In 2021, Tesla Shanghai Super factory delivered 48413 vehicles, with a year-on-year increase of 235% From China Securities Journal
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Recently, the epidemic situation in Shanghai and the resumption of work and production of enterprises in the city have continued to affect people’s hearts. On the last day of the May Day holiday (May 4), an important “positive” news of Shanghai’s manufacturing industry once again boosted the expectation of the development prospect of Shanghai’s automobile industry. According to the cross verification of multiple sources, Tesla has made it clear that it plans to build another new plant near the current port super plant of the Shanghai plant to expand production capacity.
The new plant is expected to produce model 3 and model y models with an annual capacity of 450000 vehicles. After the expansion of the new plant is completed, it will help Tesla to increase the total capacity of the Shanghai plant to 1 million vehicles per year.
A few months ago, a reporter from China Securities Journal and China Securities Taurus also learned during a field visit to Tesla super factory that a large area of land located about 200 meters near the current Tesla factory has been included in the planning of a possible new factory in the future.
The second factory surfaced
According to media reports, in a letter of thanks to Lingang New Area of China (Shanghai) pilot Free Trade Zone on May 1, Tesla expressed its gratitude to the local government for its efforts to help Tesla Shanghai Super factory return to work, to the local government for mobilizing resources, transporting qualified employees back to the factory for closed-loop production, and helping the factory with disinfection. It is particularly noteworthy that the letter of thanks also clearly stated that Tesla plans to build a new factory near the current Tesla Shanghai Super factory for the production of model 3 and model y, which is expected to increase the annual production capacity of 450000 vehicles and become Tesla’s “largest automobile export center” in the world.
According to the data, in 2021, Tesla Shanghai Super factory delivered 48413 vehicles, a year-on-year increase of 235%, of which more than 160000 vehicles were delivered in the overseas market, meeting the needs of more than 10 countries such as Europe and Asia. Among Tesla’s global delivery of 936000 vehicles in 2021, Shanghai Super factory accounted for 51.7%. In addition, according to the China automobile sales data of the national passenger car market information Federation, Tesla Shanghai Super factory delivered 70847 vehicles in a single month in December 2021.
Night view of Tesla Shanghai Super factory source: Tesla China
Earlier, when the reporter visited Tesla super factory in January 2021, he learned from the construction enterprises involved in the construction of the factory that Tesla had incorporated a large area of land about 200 meters near the factory into the future new capacity planning.
In response to the news that Tesla plans to set up a second factory in Shanghai, the person in charge of a large auto parts enterprise in Shanghai told reporters on May 4 that relevant news had been spread in the industry before. Tesla made it clear in the communication with Shanghai officials this time, which may mean that it is not far from the new factory. However, for the relevant news of “Tesla’s establishment of a second factory in Shanghai”, as of the time of press release, Tesla China did not make a clear response to the reporter of China Securities Journal.
Previously, the resumption of work and production has been carried out smoothly
Since March, the epidemic in Shanghai has had a significant impact on the production and operation of many enterprises in the city. Among them, Tesla, as a leading car enterprise in Shanghai, has also received close attention from all parties. Recently, with the assistance of Shanghai, Pudong New Area, Lingang and other aspects, Tesla has officially resumed work and production, and the ramp up of production capacity is also advancing smoothly.
Previously, Tesla told reporters that under the deployment and coordination of governments at all levels in Shanghai, on April 17 and 18, 8000 Tesla employees returned to the factory one after another. The battery and motor workshops had resumed production in the morning of April 19, and multiple production lines operated efficiently. Among them, Tesla phase II vehicle workshop is the most efficient automatic vehicle production line at present. Song Gang, senior director of production and manufacturing of Tesla super factory, said that the production capacity will gradually climb within three or four days after the resumption of production, so as to achieve the overall single shift full production.
Tesla Shanghai Super factory production line
Source: Tesla China
Song Gang said that in synchronization with Tesla’s resumption of work, many Tesla parts suppliers in Shanghai also began to resume work, becoming the largest part of Tesla’s supplier partners. At the same time, Tesla suppliers located in Zhejiang Province are also actively linked under the guidance of the government to ensure production, open up logistics and support Tesla vehicle manufacturing. Many suppliers in Jiangsu Province are still in shutdown state, and the transportation is difficult. At present, the relevant departments of the Ministry of industry and information technology, Jiangsu Province and Suzhou are also actively coordinating the restoration of the supply chain.
More reading from China Securities Journal: Tesla: the delivery volume of Q4 in 2021 was 313000, a record for the sixth consecutive quarter. By the end of 2021, the localization rate of Tesla Shanghai Super factory will reach about 90%. In 2021, Tesla Shanghai Super factory delivered 48413 vehicles, with a year-on-year increase of 235%. In 2021, Tesla delivered more than 200000 vehicles worldwide in Q2. It is expected that Tesla will deliver 200000 new vehicles in Q2 in 2021. Analysts expect Tesla Q1 in 2021 Delivery of 162000 vehicles wedbush: Tesla’s delivery volume is expected to reach 1.3 million vehicles in 2022. Loop ventures: Tesla’s delivery volume is expected to increase by 40% in 2021. Loop ventures: Tesla’s delivery volume is expected to increase by about 40% year-on-year in 2021. IBISWorld: the U.S. automotive lithium battery market share will reach $1.39 billion in 2020. Tesla: in 2022, Tesla’s output in Q1 will reach 305400 vehicles, and 310000 vehicles will be delivered. Xiaopeng’s car delivery will be checked according to the data of new forces of car building in March 2022 The sales volume reached 15414, once again becoming the monthly sales champion of gestar: in 2022, the sales volume of Q1 Tesla Model 3 in China was nearly 34000, and the sales volume in Shanghai was 2560. In April 2022, the three auto enterprises of “weixiaoli” delivered 18243 vehicles in total, down 50% month on month. Volkswagen Group: in 2022, the sales volume of Q1 Volkswagen’s global pure electric vehicles reached 99000, higher than 60000 in the same period
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