TSLA
On December 5, there was news that due to insufficient demand, the Tesla Shanghai Factory will actively reduce production by 20%. In response, the relevant person in Tesla China responded to the reporter who reported the report as “ false information ”. At the same time, according to the sales data released by Tesla on the evening of December 5, Tesla delivered a breakthrough of 100,000 vehicles in the Chinese market in November, with a chain growth of about 40% and a year-on-year growth of 89%.
On December 5, there was news that Tesla planned to reduce the output of its Shanghai factory. This move shows once again that the demand in the Chinese market has not met Tesla's expectations. Tesla planned to reduce production this month by the Tesla Model Y model. The production reduction will take effect as soon as possible this week. It is expected that this move may reduce the output of the Tesla Shanghai Factory this month by about 20%. The news also stated that this production reduction was the first time Tesla voluntarily reduced the output of the Shanghai factory.
“ false information. ”The relevant person in Tesla China responded to the reporter who reported on the evening of December 5 that after internal confirmation, it can be made clear that none of the above claims about production cuts are true.
“ sells 100,000 vehicles per month, which is the latest answer for the Shanghai Super Factory. ”According to relevant sources in Tesla China, according to the estimated sales data released by the Multiplication Association, Tesla’s delivery in November 2022 exceeded 100,000 vehicles, a chain-by-charge increase of about 40%, a year-on-year increase of 89%. As a result, with the efforts of 99.9% of the localized team composed of Chinese, the Tesla Shanghai Super Factory has delivered more than 650,000 new energy vehicles in 2022.
The relevant people in Tesla China pointed out that with the end of the new energy state subsidy on December 31 and the introduction of Tesla’s December time-limited welfare, Tesla electric vehicles continued to sell under the influence of multiple factors.
It is worth noting that Tesla said that its “ counter-rules ” broke the traditional international automobile brand pricing logic, allowing Chinese consumers to purchase Tesla Model 3 and Model Y new cars at a better global price. Bring practical benefits for green travel. Taking the Tesla Model Y rear wheel drive version as an example, the model's selling price in China is 288,900 yuan, which is lower than the RMB-equivalent Singapore's selling price of 738,400 yuan and the UK's selling price of 443,100 yuan. The price is nearly 200,000 yuan lower.
In terms of energy replenishment, Tesla China stated that Tesla has built more than 1,400 supercharge stations, 9,600 supercharge piles, and more than 700 destination charging stations and more than 1,900 destination charging piles in China. The energy supply network, and opened the integrated supercharge station for light storage in Lhasa and Shanghai,Explore the balance between local energy production and energy use.
As Tesla’s largest competitor in China’s new energy automobile market, on December 2, Badi released November’s new energy sales data. Badi sold 230,400 new energy vehicles that month, compared with 91,200 in the same period last year. In the first 11 months of 2022, Badi’s new energy vehicle sales were 1.628 million, an increase of 219% over the same period last year%.
There are analysts in the automotive industry who analyze reporters. At present, Biadi and Tesla are fighting against each other in the Chinese market, while achieving share growth will not change for the time being. This is a benign competition. It is the whole China New Energy Car market. Strong development support.
According to the forecast of the board of directors, in November, the domestic retail sales of narrow passenger cars are expected to be 1.86 million, an increase of 2.4% year-on-year and an increase of 0.9%. Among them, the retail sales volume of new energy vehicles is expected to be 600,000, an increase of 58.5% year-on-year, an increase of 8.2% in chain, and a penetration rate of 32.3%. At the same time, according to the China-Vapor Association's forecast, the cumulative sales of new energy vehicles in my country are expected to exceed 6.5 million in 2022.
“ The development of my country's new energy automotive industry has begun to enter a new stage of marketization focusing on meeting consumer needs. ”Jianhua, deputy secretary general of the China-Vietnam Association, believes that in the next two years, my country's new energy vehicles will continue to maintain good development in both quality and quantity.
Ping An Securities stated in a research report that the withdrawal of new energy car subsidies is expected to cause some overdraft to the demand for new energy vehicles in the first quarter of 2023, but the new energy vehicle purchase tax reduction policy will be backed off in 2024, and it is expected that the new energy vehicle sales will be formed in 2023. Some support.
