Shenyang "out"? Tesla's second factory in China is uncertain where it will be finalized in 2023

Financial Associated Press (Beijing, reporter Liu Yang) news, in the face of Musk's bold words, Tesla expansion is only a matter of time. On February 14, in response to the information that Tesla's second factory in China was about to settle in Shenyang's Dadong District, Tesla said that the news was untrue and that "the location of the site has not yet been determined."

Earlier, on February 10, the Liaoning channel of the People's Network published an article entitled "Shenyang Dadong District's "Five Grasps" and Strives to Be the Vanguard of Revitalization and Development." The article mentioned in the "fifth grasp" that "combined with the urban renewal of the civil official area, open up the industrial development space, and lay the foundation for the landing of major new energy vehicle projects such as Tesla." On February 12, the article was pushed by the "Liaoning Release" public account, which made the possibility of Tesla's second domestic factory in Shenyang, Liaoning Province, rise sharply. However, the content has now been removed.

"[The Shenyang government and Tesla] did have contacts." Informed sources told reporters that settling in Shenyang is not the final news of Tesla's site selection, "This year, Tesla will start the site selection of new factories, and the location of the new factory will be determined in 2023." ”

In fact, before Shenyang was rumored to be "scandalous" with Tesla, Chongqing, Qingdao, Xi'an, Shenzhen, Hefei, Wuhan, Shenzhen and other cities had joined the battle for Tesla's second factory in China. As early as July 2020, the Standing Committee of the Chongqing Municipal Party Committee, the secretary of the Party Working Committee and the director of the Management Committee of Liangjiang New Area told Tesla that the automobile industry is an important pillar industry of 100 billion manufacturing in Liangjiang New Area, and Tesla is the world's leading enterprise in new energy vehicles, and the cooperation space and prospects with Liangjiang New Area are large and promising. It is hoped that the two sides will further expand the field of cooperation and implement cooperation projects, and Liangjiang New Area will make every effort to create good conditions and provide quality services; at the Shanghai Expo last November, Sun Licheng, secretary of the Jinan Municipal Party Committee, visited the Tesla booth and exchanged views with the person in charge of Tesla China, expressing his willingness to further deepen exchanges and cooperation. In addition, it is also reported that the relevant departments in Qingdao have communicated with Tesla China senior management.

"Tesla is very honored to contribute to the development of China's new energy industry and will continue to firmly increase investment in China." In November last year, in response to various rumors of Tesla's second factory, Tesla's global vice president said on his personal Weibo, "Recently, I have received a lot of media inquiries about the second factory, and I can't 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 CEO Elon Musk has mentioned that Tesla will first complete the construction of the Berlin Gigafactory, then build a second Gigafactory in the United States, and then consider building a second Gigafactory in Asia.

The data shows that Tesla deliveries increased by 87% for the whole of 2021, creating a record delivery of about 936,200 vehicles. Among them, the Shanghai Gigafactory delivered a total of 484,130 vehicles, an increase of 235% year-on-year, accounting for 51.7% of Tesla's annual total global deliveries, and single-handedly supported the "half of the sky" of the global market.

Tesla is not the only one that has benefited. A few days ago, Shanghai Mayor Gong Zheng said at the press conference of the Shanghai Municipal People's Government that in 2021, the output value of new energy vehicles in Shanghai will exceed 160 billion yuan, an increase of 200% year-on-year; among them, Tesla's Shanghai factory is located in the Lingang New Area and contributes more than 150 billion yuan in output value. It is reported that as the city with the largest number of new energy vehicles in the country, in 2025, the output of new energy vehicles in Shanghai will exceed 1.2 million, and the output value will exceed 350 billion yuan; among them, the output value of new energy vehicles in Lingang New Area is expected to exceed 300 billion yuan.

"New energy vehicles are an important direction for the development of the automotive industry, and local governments want to accelerate the creation of a highland for the development of new energy vehicles with global influence." In the eyes of industry insiders, the entry of Tesla factories can not only improve and upgrade the local industrial chain, thereby creating huge commercial value and economic benefits, but also attract the input of many external populations. "Under the unimaginable comprehensive benefits of supply chain and supporting facilities and people's livelihood, there is no local government with conditions that does not want to become the next 'top pillar' of Tess."