Musk suddenly came to China, it turned out that he was forced!
Why did Musk come to China? In fact, he was forced! Why was he forced? Because China's automobile companies have made too rapid progress! In the past three years, because of the promotion of new energy vehicles, China's automobiles have quickly become the world's largest automobile exporter and the world's largest new energy vehicle industry, and just in the past three months, the market share of new energy vehicles has also surpassed that of traditional energy vehicles. China's new energy vehicles can be said to have completely changed the global automotive industry!
Why is China's new energy vehicle changing the global automotive industry?
We can see this from 4 aspects:
One is technology. Compared with oil vehicles, new energy vehicles are now significantly superior in the field of technology. On the one hand, the operating cost of new energy vehicles is low, and electricity is cheaper than oil, and on the other hand, the intelligence of new energy vehicles is far better than that of traditional vehicles. Now, new energy vehicles are being made into mobile phones, and the whole car is becoming a carrier of an intelligent system.
At the same time, we should see that new energy vehicles have more advanced technology in the field of intelligent driving. Why do new energy vehicles have better technology in the field of intelligent driving? Because many new upstarts in China's new energy vehicles, such as Huawei, which is the world's leading intelligent driving, and the R&D capabilities of traditional car companies cannot be compared with him. At the same time, we should also see that compared with traditional cars, new energy vehicles are upgraded in terms of performance. Traditional oil vehicles are engines, and the acceleration of more than 100 kilometers in more than three seconds is at least more than one million vehicles, but the 300,000 level of new energy vehicles can reach more than three seconds of acceleration of 100 kilometers.
The leading position of new energy vehicles in the field of technology is far more than these, and now the solid-state battery technology has also broken through, and once it is commercialized in the near future, it can run more than 1,000 kilometers on a single charge.
The second is the industrial system. China has been in the field of new energy vehicles for more than 20 years, and it can be said that it is the first country to cultivate this industry as a pillar industry. Nowadays, China's supporting facilities in the field of new energy vehicles are not only the world's leading, but also the most complete, and the country with the lowest cost. is also a mobile phone company, Apple is much stronger than China's Xiaomi. However, the same mobile phone company developed the car, and Apple invested $10 billion in 10 years, but finally failed and gave up. Xiaomi, led by Lei Jun, is different, investing more than 10 billion yuan to build a car with a high level of performance and a high price level in two years. Obviously not, that is because Xiaomi is in China, and Apple is in the United States, and China has the most complete, most advanced, and lowest-cost industrial system for new energy vehicles, while the United States does not.
The third is the market environment and scale. In terms of business environment, China is much, much better than the United States. In the United States, Huawei cannot survive, TikTok has a hard time surviving, and most of China's multinational companies cannot invest well in the United States. In China, Apple is developing very well, and later Tesla is also developing very well, and American companies are moving freely in China. In China, the Chinese government's promotion of the industrial revolution does not protect state-owned enterprises at all, and large state-owned enterprises are backward when they fall behind in industrial progress, and they do not protect their industries because they are the government's own sons. What about the United States? China's CATL battery and American companies set up a joint venture factory, and the U.S. government will investigate and oppose it, so you can imagine how serious the traditional auto industry's suppression of the new energy vehicle industry will be. Why has Tesla not been able to develop in the United States, and when it arrived in China, it immediately jumped to the throne of Musk as the richest man in the world? It depends on China's business environment, and the business environment created by the Chinese government is definitely among the best in the world at the national level!
In terms of market size, China is the world's largest automobile market, with a market of 1.4 billion people producing and selling two or three hundred million vehicles per year, and he is a huge driving force for the technological progress of the entire automobile industry.
Fourth, China's auto industry has forced developed countries to change their strategies. China's impact on the global automotive industry is global. The rise of China's new energy vehicles has directly caused major countries, including Germany, to give up two things: one is to give up the development of pure electric vehicles, because they have no industrial support, and competition can only give up, and the other is to give up the original national commitment to carbon emissions. These two abandonments, to put it bluntly, mean that the developed countries of the West have failed in the competition between the industry and China.
In this context, Musk had to come! Musk had given up building a second car factory in China and was ready to invest in Mexico, but he announced his plan to invest in Mexico last year, and he has not started construction until now. Zhan Hao believes that there are two reasons: First, the Mexican government cannot be as generous as the Chinese government, nor can it be as efficient as the Chinese government, and Musk cannot get what he wants from Mexico so quickly; second, the new energy vehicles are too volatile, and Mexico's new energy vehicle industry cannot keep up at all, and in the end it is not necessary to import parts and components from China? Once Musk's industrial base leaves China, he will inevitably fall behind, and Musk's determination was later shaken.
