Shanghai is one of the important production bases for the integration of automobile R & D, production, sales and export in China, which is very important to the domestic and even the world automobile industry chain As the largest foreign automobile manufacturer in Shanghai, Tesla's resumption of work and production after the epidemic has attracted much attention
Author / Qian Tongxin
At the press conference on May 17, Wu Xiaohua, deputy secretary of the Party Working Committee of Shanghai Lingang New Area, revealed that the capacity utilization rate of Tesla Shanghai Lingang super factory has exceeded 45%, slightly lower than that of SAIC. The capacity utilization rate of supporting enterprises in the port auto industry chain has also reached about 50%.
The first financial reporter learned that since Tesla resumed work and production on April 19, it is still in single shift production, and the production capacity is significantly reduced compared with the original three shift system. Insiders revealed to the first financial reporter that Tesla's weekly production capacity (7 days and 24 hours) before the epidemic was close to 20000, but at present, due to the restrictions on resumption of work and production conditions and the synergy of parts industry chain, the overall capacity utilization rate needs to be improved.
According to the Pudong New Area earlier this month, Tesla's actual output reached 10000 vehicles ten days before its resumption of production, with an average daily output of about 1000 vehicles.
The complexity of the supply chain is the biggest challenge for Tesla and other auto manufacturers to resume production. Wu Xiaohua said that the port auto industry chain has recently resumed work and production, showing a continuous climbing trend, and Tesla is also cooperating with more than 100 suppliers to actively resume work and production.
In the process of resuming work and production, supply chain enterprises are also facing the challenge of the rebound of the epidemic. Last week, a Tesla supplier's Shanghai factory was temporarily silent due to the discovery of the epidemic. The first financial reporter learned on May 17 that the supplier's production has returned to normal.
Since Tesla resumed production, most of the electric vehicles produced by the company have been exported. As of last week, Tesla has exported two batches of whole ship electric vehicles, with a total of about 9000.
On the other hand, Tesla China's sales have yet to recover. According to the latest data on car sales released by the China passenger Federation on May 10, Tesla's sales in China fell sharply to 1512 vehicles in April, down 98% month on month from March this year. Tesla China sold 182174 vehicles in the first quarter of this year.
Tesla released a financial report last month, saying that due to the impact of COVID-19, Tesla Shanghai Super factory lost about one month of production (about 50000 vehicles). However, it is still expected that the output in the second quarter will be similar to that in the first quarter.
Tesla previously told the first financial reporter: "automobile is an industry with a very long industrial chain. The resumption of Tesla means that many suppliers have to return to work, so as to ensure the stable and sustainable production of Tesla."