In the context of Sino-US trade disputes, China's auto industry has received sang.
On July 9, the Chinese and German prime ministers co-chaired the fifth round of Sino-German government consultations. The two countries signed more than 20 bilateral cooperation documents in the fields of automobile, autopilot, agriculture, education, youth, health, chemical, and communications. Including Huachen Group and BMW Group, Daimler and Tsinghua University, Weilai Automobile and Bosch, Ningde era and the German Thuringian government and other companies have reached a cooperation agreement or memorandum of understanding and signed. Not coincidentally, July 10, Tesla CEO Elon Musk arrived in Shanghai personally and finalized two major issues: First, Tesla's Chinese factory settled in Lingang; Second, Tesla (Shanghai) Co., Ltd. and Tesla (Shanghai) Electric Vehicle The R&D Innovation Center was unveiled. What will the Sino-German group bring to the auto industry? What effect can Tesla have when it enters China?
For Sino-German cooperation, industry insiders said that China's current development in the field of new energy vehicles and smart driving is strong, but it is still weak in terms of industrial base. This time, through cooperation with Germany, which has a strong automobile industry foundation, both sides can achieve advantages. Complementary, this will have important strategic significance for promoting the transformation and upgrading of China's auto industry.
At the sensitive moment when Sino-US trade is arrogant, why did Musk take the 'Chuanpu' big deal to visit Shanghai?
We must know that Tesla may be the most affected automobile manufacturer in the Sino-US trade war. According to the announcement issued by the State Council Tariff Commission on June 16, the first batch will be added 25% from July 6. The tariffs on US imports include American-made cars, with a total value of about $34 billion. This means that most of the US-made cars that are declared after this will carry the 25% additional tariff on the road.
Under such a policy, Tesla, which has always been priced at a global price, can only reluctantly increase its price in China. Model S and Model X have generally increased their prices by more than 100,000 yuan, up by more than 250,000, and the cheapest Model S models. The price will also be about 850,000. This adds to the 'tightening curse' for Tesla's sales.
The biggest advantage of Tesla's construction in Shanghai is that it avoids high import tariffs, and the policy has removed the restrictions on the foreign-invested shares of new energy vehicles. It is indeed good news for Tesla, who has always insisted on establishing a wholly-owned factory.
It is understood that Tesla will be solely invested in the Lingang area to build a Tesla super factory (Gigafactory 3) that integrates R&D, manufacturing and sales functions. The project plans to produce 500,000 pure electric vehicles annually.
And according to Tesla's sales model, Tesla can still get a lot of price advantages. Some analysts say that building a factory in China can save the transportation fee of $3,600 per vehicle first, so that the price of the car can be Reduced by more than 20,000, and with the policy adjustment, when Tesla has already launched the new national standard charging interface and will be able to save 10% of the purchase tax in the future, the million-level Model S can save more than 100,000. In addition, with the use of domestic parts and the Chinese labor force, Tesla's production costs can be reduced a lot. This is why Musk is anxious to set up factories in China.
However, the establishment of the factory is only the first step. It will take time to mass-produce. It is not bad to be optimistic that the Chinese factory will start production by 2020. What kind of 'war' will be at the time of the Sino-US trade war, it may be difficult to predict. When the aftermath continues, what kind of chain reaction will this special action lead to?
For the domestic auto industry, whether it is cooperation or shareholding, the Chinese auto industry is actually facing a deeper autonomy crisis than ZTE, realizing that it is actually far more difficult to celebrate under the prestigious name.