Following the Ningde era, the domestic Tesla supply chain has added important new members. According to state media reports, in recent days, Bothelectronics received a domestic Tesla fixed-point production letter, which means that the Chinese-made Model 3 and Model Y-related components will be directly produced and supplied by JSS Shanghai Lingang plant, the cost will be further explored.
Tesla supply chain in full localization, the current line of domestic Model 3 parts domestic rate of 30%, in the increasing supply of domestic parts, the mid-year Tesla parts domestic rate of up to 80%, the end of the year can fully achieve domesticization, when the total production costs are expected to be again down.
Earlier, a new study by heyer, the authority, showed that the domestic Model 3 had a maximum of 27-34 percent room for price cuts after Tesla adopted a domestic supply chain. Referring to the current domestic Model 3 subsidy after the sale price of 299.05 million yuan, that is to say, the price reduction of 27%-34% after the lowest price is only 197,000. This is a huge impact on other new energy brands in China.
It is understood that jSS port-bound plant from Tesla Shanghai Super plant is only 3 kilometers away, JSS in 2019 to establish a new safety products factory. The company will include a complete passive safety system for Tesla, including steering wheel, main driving airbag, co-pilot airbag, head curtain airbag, seat side airbag, knee airbag and vehicle seat belt. The company is also bidding for products such as high-voltage charge and discharge systems, trims and V2X software systems.
Will the current new coronavirus infection event affect the supply of win-win electrons? In recent years, through the global business layout, the company has a complete production and operation system in Europe, the Americas and Asia to meet the needs of global customers. At present, the impact of this outbreak on the company’s annual operating income is small, the overall control.