According to the relevant information, in order to promote the strategic layout of the enterprise as soon as possible and meet the huge market growth demand in the future, Tesla will build a second gigafactory in Shanghai, with the goal of more than doubling the current production capacity to ensure market demand.
It is reported that Tesla's goal is 2 million production capacity.
At present, there are three Tesla vehicle manufacturing plants, the gigafactory in the United States has a production capacity of 500,000, the factory that will land in Berlin is also planned to have a production capacity of 500,000, and the Chinese factory has been fully opened to serve the two major markets in China and Europe, and has become an important factory for Tesla in the past two years.
Developing unimpeded in the Chinese market is the core reason for Tesla to build a second factory in Shanghai.
Last year, Tesla sold 930,000 units worldwide, and sales in the Chinese market reached 1/3, and the Chinese Lingang factory not only served the country at full horsepower, but also shipped products to Europe.
At present, the Shanghai Super Factory has an annual production capacity of more than 500,000, but the domestic market sales of more than 300,000 still pull the car pick-up cycle to 3 months, indicating that a large number of domestic Teslas have entered Europe in the form of imported cars.
Tesla's biggest problem at the moment is the capacity problem.
On the one hand, Tesla has more models to promote, the new Cyberruck pickup truck is about to land, the need for factories to undertake production tasks, while the current Model 3 and Model Y two models are still unable to keep up with the production capacity.
On the other hand, the new 4680 battery has been put into production, and after installation, it will bring better endurance performance, which means that in the future, Tesla will usher in a sales blowout period even if it does not push new ones, and it is imminent to solve the problem of production capacity.
Shanghai has always been an important production base for Tesla, and the expansion of larger capacity factories is an ordinary thing from the perspective of the industry, and most domestic companies currently have more than 2 million or even 3 million production capacity planning.
Tesla to expand the construction of 2 million production capacity production plant is currently very necessary, although the official does not comment on this, but from the perspective of the industry rational analysis, 2 million production capacity is at least Tesla's very much needed basic production capacity.
Musk has also said that Tesla will complete 20 million electric vehicle sales in 2030, and the current global production capacity is only 1.5 million, which means that tesla factories will be in a crazy expansion period in the next 5 years.
China is a huge market worldwide, so it must be right to take the lead in producing more Teslas in China and expanding stronger production capacity. Of course, Europe and the Americas have a lot of room for improvement, and Tesla will also increase its production capacity in these two major markets to ensure the global promotion plan for new cars.
In 2020, Tesla's new car sales of 500,000 orders of magnitude, in 2021 this sales soared to 930,000, the past year is also actively promoting the speed of Factory construction in Berlin, obviously Tesla's growth rate is faster than expected, and with the improvement of global recognition and the tightness of domestic core factory production capacity, building a larger factory is naturally a natural thing.