Recently, the China Automobile Sales Data released by the Association showed that Tesla sales in April were 1,512 units, and all sales were domestic deliveries. In April, when the auto industry as a whole was sluggish, the reasons behind Tesla's delivery figures were also obvious.
Different from the way traditional manufacturers pile up a large number of inventory cars, Tesla's direct operation model allows vehicles to be sent directly from the production line to the hands of users, truly realizing zero inventory in the automotive industry. At the same time, the public's strong recognition of Tesla has also formed a benign new energy market environment with large scale and consumer recognition, avoiding the occurrence of overcapacity. Therefore, when Tesla's Shanghai Gigafactory was hit by the epidemic in April, the production end directly affected the delivery end.
When introducing the deployment of Shanghai's resumption of work and production, the relevant person in charge of the Shanghai Municipal Commission of Economy and Information Technology introduced: "Shanghai will take the leading enterprises as the traction, take the point with the chain, and orderly drive the whole industrial chain to resume work and production in an coordinated manner. ”
On April 19, as a typical microcosm of Shanghai's restart of the automotive industry chain and the opening of the battle to resume work and production, Tesla Shanghai Gigafactory, under the unified deployment of the Ministry of Industry and Information Technology and other relevant ministries and commissions and the Shanghai Municipal Government, has gradually resumed work, and is gradually restarting the full channel of supply, manufacturing, transportation and delivery under the premise of ensuring that risks are controllable.
The industrial chain "returns to blood", and the whole vehicle is ready to go
For the upstream and downstream enterprises in the industrial chain, and the lack of a link, that is, the vehicle can not go offline, the supply chain and logistics guarantee are crucial, and it is also a difficult point for the recovery of the industry under the epidemic. As a pioneer in the new energy automobile industry, Tesla's suppliers are all over the country, involving hundreds of suppliers and even many overseas supply links. Therefore, Lingang New Area and Tesla set up a working group to ensure the efficient promotion of Tesla's resumption of work and production, so as to promote the coordinated resumption of work and production of key components and warehousing and logistics.
At present, with the gradual improvement of the epidemic situation in Shanghai and the steady advancement of the resumption of work and production, Tesla, under the leadership of relevant government departments, under the impetus of the national joint prevention and control mechanism, through the full coordination of Zhejiang Province, Jiangsu Province and Shanghai Municipality, the logistics guarantee work in the Yangtze River Delta region continues to "return to the blood", in addition to other important inter-provincial production materials circulation work, especially cross-border logistics efficiency is also steadily advancing, logistics "blood vessels" are gradually smooth, and a large number of finished vehicles are ready to go.
As Tesla's "global export center", the Shanghai Gigafactory has steadily increased domestic deliveries while also working hard to produce some export vehicles. At present, some vehicles are already shipping to the Asia-Pacific region, and another large quantity of products has been loaded in the near future to be exported to Europe and other places. After the resumption of work and production, especially in the case of a significant reduction in cross-border logistics efficiency and obstruction of transportation, although this part of the vehicle has not yet been recorded as the completion of export, it still shows the strong resilience and sensitivity of the "China Automobile Manufacturing" industry represented by Tesla.
Wu Qiang, deputy mayor of Shanghai Pudong New Area, said that since Tesla resumed work and production on April 19, it has rolled off the production line of 10,000 vehicles as of April 30 without full recovery. From January to April 2022, Tesla's Shanghai Gigafactory has delivered 183,686 vehicles, more than 1.7 times the delivery volume in the same period last year, and even surpassed the delivery volume in 2020. Tao Lin, global vice president of Tesla, said: "We believe that the epidemic is only a short test and challenge, and we have also seen the ability of all walks of life to cope with the challenges from the process of resuming work, and believe that (production) will soon return to normal." On April 23, Tesla CEO Musk sighed: "Tesla's work in China is progressing very amazingly. ”
As one of the important production bases for the integration of R&D, production, sales and export of mainland automobiles, Shanghai's impact on the domestic and even the world's automotive industry chain is crucial. According to the China Automobile Association, in 2021, the mainland will produce a total of 3.545 million new energy vehicles, of which 632,000 will be produced in Shanghai, and Tesla will account for nearly 80% of Shanghai's production with 484,000 units. Tesla, as China's first wholly foreign-owned vehicle enterprise, its resumption of work and production, especially the re-taking of the "export" step, not only from the practical level to promote the entire Yangtze River Delta, and even the national automobile industry high-speed blood return, inject strong "kinetic energy" into the regional economy, become a ballast stone to help the national economic development, the most important thing is to be able to boost the confidence of China and even the global market under the normalization of the global epidemic situation, promote the sustained and rapid development of new energy vehicles, and fulfill the social responsibility and mission of the industry's leading enterprises. Continue to promote the mission of "Accelerating the World's Transition to Sustainable Energy".
The "Tesla phenomenon" occurs frequently, and the supply of second-hand hot is in short supply
In stark contrast to April sales, there has been a recent strong demand for used Tesla vehicles, which is very rare in the used car market for electric vehicles and is known as the "Tesla phenomenon" by industry insiders.
The "2021 Electric Vehicle Retention Rate Ranking and Market Insights" released by roland Berger and U&Y, a well-known consulting organization, shows that Tesla is riding the dust, and the Model 3 and Model Y rank first in the retention rate of pure electric cars and SUVs at the same time.
Correspondingly, many netizens in China have also jokingly called Tesla Motors a "wealth management product". The reason why Tesla can appear such a unique phenomenon is still the global pursuit attracted by the strong product force. Overseas car platform Electrork said that owning a Tesla has become a dream for many young people. The US media "Edmunds" even believes that "American consumers do not like electric cars, but Tesla is an exception."
The most interesting thing is that Europeans are recognized as fond of "cars", but in the past March, the Tesla Model 3 became the best-selling electric car in the European market, and it is also the best-selling car in the entire European market in a single month.
According to the Australian Federation of Automobile Manufacturers, the Tesla Model 3 became Australia's best-selling passenger car in March with a monthly sales of 3,097 units, and was also the best-selling electric car in the country in the first quarter. The Australian automotive media lamented that Tesla has left a number of classic fuel vehicle representative models far behind before it has fully actively shipped vehicles to Australia.
Tesla is also very popular in South Korea. According to statistics from the Korea Automobile Import Association (KAIDA), in the first quarter of this year, South Korea imported a total of 5278 electric vehicles, of which Tesla as many as 2676, accounting for 51.2%.
Tesla's resumption of work and production will not only enhance the important engine of the economy, but also provide impetus for the early realization of the mainland's "double carbon target". As it counted in the 2021 Impact Report, in 2021, Tesla saved a total of 8.4 million tons of carbon dioxide equivalent in the use of cars and solar panels around the world. Tesla, which has a full "charm value", uses product power to open up the zero-carbon road, and calls on the entire industry to accelerate together. Tesla, as it has repeatedly emphasized, "Sustainability drives not only our products, but also our values and mission."