9 Cities Race! Who will finally win Tesla's second factory?

2022-02-17 23:07:18

Where did Tesla's second factory end up?

Recently, "Liaoning released" a message in Shenyang's Dadong District that "laid the foundation for the landing of major new energy vehicle projects such as Tesla" triggered public opinion.

9 Cities Race! Who will finally win Tesla's second factory?

The saying that "Tesla settled in Shenyang" went away, but this news was subsequently refuted, "the location of the site has not yet been determined."

This means that after the Shanghai Gigafactory, the construction of Tesla's second factory, which is expanding rapidly, can be described as an arrow on the string, but where it lands is still unresolved.

At present, there are 9 cities such as Guangzhou, Shenzhen, Chongqing, Qingdao, Xi'an, Hefei, Wuhan, Shenyang, Yibin, etc., or directly or indirectly join the competition.

Who will finally win Tesla's second factory?

Why scramble for Tesla's second factory?

Why is Tesla's second factory attracting much attention?

Not to mention that new energy, as the general trend of the "double carbon" era, has always been a place of urban industrial competition, and the landing of leading enterprises can drive the growth and improvement of output value, taxation, exports, upstream and downstream industrial chains.

Tesla's Shanghai Gigafactory, which was put into operation in 2019, has occupied a place in the world in just 3 years.

In 2021, Tesla delivered 936,000 vehicles worldwide, while the Shanghai Gigafactory delivered 484,000 units, accounting for more than half, of which 160,000 were delivered overseas.

In other words, the Shanghai Gigafactory has become Tesla's main manufacturing and export center.

With the help of Tesla factories, Shanghai was able to become the largest city of new energy vehicles, consolidating its super position in the traditional automobile era.

According to official disclosures, in 2021, the output value of new energy vehicles in Shanghai will exceed 160 billion yuan, an increase of 200% year-on-year; of which Tesla's Shanghai factory has contributed more than 150 billion yuan.

Not only that, Tesla will also bring a lot of taxes and investment to the Shanghai Lingang New Area every year.

As we all know, at the beginning of the construction of Tesla's Shanghai Gigafactory, it once obtained preferential treatment in terms of loans, land, tax rates, cash subsidies, etc., and these measures were once criticized.

In fact, any policy preference is not a "pie in the sky".

Behind the Shanghai Gigafactory there is a "sky-high" VAM agreement:

Tesla's Shanghai Gigafactory will have to pay 2.23 billion yuan in taxes per year from the end of 2023, and it must also invest 14.08 billion yuan in capital expenditure in the Shanghai Gigafactory in the next five years.

Compared with the output value and taxation, more importantly, the existence of industry leaders can quickly drive the formation and expansion of upstream and downstream industrial chains.

Different from the traditional "three to one supplement" industry, located in the most complete area of the new energy vehicle industry chain, 90% of the parts supply of Tesla's Shanghai Gigafactory comes from domestic manufacturers.

In Shanghai, dozens of new energy automobile industry projects have landed, and new energy vehicles have become the first 100-billion-level industry in Lingang New Area, becoming one of the important pillars of Pudong New Area. (See Rich and Mighty Province!) Who is the strongest economic region in the country? 》）

According to the plan, by 2025, the output of new energy vehicles in Shanghai will exceed 1.2 million, and the output value will exceed 350 billion yuan.

This goal is not far away.

Which places are most likely?

Who can win Tesla's second factory?

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.

Not long ago, a list of 7 conditions for Tesla to build a factory was circulated on the Internet:

1. Preferential land

2. Preferential loans

3. Tax incentives

4. Complete automotive industry chain

5. Enough high-quality skilled workers

6. Within 300 kilometers from large ports

7. There is a consulate.

This list may not come from Tesla, and the high probability is the result of the formation of netizens " in the right seat".

Among these conditions, the most competitive is not the preferential treatment of land, loans, taxes, nor the consulate, but the need for a sound automobile industry chain and proximity to the international and domestic markets.

