laitimes

With the opening of Tesla's German factory, will Musk's carnival become a sleepless mass and Chinese consumers?

Click on the business card below to follow the ECar momentum!

With the opening of Tesla's German factory, will Musk's carnival become a sleepless mass and Chinese consumers?

Tonight, Tesla CEO Musk can finally take his young son to Germany in a private plane and come to Germany with great ease.

The past 9 months of mediate have made this moment precious, and German Chancellor Olaf Schultz personally stood on the platform and gave special significance to the delivery ceremony of the first Model Y models at Tesla's Berlin factory (the German government welcomed Tesla).

It is understood that the opening event will be attended by many local and federal government officials, which is the largest industrial and energy transformation project in Germany. According to local police, it was an event attended by about 500 guests, including Tesla CEO Elon Musk and other executives.

With the opening of Tesla's German factory, will Musk's carnival become a sleepless mass and Chinese consumers?

Tesla's Berlin factory in Germany began to be delivered, and perhaps the most touched should be the Volkswagen in Wolfsburg and consumers in China.

For Tesla's German factory, Volkswagen CEO Diess has talked more than once about the threat posed by it, which will not only make Tesla's supply in Europe surge, the cost will be greatly reduced, the price will be reduced, and it will also compete with traditional car companies for electrification and software talents.

Volkswagen CEO Diess' warning to the Supervisory Board last September was vividly remembered, against the backdrop of the imminent commissioning of Tesla's Berlin plant. A Volkswagen spokesperson also unabashedly said publicly that Tesla and other new Chinese car brands have launched electric vehicles in Germany, which has indeed intensified the urgency of the transition to electric vehicles. The entry of new players accelerates competition, and we must solve the competitiveness problem of the Wolfsburg plant.

According to Tesla, they plan to produce 500,000 cars a year in Germany, and will recruit a total of 12,000 workers. For comparison, Volkswagen's Wolfsburg plant, which employs about 25,000 workers and produces about 700,000 vehicles a year, is significantly less efficient than Tesla.

Fortunately, the Volkswagen Group did not stubbornly blindly renovate the Wolfsburg factory, but came up with a practical solution, that is, to build a new electric vehicle factory near the headquarters to produce a new model code-named "Trinity", aiming to narrow the technology gap with Tesla.

Last year, Ralf Brandstaetter made it clear that building a new plant with an annual capacity of 250,000 cars near the main plant in Wolfsburg would be much simpler than retrofitting the existing business.

Starting tonight, the European battle between Tesla and Volkswagen Group has officially begun in Germany.

Diss, who met with Musk last year and invited him to give a class to Volkswagen Group executives, doesn't know if he will appear in Musk's Tuile tonight!

With the opening of Tesla's German factory, will Musk's carnival become a sleepless mass and Chinese consumers?

The reason why tesla's German factory opening will affect Chinese consumers is mainly because it will affect the delivery of new cars from the Shanghai factory to domestic consumers.

As we all know, most of the Model Y models produced in the Shanghai factory are exported to the European market, and only a small part is delivered to domestic consumers. The prospective Tesla owners who are waiting for the car may be a little closer to their dreams starting tonight.

From the planned production capacity point of view, the German Berlin factory and the Shanghai factory are comparable, the annual production capacity of the Shanghai factory is basically maintained at the level of 450,000+, once the production capacity of the German factory is released, it will fully meet the car purchase needs of European consumers. At that time, the export pressure of the Shanghai factory will slow down, and new cars will flow back to the domestic market, allowing more products to be delivered to domestic consumers.

Tesla has recently continued to increase the price of various models, the start of the German factory or will play a certain role in inhibiting the price increase in the Chinese market, in addition, Tesla's second factory in China is already planned, Chinese consumers have every reason to look forward to Tesla's next price reduction.

Read on