Source: Lu Kevin Studios
Recently, when the US media interviewed Tesla CEO Musk, we heard a European and American white man praise for Chinese rights, Musk said: The Chinese government is very concerned about the well-being of the people, may be more responsible than the US government for the well-being of the people, if China does not care about human rights, how can there be an equal and fair competitive environment?
Hua Chunying, who is accustomed to intimidating foreigners at the Foreign Ministry's regular press conference, has already entered a first-level combat state when she heard foreigners talking about human rights, and suddenly heard that white people were actually praising us, and Hua Jie was a little uncomfortable for a while.
Such a sudden confession really caught us a little off guard.
Musk is understandable for a bunch of praise for China, after all, China let him rise from the brink of bankruptcy to the world's richest man, pulled him back from the edge of hell, the last article "Religious Mania and the Light of Technology" I probably said that China should bind the Us high-tech industry, but it is not written in detail enough, why do you have to help Musk, just to simply pull one faction to fight one faction?
Chinese officials have always been pragmatic, it is impossible to let Musk white prostitute, to help Musk's Tesla in China, of course, is good for China.
Before coming to Shanghai to build a factory, Musk signed a VAM agreement with the Shanghai municipal government: Shanghai gave Tesla a loan with an annual interest rate of 3.9%, Tesla took land from Shanghai Lingang at a price of 10%, but from 2023, Tesla will pay 2.23 billion yuan in taxes to Shanghai every year, if this condition is not met, the land must be returned, and Tesla will invest 14.08 billion yuan in capital expenditure in the Shanghai factory in the next 5 years.
At the same time, to help Tesla solve the land and funds, such favorable conditions, is not at all the way of playing new energy vehicles, it is completely the style of play of real estate companies at the peak.
The United States is now divided into two parallel worlds of science and technology and religion, we are firmly bound to the technology world represented by Tesla, in addition to the close entanglement, give them such a big benefit, what is the use for China? Won't the introduction of Tesla be a huge blow to China's domestic electric vehicle industry? Like tesla now pulling up production after the crazy price cut, will it completely destroy China's electric vehicle industry? Can BYD, Weilai, Ideal, and Xiaopeng survive?
Below, I will use the shortest words possible to answer the huge significance of Tesla to the progress of china's industry as a whole.
Before Tesla, Apple has come to China to set a good example for us, driving the leap-forward development of the entire Chinese industrial chain.
In an interview with The New York Times that year, Apple executives said that the reason why they chose to move production to China was because china has a large number of mid-level engineers, factories that can increase production at any time, and one-stop high-tech companies, which are not available in other countries in the world.
China will have 8.74 million college students graduate in 2020, India has more than 3 million, it is expected that by 2030, the number of college students in China and India will exceed half of the world's annual college students, although Indian education is seriously mixed at a glance, they actually have 8410 universities! Far more than China's 2879, but also more than the United States' 5762, but the numerical advantage is there, as long as you stare at whether India has centralized power, they will burst out of great energy as soon as they get centralized power, and these young people will come in handy.
Because China has done a good job of centralized power, it can easily get land, infrastructure, fund-raising and other things, coupled with a large number of education subsidies, cultivating high-quality college students, middle and senior talents continue to supply the market, so that China has advanced production relations, global advanced productivity can only match our environment in order to develop rapidly, Apple can only choose China to land in the end.
After Apple arrived in China, it has greatly driven the development of the entire mobile phone industry chain, such as the flexible circuit board industry, because a large number of flexible circuit boards have been used in the iPhone to gradually increase the amount of flexible circuit boards used by other domestic brands, and the entire industry has been brought up.
In the same way, Apple has also driven the development of the hardware industry chain such as connectors, acoustic products, cover glass, RF products, camera modules, etc., and has cultivated a large number of priority upstream and downstream enterprises such as Luxun Precision, Goertek, Lens Technology, LingyiZhi manufacturing, Pengding Holdings, Xinwei Communications, Shuobeide, OFILM, Han's Laser, USI Electronics, Changdian Technology, Shennan Circuit, Gigabit Innovation, Dongshan Precision, Anderson, etc. for Chinese mainland.
There are also a number of less conspicuous enterprises in the A-share, but they also belong to the Apple industry chain, including: Huaxing Yuanchuang, Oat Technology, Selen Technology, Shihua Technology, Binbin Shares, Hengdian Dongci, Lante Optics, SaiTeng Shares, Century Dingli, Kerui Technology, Matrix Technology, Matsui Shares, etc.
Among the top 200 Apple suppliers in 2020, China accounted for 86, accounting for 43%.
Only China can provide a lot of land for factories to build (Modi can't yet figure out the Land Law, the Congress Party kidnaps him every day with morality, saying he is bullying the poor), and only China can provide a large number of high-quality engineers to enter these companies to complete upstream and downstream construction, which other countries can't do.
Apple and China are mutually beneficial, Apple needs China's supply chain to maintain a yearly output of 200 million, but also for China to provide 5 million jobs, to help China cultivate a large number of high-quality factories and engineers, to provide advanced management experience, product standards, for China to give birth to Huawei, millet, OPPO, VIVO and so on to provide soil.
These excellent mobile phone brands in China today did not fall from the sky, but sprouted and grew with soil.
Apples eat meat, we drink soup, and when we grow up, we talk about competition in the future.
The same is true for introducing Tesla.
Tesla eats meat, we drink soup, wait until we grow up...
