Source: Surging News
Author: Su Yangfan
At 0:28 am on June 1, Beijing time, Tesla's global vice president of Tesla posted a photo of Musk's super factory in Shanghai on Weibo, and wrote "Thank all of his support! Full of harvesting.One day! ", In the picture, Musk held the" Giga Shanghai "sign, standing hundreds of employees next to him.At this point, Musk's trip to China after three years came to an end. On the morning of June 1st, his private plane took off at Shanghai Hongqiao Airport and went to the location of Tesla Global Headquarters -Texas Austen.
After the epidemic restrictions are liberalized this year, the CEOs of major companies in the world have visited China one after another. In addition to Musk, Starbucks CEO Laxman Narasimhan, Morgan, MorganDatong CEO Jamie Dimon also came to China this week.According to the United States CNN (CNN), in recent months, the management of Apple, Samsung, Saudi Arabia, Volkswagen, HSBC, Standard Chartered Bank, Kaiyun Group and other companies have visited China, which undoubtedly highlights ChinaAs the world's second largest economy, the importance of many "blue chips".
From Beijing to Shanghai
On May 30, Musk landed in Beijing and started his two -day trip to China.On the same day, Qin Gang, a State Councilor and Foreign Minister, met Musk in Beijing.This was not the first meeting of the two. In 2022, Musk met with then Chinese ambassador Qin Gang in the Tesla Factory in Fremont, California.
In this meeting, Qin Gang used Tesla cars to make metaphors, saying that the development of Sino -US relations should be based on the correct direction of mutual respect, peaceful coexistence, and win -win cooperation proposed by President Xi Jinping;"Step on the brakes" in time to avoid "dangerous driving"; good at "stepping on the accelerator" and promoting mutually beneficial cooperation.Musk said that the Chinese people's diligence and wisdom, and the achievements of China's development are taken for granted.The interests of the United States and China blend, just like a conjoined baby.Tesla opposes the "detachable chain" and is willing to continue to expand its business in China and share China's development opportunities.
On May 31, Musk was seen by many Chinese ministers.First, the Minister of Industry and Information Technology Jin Zhuanglong, during the meeting, the two sides exchanged opinions on the development of new energy vehicles and intelligent connected cars.
On the same day, the Minister of Commerce Wang Wentao met Musk, and the two sides conducted extensive and in -depth exchanges on issues such as Sino -US economic and trade cooperation and Tesla's development in China.Musk agreed that Sino -US relations are not a zero -sum game. Thanks to China for their support and guarantees to provide the Tesla Shanghai factory during the crown disease, praise China's development vitality and potential, full of confidence in the Chinese market, and is willing to continue to deepen mutual benefit cooperation.
Finally, Ren Hongbin, president of the China Trade Council, met with Musk. The two sides exchanged opinions such as promoting the cooperation of Sino -US new energy industry, strengthening the exchanges and cooperation between the Chinese and American industrial and commercial community, and holding the first China International Supply Chain Promotion Expo and other issues.
On the evening of May 31, Musk's private jet landed in Shanghai Hongqiao Airport. Three hours later, he appeared at the Tesla Shanghai Super Factory to meet with employees.
On June 1, Chen Jining, secretary of the Shanghai Municipal Party Committee of the mainland government, met with Elon Musk, chief executive officer of Tesla, USA.Chen Jining said that Tesla is welcome to seize the opportunities such as modern construction and urban green low -carbon development, industrial transformation and upgrading, etc., increase investment and business layout in Shanghai, deepen cooperation in the areas of new energy vehicles, energy storage, etc.New technologies and new services fall in Shanghai, so that technology will better serve a better life.
Musk and China
Musk's high -profile visit to China has attracted the attention of many foreign media. Compared with Musk's image of "critics" in the United States, he has formed a strong contrast to China ’s friendship.On July 1, 2021, when the Chinese government's 100th anniversary of the founding of the party, Musk tweeted that "China's economic prosperity is indeed amazing, especially in infrastructure construction!" In addition, Musk also alsoPraised China's strengthening of the data security law.
As one of the richest people in the world and an important figure in the automotive industry, social platform and the aerospace industry, the relationship between Musk and China has also attracted much attention. China is Tesla's largest non -US market and its electric electricity.Important component of automobile supply chain.According to the Financial Times, unlike most American business leaders, Musk is even more sober on the issue of the red line of Sino -US relations. When asked about the geopolitical tensions on the Taiwan issue on the Taiwan issue, he expressed his recognition of China's official policyEssence
Although Musk has always maintained a friendly relationship with China, due to the rise of Chinese local car companies, Tesla's leading position in the electric vehicle market has been challenged.
According to the data from the China Automobile Industry Federation (CPCA), by 2022, the sales of China's electric and hybrid vehicles will double, accounting for more than a quarter of all car sales, which means that China has become the world's leading world's leading worldThe electric vehicle market.Thanks to the Chinese government's support for new energy vehicles and the increasing interest in consumers, Chinese automobile manufacturing companies have also dominated the domestic market.According to the French International Broadcasting Station (RFI), although Tesla is still the world's largest electric vehicle seller, the popularity of Chinese brands is booming.For example, BYD is one of the most prominent local brands in this field.
Financial Times pointed out that at the end of 2022, Tesla's sharp price reduction in China was the beginning of a price war. This price war exacerbated the competition between international and local car companies in China.Although Tesla's sales have increased significantly, the company's net profit in the first quarter of 2023 decreased its price in the first quarter of 2023.
Data from Automobility, a consulting company headquartered in Shanghai, shows that Tesla's sales share in China's "new energy vehicle" market (including hybrid vehicles and trams) first declined, and then rose from 7.9%in 2022 toCurrent 9.6%.However, the market share of BYD has increased from 31.7%to 38.1%at the same time.Analysts said that Tesla will increase discounts in the second half of the year to seize more market share.
Tesla's first factory in Shanghai was put into production in 2019. It was considered to help promote the rapid growth of China's electric vehicle sales and consolidate a deep local supply chain.On April 9, 2023, Tesla announced that it would establish a second giant battery plant in Shanghai.According to Xinhua News Agency, the factory is planned to start in the third quarter of 2023 and be put into production in the second quarter of 2024.It is reported that the factory will plan the production of Tesla's large commercial energy storage batteries. In the early stage, 10,000 commercial energy storage batteries were planned to produce annual production, and the energy storage scale was nearly 40 GWH (GWH).
Tesla's extra investment is a microcosm of global companies competing for China.In 2022, China's actual use of foreign capital exceeded 1.2 trillion yuan (RMB, S $ 228 billion).From January to February this year, the actual use of foreign capital reached 268.44 billion yuan, an increase of 6.1%year -on -year, and continued to maintain a growth momentum on the basis of the high base."The Chinese market is still very attractive to foreign -funded enterprises." Zheng Yi, chairman of the Shanghai American Chamber of Commerce, told Xinhua News Agency.
