Tesla's Shanghai plant plans to produce 550,000 cars next year, exceeding 100,000 for export
"Of the 550,000 units, there are about 100,000 Model 3 units for export, and Model Y also plans to export 10,000 units."
Tesla's Shanghai factory's production plan for next year has been announced.
36 Krypton learned from many industry insiders that in 2021, Tesla Shanghai Super Factory plans to produce about 550,000 cars, including 300,000 Model 3 models and 250,000 Model Y. "T Company (Tesla) has issued ordering requirements to core component suppliers." The source told 36 krypton.
In 2020, the planned production capacity of Tesla's Shanghai factory is 150,000 units. The reason for the huge jump next year is that in addition to the upcoming completion of the second phase of the factory, the Chinese factory will also undertake greater overseas tasks. The above-mentioned source told 36Kr that, "Of the 550,000 units, about 100,000 Model 3 units are for export, and Model Y also plans to export 10,000 units."
Regarding the above information, 36 krypton sought a response from Tesla. As of press time, no response has been received.
On October 26, Tesla's Shanghai plant has announced the export of cars to Europe. On the same day, about 7,000 domestic Model 3s were shipped and sold to dozens of countries including Germany, France, Italy, the Netherlands, Portugal, Switzerland, and Sweden.
Tesla's Shanghai Gigafactory is Tesla's first factory outside of the United States. In January this year, Tesla's Shanghai factory was completed and put into production, delivering more than 10,000 Model 3 models per month. In the second quarter when the new crown pneumonia epidemic spread globally, Tesla's Shanghai factory became the main force of Tesla's global sales. According to foreign media reports, nearly one-third of the electric vehicles delivered by Tesla in the second quarter of this year came from the Shanghai Super Factory. In the second quarter of this year, Tesla delivered a total of 90,891 electric vehicles.
In addition to the Shanghai plant, Tesla's Berlin plant in Germany is also under construction at full speed and is expected to be completed and put into production in the first quarter of next year. Like the positioning of Tesla's Shanghai plant, Tesla's Berlin plant will also produce Model 3 and Model Y models. But why does the Shanghai factory still have to undertake the task of exporting more than 100,000 units? Industry insiders analyzed 36 krypton, which may be related to the worsening of the new crown epidemic in Europe.
According to foreign media reports at the end of October, the second wave of the new crown epidemic in Europe was pressing the border, and the two major economies of France and Germany decided to restart the national blockade and isolation measures. "The European epidemic has a relatively large impact on upstream electronic components. Some spot prices on the market have doubled." Some industry sources revealed that the uncertainty from the end of this year to the beginning of next year may cause Tesla to transfer some of its production capacity to China. The factory is tilted.
At the beginning of the construction of Tesla's Shanghai plant, the planned production capacity was 500,000 units per year, but few people expected that the goal of full production would come so soon. "This goal is quite radical." The above-mentioned industry insiders commented that, after all, the investment institutions predict Tesla's global sales next year at around 900,000 units, which means that the Shanghai factory has to undertake more than half of the production tasks.
Previously, Tesla Vice President Tao Lin said that the second phase of the plant is expected to be completed by the end of this year. The second phase of Tesla's plant is the main production site for the Model Y SUV model. According to previous information, the domestically produced Model Y model will be officially delivered in the first quarter of 2021.
At present, this progress is proceeding smoothly. In the 338th batch of "Road Motor Vehicle Manufacturers and Product Announcements" issued by the Ministry of Industry and Information Technology a few days ago, Tesla Model Y models have been listed in the catalog. The Chinese Tesla and model logos at the end also indicate that Model Y is already in Shanghai. factory produced.
In the third quarter financial report, Tesla achieved a net profit of 369 million US dollars, achieving 5 consecutive quarters of profit. Before 2018, Tesla had a high gross profit margin of about 25% and was unable to make a profit. The key factor was the high proportion of R&D expenses and channel expenses. With the massive delivery of the affordable model Model 3, R&D and channel expenses were diluted, and Tesla ushered in stable profitability.
The completion of the Chinese factory is helping Tesla to further expand its market share while taking advantage of the local supply chain to obtain higher profit margins. The third quarter financial report shows that although Tesla Model 3 models continue to cut prices, the gross profit margin of the automotive business is as high as 27.7%. This is due to the localized production and delivery strategy. Tesla CFO Zachary Kirkhorn also made it clear in the earnings conference call that it will continue to reduce manufacturing and operating costs, while local manufacturing and delivery have been the core part of cost reduction.
Since July of this year, Tesla’s stock price has continued to rise and has surpassed giants such as Toyota and Volkswagen to become the world’s largest car company by market value. In the process of Tesla becoming the world's number one car company, the weight of the Chinese factory is obviously getting heavier.
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