Therefore, Musk's visit to China this time was forced by the situation and was frightened by the speed of progress of China's new energy vehicles! Not to mention, as far as the current new energy vehicle technology is concerned, Huawei's intelligent driving technology is more advanced than Tesla, right? Many of BYD's technologies Tesla doesn't have it? BYD has been able to launch a car with a price of more than one million yuan and is widely popular, and the price is more expensive than Tesla's most expensive car. In terms of production capacity, models, market span, etc., BYD has surpassed Tesla.
In this context, if Musk does not come to China, he will be crushed!
Musk has to make a big decision, and this is the only right choice for him!
Musk came to China this time, and Premier Li Qiang met with him, and the specifications were very high. Zhan Hao believes that Premier Li Qiang should be Musk's most important nobleman, Musk was unable to explain to investors because of Tesla's continuous losses, and was almost kicked out of Tesla by Wall Street capital, and Musk was forced to threaten to launch himself to Mars with a rocket. At this time, Shanghai issued an invitation to Musk, and it only took more than a year to build a super factory for Musk, Tesla's production capacity instantly increased several times, and Musk instantly became the richest man in the world from the "outcast" shouted by everyone on Wall Street. For Musk, China is his rich and noble land, a blessed land! This blessed land is even more important than the United States!
Premier Li Qiang met with him, also because of Musk's status and contribution in China's new energy vehicles and technology field, I hope that Musk will continue to invest in China, China also welcomes Musk to continue to invest in China, and China will continue to support Musk and Tesla.
On April 28, Musk also held talks with Ren Hongbin, president of the China Council for the Promotion of International Trade, and the main content of the talks was the possibility of autonomous driving (FSD) landing in China. In fact, Musk came to China this time because he was forced by the situation to invest in autonomous driving (FSD) in China. Tesla's investment in autonomous driving is obviously ahead of its time, and Tesla also has advantages in technology, in today's world, Huawei should be the most leading in terms of intelligent driving technology, but Tesla is not too much, and the two are the most leading in the world. For Tesla, he can only really lead the world in the future only by investing in the Chinese market, which is so large-scale, otherwise other countries will not only have insufficient user scale, but also insufficient hardware conditions.
However, if Musk wants to get permission from the Chinese side to transfer the car driving data collected by Tesla in China to foreign countries for self-driving algorithm training, I am afraid that it will be difficult for China to agree, because this will involve national data security and data asset security. However, China will definitely support Tesla to invest in autonomous driving in China, China has the world's best database system, the best supercomputing system, and the world's best communication technology hardware system, Tesla does not need to transmit data abroad for autonomous driving training, and China has enough space to provide good enough support for Tesla's research and development!
In fact, not only that, Musk should also give up building a factory in Mexico, build a second new energy vehicle gigafactory in China, and increase large-scale investment in China along with autonomous driving technology.
In Zhan Hao's view, Wuhan, Hubei is the best place for Musk to invest. On the one hand, Wuhan has a very complete automobile industry system, is one of the most important automobile cities in the country, Wuhan East Lake High-tech Development Zone is also a gathering place for high-tech enterprises in the central region, with a profound scientific research foundation; on the other hand, Wuhan is the center of China's geography, the most central city in the rise of central China, and also the heart of China's economic internal circulation, bearing the special responsibility of China's economic development, Wuhan also has rich educational resources, is the city with the largest number of college students in the country. President Xi Jinping has visited Wuhan five times in 10 years, and has always attached great importance to the development of Hubei and Wuhan, and has given Hubei a new era mission many years ago: to build a fulcrum, walk in the forefront, and write a new chapter.
Wuhan has a large enough urban space, and the business environment has been greatly improved during Ying Yong's tenure as secretary of the Hubei Provincial Party Committee, and now it has been fully recovered from the shadow of the epidemic, and the business environment is also very good. Hubei can also replicate Tesla's experience in Shanghai's development, although Secretary Ying Yong left Hubei, but Zhuge Yujie, who previously served as deputy secretary of the Shanghai Municipal Party Committee, has been transferred to the deputy secretary of the Hubei Provincial Party Committee for more than a year. The time, place, and people are both right and this means that Wuhan, Hubei Province has the foundation, environment and motivation to replicate Tesla's great success in Shanghai. Wuhan can be said to be the best place for Tesla to invest in autonomous driving and a second gigafactory next!
In the face of the rapid development of China's automobile industry, Tesla has been forced to a crossroads, and Musk has reached the time when he must make a choice! In any case, investing in China is the only correct choice for Musk, and there will be no second way to go! This is the strength of China's industry, and it is also the trend of global development! Investing in Wuhan is the best place for Musk to invest in China. It is no exaggeration to say that Wuhan can not only allow Musk to regain the richest man in the world, but also definitely make Musk sit firmly on the throne of the richest man in the world!
Source: Zhanhao WeChat public account