Tesla once again released the signal: new energy vehicle companies can not lose the Chinese market

Text/Paula

The continuing scandal of Tesla building a factory, whether it is building a second factory in Shanghai or expanding production capacity on the basis of the original factory, shows us that Tesla's emphasis on the Chinese market has reached a new height.

The new energy vehicle market is changing with each passing day, and the world new energy market pattern is changing rapidly, and the Chinese market is the leading force. The author believes that once some car companies lose the Chinese market, their future will be dead.

The Chinese market is already the main battlefield

The data shows that whether it is from the production and sales volume or the growth rate, the Chinese market has become the world's largest new energy market.

In 2021, global electric vehicle sales increased by 109% year-on-year to 6.5 million units. Among them, the sales of electric vehicles in the Chinese market in 2021 were 3.33 million units, accounting for more than half of global sales, an increase of 166.6% year-on-year.

In addition to the Chinese market, the Market share of the European market accounted for 35%, but there is still a big gap with the size of the Chinese market, according to the 15% market share difference between China and Europe last year, the Chinese market last year than the European market sold nearly one million more vehicles, which is equivalent to Tesla's sales last year.

In addition, the number of models in the Chinese market to the speed of product iteration has ranked among the top in the world, and has become a must for car companies.

From production and sales to growth rate, China is the largest market and main battlefield of the world's electric vehicle industry. According to statistics, China has become the largest market for the world's electric vehicle industry. Sales in the Chinese market have created half of the sales of many car companies, of which Tesla sold 472,000 vehicles in China last year accounted for more than half of global sales.

Nowadays, the competition in the automobile market has long been in a white-hot stage, if the car companies lose the Chinese market, then it will usher in a devastating blow, so the transformation of major car companies in the road to the Chinese market as the top priority.

Major car companies layout the Chinese market

Volkswagen, BMW, Mercedes-Benz, Honda and other established car companies have added to the Chinese market, the Chinese market is the main battlefield that the electrification transformation of traditional car companies must not be lost.

According to the Volkswagen Group strategy, by 2025, the Volkswagen Group's new energy sales in China will reach 1.5 million, and the sales volume of pure electric vehicles in the Chinese market will account for more than 50%; BMW's "2025 China Strategy" indicates that the future will implement the principle of China's priority sales; Mercedes-Benz will introduce 21 new models in 2022, and new energy will account for 40%; Honda will account for more than 40% of new energy sales in China in 2030.

When car companies have released the strategic layout of new energy in China, the biggest problem facing them is the dilemma of sales and production capacity.

Capacity anxiety swept through all new energy vehicle companies

Whether it is chip shortage, rising raw material prices, or fluctuations in the epidemic, it will eventually lead to limited production capacity or even suspension of production, and capacity anxiety has affected dozens of car companies.

Musk said, "Our car purchase list is very long, and the list of some models has even reached next year." Musk is not nonsense, some Tesla car order delivery time has reached 2023. It is true that Musk has the intention of showing off, but behind this is full of Tesla's production capacity anxiety, once it is not solved, it will most likely lose the trust of the Chinese market and investors.

At present, Tesla's gigafactory in Shanghai delivered 484,000 units last year, accounting for 51.7% of the world's total, and at the current rate, it is still far from the target of 1.5 million vehicles per year. Therefore, under the two purposes of compressing delivery time and stimulating the capital market, Tesla's expansion is imperative.

Shanghai will be the world's largest automobile export hub

Regardless of whether the second factory in Shanghai or not, Tesla's production capacity in Shanghai will be further expanded, and Shanghai will become the world's largest automobile export hub.

The Gigafactory in Shanghai is not only the pillar of the Chinese market, but also the bearer of overseas markets, according to data, one-third of the 484,100 vehicles delivered by the Shanghai factory last year were exported overseas.

According to media reports, Tesla in a recent letter to the Shanghai local government, there is a mention of the content of the existing factory will be further expanded, not surprisingly, this time will be further expanded in Shanghai, rather than the construction of a second factory, at that time, the Shanghai factory capacity will be greatly increased.

Tesla previously announced the construction plan of the fifth gigafactory, although the various sites on the Internet have been denied by Tesla Executive Vice President Tao Lin, but the author believes that it is still impossible to escape the big circle of China, after all, why should we give up the blue ocean of China's new energy market?