After Tesla’s Shanghai Lingang Gigafactory, Tesla’s second overseas factory, which has attracted much attention, will open in Berlin, Germany on March 22. It is worth noting that the new German Turingen base of CATL is only 300 kilometers away from Tesla’s Berlin factory. The relevant person in charge of CATL introduced to the reporter from the Shanghai Stock Exchange that the new base is expected to achieve a power battery production capacity of 14GWh in 2022.
“I’m very happy to be able to deliver the first car produced by the Berlin Gigafactory.” Musk couldn’t hide his excitement.
Musk, who has repeatedly complained about insufficient production capacity, announced as early as 2019 that Tesla would build a Berlin Gigafactory after the Shanghai Gigafactory, the first overseas factory. However, during the construction process, due to factors such as the epidemic, local environmental protests and regulatory restrictions, the progress of the factory construction was delayed several times. In early 2022, Germany’s Brandenburg state environment office finally granted Tesla’s Berlin factory approval for commercial production. This means that the factory can officially start construction, and the annual output of the factory is expected to reach 500,000 vehicles.
According to Tesla’s 2021 financial report, with the company’s automotive business profit margin increasing from 25.6% in 2020 to 29.3% in 2021 and the year-on-year growth rate of operating expenses declining, Tesla’s average cost per electric vehicle has been maintained at At the level of about $36,000, Tesla’s gross profit growth rate in 2021 is also as high as 105%.
However, insufficient production capacity has become the biggest bottleneck that plagues Tesla’s development and revenue growth. Previously, Tesla had a backlog of undelivered orders. Currently, the Tesla Model 3 new car is scheduled to be delivered as soon as July 2022, and the Model Y needs to wait until September, and the delivery period is as long as half a year.
Tesla made it clear in its annual report that the competitiveness of electric vehicles will depend on the ability to increase production throughout the supply chain and the speed at which production capacity is ramped up. In 2022, the company will focus on accelerating production, including at the new Berlin plant.
At the same time as the opening of the Berlin factory, the Shanghai Lingang Gigafactory, Tesla’s first overseas factory, is also stepping up its production capacity. Tao Lin, Tesla’s global vice president, said a few days ago that the Shanghai Gigafactory has already surpassed Tesla’s Fremont Gigafactory in California, and the Shanghai Gigafactory will continue to operate efficiently. The Shanghai plant delivered 56,515 new cars in February 2022, which has exceeded 50,000 for six consecutive months, and the number of exported cars also increased by more than 440% year-on-year to 33,315.
In terms of capacity expansion and construction, the construction plan of Tesla’s second factory in China has not been announced yet. There were previous rumors that Tesla’s second factory may still be located in the Lingang New Area of Shanghai Pudong New Area, and 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 rumored to be potential “lists” for the second factory. In response, Tesla China officials replied to the Shanghai Stock Exchange reporter that there is no more information on this.
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It is worth noting that in Thuringia, Germany, which is only more than 300 kilometers away from Tesla’s Berlin factory, the new base of CATL has also recently been put into production. The relevant person in charge of Ningde Times introduced to a reporter from the Shanghai Stock Exchange on March 22 that the Thuringia Base of Ningde Times is expected to achieve a power battery production capacity of 14GWh in 2022.
In addition, there were rumors last weekend that CATL may accelerate the landing of North American projects. CATL’s new North American plant mainly produces ternary batteries and lithium iron phosphate batteries, and the customer list includes Tesla; CATL’s executives have flown to Mexico this month; at the same time, the United States and Canada are also among the considerations for the location of the new factory. Inside. Regarding the above content, the relevant person in charge of CATL declined to comment.
By the end of 2021, CATL has deployed 10 production bases, including Ningde and Xiamen in Fujian, Liyang in Jiangsu, Xining in Qinghai, Yibin in Sichuan, Yichun in Jiangxi and Lingang in Shanghai. What is interesting is that the recent new production capacity layout of CATL is closely related to Tesla’s global layout. Among them, the Shanghai Lingang base of CATL, which was put into production in early 2022, is only 3 kilometers away from the Tesla Lingang Gigafactory, and the Thuringia base in Germany is only more than 300 kilometers away from Tesla’s new Berlin factory.
Industry experts pointed out to reporters that if CATL builds a new base in North America in the future, it will be conducive to supporting Tesla’s US factories nearby, and it is expected to achieve “first-served months” in all parts of the world. The fast train of development, thereby maintaining an advantage over international competitors such as LG New Energy and Panasonic.