"The matter of site selection has not yet been finalized."
Recently, Tesla said that the news about the location of its second domestic factory in Shenyang Dadong District is untrue, and said that the location of Tesla's second domestic factory has not yet been determined.
For a time, the "mystery of Tesla's location" spread in major social networks, and it once again left suspense.
In fact, before Shenyang was rumored to be "gossiping" with Tesla, Chongqing, Qingdao, Xi'an, Shenzhen and other cities had been rumored to participate in this "site selection battle".
Just when this "site selection battle" is in full swing, it seems that a new player has been ushered in.
On February 14, Li Xi, secretary of the Guangdong Provincial Party Committee, and Wang Weizhong, deputy secretary of the provincial party committee, governor and secretary of the Shenzhen Municipal Party Committee, went to Guangzhou to conduct research and said: "Introduce more industrial projects with strong innovation ability, good development prospects and future-oriented layout, and strive to build Nansha into a strategic platform for international cooperation based on the Bay Area, coordinating Hong Kong and Macao, facing the world and facing the future." ”
In the state media report, there are two keywords "innovation" and "international cooperation".
Combined with the recent hot spot of Tesla's location, its words also seem to release a heavy signal to the outside world - Guangzhou is also going to compete.
So, who will finally win tesla's second factory? Which city is the most suitable "chosen son" of Tesla?
Tesla's "Gossip Object"
With the demonstration effect of the Shanghai Gigafactory, considering its huge economic and industrial value, the competition of Tesla's second factory is unprecedentedly fierce.
But among them, two cities have the highest voice, one is Qingdao and the other is Chongqing.
Qingdao, a change in the weak pattern of the traditional automobile era, is at the forefront of the layout of new energy vehicles, and currently has 6 OEMs in FAW-Volkswagen, FAW Jiefang, SAIC-GM-Wuling, BAIC and Chery, and has a perfect upstream and downstream industrial chain of automobiles.
In addition, Qingdao also has a natural port, Qingdao Port, which is also a world-famous port, and has obvious advantages for Tesla with export needs.
According to Kung Fu Automobile, Qingdao had participated in the competition for Tesla's first factory, because one of Tesla's important demands at that time was not a joint venture, hoping to develop it solely.
However, because the mainland stock ratio policy was not yet clear at that time, it could not meet this requirement, and eventually lost contact with Tesla's first factory in China.
The second is Chongqing, which was once the largest city in the country in automobile production and sales, but due to the impact of the industrial pattern, the automobile industry is no longer the past.
The reason why Chongqing is listed in the list of candidates for the second factory is that in 2020, Chongqing Municipality has expressed to Tesla that it is happy for Tesla to build a factory in Chongqing, hoping that the two sides can further expand cooperation.
Previously, Tesla's Chinese executives had visited Chongqing intensively, so there were voices that Tesla intended to land the second factory in Chongqing.
In addition, in the new energy industry, Chang'an Avita, Jinkang Cyris Aotu and other production capacity are gradually released, and Chongqing also has the advantage of system supporting capabilities.
In addition, Chongqing has a developed economy and a large population, and the demand for new energy market is the most vigorous. Proximity to the core market also means that logistics costs can be further reduced, which is quite attractive.
In general, from the perspective of the market, whether it is the advantage of supporting the system, cost advantage, or location advantage, Chongqing and Qingdao have great hopes.
Site selection battle, Guangzhou is the "final BOSS"? Reverie...
In fact, in the "scramble" for Tesla's second factory, there are indeed many cities in China that are moving.
However, looking at the whole country, Guangzhou's advantages are unique.
In 2021, Tesla's sales in Shanghai ranked first in the country, as high as 51818 vehicles, followed by Shenzhen City, with sales of 24225 vehicles, and Guangzhou Sales also reached 13417 vehicles. Overall, Tesla's sales in Guangdong Province also ranked first in the domestic echelon.
Therefore, if it is estimated according to the level of market demand, the probability of Guangzhou winning is undoubtedly quite large.
Secondly, Guangzhou is an important town for new energy vehicles in China and has a perfect upstream and downstream industrial chain of automobiles.
For example, in the Nansha District, where Tesla had "intentions" before, its automobile output value has exceeded 100 billion yuan for four consecutive years, which is the foundation. Huangge International Automobile City in the north, Mingzhu Bay Intelligent Connected Vehicle Innovation Zone in the central part, and Wanqingsha Intelligent Connected Automobile Industrial Park in the south are the layout of Nansha.
On the basis of this, Nansha District is also one of the first batch of "national-level autonomous driving and intelligent transportation demonstration zones", and there is also soil for the development of innovative technologies.
In addition, Guangzhou has the world's top ten super ports - Guangzhou Port, which is also a national foreign trade port, which also has a natural advantage for Tesla to export abroad.
From the perspective of these advantages, compared with other cities in China, Guangzhou, it is completely possible to say: "I have what you have, and I also have what you don't have!" ”。
Compared with Guangzhou, Chongqing has a good geographical location and an advantage in the industrial chain, but it is far from the international market and lacks the core element of large ports. Qingdao's automobile industry has a deep heritage, and the distance from the sea is not too far, but the local demand is not strong, and it is a certain distance from the core market.
Therefore, Guangzhou occupies an absolute advantage.
Among all the districts in Guangzhou, Nansha undoubtedly has the highest voice, first of all, there are port advantages, followed by tax policies, and the industrial chain is also complete.
Coupled with the great attention of the guangdong high-level this time, Nansha is full of confidence.
In fact, as early as 2018, before Tesla announced that its first overseas factory landed in Shanghai, Nansha had been infinitely close to Tesla.
However, due to various reasons, it was not able to land in the end.
However, at this point in time, Tesla's development plan in China is very compatible with nansha district of Guangzhou, and this time there may be plenty of "imagination space" to look forward to.
Kung Fu shoots
In any case, Tesla's going to put into production of a second gigafactory in China is already a foregone conclusion.
Because it can drive a huge industrial chain and bring huge taxes, it has naturally become a "big project" that local governments are competing for.
Of course, Kung Fu Automobile also believes that it hopes that the competition between various places is more of a healthy competition, and the competition is its own business environment, industrial foundation and supporting facilities, rather than blindly competing for the policy red envelope given, so that Tesla will become the "fisherman" in the clam competition.