In 2017, it was rumored that Tesla will build a factory in Shanghai, China, and later I did not know why it was suspended. In 2018, it was reported that Panasonic would consider producing Tesla batteries in China, or it would join hands with Tesla to set up a super battery factory in China to further promote the construction of a car production plan in China.
As a major battery supplier of Tesla and an important member of the first two super battery factories, Matsushita recently said that it is considering re-engaging with Tras to establish a super battery factory in China.
According to sources, Matsushita's president, Tsutsumi Ichihiro, revealed the future battery production plan at CES, saying that it is likely to produce batteries for Tesla in China.
According to him, since Tesla has planned to start local production of products in Shanghai, Panasonic is also considering promoting investment in Chinese factories. Although it has not yet finalized a detailed plan for producing Tesla batteries in China, Panasonic has already Consider the possibility of the plan.
In this regard, some insiders said in an interview with reporters that as of now, the cooperation between the two sides is mutually beneficial. As the largest market for electric vehicles in China, for Panasonic and Tesla, building a factory in China can not only quickly occupy the market, but also copy the previously successful cooperation model to a new factory. It is a good choice.
Panasonic promotes investment in ChinaAccording to public information, Panasonic is currently the world's largest supplier of electric vehicle batteries. In the first half of 2017, Panasonic occupied 29% of the battery market for plug-in hybrid and electric vehicles. Its competitors LG Chem, BYD Ningde era holds 13%, 10% and 9% market share respectively.
Since 2008, Panasonic has been Tesla's exclusive lithium battery technology supplier. According to the data, in the two years of 2013 and 2014, Panasonic provided Tesla with nearly 200 million lithium batteries.
At the same time, Panasonic is also an important partner of the Tesla Super Battery Factory. In January 2016, Panasonic and Tesla jointly invested $5 billion to build a super battery factory in Nevada, becoming the world's largest automotive battery factory, which has been put into production.
According to the statement of Jin Heyi, Panasonic is currently considering producing batteries for the future Chinese plant in Tras, which is equivalent to its production in Nevada.
Jin Heyi said that although the detailed plan for producing batteries in China has not yet been finalized, Panasonic is already considering the possibility of producing Tesla batteries in China.
The reporter noted that as early as last May, there was news that Panasonic would invest hundreds of millions of dollars to build a power battery factory in Jiangsu, China. The factory is located in Suzhou, Jiangsu Province, and the battery is the same as the 18650 ternary lithium-ion battery used by Tesla, and Panasonic will establish a joint venture with a Chinese partner.
Localized production can be expectedIn fact, in the past year, there have been many rumors that Tesla will build a factory in China to produce cars.
As early as last October, there were reports that Tesla had signed an agreement to build a factory in the Shanghai Free Trade Zone. After the plant is completed, Tesla still needs to pay a 25% import tax, but will own the company. The full controlling stake, and lower production and shipping costs are likely to offset the cost of tariffs.
At that time, Tesla told reporters, "In order to better serve the Chinese market, Tesla is discussing with the Shanghai Municipal Government the possibility of building factories in the region."
In this regard, the automobile industry analyst Zhong Shi said in an interview with reporters that the construction of a factory in China is of great significance to Tesla. Despite the fact that Tesla still has to pay a 25% tariff, the overall cost is calculated. Tesla's production of cars in China will significantly reduce the cost of logistics and spare parts, and attract Chinese consumers at a lower price.
Cui Dongshu, secretary-general of the Association, told reporters that for Tesla, China’s market potential has not been fully explored. In particular, if the Model 3 model is localized, it will be recognized by more and more consumers under the cost advantage, and it will become an important opportunity for its second take-off.
It is worth noting that according to the recently released sales data of Tesla, although the production of the Model 3 model in the fourth quarter of last year has risen sharply, there is still a big gap from the previous target.
At the same time, Tesla announced that it has once again postponed the production target plan for Model 3 “5,000 units per weekâ€. According to its latest forecast, the company is expected to produce about 2,500 Model 3s per week before the end of the first quarter of this year. This data has been halved compared to previous commitments.
In this regard, Jin Heyihong said that due to the influence of Tesla's adjustment of production capacity, Panasonic also postponed the original delivery date of the vehicle battery. He said that although this will have an impact on the performance, the financial results as of March 2018 will cover the downward revision of the performance, and will ultimately have no major impact.
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