla's domestic suppliers will continue to benefit, such as Contemporary Ampere Technology Co., Ltd., Chang Ying Precision, Daimei, Kodaly, Sanhua Intelligent Control, etc., covering power batteries, metal structural parts, thermal management, interior and exterior decoration, electronics and electricity and other fields.
Some analysts believe that in the next few years, the sales and penetration rate of electric vehicles in the European market will enter a stage of rapid improvement, and the demand for power batteries will also increase substantially. With the radical investment and asset expansion of R&D, the supply chain of new energy vehicles in China will gradually penetrate into all aspects of global supply. At present, some of our high-quality enterprises have cut into the supply chain of mainstream European car companies. With the continuous accumulation and improvement of supporting experience and material system of automobile enterprises and their advantages in manufacturing cost control, the competitiveness of these enterprises will be further strengthened. Battery materials, batteries, electrical systems and other related companies are expected to maintain growth in the future for a long time.
What is the export prospect of electric vehicles made in China?
Coincidentally, BMW Brilliance previously announced that the luxury pure electric SUV BMW iX3 produced by Shenyang Dadong Factory will be shipped to 39 regions around the world with Dalian Port as the only export port, and the maiden voyage date will be11. People familiar with the matter learned from Liaoning Port Group that the BMW iX3 vehicle export project lasts for three years and ships two voyages every month. It is estimated that about 33,000 vehicles will be exported. It is estimated that this year's transshipment volume is about10.6 million vehicles, and the transshipment volume in 202 1 year will reach10.2 million vehicles. It is worth mentioning that Shenyang Dadong Factory is the only base in the world that can produce BMW iX3.
Not surprisingly, in the Tesla model? 3 and BMW iX3, we will see more luxury brands of domestic electric vehicles exported to overseas markets. During this year's Beijing Auto Show, Volvo released a new charging product system, the brand's first pure electric SUV? XC40？ Recharge also released its appearance. This electric car produced by Taizhou Luqiao Factory is likely to be sold to other parts of the world in the future. After all, the first batch of domestic XC40 with fuel was shipped from Shanghai Port in May this year and arrived at Durban Port in South Africa in mid-June.
In addition, Cadillac released a brand-new pure electric SUV based on GM's next-generation modular electric vehicle platform in August this year? LYRIQ. In the future, the car will be put into production at SAIC-GM Jinqiao Factory. At present, Jinqiao Factory is Cadillac's only manufacturing base outside the United States. If GM doesn't want to give up the European electric vehicle market, exporting from China will be a good choice. The situation is similar to that of Britain and finidi. It is announced that pure electric vehicles will be launched in 20021year and fully electric vehicles will be realized in 2025. By then, 50% of global sales will come from electric vehicles.
Written at the end: Through domestic Tesla and BMW iX3 exported overseas, it can be seen that parts suppliers in China have a stable supply capacity in the electric vehicle market. At the same time, China's manufacturing level has reached a new level, which has been recognized by multinational car companies and overseas consumers. In the important exposition of "three transformations", it is mentioned that it is necessary to promote the transformation from China manufacturing to China creation. Nowadays, with the help of the east wind of electrification transformation, China automobile industry can be said to have completed this transformation. In the future, China is expected to become the "center" of global electric vehicle manufacturing.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.