"The Wall Street Journal," said the Chinese government has and Tesla in the Shanghai Free Trade Area to build factories to reach an agreement.Through China's analysis from the media, the Tesla is likely to be in the Shanghai Free Trade Zone The
The news one, give the calm of China's new energy automotive industry circle and cast a deep-water bombs, huge energy to bring the industry countless reflections - Tesla came, China's new energy car prices have to play?
The news that Tesla settled in the Shanghai Free Trade Area, also means that his products also need to levy about 25% of the tariff, according to imported products to deal with, but even so, for the automotive industry, Tesla sole proprietorship is epoch The first time, because our national industrial policy only approved the joint venture, does not allow the existence of sole proprietorship .This time, it can be said that Tesla bypassed the national policy barriers, their independent standing in China this piece of the world's most important and even The largest volume of the market.
It was also ridiculed that Tesla was able to dominate in China, behind the US President Trump's push, and seemed to impose a little bit of 'political will' on a market act, and Trump's public relations were in place, Pull the floor in China.
Put aside the gimmick aside.Then, if Tesla really come, to the Chinese local car prices and even a joint venture of new energy car prices bring what?
After entering 2017, China's new energy automotive industry ushered in a wave of joint venture tide: BMW and Brilliance joint venture force; Daimler and Beiqi marriage; Volkswagen and JAC embrace; Ford and all Thai sleep ... ... automotive industry giant Are in the form of joint venture close to the Chinese market.
But compared with the traditional car prices, Tesla is entirely an alternative, because he did not burden the fuel truck, directly from the start from the electric car.
In the industry, everyone knows that Tesla has a complete pure electric car core technology, starting from the core of the battery, and then PACK group, BMS battery management, and then to the motor and electronic control, are world-class. Sla in the United States has a lithium battery super factory, to 20G has 35GWH capacity. Model 3 on the use of 21700 nickel cobalt aluminum batteries in terms of, once again lead the world trend, seduce the world, especially China's battery companies blood spray Zhang, have to follow the footsteps of Tesla, began a large area layout.
Some experts say that Tesla is a BMS management system business, this statement is true. Tesla in this area is the world's leading. That is Tesla, to make a car seven or eight thousand independent batteries issued Consistent voice, and of course the leading PACK technology.
We put aside these things aside, Tesla's artificial intelligence automatic driving technology can be said that any one of the world's enterprises, and no one can match.From the Model X, automatic driving has been applied on the Model 3 Even more perfect.
Whether from the battery, or management system, until the automatic driving, our country does not have any one company and Tesla compared to some experts say that the power of lithium batteries, our country in the energy than the battery consistency, Then there is the management system, but also and Tesla has a huge gap.
According to another, Tesla or lithium battery silicon anode application. In our country, this anode material is still in the experimental stage, did not reach the application and production.
The most sensitive is the price problem. Tesla has been in the hearts of the people is the concept of luxury cars, a Model X to hundreds of thousands, most people can not afford, is the hands of the rich toys. Take Model 3 in the United States Of the 35,000 US dollars, according to the exchange rate of 1 to 6.8, a total of RMB23.8 million yuan.If Tesla in China to build the factory to the price available for China's new energy car prices, is undoubtedly under a death notice Because the price of domestic car prices do not have a competitive advantage.
In addition, from the brand, Tesla is a world-class brand, in the minds of consumers not inferior to BMW, Mercedes-Benz and other vehicles in the brand influence, we car prices also inferior.
From technology to the price to the brand, our country's car prices what to play it?
Tesla to achieve localization, the car production costs will decline, some experts say that one-third of the space.
First in this huge Chinese new energy market, Tesla has tasted the sweetness.Tesla 2015 sales in China reached 319 million US dollars, and in early March this year also announced that the company in 2016 in China's auto sales The amount of $ 1 billion, accounting for 15% of total sales, and the Chinese government hopes to 2025 new energy vehicles annual sales will reach 7 million, Tesla here there is enough room for growth.
Of course, this is not unlimited, because he needs to pay high taxes, including import duties and value-added tax, Tesla in China, the price is about 50% higher than the United States, which sooner or later because of the higher cost Encounter the bottleneck of sales.
For example, Tesla's lithium battery manufacturer is Japan's Matsushita, which, while nickel, cobalt, aluminum and other raw material suppliers are from China's Shanshangufen, Luoyang Molybdenum, Prudential Cobalt and Green America these companies, China five Mine for the Panasonic to provide precursors, graphite from China Baoan subsidiary Bettray and so on.
So rely on these more localized supply chain, in China to re-filter some of the supply chain partners, are able to Tesla under the huge cost savings, and according to a domestic car companies related personnel revealed that at least for the Tes Pull more than 20% of the cost of supply chain.
Of course, the future, the establishment of the future import of spare parts storage center and the Shanghai Free Trade Zone a series of convenient supporting policies, etc., can bring a lot of good for Tesla.
Tesla really came, not only to bring China to buy a good car, but also to the Chinese new energy car industry has brought endless thinking. Bigger and stronger themselves, we must learn from the industry leader The