Tesla VS US tariffs, crisis and opportunity for Chinese car companies?

On May 14, the US announced further tariffs on electric vehicles, lithium batteries, photovoltaic cells, key minerals, semiconductors, steel and aluminum, port cranes, personal protective equipment and other products imported from China on the basis of the existing 301 tariffs. Among them, the tariff rate for electric vehicles will be increased from 25% to 100%.

The news has caused widespread concern, and in recent years, as Chinese car companies have accelerated their overseas layout, European and American countries have faced great enemies, and various restrictions have come one after another. How to "break through" is a realistic issue that we have to face. But frankly, this time we really don't have to worry too much. Electric vehicles as an emerging industry, the entire industrial ecology in the world is the most sound in China. The US attempt to exclude cost-effective Chinese electric vehicles from the US market may only make the US auto industry uncompetitive and make American consumers the ultimate losers.

Tesla expressed opposition, depending on its Chinese layout

It is worth mentioning that on May 23, Tesla CEO Musk said that he opposed the move by the United States, in fact, the implication is not against restricting the import of Chinese vehicles to the United States, but against further extending to restrict the entire industrial chain, because all links of the industrial ecology are actually China, and the increase in tariffs is obviously unfavorable to Tesla. On the same day, the Tesla Shanghai energy storage super factory in Shanghai Lingang New Zone officially started, which is another large-scale investment project in China after the Shanghai Super factory.

Looking back at Tesla's Shanghai Gigafactory, it achieved "construction, production and delivery in 2019", and wiskind, as the industry's leading supplier of metal enclosure systems, completed the project efficiently with high-quality prefabricated insulation materials. Located in Shanghai's Lingang New area, the gigafacter covers an area of 860,000 square meters, with a total investment of 2.6 billion US dollars. It is the first wholly foreign-owned vehicle manufacturing project in China, and also the first overseas factory of Tesla. Relying on China's complete supply chain system and first-class intelligent manufacturing capability, the localization rate of parts reaches 95%. It has taken the lead in achieving an industry miracle of producing a vehicle in more than 30 seconds on average, and has become Tesla's main export center in the world.

Cost control is key

There is no doubt that in the world, Tesla's price in the Chinese market is the cheapest, in some views that this is because of the domestic market competition and forced to develop a "price war". The most important factor is the strong cost control ability of Shanghai Gigafactory. This may also be the key point for domestic new energy companies to "go upstream" on the road to sea.

First of all, Tesla Shanghai super Factory originally won 1,297.32 acres of land in Lingang with 973 million, including loans and subsidies, which is already a cost reduction behavior. Secondly, the layout of this factory is very compact, the degree of collection is very high, and its output per unit area is 3-5 times that of many traditional car factories. It uses double-layer production lines, a large number of automation equipment and integrated die-casting technology, which not only ensures superior production efficiency, but also saves a lot of labor costs.

In addition, the most complete domestic supply chain system for new energy vehicles is also contributing, and many suppliers have set up production areas or warehouses around the Shanghai Gigafactory, so that Tesla can quickly convert time costs into product costs.

Tracing back to the source, at the beginning of the construction of the factory, the road to cost reduction and efficiency has been opened through the construction method, and the prefabricated green building materials selected in the project have undoubtedly provided help for the rapid completion and production of the entire project.

Prefabricated building materials help reduce costs and increase efficiency

As an important starting point for the realization of China's "double carbon" goal, prefabricated buildings have been vigorously developed in recent years. In the Tesla Shanghai Gigafactory project, wiskind Architectural Steel provided prefabricated exterior wall sandwich panel products for some of the joint plants and power station buildings to meet the efficient project schedule and construction quality.

Wiskind COLORPOD ® exterior sandwich panels and 468 roofing system were used in the project. Among them, COLORPOD ® sandwich board has passed the FM certification, as a two-sided polyurethane sealing rock wool board, the plates are connected by the joint, the steel surface material is durable and environmentally friendly, combined with the thermal insulation effect of rock wool sandwich and the application of internal film, forming a relatively complete air tightness, so as to make the building more durable, environmental protection and energy saving. And relying on wiskind's new generation of staggered double support groove, accurate insertion accuracy brings smooth and beautiful visual effect.

This plate is prefabricated by the factory and transported to the site to achieve fast and accurate assembly installation, greatly reducing the generation of construction waste and pollutants. Not only shorten the construction cycle, reduce the cost, but also achieve energy saving and carbon reduction, highlighting the advantages of prefabricated buildings.

Conclusion

Whether the "tariff stick" will become a "boomerang" of trade protectionism is unknown, but Tesla has built factories in China, although it has brought a sense of urgency to domestic counterparts, but also optimized the domestic market, so that China's new energy vehicles have accelerated progress; The market potential, policy environment and supply chain advantage of our country can not be underestimated.

The global popularity of Chinese electric vehicles is not based on some so-called "unfair" practices, but on technological innovation and excellent quality formed in the fierce market competition. We believe that in the future, we will also explore a high-quality and sustainable development path. Wiskind will also be the industry's leading supplier of metal enclosure systems, and will help build a better tomorrow through its own technology and service advantages.