Wuhan may become the ultimate winner.
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Tesla is like a golden bounty, when Musk released the news that the second super factory will be built in Asia, several domestic cities such as Qingdao, Wuhan, Guangzhou, Chengdu, Zhengzhou, etc. have successively spread the "gossip" with Tesla, intending to compete for the landing qualification of Tesla's second factory in Asia.
When these messages were exposed through the media, Tesla only said lightly: Recently received a lot of media inquiries about the second factory, and could not reply to them one by one. Respectfully, the current information on the Internet about the location of Tesla's second factory is not true.
Tesla's statement made everything seem confusing.
So, is it possible for Tesla's second factory in Asia to be located in China? Who among these cities has the most obvious advantage?
Tesla is likely to continue to sit in China
Let's first look at the first question, whether there is any possibility of site selection in China.
In Asia, China faces major rivals Japan, South Korea and India.
According to Tesla's factory location logic, it is mainly constrained by cost, industrial support, and local support.
Among them, Japan and South Korea have advantages in terms of industrial support, these two countries have mature automobile industries, and there are Tesla's battery suppliers Panasonic and LG Chem, which is conducive to reducing some of Tesla's production costs.
But on the whole, the production cost of Japan and South Korea will still be higher than that of China. China also has battery giants like the Ningde era, and BYD, which will provide blade batteries to Tesla in the "scandal". In addition, China's labor costs are lower than those of Japan and South Korea, and there are far more Internet talents than in Japan and South Korea.
Another advantage of Japan and South Korea is that both countries have many excellent seaports, which are conducive to the export of products. But this advantage does not hold true relative to China. If it is put into production in Japan and South Korea, the product will be sent east across the Pacific Ocean to North America, or west to China, and at most to the southwest to Southeast Asia.
First of all, the North American market does not need to ship from other continents, Tesla already has a Nevada super factory in the United States, and a second super factory In Texas is also about to go into operation, which is located in the east and west of the United States. Instead of traveling thousands of miles to import from Japan and South Korea, Tesla should increase its local production capacity.
From Japan and South Korea to China or Southeast Asia, of course, it is not as good as local production in China, geographically closer.
As for India, the biggest advantage is the large population, the population base determines that it will also be a very large-scale automobile market in the future, countless manufacturers want to seize the opportunity to open up the Indian market, Tesla is one of them.
However, India's automobile industry and new energy supporting in front of China, Japan and South Korea have no advantages, Tesla's current main problem is to solve the contradiction between the current order and production capacity, India is obviously not a good choice.
In addition, the Indian power battery industry chain is not yet perfect, the Indian government has lobbied LG New Energy, Samsung, Panasonic, Northvolt and other companies to set up factories in India to put into production. Therefore, the current conditions for India to start production are not yet mature, but india, the third and fourth plants in Asia in the future, should have a place.
In addition, in terms of business interests aside, Musk's personal tendencies are also a factor that cannot be ignored.
Obviously, for Musk, building Asia's first gigafactory in Shanghai is a good memory. With the Shanghai plant completing rapid production in October, Tesla achieved profitability for the first time in its history. In the process of cooperation, the efficiency and support of the Shanghai Municipal Government made Musk dance the duck dance, and the problem-prone German Gigafactory encounter was completely a double day.
Therefore, replicating the successful model of the Shanghai factory in China is an optimal solution for Musk.
Wuhan > Hefei > Guangzhou > Chengyu
So, in some popular cities in China, who is the best solution for Tesla?
Tesla will label the city with the most fashionable label at the moment - "intelligent networking" car city. At present, this city business card is the most attractive and competitive. At the same time, Tesla's settlement will also directly promote the local economic development and provide a large number of jobs. According to data, in the first eight months of this year, the output value of Tesla's Shanghai factory reached 68.9 billion yuan, driving the growth of Shanghai's automobile industry by 13.4%.
According to a number of media reports, Qingdao, Chongqing, Jinan and other cities have publicly expressed their welcome to Tesla. As for the cities that secretly communicate with Tesla, there must be more.
Leaving aside the subjective will of these cities, let's analyze Tesla's own demands.
Tesla currently only has the Nevada Gigafactory and the Shanghai Gigafactory in the United States to be officially put into operation, and it is reported that the German Gigafactory will also be officially put into operation this month, and the Texas plant in the United States will also be put into operation early next year. At present, in addition to meeting domestic orders, the Shanghai factory, the first Tesla gigafactory in Asia, also has to export about half of its production capacity, mainly to the European market. This also formed Tesla's domestic sales to show a "tidal" characteristics, sales fell at the beginning of the quarter, and sales rose sharply at the end of the quarter.
As the second gigafactory in Asia, its main function is to fill the insufficient capacity of the Shanghai plant. Shanghai, on the other hand, is located along the coast and has an excellent seaport that can better meet export demand. Then the main function of Tesla's second factory in Asia is clear: to meet the needs of China's domestic market.
At a glance, the location of Tesla's second factory in Asia is relatively clear: it is located in the hinterland of China, the traffic should be in all directions, it is best to be close to the river, and it has a good automotive industry environment and complete new energy supporting enterprises.
So, who is this city?
Obviously, it is Wuhan, a heroic city that has been passed down by nine provinces and born the second automobile.
Leaving aside the fact that Wuhan itself has a very mature automotive industry chain, wuhan's location advantage is too great. Zhengzhou's location advantage is also good, but there is no Yangtze River conducive to navigation, and the foundation of the automobile industry is also weaker. In addition to the logistics advantages of south-to-north travel, Wuhan can also go down the river and make up for the gap in the export of the Shanghai factory at the appropriate time.
As for other cities, it is not completely without opportunities, after all, I said it does not count, maybe Tesla is rare to her.
Qingdao: Send Qingdao a "later" lyrics: Some people, once they miss it, will not come again. Qingdao, which competed for asia's first factory and was once a competitor with Shanghai, is said to have missed Tesla because of the lack of talks about wholly foreign-owned enterprises.
Hefei: The basic conditions are good, and the city is also working very hard. However, located in the middle and lower reaches of the Yangtze River economic circle, it is both an advantage and a disadvantage, the advantage is to share the new energy industry chain with Shanghai, and the disadvantage is that it is too close to Shanghai and the radiation to the mainland is insufficient.
Guangzhou: Xiaopeng's base camp, the advantage is that the new energy is well equipped, the export is also excellent, and the perfect coverage of Southeast Asia. But the disadvantage is that the positioning is a bit repetitive, after all, there is a Shanghai factory to provide exports.
Cheng Yu: Both Chengdu and Chongqing want to get a piece of the Tesla scramble, but the competitive advantage is not big in terms of individuals, and the logistics cost is higher than other cities. If the two cities can work together, there may be a first-line opportunity.
Beijing: Does Beijing still need Tesla?
Finally write to Wuhan, since you are so optimistic, be bold and pursue Tesla.
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