Electronic enthusiasts eight o'clock early: I thought that the dust settled Tesla domestic regeneration wave. After the close of June 22, Shanghai Lingang Holdings Co., Ltd. (600848.SH) issued a clarification announcement: "The company has not contacted Tesla and has not established a factory with Tesla in China. There is cooperation intention and no agreement has been signed."
Tianqimo Co., Ltd. (002510) also announced by car that "the company has not yet been informed of the specific progress and arrangements for the establishment of the US Tesla Motor Company in China. The company has not participated in the cooperation of Tesla to establish a car OEM in China. Matters."
At 10:30 in the evening, Tesla issued a public statement: "In order to better serve the Chinese market, Tesla is discussing with the Shanghai Municipal Government the possibility of building factories in the region. As previously communicated, by the end of this year, Our localization plan will be clearer. Tesla has always been committed to deepening the Chinese market. At the same time, in order to better serve the global market, we also continuously evaluate the location of potential manufacturing plants on a global scale. Although we expect Most of the production will still be done in the US, but we need to set up overseas factories to ensure that more local consumers can afford our products."
The Tesla statement revealed a key message: the factory is being negotiated with the Shanghai government and will be confirmed before the end of the year.
Earlier, it was reported that Tesla and the relevant departments of the Shanghai government signed a framework agreement on Tesla's domestic production. A long-term negotiation that lasted for more than two years finally came to an end. The 21st Century Business Herald has also received default responses from various sources. But it is only a framework agreement, and the details of the specific cooperation are still to be discussed.
However, the announcements by Shanghai Lingang and Tesla have made Tesla's domestic landing incident seem to add uncertainty.
"The wording of the two is not contradictory." Several people close to the leadership of the Shanghai government department explained to the reporter: "Tesla's negotiating party is the Shanghai government, not Shanghai Lingang. Shanghai is not aware of the port. Reasonable."
Settled in Lingang to start negotiations two years agoTesla’s negotiations with the Shanghai government have been initiated for two years. According to informed sources, only because Tesla’s asking price is too high, Shanghai has not finally agreed. Another reason is that Tesla, which is not affected by the policy, cannot be made in China. In principle, when it is determined to settle in Shanghai, it will jointly establish a joint venture with a state-owned enterprise in Shanghai to promote Tesla's domestic production.
According to informed sources, Tesla's domestically produced projects in China are comparable in size to Nevada's factories in the United States. According to media reports, Tesla's Gigafactory in Nevada, USA, covers an area of ​​13.6 million square feet. When fully completed, Tesla will become one of the world's largest physical building structures, which will greatly enhance Tesla. The production capacity of electric vehicles.
According to people familiar with the matter, this is also the reason why Tesla chose to be in Shanghai because Hong Kong is directly responsible for the investment in Shanghai. Relatively speaking, the policy is better. In addition, the area required by Tesla for the factory is also exceeded. The area of ​​the plot that can be given by other areas.
However, Tesla’s negotiations with Shanghai are full of twists and turns. According to informed sources, the most critical reason is that Tesla’s conditions are too high. According to the above-mentioned insiders, the negotiations between Tesla and the Shanghai Municipal Government started as early as two years ago. However, because the asking price is too high, the Shanghai government has not decided.
According to the reporter, the two sides finally talked about it and had a direct relationship with the shareholding of Shanghai state-owned enterprises. This state-owned enterprise is not in the automotive field. Tesla does not cooperate with auto companies. For its sake, the biggest advantage is to maintain the purity of its technology. In addition, climbing to state-owned enterprises can also solve Tesla's domestic hunger for funds.
This is also in line with the logic of the new forces to build cars, from the capital level to cooperate with "out-of-the-line" enterprises, and cooperate with peers at the business level.
The main advantage of working with “out-of-market†companies is that they can be free from the shackles of traditional thinking. At the same time, they will not lose sight of each other when they invest, and they can concentrate on them.
The biggest gain from state-owned shares is new energy points.Since 2003, Tesla, which was established 14 years ago, has created the best pure electric production car on the market. However, in the past ten years, the most important problems faced are incomparably realistic and simple: lack of money.
Since the third quarter of last year, Tesla has finally achieved its first profit in three years, and Tesla's market value has surpassed the market value of the established car company Ford, but has not changed its full-year loss performance. Tesla's fourth quarter 2016 and full-year earnings report showed that its 2016 full-year net loss was still $675 million.
According to informed sources, Tesla has a port government and a mysterious state-owned enterprise partner, no longer have to worry about domestic investment. For the partners, the introduction of Tesla's domestic production coincides with the reform of the new energy system and the implementation of the points system.
On June 13, the Ministry of Industry and Information Technology issued the "Parallel Management Measures for Average Fuel Consumption of Passenger Vehicle Enterprises and New Energy Vehicles (Consultation Draft)", proposing new energy vehicles for passenger car companies from 2018 to 2020. The integral ratio requirements are 8%, 10%, and 12%, respectively. The examination start time is 2018, which is consistent with the “Interim Measures for Management†promulgated on September 22, 2016.
"After the implementation of the points system, it means that enterprises with insufficient points in sales of new energy vehicles and those with insufficient points need to purchase points. Enterprises with more points can sell excess points to obtain extra profits. Inevitably, point enterprises sell new energy vehicles. Enthusiasm." The industry believes that the sales of new energy vehicles will inevitably have a role in promoting, and at the same time, will also stimulate the enthusiasm of enterprises to introduce more new energy products.
However, with the increasing number of new energy products, the market competition will be unprecedentedly fierce, which will promote a new round of reshuffle in the new energy vehicle market.
For Tesla, it means that there will be a lot of points to be transferred, which is an excellent opportunity for competitiveness reshaping.
However, some insiders have also warned that the new forces with the same Internet background are already gearing up. Weimar's first pure electric vehicle is expected to be launched in 2018, and it may have unique black technology such as long battery life and fast charging. Wei Lai's products will soon be unveiled.
In addition, Tesla is also facing the pressure of traditional car transformation. For Ford, for example, Ford CEO Mar Fields has promised to launch autonomous vehicles in 2021; GM's transformation strategy has been opened. Previously, Wang Xiaoqiu, the vice president of the SAIC Group, said that the civilian "Tesla" will be launched. These are also the main reasons for Tesla's rapid domestic production to reduce costs and expand sales, with the aim of maintaining a first-mover advantage.
Disclaimer: The electronic reprinted works of E-Commerce Network are as far as possible to indicate the source, and all rights of the owner of the work are not transferred due to the reprint of this site. If the author does not agree to reprint, please inform the site to delete or correct it. Reprinted works may be subject to change in title or content.
Wifi Dongle,LTE Wingle,LTE Dongle,Sim Dongle
Shenhzhen Tongheng Weichuang Technology Co., Ltd , https://www.thwclte.com