Tesla settled in Shanghai details exposure: negotiations started two years ago

(Original title: Tesla's two-year negotiations ended: The Shanghai state-owned enterprise settled in Lingang)


The long-rumored Tesla has finally made it.

The 21st Century Business Herald reporter learned that Tesla and the Shanghai Lingang government have signed a framework agreement on Tesla's domestic production. This means that the negotiations that lasted for more than two years have finally come to an end.

Tesla and the Shanghai municipal government have been negotiating for two years. According to informed sources, because Tesla’s asking price is too high, the Shanghai municipal government has not finally agreed. Finally, there was a reason why Tesla, which could not be made domestically, was affected by the policy. At the same time as setting up in Shanghai, it also entered into a joint venture with a mysterious state-owned enterprise in Shanghai to jointly promote Tesla's domestic production.

The project started two years ago

According to informed sources, Tesla's domestic domestic projects are on a scale comparable to that of the Nevada plant in the United States. According to media reports, Tesla’s Gigafactory in Nevada, USA, is still mysterious and covers 13.6 million square feet. After its completion, Tesla will become one of the largest physical building structures in the world. Greatly increase the production capacity of Tesla electric vehicles.

The reason why Tesla chose Lingang in Shanghai is because Lingang Merchants has direct responsibility for Shanghai and relatively better policies; in addition, Tesla’s requirements for factories are beyond the scope of other regions. The plot area.

However, Tesla's negotiation with Shanghai was a series of twists and turns. According to informed sources, the most critical reason is that Tesla’s conditions are too high. According to the above-mentioned sources, Tesla's negotiations with the Shanghai municipal government started as early as two years ago. However, because the asking price is too high, the Shanghai municipal government has not made a final decision.

The two parties finally reached a close relationship with Shanghai’s state-owned companies, and Tesla did not cooperate with auto companies. For its part, the biggest benefit is that it can maintain its vacation of technology without worrying about the same industry. The domestic car companies "steal" its technology, in addition, climbed up to state-owned enterprises, but also can solve Tesla's domestic demand for funds.

This is also in line with the logic of new forces to build cars, from the capital level to "outside the line" cooperation, and at the business level with their peers.

The most important advantage of cooperating with “outsiders” is that they can be free from the paradox of traditional thinking. At the same time, when they invest, they will not take care of one another, and they can devote themselves.

The largest gain from state-owned shares is new energy points

Although it has a prominent reputation in the industry, Tesla, which has been established for 14 years since 2003, has created the best pure electric vehicle on the market. However, in the past 10 years, the most important problems have been met. Reality and simplicity: lack of money.

Although from the third quarter of last year, Tesla finally achieved its first profit in three years, and Tesla's market value has surpassed the market value of the old car company Ford, but has not changed its annual loss performance. Tesla’s fourth-quarter and full-year financial results showed that its 2016 full-year net loss remained at US$675 million.

Informed sources disclosed that Tesla had a neighboring government and a mysterious state-owned enterprise partner, and no longer had to worry about domestic investment. For the partners, the introduction of Tesla’s domestic production is in line with the reform of the new energy system.

On June 13, the Ministry of Industry and Information Technology released the “Measures for the concurrent management of the average fuel consumption of passenger vehicle companies and new energy vehicle points (draft for solicitation of comments)” to publicly solicit opinions from the public.

The Opinions pointed out that from 2018 to 2020, the proportion of new energy vehicles for passenger car companies will be 8%, 10%, and 12%, respectively. The starting time of the assessment is 2018, which is consistent with the “Interim Measures for Management” announced on September 22, 2016.

"After the implementation of the points system, it means that companies with insufficient points for sales of new energy vehicles will need to purchase points, while those with more points will be able to sell extra points for extra profits, which will inevitably lead companies to sell new energy vehicles. "Enthusiasm." The industry believes that the sale of new energy vehicles will inevitably have a catalytic effect, but also will stimulate companies to introduce more new energy products enthusiasm.

However, with more and more new energy products, the market competition will be unprecedentedly fierce, and industry insiders believe that this will also promote a new round of reshuffle in the new energy automotive market.

For Tesla, it means that there will be a lot of points to be transferred, which is an excellent opportunity to reshape competitiveness.

However, there are also industry insiders reminded that the same forces with a new background in the Internet are already gearing up. Weimar's first pure electric vehicle is expected to be available in 2018, and may have long-term life, fast charging and other unique black technology. The products of Weilai cars will soon be unveiled.

In addition, Tesla also faces the pressure of traditional automotive transformation. Ford, for example, Ford CEO MarK Fields has promised to launch a self-driving car in 2021; GM’s transformation strategy has also been opened, and before that, Vice President of SAIC Motor Co., Ltd. Chairman Wang Xiaoqiu said that he will launch civilians. Sira, and this is the main reason why Tesla has rapidly made cost reductions and expanded sales to maintain its first-mover advantage.

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