In the past a few months, it is the most painful time that I experience, nevertheless I think us or held out. " on the shareholder plenary meeting that in the United States Zhou Erju goes local time, tesla is presiding apparitor Ailong Masike (Elon Musk) path of such deep feeling.
Before a month, tesla a partner thinks, ma Sike holds president part-time all the time, the interest conflict problem that causes tesla and Solar City easily to wait, because this offers to change, refer so far second shareholder plenary meeting is discussed.
And plenary meeting of this tesla shareholder, overruled include to change president recombines trustee conference table twice inside, ma Sike still holds the position of tesla president and CEO finally.
Surviving Masike is very glad, high-key on shareholder plenary meeting announce, tesla is planning to build the first abroad plant in Shanghai, new plant will name for " dauntless battleship " (Dreadnought) . Unlike the factory of the first United States of tesla, new plant will be produced at the same time batteries and assemble a car.
1
Shanghai of super factory settle
Actually, tesla will be in China settle already talk for a long time. Last year in June, ever the message says tesla wants to build a plant in Shanghai, new developed area of Pudong of Shanghai of the optional location that build a plant overlooks harbor development, just Shanghai faces harbor at that time (600848, SH) issue clear announcement, deny in China with respect to its with tesla company the item that build a plant has collaboration.
This year on May 10, tesla obtains market of Shanghai Pudong new developed area to superintend the business charter of bureau nucleus hair. Build a plant to be in China, ma Sike ever expressed publicly, if can be produced in this locality, discharge custom duty and reduce carriage cost, the price that can allow tesla report motor-car to be in China falls 1/3.
"Now, tesla included the charge such as custom duty, freight in the price of Chinese market. And the program that tesla builds a plant in China has not been fulfilled, specific to home time of cost of artificial, production, construction bad now to decide, so tesla gives birth to postpartum price to still do not have accurate information in home. " the staff member say of service center of a tesla.
Inside course of study think generally, this year, our country is announced unlock foreign capital of car of new energy resources than restricting schedule, it is tesla decision build super plant in Shanghai " activator " , and in Chinese churchyard production car will conduce to tesla company steer clear of importing custom duty, cut cost considerably.
On June 6, super factory plans tesla after the message of settle Shanghai comes out, early dish when, a in related to tesla " concept " go tall quickly. Among them, the science and technology that protect grand (603197, SH) go up greatly 7% , shanghai faces harbor (600848, SH) rise 4% , day steam model (002510, SZ) , Xu Sheng share (603305, SH) , 3 Hua Zhi accuses (002050, SZ) also different level goes up.
2
Model 3 encounters " retreat order tide "
This shareholder plenary meeting, the president position that the outside eliminates care Ma Sike whether outside be being protected, the crop of Model 3 and consign are another focus, also be another troubles of Masike at the same time.
To this, ma Sike expresses on shareholder plenary meeting, current, tesla everyday producible 500 Model 3, the target that produces 5000 Model 3 " extremely possible " come true in the end of this month.
However, the tesla that delays late delivery Model 3 again and again has let partial client lose patience, model 3 is encountering in American market " retreat order tide " . The market analyses the newest data of company Second Measure to show, in the United States the Model 3 order of 23% already was cancelled. April, ma Sike states Model 3 consign will defer 6~9 after the month, the Model 3 that there is about 18% that month is retreated order.
More than it is American market, know, there also is order to cancel a circumstance in Chinese market Model 3. "Because of the time that wait too long, a few users cancelled Model 3 order, turn and buy Model S or Model X. " staff members of afore-mentioned tesla service center say frankly.
Tesla is depended on luxurious model after car Model S, Model X opens the market, try to pass cheaper Model 3 to the limit of one's capacity to increase gain capacity all the time. Two years ago, electric car of tesla Model 3 begins to accept book, subscription is 1000 dollars, predict 2018 consign. At that time, several 100 thousand consumer undertook booking. And at the beginning of this year March, model 3 is exposed to the sun to go out nearly 4 into component unqualified after needing do poorly done work over again, consign again and again defer.
Analysis of the personage inside course of study says, because crop is finite, tesla cannot fulfill more than 450 thousand Model 3 order at all at present.
And look in Masike, main end is consign of Model 3 defer tesla is good in the luck of automation respect bad half.
Ma Sike expresses, "We made a lot of mistakes on Model 3. We know how to solve these problems, we also are being solved. The automation method that we use below certain circumstance does not have be successful, because this has some of factor of production to suit the mankind to finish only, some parts suit a robot. Some parts suit a robot..
As we have learned, 2019, tesla will begin to undertake left drive the global consign of car. Ma Sike expresses, after tesla exceeds 5000 to goal of production is finished and realize gain every week, model 3 or provide the service that rent at next year.
