Tesla lobbied Chinese suppliers to set up factories in Mexico: close to the United States, if you don't go, you won't give orders!
As the hottest new energy vehicle in China, Tesla is a household name in China, thanks to the improvement of China's supply chain system, allowing Tesla to shine on the new energy track. And the Shanghai Gigafactory has become one of Tesla Motors' successful overseas projects, so much so that Musk once said: When all capital chose to abandon me, China chose me!
It is precisely because of this that Tesla's win-win cooperation with China has become a model, and when Musk visited China some time ago, he specially went to the Shanghai Gigafactory in the middle of the night to inspect and thank all employees. Before leaving China, Musk also told the media: We will definitely not decouple from China, and will continue to increase investment in the future, hoping to see more Tesla cars in China.
However, when Musk returned to the United States less than a week, many domestic Tesla suppliers came out with news, that is, Tesla China lobbied Chinese suppliers everywhere, asking them to go to Mexico to increase investment and build factories. This is because Tesla will build another factory in Mexico in the future, relying on Mexico's free land and cheap labor, which can save Tesla a lot of costs.
But although Mexico has a lot of land and cheap labor, it lacks the supply chain companies Tesla needs, which makes Musk set his sights on China, according to the media, Musk visited China, and the Shanghai Gigafactory senior management has already said this, so Tesla encouraged Chinese suppliers to go to Mexico.
Because in Tesla's view, pulling Chinese suppliers to Mexico to build factories is mainly close to the United States, and at the same time, it can save the cost of purchasing parts, which can be described as killing two birds with one stone. At the same time, Chinese suppliers were also "threatened" by Tesla that if they did not build a factory in Mexico, they would not be given orders from now on, which also meant that each of their supply chains would lose hundreds of millions!
Tesla has invested more than $5 billion in Mexico, and Musk's vision that the Mexican factory will become the world's fifth-largest super factory, with an annual output of 1 million vehicles. Perhaps Musk wants to copy the "Shanghai experience" to Mexico, but he seems to have overlooked one thing, that is, Mexico does not have a perfect new energy industry chain, which is a headache for Musk.
In desperation, they can only lobby Chinese suppliers to go to Mexico, of course, there are also willing to follow Tesla to build factories, but most Chinese suppliers are waiting and seeing, after all, who can guarantee that Mexico's money will be easy to earn? And from time to time I worry about various risks, which is simply a high-risk investment, but it also means high returns.