According to Shanghai Oriental TV, the first batch of models exported to Europe? A total of 7,000 sets have been delivered to haitong international Bus Terminal. It is expected to sail next Tuesday, arrive at the Belgian port of Zeebrugge at the end of next month at the earliest, and sell to more than ten European countries such as Germany, France, Italy and Switzerland.
According to Tesla's official introduction, the Model3 standard endurance upgraded version is exported to Europe this time, which is consistent with the models supplied to the China market. Combined with the previous network, car owners in France, Germany and Italy have been drying orders. Models? 3- China ",the vehicle identification number on the invoice also shows that it was made in 2020. From this perspective, these models? 3 It is not simply to build inventory, but some models have entered delivery.
This means that Tesla China's export to Europe has been planned for a long time. Then there are a few questions that make the author curious.
What is the intention of going further and further?
At present, Tesla has two vehicle super factories, namely fremont Super Factory in San Francisco and Shanghai Super Factory in China. The vehicle assembly plant in fremont is provided with important components by the battery factory in Nevada and the factory in Buffalo, New York. Tesla sold in the European market has always been supplied by fremont. At the beginning of the construction of Shanghai Super Factory, Musk always said that the factory was built in Shanghai to meet the local demand of China and would not export domestic Tesla to other markets.
We set the time line back to the beginning of 20 19. When is the Tesla model? The first batch was delivered to the European market, and the local time was 65438+ 10/2. It started from San Francisco and arrived in Zeebrugge, Belgium on February 5, lasting 3 weeks and 2 days. According to the current shipment forecast, it will take five weeks at the earliest. What made Tesla change his mind and make models in China? 3 export to Europe?
At present, the models on sale in Tesla China are divided into standard endurance upgrade version, long endurance version and Performance high performance version. According to Tesla's official introduction, the model was exported to Europe this time. 3 Standard endurance upgrade version, consistent with the models supplied to China market. At present, the supplier of lithium iron phosphate battery with standard battery life upgrade model is Contemporary Amp Technology Co., Ltd.
In the past, a model? The freight from the United States to Europe is about 65,438+0,700 euros, but with imports from China, the logistics cost may increase slightly. According to domestic economic institutions, models? After adopting the domestic supply chain, the production cost is about 20%-28% lower than that of the American version. Compared with previous lithium batteries, the cost of lithium iron phosphate batteries is further reduced. Domestic models in the domestic market at present? 3? The price of the upgraded version of standard battery life was reduced to 249,900 yuan (after subsidy). As you can imagine, it is definitely worthwhile for Tesla to export the Model3 made in China to Europe.
The factory in Berlin has yet to be built, and China's export is the best solution for production capacity.
Previously, foreign new energy media insideEVs pointed out that Tesla's Shanghai factory has unparalleled output and supply stability. The factor is that it is the only factory in Tesla that uses two shifts and has an independent production and assembly system.
Tesla Shanghai factory was officially put into operation in June 5438+10, with a calibrated maximum production capacity of 200,000 vehicles/year. At present, the weekly output of the Shanghai factory is 3500 vehicles. For reference, Tesla's local super factory in fremont is expected to produce 65,438+085,000 vehicles this year.
You know, the production line in Shanghai factory only plans models? 3 and model? Y, and the super factory in fremont needs a production model? S, model? X and other models. In addition, affected by the epidemic, the factory in fremont was shut down from March to May this year. According to cargo ship information, Tesla had seven cargo ships from the United States to Europe in the first quarter of 2020, and only two were left in the second quarter. It is obviously inappropriate to use fremont as the source of supply chain.
Coincidentally, in the first half of this year, the sales volume of electric vehicles in Europe surpassed China for the first time since 20 15, and the cumulative sales volume from June 5438+0 to September was about 777,000, up by 105% year-on-year. And models? 3 European electric vehicle sales ranked second. In other words, when the demand in the European market increases, the fremont factory certainly cannot be a drag.
We all know that goods imported from Europe often need certification. The relevant person in charge of Tesla said that as the first super factory outside the United States, the Shanghai factory adopted the most advanced production line, a large number of robots and highly automated production lines. At the same time, relying on the advantages of the surrounding automobile industry chain, the Shanghai factory has excellent standards in manufacturing technology and production management, and has passed all the high-standard certification requirements for entering the European market.
Elon musk has said that Tesla plans to build factories on every continent. This will also mean that the transportation distance of cars will be shorter, and cars can reach consumers faster, so making in China is definitely not the final answer for Tesla in the European market. According to the plan, Tesla plans to invest 4 billion euros to build a super factory in Berlin, with an annual production capacity of 6.5438+0.5 million vehicles. But at the beginning of the super factory in Berlin, it will be mainly responsible for Model? The production of Y model will not be completed until July 20021year. It can be seen that Tesla China has many opportunities to earn some "euros" for a long time.
abstract
Some people say that the export of domestic Tesla is another witness that "Made in China" has been accepted by high-end consumers in the world. Others say that Tesla enjoys the dividend of China's joint venture and open share ratio, and is rooted in this place with the greatest potential in the new energy market. The author agrees with these two views. At present, independent brands are sold to overseas markets, and there are not many cases in which joint venture brands are sold back to China or overseas (such as BMW iX3 and Volvo S90). ), which is enough to illustrate the international status of China manufacturing.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.