Following the May 2nd this year, Tesla CEO Elon Musk revealed that after Tesla’s next super factory has been confirmed in China, Tesla’s “into China†has made new progress.
The reporter yesterday (May 14) inquired about the national corporate credit information disclosure system found that Tesla (Shanghai) Co., Ltd. was officially registered on May 10, 100% owned by Tesla Motors Hong Kong Co., Ltd., registered address It is D203A, No. 168, Tonghui Road, Nanhui New Town, Pudong New Area. However, the reporter noted that the industrial and commercial information shows that the business scope of Tesla (Shanghai) Co., Ltd. does not include the whole vehicle or battery manufacturing, but mainly based on technology research and development and sales.
It is widely believed in the industry that this means that Tesla is one step closer to local production in China.
As the world's largest auto market, China's importance to Tesla is self-evident. In recent years, news of Tesla's establishment of a factory in China has been reported from time to time.
It is understood that Tesla (Shanghai) Co., Ltd. registered capital of 100 million yuan, registered by the Shanghai Pudong New Area Market Supervision Bureau is a limited liability company (Taiwan, Hong Kong and Macao legal person-owned), the legal representative column information is "Xiaotong Zhu" "It is suspected that Zhu Xiaoyu, president of Tesla China."
However, the industry and commerce data show that Tesla (Shanghai) Co., Ltd.'s business scope is: engaged in electric vehicle and parts, batteries, energy storage equipment, photovoltaic products in the field of technology development, technical services, technical advice, technology transfer, the above Wholesale of similar products, commission agents (excluding auctions) and import and export business, and provide related supporting services, electric vehicle display and product promotion.
It can be seen that Tesla (Shanghai) Co., Ltd. mainly focuses on technology research and development and product sales. Its company name does not even have the words "car" or "manufacturing".
Of course, simply strengthening sales in China does not save Tesla.
The financial report shows that Tesla's net loss in the first quarter of this year was as high as 785 million US dollars, which once again set a new record for the company's single-quarter loss. In addition, at the end of the first quarter of this year, Tesla's cash balance was $2.67 billion; at the end of last year, Tesla's cash balance was $3.37 billion. This means that Tesla's net cash outflow in the first quarter of this year was as high as $700 million.
Some analysts pointed out that for Tesla, it is more important to build a factory in China to gain more market space. If localization is realized, it is expected that the price of the basic version of Model 3 is expected to be controlled at around 300,000 yuan.
The competitive environment is becoming increasingly fierceWhile Tesla is still struggling with Model 3 capacity issues, a large number of domestically produced car companies are sprinting their mass production plans. Among them, Weilai, Baiteng and other companies have launched products ranging from 300,000 to 500,000 yuan.
From the current situation, Tesla's body assembly suppliers are mainly based in North America, Japan, and Taiwan. In the battery system, parts system, lithium battery equipment, etc., domestic components suppliers such as Hongte Technology, Tianqimo, Haida and Weitang Industrial entered the Tesla industrial chain.
The industry believes that local production will help reduce the price of Tesla products in the Chinese market. This is the real purpose of Tesla's hope to build a factory in China.
Yan Shaohui, deputy secretary-general of the China Automobile Dealers Association, told reporters that after Tesla entered (establishing a factory), the domestic new energy vehicle industry will undergo a huge change, especially for mid- to high-end new energy vehicle manufacturers, which means more intense competition.
It is worth noting that public information shows that the total investment of the first Tesla Super Factory is $5 billion. In the recent situation of Tesla, building a factory in China almost requires a round of huge financing. In addition, according to the news that Musk said in a conference call, Tesla's super factory will take at least one year from the start of construction to production.
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