Tesla CEO Mask said on the 19th performance briefing that Tesla will announce the "super factory" plan for producing batteries as soon as next week, which will help the battery module cost drop sharply, and The speed of innovation in the fast battery is crucial for the company's cheap electric vehicle with a manufacturing cost of $35,000.
Musk is convinced that the charging problem will not be an obstacle to Tesla's sales in China. In order to solve the problem of difficult charging for Chinese users, Tesla has done a lot of work and has found some good solutions. The basic work of super charging network laying will be done during the year.
In response to the Chinese market, Musk said that the initial demand in the Chinese market is very strong, and the bigger challenge for Tesla is how to meet these needs. Tesla will ship to the Chinese market in the first quarter. It plans to build a new service center in China this year and do a good job in supercharged network laying. It is expected to achieve “significant growth†in the Chinese market this year.
Plan to significantly reduce battery costs
According to the financial report, the Tesla Model S electric vehicle shipments reached 6,892 units in the fourth quarter of last year. Last year, the annual electric vehicle shipments were 22,477 units. Tesla expects shipments to exceed 35,000 units this year, an increase of more than 55%. In addition, Musk predicted that Tesla will launch the third-generation Model X before the end of this year, and mass production will begin in the second quarter of 2015.
Tesla's explosive growth in car sales in the past five quarters
In the letter to shareholders issued on the same day, Tesla said that with the expansion of production capacity and the solution of bottlenecks in suppliers, the future production capacity is expected to further increase. By the end of 2014, the average weekly car production will increase from the previous 600 to about 1,000. . In the first half of this year, battery supply will remain the main obstacle to production, but this situation is expected to improve significantly in the second half of the year.
At the last performance briefing in November last year, Musk revealed that he was considering the possibility of establishing a world-largest lithium-ion battery factory to produce battery originals for Tesla's battery pack. On the 19th, Musk said that he would hold a briefing on the construction plan of the factory as soon as possible and answer relevant questions.
Musk said that the establishment of such a "super factory" is crucial for the company to manufacture a third-generation low-cost electric vehicle costing $35,000, which will bring the cost of its electric vehicle and fuel vehicle closer, thereby enhancing competitiveness. At present, Tesla's cheapest Model S electric car is priced at $72,000, and the higher-profile version is priced at more than $100,000.
Normally, the battery components used in automobiles will be produced in multiple manufacturers, and the “super factory†that Musk plans to build will cover all aspects including raw material integration, battery pellets and battery module assembly. He said that he will work with some partners to complete the plan, and the current battery supplier Panasonic will participate, but there will be new partners to join. If the plant is completed within three years, Tesla will need further financing.
Musk said that the “super factory†will be environmentally friendly, use a lot of solar energy and achieve zero emissions, and all the battery packs produced can be recycled. The factory is expected to be located in North America, but Tesla is also researching other suitable locations.
Optimistic about the needs of the Chinese market
Last month, Tesla announced the price of Model S in the Chinese mainland market, attracting a high market sentiment. At the performance briefing on the 19th, Musk said that the initial demand in the Chinese market is “very strong†and Tesla will ship to the Chinese market in the first quarter. Musk had predicted that the sales volume of the Tesla Model S in China in 2015 will be comparable to that in the US, and China is expected to become the largest market in Tesla.
Previously, Musk also said that he might consider setting up a factory in China for local production in the future. On the 19th, he said that he plans to add a service center in the Chinese market this year. In response to questions from Deutsche Bank analysts about whether the charging difficulties caused by China's residential structure will affect Tesla's sales in China, Musk said Tesla is convinced that charging will not become a barrier to Tesla's sales in China. . To solve the problem of difficult charging in China, Tesla has done a lot of work and has found some good solutions. Musk suggested that Chinese customers with car purchases should book as early as possible, and now bookings are expected to be delivered in the second quarter of this year. The later the booking, the longer it may wait.
Musk said Tesla plans to expand the sales of Model S worldwide in 2014, especially in Asia and Europe. In order to ship to Europe, it has to tighten shipments in North America. It is expected to maintain shipments of 20,000 vehicles in North America this year, and demand in Europe may reach 10,000. He said that Tesla wants to ensure that it is able to cope with the basic work that can cope with future demand growth. "If we can't meet the demand, we should not stimulate demand to rise."
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