In other words, the final decision of the auto industry battle is the industrial chain, the second is the large port, and the third is close to the core market.

After all, within the scope of the policy, almost all cities can come up with decent land and loan preferential policies, and Tesla will not make the final choice just because of the strength of the concessions.

More critically, as the world's second largest country, China has long bid farewell to the situation of relying on high treatment of foreign investment to attract investment, and China's manufacturing and the big country market are themselves the most attractive chips.

Therefore, if Tesla wants to expand globally, it is an inevitable choice to build a second factory in China, and the ownership of the second factory depends more on the hard environment of the city.

Who is the largest city by car?

As the world's largest automobile manufacturing country, the mainland has many automobile industry manufacturing cities.

Here is the auto production ranking of the major provinces in 2021:

Guangdong ranks first in the country with an annual output of 3.38 million, and in addition to the largest province in economy, population, foreign trade, etc., it has the status of the first largest province.

It is worth mentioning that such a huge output, nearly 90% from Guangzhou.

According to the data, in 2021, Guangzhou's total automobile production reached 2.9664 million units, surpassing Shanghai's 2.83 million vehicles and ranking first in the country.

Shanghai ranked second in the country with 2.8332 million vehicles.

It is worth mentioning that nearly 1/4 of Shanghai is a new energy vehicle, and nearly 80% of the new energy vehicles are from Tesla's Shanghai Gigafactory.

After Guangzhou and Shanghai, Changchun ranked third, which together constitute the three major automobile industry production bases in the mainland.

In addition, Wuhan, Liuzhou and Chongqing are also traditional automobile industry cities.

Who is the largest city for new energy vehicles?

Shanghai, in the layout of new energy vehicles to take a step forward.

In 2021, Shanghai ranked first in the country with 630,000 new energy vehicles. In that year, the national output of new energy vehicles was 3.54 million units, and Shanghai accounted for 1/6 of the top.

After Shanghai, the total output of new energy vehicles in Guangdong ranked among the top in the country.

In 2021, Guangdong's new energy vehicle production will be 535,000 units, an increase of 155.6% year-on-year, accounting for about 15% of the country.

In Guangdong, Guangzhou and Shenzhen are important cities for new energy vehicles. Guangzhou's GAC E-An and Xiaopeng Automobile, shenzhen's BYD, are the main contributors.

After Shanghai, Guangzhou, and Shenzhen, Liuzhou, Wuhan, Hefei, Qingdao, Chongqing, Nanjing and other places are in the forefront.

Liuzhou, Guangxi, an obscure traditional industrial city, has joined the first echelon of the new energy automobile industry with a total output of 482,000 vehicles with the help of Wuling Hongguang's explosion.

Beijing has won a series of new projects such as Xiaomi Automobile Factory and Ideal Automobile Factory.

Wuhan, in addition to Dongfeng Motor, which is the main force, has introduced upstream and downstream enterprises of new energy vehicles such as Xiaopeng Automobile, Geely and AVIC Lithium Battery.

Chongqing 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. However, in terms of new energy, changan Avita, Jinkang Xilis Aotu and other production capacities have been gradually released.

Qingdao, a change in the weak pattern of the traditional automobile era, in the layout of new energy vehicles to the forefront, currently has FAW-Volkswagen, FAW Jiefang, SAIC-GM-Wuling, BAIC, Chery 6 automakers, of which, as an Internet celebrity hit Wuling Hongguang MINI EV sales occupy an absolute advantage.

Hefei, as a new internet red city, in addition to betting on Weilai, has invested in more than 50 new energy vehicle projects, and strives to become the "top stream" of new energy vehicles.

These cities, in the competition for Tesla's second factory, have a certain advantage.

Who is the city with the highest car sales in the country?

Super-large-scale market, which is one of China's important advantages in the era of "double circulation".

As a trillion-level industry, the domestic market is an important support for the automobile industry. Being close to the core market will undoubtedly reduce logistics costs.

