Recently, Tesla CEO Elon Musk came to Shanghai to sign an investment agreement with Lingang Group, which indicates that Tesla will officially set up a factory in China, and the new factory will be wholly owned by Tesla in the future, which broke The practice of Sino-foreign joint ventures in the automotive industry. The plant is Tesla's first overseas super factory, and it is the largest foreign automobile manufacturing project in Shanghai's history. It can be said that this heavy news has exploded the entire car circle in recent days. .
As we all know, the most attention in the car circle recently is the new import tariff policy that began to be implemented on July 1. The tariff on the whole vehicle will be lowered from 25% to 15%, but the US has not cancelled the import of Chinese goods. % tariffs, and then the relevant departments announced that on July 6th, the import of goods worth 50 billion US dollars (including automobiles) to the United States will be subject to a 25% tariff, which means that the tariff rate for imported cars from the United States will be 15%. Rose to 40%.
On the day of the tariff adjustment on July 6, Tesla (China) raised the guide price for all models for the first time, and the whole model increased by 19.6%. This is undoubtedly for consumers who are planning to start Tesla. Setting a high threshold, the desire to buy is also reduced, which is obviously the result that Tesla does not want to see, and on the other hand explains why Tesla came to Shanghai to sign an agreement to establish a factory.
In addition to Tesla's influence, BMW, represented by luxury brands, is also a big hit. Especially BMW's popular models X2, X5, X6 are produced by the Spartanburg plant in the US; Mercedes-Benz GLS, GLE, and R grades are also produced in the United States. After the implementation of the New Deal, the import cost will increase. The competitiveness is obviously not as good as that of the model. It also promotes the luxury of Mercedes-Benz, BMW and other luxury brands like China or Asia. X3, Mercedes-Benz A-class domestic production is the best evidence. China is the destination of the transfer of various car companies. After all, the automobile industry in Asia, such as India and Vietnam, has just started, there is not enough production support, and there is no China's perfect automobile industry chain.
Coincidentally, in April of this year, Ford Motor Co., the second-largest automaker in the United States, announced that it would stop investing in cars in North America and transfer car production to foreign countries. The focus is on China. In the same month, Changan Ford launched a new global launch in Chongqing 'base camp'. A generation of Fox. It is reported that the new generation of Fox is expected to be listed first in China in October this year, and then exported to the United States. This kind of signs have shown that the global automotive industry is undergoing a subtle change, China has not only become an important market for major car companies. , has gradually become their important manufacturing base.
The automobile manufacturing industry is a huge industrial chain covering nearly 100 related industries from upstream to downstream. For automobile manufacturers, the transfer of production sites also means the transfer of the industrial chain. ThyssenKrupp, the world's leading auto parts supplier In December last year, it invested in the construction of the world's largest automobile steering system production base in Changzhou, Jiangsu.
As for why Krupp will invest heavily in the country, more than one-third of the brand's auto parts revenue comes from the Chinese market, and the weak growth in Germany and North America is declining, while China is still able to maintain a 12% annual growth rate. This is a good reflection of the strong demand for auto parts in the domestic market. In the final analysis, it is the prosperity of domestic automobile consumption and manufacturing.
As the world's largest auto consumer market, China sold more than 28 million new cars in 2017 alone, accounting for nearly one-third of the world's new car sales. This temptation is self-evident for every car company. According to relevant statistics. It is known that China's automobile production and sales have been ranked first for nine consecutive years, and the growth momentum is good. Under such a large environment, the automobile-related supporting industries are developed and highly concentrated, and the production costs are lower than those in Europe and the United States. Together with the recent New Deal The implementation of this has accelerated the speed of car companies and supporting China. Based on these aspects, China has become the main battlefield of various car companies. If the United States is obsessed with it, the focus of the global auto industry will accelerate to China.
