First Financial quoted people familiar with the matter as saying that Tesla expects to increase production capacity to pre-epidemic levels around mid-May but did not disclose specific production targets.
Tao Lin, Tesla’s global vice president, said: “We are full of confidence in China’s development and believe that the epidemic is only a short-lived test and challenge. It will be back to normal soon.”
Tao Lin believes that the automobile is an industry with a very long industrial chain. Tesla’s resumption of work means that many suppliers must also resume work, so as to ensure the stable and continuous production of Tesla.
Wu Qiang, deputy head of Shanghai Pudong New Area, introduced at the Shanghai epidemic prevention and control press conference that since Tesla resumed work and production on April 19, as of April 30, 10,000 Tesla had been offline. The whole vehicle is still in the stage of gradual climbing.
Tesla’s Shanghai Gigafactory currently produces two models, the Model 3 and the Model Y. In the whole of last year, Tesla’s Shanghai Lingang factory delivered a total of 484,100 electric vehicles and became Tesla’s most important export center in the world.
Tesla’s official data shows that in the first quarter of 2022, Tesla’s Chinese market revenue reached US$4.65 billion (about 30.5 billion yuan), a year-on-year increase of 52.8%, mainly due to the increase in production and delivery of the Shanghai Gigafactory. rise.
In addition, according to the statistics of the China Passenger Transport Association, Tesla’s deliveries in China reached 182,200 units in the first quarter of this year, accounting for 58.8% of Tesla’s global deliveries of 310,000 units. China is currently Tesla’s second-largest vehicle. Large market, accounting for 24.8% of the company’s revenue.
According to reports, Tesla currently operates on a single-shift system, while Tesla’s Shanghai factory implemented three shifts before the epidemic, so the current single-shift full production capacity is still only about one-third of that before the epidemic.