Regarding the core market, there are three indicators that can be used as references:

First, the total retail sales of social consumer goods, which is the overall consumption scale;

The second is the total sales of automobiles,

The third is the sales of new energy vehicles.

First look at the total retail sales of social consumer goods, which is the ranking of major consumer cities in the country in 2021:

It can be seen that the top ten cities in the country's urban consumption capacity: Shanghai, Beijing, Chongqing, Guangzhou, Shenzhen, Chengdu, Suzhou, Nanjing, Wuhan, Hangzhou.

So, who is the city with the highest car sales in the country?

Taking the number of new car compulsory insurance purchases as a measure, the cities with the highest automobile sales in the country are:

The top 10 cities with the highest car sales:

Shanghai, Beijing, Chengdu, Guangzhou, Zhengzhou, Chongqing, Shenzhen, Hangzhou, Suzhou, Tianjin.

Of course, this data does not take into account the impact of the restriction of large cities. If there is no license restriction, the total sales of cars in core cities such as Beijing, Shanghai, Guangzhou, and Shenzhen will increase a lot.

In terms of new energy vehicles alone, this is the city with the highest sales volume:

The 10 cities with the highest sales of new energy vehicles:

Shanghai, Shenzhen, Beijing, Hangzhou, Guangzhou, Chengdu, Tianjin, Zhengzhou, Chongqing, Suzhou.

On the whole, whether it is the overall consumption scale, or the sales of automobiles and new energy vehicles, all rank in the top ten cities, there are 8 in total:

Shanghai, Beijing, Guangzhou, Shenzhen, Chengdu, Chongqing, Hangzhou, Suzhou.

These cities, without exception, are all trillion-level economic cities, and they are all cities with tens of millions of people, with developed economies, large populations, and the most vigorous market demand.

From the perspective of provinces, the automobile consumption demand in Guangdong, Shanghai, Zhejiang, Jiangsu and other places ranks in the forefront.

Who is the largest port in China?

In the era of globalization, being close to the port means being close to the international market.

Whether it is Tesla, or the new forces of smashing cars represented by Weilai, Xiaopeng and Ideal, or the transformation of traditional car companies such as GAC Ean and SAIC New Energy, they are inseparable from the international market.

From the perspective of the international market, which cities have the most export advantages?

Here are the top ten ports in the country in 2021:

Among them, Shanghai Port, Ningbo-Zhoushan Port, Shenzhen Port, Guangzhou Port and Qingdao Port ranked in the top five.

It is not difficult to see why Tesla's Shanghai Gigafactory should settle in the Lingang New Area in Pudong.

In addition to policy advantages, Shanghai Lingang New Area is close to Shanghai Port, which is the most convenient channel for Tesla to go to sea.

In this regard, Guangzhou, Shenzhen, Hong Kong, Ningbo, Qingdao and other places have natural ports, and these cities are also the national foreign trade cities.

Which cities have the best advantages?

These cities are dominant in all directions.

In order to attract super leaders to settle down, it is necessary to meet at least three levels of hard demand: a sound upstream and downstream industrial chain of automobiles, close to the core market with strong demand, and a large port with a developed logistics system.

It can be seen that among the 10 alternative cities, only Guangzhou, Shenzhen and Qingdao are the few cities with complete conditions.

Although the Midwest has no shortage of automobile cities and domestic market advantages, it is far from the international market and lacks the core element of large ports.

The northeast region has a deep foundation in the automobile industry, and the distance from the sea is not too far, but the local demand is not strong, and there is a certain distance from the core market.

Therefore, Guangzhou, Shenzhen, Qingdao and other cities stand out, of which Guangzhou occupies an absolute advantage.

Of course, who tesla's second factory spends is not only determined by the market, but also full of various political and economic considerations.

Whether settled or not, focusing on creating a new energy industry matrix and cultivating more competitive new energy vehicle companies is one of the important starting points for urban competition.

These emerging industries will be the decisive factor in the future urban reshuffle.

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9 Cities Race! Who will finally win Tesla's second factory?

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