With the finalization of Tesla's factory-building agreement in Shanghai, it has caused panic among major Chinese automakers. Tesla, as the world's largest manufacturer of new-energy vehicles, is worthy of worship. Moreover, Tesla started directly from the electric car. Without the burden of the fuel car, how can we not let the Chinese car companies that are still transforming from traditional cars into new energy vehicles panic.
These days, reporters from the other side of the ocean made a big news. Once the news broke, it occupied an important position in the media and self-media of China's new energy industry circle and was spreading.
The reporter said that the Chinese government has reached an agreement with Tesla to establish a factory in the Shanghai Free Trade Zone. After China’s analysis by the media, Tesla is very likely to establish a factory in Shanghai Free Trade Zone.
When the news came out, it cast another deep-water bomb on the unsettled China's new energy auto industry circle. The huge energy brought countless reflections to the industry. Tesla is coming. Does China's new energy car companies still have fun?
The news said that the settlement of Tesla in the Shanghai Free Trade Zone also means that his products still need to impose a tariff of about 25%, which is treated according to imported products. Even so, for the automotive industry, Tesla's sole proprietorship is also the first place, because our national industrial policy only approves joint ventures, and does not allow the existence of a sole proprietorship. This time, it can be said that Tesla has bypassed the barriers of national policy and stood alone in China, the most important and even the largest market in the world.
Some people also ridiculed that Tesla can be wholly-owned in China, behind the push of US President Trump, seems to impose a little "political will" on a market behavior, Trump's public relations is in place, and contributed to Tes Pulling the landing in China.
Leave this gimmick aside. So, if Tesla really arrives, what can it bring to Chinese local car companies and even joint venture new energy car companies?After entering 2017, China's new energy auto industry ushered in a wave of joint ventures: BMW and Brilliance joint venture; Daimler and BAIC marriage; Volkswagen and Jianghuai embrace; Ford and Zotye sleep together... Auto giants They are close to the Chinese market in the form of joint ventures.
But compared with the traditional car companies, Tesla is completely different, because he does not have the burden of the fuel car, starting directly from the electric car.
In the industry, everyone knows that Tesla has the core technology of a complete pure electric vehicle, starting with the most core batteries, then PACK grouping, BMS battery management, and then motor and electronic control, all of which are world-class. Tesla has a lithium battery super factory in the United States and has a capacity of 35 GWH by 2018. In terms of the 21700 nickel-cobalt-aluminum battery used in Model 3, it once again led the world trend, seduce the blood of the battery companies in the world, especially in China, and began to follow the footsteps of Tesla and began a large-scale layout.
Some experts said that Tesla is a BMS management system enterprise, and this is true. Tesla is the world leader in this regard. That is Tesla, it can make a car with seven or eight thousand independent batteries to make a consistent sound. Of course there are leading PACK technologies.
Let's leave these things aside. Tesla's artificial intelligence autopilot technology can be said that no one in any company in the world can match it. Starting with Model X, autonomous driving has gotten applied, and it's even better on Model 3.
No matter from the battery, the management system, to the automatic driving, no company in our country can compare with Tesla. Some experts said that in terms of power lithium batteries, our country has battery consistency in terms of energy, and there is a huge gap between Tesla and management systems.
According to another report, Tesla is also the application of lithium-carbon negative electrode for lithium batteries. In our country, this negative electrode material is still in the experimental stage, and it has not reached the application and mass production.
The most sensitive is the price issue. Tesla has always been the concept of a luxury car in the hearts of Chinese people. A Model X is hundreds of thousands of dollars. The average person can't afford it. It is a toy in the hands of the rich. Take Model 3 in the United States for $35,000, based on the exchange rate of 1 to 6.8, which is equivalent to RMB 238,000. If Tesla can build a factory in China at this price, it is undoubtedly a death notice for Chinese new energy car companies. Because, in terms of price, domestic car companies do not have a competitive advantage.
In addition, from the brand point of view, Tesla is a world-class brand, in the hearts of consumers not inferior to BMW, Mercedes-Benz and other vehicles. In terms of brand influence, our car companies are also inferior.
From technology to price to brand, what do the car companies in our country play?After Tesla's localization, the cost of car production will fall, and some experts say that there is one-third of the space.
First of all, in this huge Chinese new energy market, Tesla has already tasted the sweetness. Tesla's sales in China reached US$319 million in 2015, and it was announced in early March this year that the company's car sales in China reached US$1 billion in 2016, accounting for 15% of total sales, and the Chinese government hopes to In 2025, the annual sales of new energy vehicles will reach 7 million, and Tesla has enough room for growth here.
Of course, this is not unlimited, because he needs to pay high taxes, including import duties and value-added tax. Tesla's price in China is about 50% higher than that in the US, and this will be higher in the future. The bottleneck of sales.
Secondly, Tesla can significantly reduce the cost of supply chain in China, which makes him willing to accept the "25% import tariff." Although in the supply chain system of Tesla, there are few Chinese companies in the core tier 1 suppliers such as the “three-electric systemâ€, but indirect suppliers including chassis, body, central control system and other components. Of all the more than one hundred Tesla suppliers that followed, Chinese companies accounted for about half of the positions, and of course most of them entered the system with secondary raw material suppliers.
For example, Tesla's lithium battery manufacturer is Matsushita of Japan, among which raw materials suppliers such as nickel, cobalt and aluminum are from Shanshan, Luoyang, Hanrui and GEM, from China. The mine capital provides a precursor for Panasonic, and graphite comes from Betray, a subsidiary of China Baoan.
Therefore, relying on these more localized underlying supply chains to re-screen some supply chain partners in China can save Tesla a huge cost, and according to a domestic car manufacturer related personnel, this can at least be Tes Pulling saves more than 20% of supply chain costs.
Of course, in the end, the imported spare parts storage center in the future and a series of convenient supporting policies in the Shanghai Pilot Free Trade Zone will bring a lot of benefits to Tesla.
Tesla really came, not only brought China a good car to buy, but also brought endless thinking to China's new energy car industry. To be bigger and stronger, you must learn from industry leaders.
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