Recently, "Bai Fumei" in the car industry - Tesla has made a headline. This time it was not because of a fire or a car, nor because the male CEO, Musk, spoke loudly, but because he was "robbed of relatives" in China. Threaded Pipe Fitting,Hose Barb Fitting,Flare Fitting,Sae Fittings NINGBO AIHUA AUTOMATIC INDUSTRY CO.,LTD , https://www.iwapneumatic.com
On March 7, Changan Automobile announced the suspension of trading, and on March 13, it issued a suspension notice. The announcement stated that “it is planned to plan a major event, and there is uncertainty in the matterâ€. Two months ago, Musk announced at the Detroit Auto Show that he would "build a factory in China." The incident was interpreted by the media as Tesla will form a joint venture with Changan Automobile. Subsequently, the reporter called the parties at the first time on whether or not the joint venture, and Tesla and Changan Automobile responded that they "have not heard of this news yet."
In the past year, Tesla’s joint venture “Gossip†in China has been uninterrupted. From last year's SAIC, Jianghuai, Beiqi Futian to this year's Chang'an and Lifan, as long as the leaders of both sides had met, or visited each other's factories, they were supposed to be "foreplay" by the media.
If Tesla wants to sell more, it is necessary to avoid switching taxes and reduce costs. Domestic production is the only way. At present, China has ushered in the “best opportunity†in the development of new energy vehicles. Local car companies must step up their efforts to seize the market and find more opportunities for multinational brand joint ventures.
At present, the most popular "object" is Changan Automobile. For Tesla, Changan is a central enterprise with strong strength and strong lobbying ability for the government, which is conducive to Tesla's better development environment and policy support in China. On March 16, Ken Morgan, Tesla's director of automotive investment and government relations, came to Chongqing to visit Changan and Lifan.
Last year, Changan’s market performance exceeded expectations, and it was the only one among its own brands. It rose to the fourth place in the passenger car market. Xu Heyi, the chairman of BAIC Group, even publicly stated that he "learned from Changan" at the S&P X65 listing. On March 6 this year, Changan's first pure electric vehicle EV was launched for private sales, and announced the new energy ten-year development plan: 34 new new energy products will be introduced to the market in the future. This new energy strategy has also triggered speculation.
However, some experts believe that Tesla will not rush to establish a joint venture. "Tesla is currently in the stage of crossing the river by feeling the stones." Car commentary expert Zhong Shi told reporters that Tesla's US factory has 200,000 production capacity, but last year's sales were only 30,000, and there is still a lot of room. “There has not been a big growth in the US domestic market, and sales in China have just started. There is no joint venture at this stage.â€
Xia Shu, an independent auto industry commentator, believes that Tesla is not mature enough as a startup company, and is not familiar enough with the Chinese auto market. The randomness and uncertainty are too strong. "This is manifested in several aspects. First, the frequent replacement of Chinese executives indicates the confusion of Tesla's employment strategy. Second, this visit to Chongqing, both went to Changan and went to Lifan, before with SAIC, Fukuda has talked about cooperation and is also confused in the choice of partners."
At present, Tesla is adopting a self-operated direct sales model that bypasses dealers, but this is in contradiction with the rapid growth of sales. If Tesla establishes a joint venture in China and establishes a joint venture with a 50:50 share ratio, then what kind of sales model will be adopted in the future will become a new problem.
"Objectively speaking, China did not have technology, products, and joint ventures decades ago. Today, independent brands have sufficient strength and there is no need to establish a joint venture with Tesla." Zhong Shi said that BYD, for example, With the core technology of new energy vehicles such as batteries, motors and electronic controls, and tens of thousands of patents, there are more than 2,000 foreign patents. BYD Qin sold nearly 15,000 vehicles last year, and the electric bus K9 was well received in the UK, the Netherlands, Colombia, and the United States.
Zhong Shi said that Tesla wants to make a domestic product, and definitely needs to go to the price of the popular version of the model, and in this market, BYD, BAIC, Jianghuai, Changan and other independent brands have already had a layout. Of the top 20 electric vehicles sold worldwide last year, six are Chinese-owned. At present, there is only one model in Tesla, and it will take time for Model X and Model 3 to come out. "At that time, Tesla had no chance, and the self-owned brand predators would eat this alien python."
"After so many years of precipitation and development, we should have such strategic confidence today. In the era of Industry 4.0, the cooperation between local car companies and foreign car companies should be multi-layered, not just joint ventures." Xia Shu said, global electric vehicles The highest sales volume is Nissan Leaf, the best smart car system is Volvo, Google, local car companies do not have to look at Tesla. "In addition, Tesla is far worse than Apple's products that are truly subversive and global."