Since Tesla announced that it will build a second factory in Chinese cities, Guangzhou, Shenzhen, Hangzhou, Suzhou, Wuhan, Chongqing, Chengdu, Shenyang, Qingdao and other major first-tier and new first-tier cities have directly or indirectly joined the battle. Before there was "Tesla settled in Qingdao was debunked", after "Shenyang announced that it laid the foundation for Tesla's new energy vehicles was rejected". Where tesla's second factory is located has become an unresolved mystery.
Why are so many big cities competing for Tesla's second factory? At present, Tesla has few existing factories: Nevada factory, New York factory, California factory, Berlin factory, Dutch factory, Shanghai factory. The main factories in vehicle production are the California plant and the Shanghai plant, and the Shanghai plant in China alone:
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.
It is not difficult to see that whether it is for the city where the factory is built, for Tesla or for consumers, it is a win-win situation. Nowadays, the entire global automobile industry has entered a period of transformation, and the leading and incentive role played by car companies such as Tesla is immeasurable, and even more will overflow the automotive industry, affecting the industrial structure and energy structure of a city.
Who can win Tesla's second factory? Not long ago, the Internet circulated a list of 7 conditions for Tesla to build a factory: 1, land concessions, 2, preferential loans, 3, tax incentives, 4, a complete automotive industry chain, 5, enough high-quality skilled workers, 6, within 300 kilometers from large ports, 7, there are consulates.
Each city must have great preferential treatment for Tesla's fiscal and tax incentives, and there are three reasons that ultimately determine the battle for the automobile industry, one is the industrial chain, the second is the large port, and the third is close to the core market.
The sales volume of new energy vehicles in most provinces and cities on the mainland will increase by more than 100% in 2021, and some provinces and cities will also reach more than 200%. This shows that the mainland is in a boom and explosive period in the sales of new energy vehicles, and the demand for changing cars and buying cars is strong. The top few are all southern provinces and cities, the first place is Guangdong, followed by Zhejiang, Shanghai, Jiangsu and so on.
In 2020, Tesla's top four licenses in China's provinces are: Shanghai (33,000 units), Guangdong (26,000 units), Zhejiang (17,000 units), and Beijing (14,000 units). The Pearl River Delta is undoubtedly Tesla's second largest regional market in China after the Yangtze River Delta. Therefore, we can infer that the location of Tesla's second factory in China is most likely to be a large coastal city in the Pearl River Delta.
Automobiles are large commodities, large in size, tonnage, the only suitable mode of transportation for export overseas is shipping, which requires Tesla's second factory candidate to be the best coastal, and there are ports or nearby ports, because if you are in the interior, you will have to pay more for land transportation or river transportation.
So on the whole, Guangzhou may become the biggest winner in this battle!