The placard on Wang Xin of our newspaper reporter
Suspectable is, the yield that tesla encounters in the United States can problem, used two years of many time to fail to solve, can the plant that builds in Shanghai assure to won't appear similar problem?
American time on June 5, on tesla shareholder plenary meeting, tesla was announced it is beyond United States of Chinese Shanghai construction the plan of first factory, negotiating with Shanghai place government at present, will come to an agreement the most quickly at next month and announce.
Right now tesla is being bothered ceaseless. Produce can suffer large area of tired, Model3 to retreat order, tesla goes bankrupt, Masike finishs class in waiting for a hearsay to appear in each report of big media, never be the same as level attestation tesla to be in eddy on this second shareholder plenary meeting.
It is good that tesla may hope to pass an interest, redeem a few confidence. This profit is good, announce to build a plant in Chinese Shanghai namely. Tesla is presiding apparitor Ailong Masike expresses on the conference, unlike factory of tesla United States, name of plant of tesla new generation is Dreadnought (dauntless naval vessel) , will produce at the same time batteries and assemble car. This factory is inchoate meeting with producing Model S and Model X two models are main task, give priority to in order to produce Model 3 and introductory class Model Y in prospective general.
He still expresses, this company may be at the beginning of 2019 roll out Model 3 lease program, at the appointed time the goal that tesla achieves to produce 5000 Model 3 every week already, realize gain.
"The service that rent can abort to the cash of tesla unripe negative effect, so we won't be in 6 to Model 3 is offerred to hire a service inside 9 months. Anyhow, loan financing is better choice, what do to the surplus value of new model because of the bank is conservative model estimation, nevertheless fortunately, the surplus value of tesla car all the time pretty good. " Masike expresses.
Is building a plant the roll booster of capital?
In fact, from begin 3 years ago, tesla builds the hearsay of the factory to come out often in Shanghai, but the official response that did not get tesla all the time. Every time hearsay, tesla has the benefit of different level, capital market values his generally to build a plant in China.
Last year on June 22, the message says, municipal government signed tesla and Shanghai to be in China the agreement that build a plant, and tesla is met at least build joint-stock company with enterprise of this locality of a Shanghai, tesla and Shanghai government autograph made an appointment with the photograph of the chair to be poured out of at the same time that day, but hind be clarified " do not belong to solid " .
Nevertheless, ma Sike ever had expressed the strong interest that builds a plant in Chinese investment publicly, he thinks to be produced in this locality, can discharge custom duty and reduce carriage cost, the price that can allow tesla report motor-car to be in China falls 1/3.
After this, almost every months can the message exposes to the sun the information that gives tesla to build a plant, and people thinks to be in for a time in December 2017, tesla can fall calm Shanghai factory. Just a few months come, do not see it establishs factory activity tardy, among them a serious difficult problem, depend on a country solely invested to the foreign enterprise the policy limitation that builds a plant.
Nevertheless before long hind, chinese government announces to enlarge open degree, reduce custom duty, cancel foreign trader of car of new energy resources to invest than limitation. This year on April 17, national hair changes appoint announced relax the schedule that the scale of foreign capital share of automobile industry restricts, among them foreign capital of car of new energy resources will cancel this year than limitation. Before this, the government stipulates look forward to of foreign capital car can exist through joint-stock form only, and oppose a scale highest cannot exceed 50% .
In tesla money signs up for the conference to go up first quarter, ground of Ma Sike unexpected expresses publicly: "The likelihood is finishing a quarter, we will announce the news of super factory of concerned tesla China, at latest also won't is later than the four seasons is spent this year. At latest also won't is later than the four seasons is spent this year..
Trend of development of car of good, new energy resources and industry standard promote the benefit of policy point of view, enter formally what quickened tesla undoubtedly. Antedate tesla is super of factory settle China, it is tesla (Shanghai) company, from the point of scope of business, tesla (Shanghai) involve sale of imports and exports of technical development, electric car only, did not involve production production. This tesla affirms the plant is built in Shanghai, announced production actively batteries and assemble car.
To this, shen Haiyin of CEO of strange place car ever expressed, can see tesla why build a plant in China from two angle, "The first, china is the electric car market with the biggest whole world, future is the contends for surely ground of tesla certainly. Set out from this angle, it enters Chinese market, be fair and reasonable, also be sooner or later thing. The 2nd, tesla is being sought all the time solely invested the plant is built in China, chinese policy was unlocked now, a such company comes out, I feel to be in expected. I feel to be in expected..
