"Catfish" shot again, and China's new energy automobile industry injected new impetus

The "catfish" of China's new energy vehicles will strike again and continue to increase Shanghai.

On May 4, Reuters said Tesla confirmed that it will build a second plant in Shanghai, which has an annual production capacity of 450,000 vehicles, plus an annual production capacity of about 500,000 vehicles at the first plant, which will form an annual delivery volume of nearly one million vehicles in the future, becoming "the world's largest automobile export hub".

Subsequently, this news was confirmed by Tesla's Chinese insiders, but the expression was changed from "building a second factory" to "expanding production". Whatever the title, this news is a beautiful thing for China's auto industry.

Since the start of production at tesla's Shanghai factory at the end of 2019, it has brought a series of positive changes to China's automotive industry, stirring up the "spring water" of new energy vehicles. Today, the expansion of Tesla's Shanghai factory will undoubtedly bring a positive effect to the development of the entire industry.

The catfish effect invigorates the new energy market

Why is Tesla the "catfish" of China's new energy vehicles? We can explain it with several sets of numbers.

According to traffic insurance data, the delivery volume of imported Tesla in China in 2019 is 45345 vehicles, and in 2020, after the shanghai factory was officially opened and the production capacity climb was continuously realized, Tesla's sales in China also soared. According to the association data, in 2020 and 2021, Tesla delivered 137,000 vehicles in the Chinese market and 321,000 vehicles respectively.

The rapid rise in sales in the Chinese market has brought Considerable profits to Tesla and provided indispensable help for Tesla's performance to turn losses into profits. For the Chinese automotive industry, this not only makes a significant contribution to the sales growth of new energy vehicles, but more importantly, it greatly enhances the psychological acceptance of Chinese consumers for the emerging thing of electric vehicles.

In the past, the successive spontaneous combustion accidents of electric vehicles in China have made many consumers question the attitude of electric vehicles, coupled with the constraints of mileage and charging time, many people are even extremely resistant to electric vehicles, and the nickname of "electric father" can be seen in the attitude of the Chinese people to electric vehicles. The arrival of domestic Tesla has made some people begin to accept electric vehicles.

The resistance to the promotion and popularization of electric vehicles in China, technology and consumer psychological acceptance are two important factors. Tesla single-handedly opened the door to electric vehicles in the hearts of many consumers, and promoted the new energy automobile industry from policy-driven to market-driven to a new stage.

Under the agitation of Tesla catfish effect, domestic new energy vehicle companies have been forced to accelerate the pace of research and development, and enterprises that previously relied on fraud to make a living and only survived on PPT have accelerated the speed of elimination, promoting the survival of the fittest and healthy development of the entire new energy automobile industry. In particular, the technology of power battery, intelligent cockpit, automatic driving and other aspects has made great progress in just two years, and the current development level of domestic intelligent vehicles is enough to be proud of the world.

In addition, the commissioning of Tesla's Shanghai factory has also led to the vigorous development of the surrounding industrial chain. Taking the power battery unicorn Ningde Era as an example, it deliberately built a factory in Lingang, Shanghai to produce power battery modules in order to serve Tesla nearby.

Because Tesla's factory pursues "zero inventory", this has prompted the formation of a supply chain system near its Shanghai production base that can respond to production plans at any time. In the entire Yangtze River Delta, where Shanghai is located, there are 105 listed companies that directly or indirectly provide services for Tesla, and Tesla's suppliers are all top companies in their fields.

Help Chinese cars go global

In 2021, tesla's Shanghai factory will deliver about 484,000 vehicles, and if the production capacity of 450,000 vehicles is added, it will form an annual production capacity of nearly one million in the future, becoming Tesla's largest production base in the world.

At present, Tesla has four major factories in the world, in addition to the Shanghai factory, there are also California factories, Texas factories, berlin factories. Among the four major factories, the Shanghai factory will assume 51.7% of Tesla's production capacity in 2021 and is Tesla's largest automobile export center in the world. In 2021, the Shanghai plant delivered 484,000 units, minus 321,000 vehicles delivered in the Chinese market, and the remaining 163,000 units were exported.

In the past two years, China's auto export market has seen strong growth, with exports reaching 2.138 million units in 2021. Although Tesla's direct contribution to it is only 163,000 units, its role in forcing domestic new energy vehicle companies has indirectly promoted the development of China's automobile exports.

China's automobile industry lags behind the West for decades, although since 2009 has been ranked first in the world's automobile production and sales, but can only be said to be a "car power", not an "automobile power", electrification and intelligence to bring Chinese cars to catch up with the only opportunity to catch up with western automobile powers.

The two years that Tesla has achieved domestic production have been two years in which China's new energy automobile industry has achieved a qualitative leap.

In 2019, the production and sales scale of new energy vehicles in mainland China was 1.2 million units, in 2020 it was 1.36 million units, and by 2021, this number will increase to 3.5 million units, a cumulative increase of 1.9 times in two years.

In the past two years, China's new energy vehicle industry chain has made great progress. In the field of power batteries, among the top ten companies in the global power battery loading volume, China accounts for 6 seats, of which the shipment volume of cataline times has ranked first in the world for 6 consecutive years.

In the field of intelligent cars, China's independent brands have explored the intelligence of automobiles in a hundred flowers, most mainstream car companies have achieved self-research on automatic driving, and the self-developed technology of car machine systems and intelligent cockpits is at the leading level in the world, Huawei, Baidu, and Xiaopeng are the leaders in this field. He Xiaopeng, the founder of Xiaopeng Motors, once predicted that by 2030, China's smart cars will be two generations or one and a half generations ahead of other countries in terms of technology gap.

Expansion or new construction, Tesla Shanghai factory to increase the annual production capacity of 450,000 vehicles, will bring a stronger catfish effect to domestic independent car companies, force domestic car companies to deepen self-research technology, and inject new impetus into the development of China's new energy automobile industry and the world.