Following Tesla Shanghai Lingang Holdings Co.Ltd(600848) super factory, Tesla‘s second overseas factory, which has attracted much attention, will open in Berlin, Germany on March 22. It is noteworthy that Contemporary Amperex Technology Co.Limited(300750) new Turing base in Germany is only 300km away from Tesla Berlin plant Contemporary Amperex Technology Co.Limited(300750) relevant person in charge told the reporter of Shanghai Securities News that the new base is expected to achieve a power battery capacity of 14gwh in 2022.
new factory solves Tesla‘s capacity bottleneck
“I’m glad to deliver the first car produced by the Berlin super factory.” Musk couldn’t hide his excitement.
Musk, who has repeatedly complained about the lack of production capacity, announced as early as 2019 that Tesla would build a Berlin super factory after Shanghai Super factory, the first overseas factory. However, during the construction process, due to the epidemic situation, local environmental protection protests and regulatory restrictions, the construction progress of the factory was delayed several times. In early 2022, the environmental office of Brandenburg, Germany finally granted Tesla Berlin plant commercial production approval. This means that the factory can be officially started, and the annual output of the factory is expected to reach 500000 vehicles.
According to Tesla’s 2021 financial report, with the profit margin of the company’s automobile business increased from 25.6% in 2020 to 29.3% in 2021 and the year-on-year growth rate of operating expenses decreased, Tesla’s average cost per electric vehicle has been maintained at about $36000, and Tesla’s gross profit growth rate in 2021 is also as high as 105%.
However, insufficient production capacity has become the biggest bottleneck perplexing Tesla’s development and income increase. Previously, Tesla had a large backlog of undelivered orders. At present, Tesla Model 3 new car is scheduled to be delivered as soon as July 2022, while model y needs to wait until September, with a delivery period of up to half a year.
Tesla made it clear in its annual report that the competitiveness of electric vehicles will depend on the ability to increase the output of the whole supply chain and the speed of capacity improvement. The company will be committed to accelerating production in 2022, including the output of the new plant in BerlinP align = “center” Tesla Berlin super factory
While the Berlin plant opened, the Shanghai Lingang Holdings Co.Ltd(600848) super plant, as Tesla’s first overseas plant, is also stepping up its production capacity. Tao Lin, global vice president of Tesla, said recently that the output of Shanghai Super factory has exceeded that of Tesla Fremont super factory in California, and Shanghai Super factory will continue to operate efficiently. The Shanghai factory delivered 56515 new cars in February 2022, more than 50000 for six consecutive months, and the number of exported cars increased by more than 440% year-on-year to 33315.
In terms of capacity expansion and construction, the construction plan of Tesla China’s second plant has not been announced so far. Previously, it was rumored that Tesla’s second factory may still be located in the Lingang New Area of Pudong New Area, Shanghai, and the construction will start as soon as 2022, but the news was denied by Tesla. In addition, nearly 10 Chinese cities such as Wuhan have been reported as the potential “list” of second factories. In this regard, Tesla China’s relevant people replied to the reporter of Shanghai Securities News that there is no more information at present.
“ningwang” is expected to catch the Tesla express
It is worth noting that the new base of Contemporary Amperex Technology Co.Limited(300750) in Turing, Germany, which is only more than 300 kilometers away from Tesla’s Berlin plant, has also been put into operation recently Contemporary Amperex Technology Co.Limited(300750) the relevant person in charge told the reporter of Shanghai Securities News on March 22 that Contemporary Amperex Technology Co.Limited(300750) turingen base is expected to achieve a power battery capacity of 14gwh in 2022.
Contemporary Amperex Technology Co.Limited(300750) Germany Thuringia base
In addition, there were rumors over the weekend that Contemporary Amperex Technology Co.Limited(300750) may accelerate the implementation of North American projects Contemporary Amperex Technology Co.Limited(300750) North America’s new plant mainly produces ternary batteries and lithium iron phosphate batteries, and Tesla is included in the customer list Contemporary Amperex Technology Co.Limited(300750) executives have flown to Mexico this month; At the same time, the United States and Canada are also considered in the site selection of new plants. For the above contents, Contemporary Amperex Technology Co.Limited(300750) relevant persons in charge will not comment.
By the end of 2021, Contemporary Amperex Technology Co.Limited(300750) has deployed 10 production bases, including Ningde and Xiamen in Fujian, Liyang in Jiangsu, Xining in Qinghai, Yibin in Sichuan, Yichun in Jiangxi and Shanghai Lingang Holdings Co.Ltd(600848) etc. It is noteworthy that Contemporary Amperex Technology Co.Limited(300750) recent new capacity layout is closely related to Tesla’s global layout. Among them, the Contemporary Amperex Technology Co.Limited(300750) Shanghai Lingang Holdings Co.Ltd(600848) base put into production in early 2022 is only 3km away from Tesla’s port super factory, and the turingen base in Germany is only more than 300km away from Tesla’s new factory in Berlin.
Industry experts pointed out to reporters that Contemporary Amperex Technology Co.Limited(300750) in the future, if a new base is built in North America, it will be conducive to supporting Tesla’s American factories nearby, which is expected to achieve “first come, first served” around the world. By supporting nearby facilities, we can catch the fast train of Tesla’s capacity climbing development, so as to maintain our advantages over LG new energy, Panasonic and other international competitors.
