Shanghai Super Factory shut down, Tesla’s second quarter delivery hangs?

Shanghai Super Factory shut down, Tesla’s second quarter delivery hangs?
Tesla’s only factory that is still operating has also been shut down recently.On May 7, Tesla China responded to the Shanghai Super Factory’s suspension of production and weighing. The factory is adjusting and maintaining the production line through the holiday time during the normal production schedule adjustment. All aspects of the work are proceeding as planned.According to media reports, Tesla ‘s Shanghai Super Factory started working on the 6th instead of starting after the holiday on May 1. The source said that the entire vehicle will not go offline until the 9th, partly due to overseas parts supply problems.Since the Fremont plant in California has been discontinued from March 23 to the present, the Shanghai Super Factory is the only factory in Tesla that is still operating normally. The plant has a good production capacity after resumption on February 10 this year. It is expected that this yearThe annual output reached 200,000 vehicles in the middle of the year.However, after the shutdown of the Shanghai Super Factory, Tesla’s production capacity will enter a vacuum period. After handing over the best quarterly report in history, how does Tesla respond to the challenges of the second quarter?Is the Shanghai factory shut down or lack of imported parts?The localization rate still needs to be improved. Since the resumption of work on February 10 this year, Tesla’s Shanghai Super Factory is in good shape.In a study conducted by the Shanghai Municipal Commission of Economy and Information Technology on April 9, Director Wu Jincheng fully affirmed Tesla ‘s efforts in resuming production and new projects, and on Tesla ‘s new energy vehicle promotion and development policies, enterprisesIt is recommended to respond one by one in terms of services and supporting industries.In addition, Tesla founder Elon?Musk and Li Qiang, secretary of the Shanghai Municipal Party Committee, said in a video meeting on April 30 that with the strong support of Shanghai, the performance of Tesla’s Shanghai Super Factory in the epidemic was inspiring, and no news of the Shanghai factory’s shutdown was found.Therefore, the Shanghai Super Factory resumed work in a timely manner after the May Day holiday, which surprised the outside world. After all, Musk did not display relevant information on the conference call of the quarterly report.However, the improvement of the production line performance of the Shanghai Super Factory during the shutdown is based on the practice of the Tesla California factory-since the shutdown on March 23, the California factory will improve the production line and brake the overall capacity of the factory.According to a Tesla quarterly report, the annual production capacity of Model S and Model X in the California plant reached 90,000, and the annual production capacity of Model 3 and Model Y reached 400,000, which will be expanded to 500,000 this year; ShanghaiThe annual capacity of Model 3 in the super factory is 200,000 units.Tesla did not disclose the specific reasons for the shutdown, but according to media reports, part of the reason is the problem of overseas parts supply.The Shanghai Super Factory copied it when it delivered the first batch of China-made Model 3 at the end of last year. The localization rate at that time was about 30%, and it is expected to increase to 70% by the middle of this year and eventually reach 100%.Therefore, the Shanghai Super Factory still needs to import parts and components from overseas before it is fully localized.The California and New York state factories have been shut down one after another, which has caused Tesla’s parts and components to be disrupted.Musk expressed “angry” at the home conference ban imposed by the United States more than once. He believes that this will not only harm Tesla but also many suppliers. “Although Tesla will cause this storm, many smallThe company does not.Musk believes that many of Tesla ‘s suppliers are experiencing extremely difficult times, especially small suppliers.Tao Lin, vice president of Tesla’s external affairs, said in an interview with the media recently that the current supply of domestic components is not high enough, and there is still a process of running in.”All components should meet the required standards, and the performance of all aspects of the vehicle will not be affected by changes in battery and other component suppliers.Therefore, the increase in the localization rate does not mean price reduction, but the improvement of factory efficiency.”Tesla’s second quarter delivery is hangingI do n’t know when the shutdown of the Shanghai Super Factory will continue, but in the second quarter of this year, the factory will assume the main delivery task of Tesla-the California plant will be suspended until the end of May due to the family order, which means that the California plant only has 6In the second quarter of the month, the Shanghai factory is bound to become the main force.Tao Lin revealed that the current production capacity of the Shanghai Super Factory is 3,000 vehicles per week, thus calculating the theoretical production in the second quarter3.60,000 Model 3, this figure is close to 41% of Tesla’s delivery in the first quarter of this year.However, the shutdown of the Shanghai Super Factory will affect the delivery situation in the domestic market, especially on May 1 Tesla officially lowered the replacement of the Model 3 standard battery life upgrade version to 29.After 180,000 yuan, this will stimulate more domestic car demand.According to CITIC Securities ‘research report, the statistics from the National Information Center accounted for only 5 car sales per 1,000 to 400,000 vehicles.1%, and sales of models with budgets ranging from 200,000 to 300,000 accounted for 13%.6%.Therefore, lowering the Model 3 to below 300,000 will open a brand new market, doubling the corresponding market capacity, and is expected to reach a monthly sales challenge of 20,000 vehicles.In addition, due to the impact of the epidemic, Tesla’s delivery in the first quarter was postponed to the second quarter.According to data from the quarterly report, Tesla produced a total of 10.Of the 26.72 million electric vehicles, only 8 were delivered.84.96 million, which means there are more than 1.40,000 vehicles will be moved to the second quarter delivery.In fact, the outside world believes that the shutdown of the California factory and the epidemic affect the consumer’s desire, and Tesla’s delivery in the second quarter will be difficult to maintain high growth.Wall Street analysts expect Tesla to deliver about 7 in the second quarter.For 50,000 vehicles, the delivery volume will appear multiple times and decrease sequentially.But the only thing is that Tesla continued to maintain the target of 500,000 vehicles this year.Musk believes that without large-scale macroeconomic chaos, Tesla’s compound annual growth rate can reach 50%.Sauna, Night Net Editor Lu Jinfu Wang Jinyu proofreading Jia Ning