On February 11, an article published on Liaoning's public account titled "Five Grippers in The Great Eastern District of Shenyang City, Striving to Be a Pioneer in Revitalization and Development" hinted at one of the potential locations of Tesla's second factory in Shenyang, which listed five goals that Liaoning Province wanted to achieve and described the next steps to achieve it.
The document proposes several areas of planned development and improvement in Liaoning Province, such as the renovation of the Wanquan Area of Dongzhong Street and the construction of cultural industrial parks, and the fifth goal in the article specifically mentions Tesla, and said that Liaoning will open up space for industrial development, intended to "lay the foundation for the landing of major new energy vehicle projects such as Tesla". After the article was published, some media discussions were triggered, and many people even believed through the article that Tesla's transaction with Liaoning Province may not have been finalized, but some evidence also shows that many local governments are already competing for the location of Tesla's next factory in China.
However, according to the news released by Sina Technology on February 14, the information reported by the media that Tesla's second factory in China is about to settle in the Dadong District of Shenyang is false news, and the Liaoning release, which is the source of Tesla's settlement in Shenyang, has also deleted the relevant content.
However, although the Liaoning thing is a big deal, it makes sense for Tesla to set up another factory in China in light of the success of Tesla's Shanghai factory, and in Tesla's recent 10-K filing with the U.S. Securities and Exchange Commission, Tesla reported that its revenue in the Chinese market in 2021 was $13.844 billion, and Tesla's revenue in China has more than quadrupled since the Shanghai Gigafactory began operations in 2019 (Tesla's revenue in China in 2019 was 29.79). With such high returns, it is not impossible to build another Chinese factory, and the construction process of foreign factories may have let Tesla know the importance of "Chinese speed" for Tesla, so this is why Tesla has settled in China Rumors continue to be.
Another point is that Tesla's long-rumored 160,000 yuan compact sedan, given that the Berlin factory that has not yet been officially operated abroad will mainly produce model3 and model 3 for the European market, the US market needs to produce model Y and model 3 (Fremont) and model S, model X (Nevada) and semi (Texas), cybertruck situation, This model with huge sales potential will inevitably have a special production plant, and with a design center that Tesla has recently landed in Beijing, the probability of this special production plant settling in China should be extremely high.
Although Tesla said that it is not likely to produce new models this year, it does not mean that the research and development progress of related models will lag behind significantly, and with Tesla's continuous rapid development, there will probably be a lot of news related to Tesla's new cars in the next year, coupled with the normalization of Chinese production and export of European models, the European version of the compact car is also likely to be handed over to domestic factories for production.
As for the "Indian factory", I am afraid that it is difficult to make substantial progress except for the Indians who are "convincing" on the external network (the above is only Che Wulin's unilateral speculation, for reference only)