[Marske threatened that Tesla's super battery capacity will be more than the sum of all electric vehicle companies in the world] June 5, 2018 Tesla shareholders meeting. "This is the most painful 'hell-of-the-month' I have experienced, but I think we are approaching the target step by step." At the conference site, Tesla CEO Elon Musk sobbed several times and he called Tesla. It is love to build a car, unlike some companies that are driven by the investment department. Tesla devotes itself to heart and soul.
According to report, at the shareholders meeting, Tesla revealed plans for its first overseas factory to settle in Shanghai, China. The new factory will be named “Dreadnoughtâ€.
It is worth mentioning that, unlike the U.S. super factory, China's “Dreadnought†factory will produce batteries and assembly vehicles at the same time, and more details about Chinese partners and new factories will be disclosed next month.
In addition, the official has not only made plans for the construction of the new factory, the increased capacity of Model 3, and the construction of supercharged piles, but also announced the latest preview map for a ModelY model. It is expected that the new model will be put into production by the beginning of 2020 at the 3rd lunar phase in 2019. For rumors that Tesla’s cash flow was widely lost, Musk reaffirmed his view that “there was no plan to provide additional financingâ€. At the same time, he said that the company will achieve net income and positive cash flow in the fourth quarter of this year.
The sales price of the vehicle has dropped by over 30%
Although Tesla’s establishment of a factory in China has never been officially answered, despite the opening news of the opening of the Free Trade Zone and the opening of the stock exchange.
At the shareholders meeting in 2018, Tesla’s global sales director Ren Yuxiang made it clear at the company’s shareholders’ meeting that it will set up its first overseas factory outside of the United States in Shanghai, China. At the same time, Tesla CEO and Chairman Musk said: The new factory will start production in 2020, and its products will not only be sold in the Chinese market, but also may be sold in other countries in the region.
At present, Tesla has two major factories in the United States. The Gigafactory plant in Nevada is primarily responsible for the production of batteries for Tesla electric vehicles; the Fremont plant in California is responsible for manufacturing and assembling ModelS, ModelX, and Model3.
It is reported that Shanghai factory will be named "Dreadnought", meaning fearless. Unlike the U.S. factory, the new factory in Shanghai, China, will produce both batteries and assembly vehicles. Although Tesla did not announce which model it would produce at the Shanghai plant, it is widely believed that the Model 3 will be the first model produced in a domestic factory.
“When we want to produce cheaper cars, it's very obvious that local production is very important. So we build super factories for cars and batteries in North America, China and Europe.†said Musk, “ If things go well, we may announce the details of China's super factory next month, followed by Europe's super factory, possibly by the end of this year. Ultimately we expect there will be 10-12 super factories in the world."
The reporter noted that at present Trass enters the Chinese market still need to pay 25% of the import tariff. Even after the implementation of the New Deal in July, the auto import tariff was lowered to 15%, and the Tesla ModelS with a CIF price of 800,000 yuan still had a tax amount of up to 280,000 yuan.
In response, Musk stated that if Tesla can produce locally in China, it will directly eliminate tariffs and transportation costs, and Tesla’s domestic sales price will fall by one-third.
In fact, as the core component of an electric vehicle, the power lithium battery was once regarded as the most expensive and restrictive production unit of the electric vehicle. The reporter learned that the cost of the 18650 lithium battery on which the ModelS and the ModelX were equipped was approximately US$170/kWh. The Model 3, which is equipped with a Panasonic 2170 lithium battery, has reduced the cost to US$155/kWh.
Surprisingly, Musk put a big weight on the bulls - "This year Tesla's battery cost has dropped substantially to $100/kWh." In fact, the $100/kWh as the watershed of the power battery indicates that the overall cost of the electric vehicle will be close to or even lower than that of the fuel vehicle, which is a milestone for the popularization of Tesla products and electric vehicles in the future.
In addition, Musk also said that the batteries produced at the Tesla Nevada Superbattery will soon be more than the sum of all electric vehicle companies worldwide.
Achieve 5,000 weekly production in early July
According to the data, Model3 currently has an estimated 450,000 global orders, making it the world's best-selling new energy vehicle. However, the current production capacity of Model 3 is seriously lagging behind, with a capacity of only 3,500 vehicles per week, and its production speed is far from the delivery commitment.
At the general meeting of shareholders, Musk stated that due to the excessive pursuit of automation of the production line, some work must still be done manually. The new production line was already deployed two weeks ago. Tesla has already spent the toughest months of production.
According to Musk, the company plans to increase the production capacity of the Model 3 to 5,000 units per week at the end of this month or early July, and begin production of the Model 3, a two-motor, four-wheel drive version. Although Tesla still has a certain gap from this goal, Musk has decided to add the new power system to the production schedule and officially open a new version of the Model3 booking next week.
Musk also said: "We have made a lot of mistakes in the production of Model3. We are sure that we know how to solve these problems, we are solving these problems. Automation has been successful in some cases and failed in some cases. But it is very Obviously, some of the tasks in production are very suitable for humans and some are very suitable for robots. It may be reasonable to use humans in the initial production. Subsequently, the most painful and difficult parts of the production process are automated."
The reporter learned that Tesla currently has three Model3 production lines and a new production line two weeks ago, which is a huge increase in production efficiency relative to the first two production lines. With the first two lines, by the end of this month there will also be an opportunity to achieve a production capacity of 5,000 units per week. With the third line of blessing, Tesla expressed "very confident" to reach the capacity target.
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