(Original title: Tesla's domestic plan is open at the end of the year! In negotiations with the Shanghai Municipal Government)
The thought that the dust settled Tesla made a renewable wave. After the closing on June 22, Shanghai Lingang Holdings Co., Ltd. (600848.SH) issued a clarification announcement: "The company has not had contact with Tesla, nor has it ever been with Tesla on its establishment in China. There is cooperation intention and no agreement has been signed."
Tianhua Moss Co., Ltd. (002510) also said in a rider’s announcement that “As of now, the company has not yet been informed of the specific progress and arrangement of Tesla Motors’ establishment of a plant in China. The company has not yet participated in Tesla’s cooperation in establishing a car engine plant in China. Matters."
At 10:30 in the evening, Tesla issued a public statement: "To better serve the Chinese market, Tesla is discussing with the Shanghai municipal government the possibility of building factories in the region. As communicated before, by the end of this year, Our localization plan will be more clear.Tesla has been dedicated to deepening the Chinese market.At the same time, in order to better serve the markets around the world, we are also constantly evaluating the location of potential manufacturing plants worldwide.Although we expect Most of the production will still be completed in the United States, but we need to set up overseas factories to ensure that more local consumers can afford our products."
Tesla's statement revealed a key message: It is negotiating with the Shanghai Municipal Government on the factory floor and will be finalized before the end of the year.
Previously, it was reported that Tesla had signed a framework agreement with Tesla on the part of the relevant Shanghai government authorities. A negotiation that lasted more than two years had finally come to an end. The 21st Century Business Herald also received a default response from various sources in recent days. However, it is only a framework agreement. Details of specific cooperation are still to be discussed.
However, the statement made by Shanghai Lingang and Tesla made Tesla's domestically made incident seem to add to the uncertainty.
“There is no contradiction in the wording of the two.†Several relevant persons close to the leaders of the Shanghai Municipal Government explained to reporters: “Tesla’s negotiating party is the Shanghai government instead of Shanghai’s Lingang, and Shanghai’s Lingang is unaware of it. Reasonable."
Settled in Lingang to start negotiations two years ago
The Tesla negotiations with the Shanghai municipal government have been initiated for two years. Informed sources revealed that because Tesla’s asking price is too high, Shanghai has not finally agreed. Another reason is that due to policy influence, Tesla, which cannot be made in China alone, will be determined in principle to settle in Shanghai. It will also join a joint venture with a state-owned enterprise in Shanghai to jointly promote Tesla's domestic production.
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, covers 13.6 million square feet. Upon completion, it will become one of the largest physical structures in the world and will greatly enhance Tesla. Electric vehicle production capacity.
Informed sources said that this is why Tesla chose to go to port in Shanghai, because the port is directly responsible for the investment from Shanghai, and the policy is relatively better; in addition, Tesla's requirements for the factory area are also exceeded. Other areas can give 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.
According to the reporter’s understanding, the two parties finally reached a close relationship with Shanghai’s state-owned enterprises and this state-owned enterprise is not in the automotive sector. Tesla does not cooperate with auto companies. For its part, the biggest advantage is that it can maintain the purity of its technology. In addition, climbing up to state-owned enterprises can also solve Tesla’s domestic desire for funds.
This is also in line with the logic of new forces to build cars, from the capital level to "out-of-business" companies, and to work with colleagues at the business level.
The main advantage of cooperating with “out-of-business†companies is that they can be free from the paradox of traditional thinking. At the same time, when they invest, they will not lose sight of one another and be fully committed.
The largest gain from state-owned shares is new energy points
From 2003 onwards, Tesla, which was founded 14 years ago, has created the best pure electric production vehicle on the market. However, in the past decade or so, the most important problems facing us have been unrealistic and simple: they are short of money.
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.
Implement the points system.
On June 13th, 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 vehicles (draft)". The new energy vehicles for passenger car companies from 2018 to 2020 were proposed. The percentage requirements for the points are 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, which will promote a new round of reshuffle of the new energy vehicle market.
For Tesla, it means that there will be a lot of points to be transferred. It is an excellent opportunity to reshape competitiveness.
However, there are also industry insiders who remind that new players who also have Internet backgrounds are already gearing up. Weimar's first pure electric vehicle is expected to be listed in 2018 and may have long-term battery 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. Taking Ford as an example, Ford CEO Mar Fields has promised to launch a self-driving car in 2021; GM’s transformation strategy has been opened. Previously, Wang Xiaoqiu, the president of SAIC Motor Corporation’s vice president, also stated that he would launch civilian “Teslaâ€. These are also the main reasons why Tesla has rapidly made domestic production to reduce costs and expand sales, in order to maintain its first-mover advantage.
(Editor: Yuan Yijun)
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