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Battery prices go up, factories shut down, how nice it sounds

"Big sister, how much is your lettuce a pound?" "Thirty dollars a pound." "Well, your bamboo shoot leaves are made of gold, or are the skins of bamboo shoots made of gold?" "You see where there are still green vegetables now, which were all shipped out before the lockdown." You're too expensive for me! You buy it or not. "Can it be cheaper tomorrow?" "Thirty-five tomorrow!"

Everyone knows the recent situation in Shanghai, and we won't say more, but there is a piece of news that has attracted the attention of the car circle. Affected by the epidemic, Tesla's Shanghai Gigafactory will be suspended for at least four days, while the model 3's sedan date on the official website has also been extended to 20 to 24 weeks, and the delivery date has been raised from the previous three months to half a year.

Battery prices go up, factories shut down, how nice it sounds

It is also foreseeable that if the shutdown date is further extended, the delivery date will inevitably be extended accordingly. With a delivery period of more than six months, this treatment is also what ultra-luxury brands can enjoy. At the same time, data from the Association of Automobiles shows that Tesla's wholesale sales in China in February 2022 were 56,515 vehicles, which is also the sixth consecutive month that Tesla has achieved a record of "more than 50,000 units sold in a single month" in China.

How much will other car brands lose if their factories in Shanghai face the same shutdown?

This issue of "Loose Comparison" brings you a comparison of the loss amount of Tesla's Shanghai Gigafactory, SAIC Anting Factory, and SAIC-GM Plant's three factories that have been shut down for four days.

Battery prices go up, factories shut down, how nice it sounds

After reading the picture, say the summary

The first thing to state is that the chart above describes the economic losses caused if the factory is completely shut down for four days, and does not represent the actual situation. In simple terms, a four-day shutdown means that the three factories will produce 10,000 vehicles in the same month, and the direct economic losses will be more than billions of yuan.

In 2021, the per capita disposable income of Shanghai urban people will be 78,027 yuan, taking Tesla's Shanghai Gigafactory as an example, the one-day shutdown loss is equivalent to the annual income of 9,600 Shanghainese.

It affects not only that you have to wait six months to mention a car, workers, logistics, warehousing, equipment, the upstream and downstream links of the entire industrial chain, will generate additional expense costs, such derivative values are difficult to measure.

This is why the major automobile factories are either producing or on the way to expansion.

Once the furnace of the glass factory is lit, it is like capital never sleeps.

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