In China this world's oldest car creates base, tesla only last year already work off 14883 electric cars, in China sale amounts to 2.027 billion dollar, those who establish is super fill a power station to already exceeded 1000, destination fills a power station to already had 2000.
Still a kind of viewpoint thinks, in car consign on this thing, tesla home build car new power to be taken bad, when achieving car look forward to newly not less to encounter a trouble on consign, learn the way of tesla. The personage inside car line of business oppugns: "Right now tesla garrisons China the market is necklace money, thereby catenary of capital of get warm again after a cold spell, in seeking square investor, take letter wall street afresh. Take letter wall street afresh..
Still having a suspectable problem is, the yield that tesla encounters in the United States can the problem fails two years to solve between a long time, can the plant that builds in Shanghai assure to won't appear similar problem?
Tesla Motor Corporation had held water 15 years, the problem that big batch of inextricability still however new car produces, this to traditional car look forward to it is the thing that can not imagine. So, the problem of tesla, the mode of one a complete set of such as research and development of car be consideringed as, design gave an issue.
The crisis still accompanies tesla
Factory belong to the same organization is built in Shanghai, whether rescue tesla? There is a report to say before this, tesla is in go bankrupt the brim, if do not have capital infuse, in this year, tesla was about to go bankrupt really.
According to tesla 2018 money signs up for first quarter, although battalion receives 3.409 billion dollar, outclass last year the 2.696 billion dollar of the corresponding period, but net loss caustic also reached 785 million dollar, for last year double of the corresponding period, achieved the record of historical deficit.
Tesla problem appears in produce can go up. In rigging a process as a result of tesla, the proportion that assembles by hand is too large, only of batteries bad taste frank likelihood to be as high as 20% , the week output of tesla Model 3 is controlled 2000 times only, high cost and low yield caused tesla crisis.
Because consign adjourns, the near future, model 3 is exploded to give experience large area to retreat order. Regard tesla as familial price the closest civilian model, model 3 is considered as tesla report motor-car to move toward popular a crucial product. After was announced first 2016, the low of 35 thousand dollar is obtained numerous embrace wholesale.
Last year in July, tesla held Model 3 in California first 30 consign ceremony, first car advocate come from tesla interior for the most part. When those, global order " like missile " fly to tesla, order exceeds 500 thousand, and produce occurrence difficulty as the quantity of Model 3, up to in August 2017, had appeared more than 60 thousand order are retreated order.
Newest data of analytic company Second Measure shows, in the United States the Model 3 order of 23% already was cancelled. Among them Masike expressed April, the consign of Model 3 will defer 6 months to come after 9 months, the Model 3 that there already is about 18% that month begins refund.
Order shrink, aggravate the problem of tesla capital insecurity. Accordingly, many wall street analysts think, if do not have life of outside financing add, tesla can be moved toward go bankrupt.
"We made a lot of mistakes on Model 3. We know how to solve these problems, we are solving them. The automation method that we use below certain circumstance does not have be successful. But apparently, some factor of production suit the mankind to finish very much, some parts suit a robot very much (18.52, - 0.35, - 1.85%) . " Masike says.
Tesla Model 3 is produced can be not worth, batteries in short supply and systematic government have existence problem. "Actually Masike is having very good production to design conception to tesla, but in process of test and verify, gotten result is not ideal. " when a personage inside course of study is accepting 21 centuries economy to report the reporter is interviewed, say.
In plenary meeting of 6 days of shareholder, ma Sike says, the target that tesla week produces 5000 Model 3 " special likelihood " come true when the end of this month. He still expresses, super battery plant will make tesla very quickly a more batteries, the batteries crop total that crop will exceed manufacturer of all and electric car. In addition, begin from next month, model 3 tries drive to go to deploy North America all tesla retailing shops.
He still expresses, tesla may be in future rolls out a small-sized and electric car inside 5 years. Ma Sike says, tesla predicts to this year the 3rd quarter twists implementation deficient, the 3rd ready money that spends with the four seasons flows will become a full member.
In the shareholder plenary meeting that day, tesla partner bisect left the shareholder draft resolution of presiding apparitor and president responsibility to undertake voting, final, the draft resolution of duty of detached Ma Sike fails to obtain through. That is to say, be faced with the Masike that finish class for a time, after this shareholder plenary meeting, still can continue to hold the position of president to hold presiding apparitor concurrently.
