Who’s afraid of a home-made Tesla?

over the Pacific Ocean. A Boeing 777 from China Eastern Airlines is flying from Los Angeles to Shanghai. About 13,000 feet above it, a Gulfstream G650 business jet is also flying to Shanghai. Soon after, the higher and faster Gulfstream G650 overtook the Boeing 777 to arrive in Shanghai: it was a private jet whose owner, Elon Musk, came to China today to attend the delivery ceremony of the home-made Model 3.

Interestingly, this scene from the aviation blogger “Aeronautical Story” describes the scene, actually received the official response of China Eastern Airlines: worthy of rocket-building under the admiration.

Who's afraid of a home-made Tesla?

Indeed, the new energy vehicle industry’s dominant president, not only to deliver the Chinese-made Model 3, his rocket is also being launched today!

Afraid of fear!

Musk’s martial arts is not broken.

Four days ago, Tesla announced:

The price of the domestic Model 3 base car was reduced from 355.8 million yuan to 3238 million yuan, and the price of the subsidy was 299.05 million yuan, which strongly entered the market of 300,000 yuan.

This caused an uproar in the industry, and some even exclaimed, “The Tesla massacre has begun.” “

And for Tesla’s Shanghai super factory officially put into the “battle formation”, a senior automotive expert told NetEase Technology, which means that Tesla triggered the “fish ingress effect” will accelerate the industry reshuffle.

In fact, the earliest contacts began in mid-2017, when Tesla and the Chinese government began discussing the construction of the plant and insisting on sole proprietorship.

Tesla then reached an agreement with the Shanghai municipal government on the use of a piece of land, if Tesla completes the construction of a plant in China in a relatively short period of time and other related work, a piece of land in the port area will be confirmed for use by Tesla plant, overdue.

Feedback from the Chinese government has been very rapid, and in June 2018, Article 8 of the NDRC’s 2018 negative list clearly states that new energy vehicles are sole proprietorships. Tesla’s fast-horse-plus whip is on the road.

On January 7, 2019, the foundation of Tesla’s Shanghai Super plant was laid;

On August 19th, the first acceptance permit was issued;

September 19, acceptance passed;

On October 23rd, the production was qualified and the Model 3 was started;

On December 30, China Made Model 3 Delivers Employees

Just 357 days from foundation to delivery, Musk has led Tesla to a ride in China, a far-acting path that is completely different from the traditional car-building, which seems to signal the arrival of market storms.

According to data disclosed by Tesla, the plant has produced nearly 1,000 vehicles for sale and has reached a production rate of more than 3,000 units per week.

Shanghai and Tesla need each other.

Tesla has been controversial since its inception, with Musk being said to have made a big toy for a long time.

In 2018, even after a brief bankruptcy, Musk quipped on April Fool’s Day that “Tesla is completely, completely bankrupt.” You may be hard to believe, but it’s really bankrupt. “

Who's afraid of a home-made Tesla?

An auto industry insider commented that Tesla was founded in 2003 and 2017 was a 14-year hard-working year, 2018 was a year of tesla production and sales, and 2019 was a year of booms, with 112,000 cars sold in the fourth quarter of the year and nearly 50 times sales in seven years.

But that doesn’t mean Tesla is sitting in the chair, first, it’s a money-burning chore, and second, global auto sales have ended a seven-year streak of gains since 2018, known as the first two-year decline in global auto sales since the 2008 financial crisis. Moreover, Musk is carrying the banner of challenging the century-old auto industry, and he will suffer.

Mr Musk is looking to continue to grow as a new starting point for China, with sales in China reaching $669 million in the third quarter of 2019, making it the largest overseas market after the U.S. mainland.

It offers an unprecedented policy environment, market potential and better cost control.

For Shanghai, the Tesla Super factory, which plans to produce 500,000 electric vehicles a year, has officially opened in the Port-of-Hong Kong area of Shanghai, the largest foreign-funded manufacturing project in Shanghai’s history.

Moreover, Shanghai is not only for Tesla, the relevant officials said that Tesla will effectively promote the development of Shanghai’s high-end manufacturing industry, accelerate the construction of a world-class automotive industry center, for Shanghai to become a global city of excellence to provide strong support for win-win cooperation.

Note that is world-class, and so on, GM’s second-largest power-battery plant in the world, the Volkswagen electric car plant in Anting, and the Tesla Super plant in Port-by-Port have formed the future-oriented electric car industry in Shanghai. Of course, China’s strong supply chain network will also benefit, and may even lead to the rise of a large number of supplier giants.

It is worth mentioning that the Prime Minister met with Musk also made it clear that Tesla is not only responsible for producing electric cars to meet consumer demand, but to truly take root in China and become a new benchmark for China’s opening up to the outside world in the new era.

Arguably, the factory’s significance to China’s electric car industry may be like the fuel-car era, and the 1984 Shanghai Volkswagen Santana line to China.

China’s car car is coming wolf!

In the global market, Tesla produced 104,891 electric vehicles in the fourth quarter of 2019, delivered 112,000 them, and achieved a 50% increase.

The Chinese team represented NIO Cars, delivering 8,224 vehicles in the fourth quarter of 2019, a good 71.4% quarter-on-quarter increase, but not far from the foreign challenger. “They will be under direct threat, ” says one auto expert.

That’s why Mr Li recently cut the price of the new model, saying: ‘Let us keep some market flexibility in light of the upcoming Tesla domestic model.

Who's afraid of a home-made Tesla?

Li Bin also told reporters in a recent interview, after a comparative competitive advantage judgment, NIO will not be a particularly cheap car, only choose the mainstream high-end this road, NIO may be alive, Tesla market, no Chinese brand to live, this is not right!

Everything bodes well for a head-on battle, and as Tesla’s prices continue to fall, China’s new stars such as Xiaopeng Motors and Weima Motor are also facing a tough test.

At the same time, the trend from CleanTechnica is clear, and it’s not just electric cars that Tesla has entered the heart land of conventional fuel vehicles. In the third quarter of 2019, the Tesla Model 3 accounted for 27% of all small and medium-sized luxury car sales in the United States.

Unexpectedly, the Model 3’s sales in the U.S. Q3 are equivalent to 168.7 percent of the total sales of the BMW 2 Series 3 Series plus 4 Series 5 Series.

Musk’s mission for Tesla is to accelerate the world’s transition to sustainable energy, so Musk’s ambition is not electric cars from start to finish, but the whole direction of energy applications.

Tesla’s share price is at a record high, with a market capitalisation of $80 billion, and Tesla is the third-largest car company in the world, a senior auto industry executive said, leading the world’s electric cars to a beautiful breakout.

But there is no doubt that the changes in the industry are good for consumers, in addition to the inevitable subsidy retreat, consumers have more choice, one car owner intending to buy NIO ES6 said, will go back to see Tesla’s domestic models before making a choice.

There is also a friend still in Beijing shaking the number of friends told reporters that the new energy market has undergone a dramatic change, before feel that the new energy vehicles did not have to buy, the range of the continued range, the work difference also burst out of the spontaneous combustion accident, now more and more mature, the optional space is also greater, although far away, but still chose to queue for new energy.

At the beginning of the new year, you often quote a quote from Shakespeare’s play The Tempest:

All the past is a prologue.

Well, and look at the 2020 electric car market, sword lightsaber shadow, the wind and clouds rise again!

Author . . . Ding Guangsheng

Produced . . . NetEase Technology “State” column group