We have always wanted to do a good job in new energy vehicles, from 2009 to 2019, the amount of subsidies exceeded 100 billion yuan, but China's electric vehicles have not formed a competitiveness with foreign capital, but everywhere is to study how to obtain high subsidies.
If you don't argue, then find a way to make you angry.
The arrival of Tesla will drive the development of the entire new energy vehicle industry chain, involving a dozen major parts, including: powertrain system, electric drive system, charging, chassis, body, central control, interior, other components, exterior decoration, etc. There are more than 130 suppliers supplying Tesla, and Chinese companies account for half.
Taking the Model 3 as an example, its powertrain system suppliers are as follows:
Model 3 electric drive system suppliers are as follows:
Model 3 chassis and body system suppliers are as follows:
From the above several figures, we can see that Tesla has a large number of Chinese suppliers, the core links of the industrial chain, lithium batteries have Ningde Times, Enjie shares, Kodali, Putailai, on-board communications have Zhongke Chuangda, central control system has Joyson Electronics, Changxin Technology, the appearance of Tuopu Group, Huayu Automobile and so on.
On December 29, 2020, Tesla vice president Tao Lin said that Tesla's localization rate has been basically achieved.
After Tesla built a factory in Shanghai, because of tariffs, shipping, warehousing, and parts costs have dropped, its cost is 65% lower than that of production in the United States! Coupled with the continuous innovation of upstream technology, there will be a phenomenon of Tesla Model Y's crazy price reduction this year.
The production cost of Tesla Model Y is 237930 yuan, its price is 339,900 yuan, and the gross profit margin is as high as 29.4%, which is much higher than the average of 8-10% in the automotive industry, so it is expected that the Model Y and Model 3 will reduce prices later.
Will Tesla's crazy price cuts destroy the domestic electric vehicle industry?
I personally think that no, what Tesla will really destroy is not the domestic electric vehicle industry, but the traditional fuel vehicle industry.
A few days ago, Akio Toyoda suddenly shelled the electric car, which was really urgent.
The world believes that the future will be the world of electric vehicles, fuel vehicles in the next few decades will be eliminated, capital has given a promise, Toyota with an 83-year history of market value of 212.1 billion US dollars, China's establishment of just 6 years of Xiaopeng Motors in August 2020 listed, now the market value of up to 37.1 billion US dollars, listed for more than two years of Weilai market value of 97.9 billion US dollars, BYD now market value is also about 100 billion US dollars, the ideal car listed for half a year now also has 29.4 billion US dollars.
It should be known that WEILAI only delivered 43,700 vehicles in 2020, Xiaopeng only delivered 27,000 cars, Ideal only delivered 32,600 cars, ANDD only paid 179,000 new energy vehicles, of which high-end car Sales reached 12,000 units.
Tesla delivers nearly 500,000 cars a year, with a market value of about $770 billion, equivalent to 3 Toyotas and 7 Volkswagens.
The market value shows the expectations of capital for the future, the fuel vehicle market has begun to enter the sunset industry, and everyone is staring at electric vehicles to dig holes for fuel vehicles.
Among more than 250,000 models, China's sales in 2020 are 3.4 million units, Model 3 only accounts for 140,000 units, accounting for 4.1%, in a short period of time, Tesla can not shake the market for fuel vehicles, and now Tesla is like a crazy price reduction, really Put China's current electric vehicle brands are hammered to death.
It does not matter, as long as the upstream and downstream industrial chain of electric vehicles is here, China's terrible consumer market is here, even if the hammer kills Weilai and Xiaopeng, a new Chinese brand will soon be born to stand up and continue to die with Tesla.
As long as there is an industrial chain, the brand will rise, ordinary people usually come into contact with to C class things, do not pay attention to these, in fact, as long as China to B class is rooted, new challengers will continue to stand up.
Tesla kills one, and then stands up another, until Tesla can't move.
Tesla's historical mission will be the same as Apple's mobile phone, we will let them make enough money in 15 years, you slowly eat meat, but by the way, China's electric vehicle industry chain will be integrated and optimized for us, so that the upstream and downstream are stronger and healthier, like Apple to bring out Huawei, Millet, OPPO, VIVO, Tesla will also bring out a number of excellent domestic electric vehicle brands, this is what we want.
We don't graph the present, we graph the future.
Finally, we need to widen the horizon a little wider.
We need to understand, why is China crazy to develop electric vehicles?
Tesla's recent price sharp drop and quality problems are caused by the rush of the whole company, because we are driving Tesla to efficiency.
China is anxious to complete the national transformation and transition from the fuel vehicle market to the new energy vehicle market as soon as possible.
This will not only force the transformation of the new energy industry, but also get rid of China's dependence on oil and the control of dollar finance behind oil, which is our ultimate goal.
The development of electric vehicles is integrated with the Sino-European investment agreement, the promotion of digital currency, and the belt and road initiative, and is one of the main lines for China to become rich and strong.
It is only because the development of domestic electric vehicles in the past decade is too indisputable and drags the hind legs of the national grand strategy that we have firmly introduced the world's strongest electric vehicle companies to help us take a step forward.
We'll help Tesla move faster in the next few years, and for at least a decade, Tesny has a bright future.
It is precisely because of this deep binding of Tesla that Musk will oppose the arrogance of white people and praise the human rights situation in China.
After all, only by feeding Tesla first can he have the strength to stir up the development of history.
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