玩真钱的炸金花

Industry Highlights

The localization rate rose to 100% this year. Can Tesla trigger 10 years of electric car gold?

来源:中国电子报、电子信息产业网 发布时间:2020-01-09 23:21 我要评论 Author: Gilbert division Source: China Electronics News, the electronic information industry network Date: 2020-01-09 23:21 I want to comment

Musk is destined to cause "shock" no matter where he is. Just after the start of the year in 2020, four days before the official delivery of Tesla's Shanghai factory, Tesla officially announced that the price of the domestic model 3 had been reduced from 355,800 yuan to 299,905 yuan. The 玩真钱的炸金花 was like a bomb that shocked every aspect.

00.JPG

At present, the localization rate of Tesla model 3 is 30%. According to the roadmap given by Tesla that will achieve 100% localization by the end of 2020, securities analysts believe that Tesla still has 27% to 34%. It is possible that the price of Tesla's model 3 will drop to 190,000 yuan by the end of this year, and such prices will cause various shocks.

Some people say that Tesla is a huge “catfish” that will quickly mature China's electric car market. Some people compare the current Tesla with Apple's entry into the Chinese market 10 years ago. Ten years ago, Apple turned on the gold of smartphones for 10 years, and the next 10 years of gold in the Chinese consumer market may be handed over to Tesla, which will lead to 10 years of golden development of electric vehicles.

Tesla, like a star company, quickly landed in China. It takes only 8 months to get the acceptance license from 0 to 0; and it takes only 12 months to get it from 0 to formal delivery. Tesla has created new speeds, from the time of delivery to the price of fast grounding. It should be said that the arrival of Tesla's "whirlwind" will accelerate the rapid maturity of the Chinese electric vehicle market and industrial ecology.

With the advent of each new era of consumption, it seems that a star company that "integrates fashion, new experience, speed and influence" is needed to inspire the market. Apple is such a company, and Tesla also has such characteristics. At present, China is the world's largest electric vehicle market. On December 3, 2019, the Ministry of Industry and Information Technology issued the "New Energy Vehicle Industry Development Plan (2021-2035)" (draft for comments) (hereinafter referred to as the "draft for comments"). It is proposed that by 2025, the sales of new energy vehicles in China will account for about 25%. To achieve such a goal requires the market to have greater acceptance of electric vehicles, a better environment for electric vehicle infrastructure, and a richer and more diverse electric vehicle supplier.

000.JPG

The arrival of Tesla can bring the "electric vehicle is a fashion" effect, affecting people's shift from "oil and gas" to "electric" consumption, and can accelerate the rapid development of electric vehicle infrastructure, including charging piles. Construction. On December 20, 2019, Tesla completed the 300th supercharging station in mainland China. So far, its supercharging station has covered more than 140 cities, the number of supercharging piles has exceeded 2,300, and the destination charging pile has also Over 2100. In 2020, Tesla expects to add 300 supercharging stations in mainland China. This number is the total number of supercharging stations built in mainland China in the past few years.

Another impact that Tesla brings is suppliers. Tesla's development in China will mature its supplier ecological chain. Tesla's supply chain includes powertrain systems, electric drive systems, charging, chassis, bodywork, other components, central control systems, interior and exterior trims, and more than 100 direct and indirect suppliers. At present, the localization rate of Tesla model 3's components is only about 30%. If its localization rate reaches 100%, its supplier ecological chain will definitely benefit greatly. Because of this, these days, the stock prices of listed companies in the industry chain have skyrocketed because of Tesla's Shanghai factory delivery and Tesla's price reduction.

The maturity of an industrial ecological chain requires strong pull from leading enterprises. In fact, at present, Tesla still depends on a considerable part of overseas suppliers. For example, Tesla's core lithium battery pack is currently manufactured by Panasonic, and the supplier of cathode materials and separators is Sumitomo Chemical. The supplier of the material is Hitachi Chemical Japan, and the electrolyte is produced by Mitsubishi Chemical Japan. If these parts are localized, the rapid development of Chinese suppliers in these areas will inevitably be accelerated.

In addition to the maturity of the ecological chain of electric vehicle upstream suppliers, in addition to the upstream suppliers themselves benefiting, while developing more competitive electric vehicle supporting companies, it will definitely benefit China's electric vehicle industry development. The development of Apple and its ecological chain is the best example. Today we see that Chinese brands of mobile phones including Huawei, Xiaomi, OPPO, vivo, etc. have not only succeeded in China, but have also started to gain more and more reputation in overseas markets. The success of these Chinese mobile phone manufacturers is also inseparable from the growth and maturity of many mobile phone ecological chain companies behind them. And the growth and maturity of an ecological chain requires leading enterprises to have strong integration capabilities and pulling power. In fact, before 2011, China already had a huge mobile phone supporting ecological chain and a number of mobile phone brand companies, but from the perspective of technological level and ecological supply capacity, there was no strong competitiveness, which also led to these domestic mobile phones. Brands are not an important reason for the popularity of the mobile phone market. With the entry of Apple, because of Apple ’s strong integration capabilities with suppliers, the technological level of these upstream suppliers has leapt to a new level, and also laid the foundation for the later rise of Huawei, Xiaomi, OPPO, and vivo.

From these perspectives, Musk and Tesla are more like a "catfish", which will further activate the ecological market of China's electric vehicle industry and accelerate the development of China's electric vehicle industry. With Tesla's "ferocious" catfish, whether China's electric vehicle manufacturers can develop into competitive "quick fish" like Huawei, Xiaomi, OPPO, and vivo, it will take time to give an answer.


Editor-in-Chief: Mary
Related Links

First World Display Industry Conference

As the important part of the 13th China (Hefei) International Household Appliances and Consumer Electronics Expo jointly sponsored by the Ministry of Industry and Information Technology, China Council for the Promotion of International Trade, and the Anhui Provincial People's Government, the first World Display Industry Conference was held on November 22nd. Hefei opens.

2019 World VR Industry Conference

On October 19, the 2019 World VR Industry Conference, jointly sponsored by the Ministry of Industry and Information Technology and the Jiangxi Provincial People's Government, was grandly opened in Nanchang. At the opening ceremony, Liu He, a member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, delivered an important speech.

The 2nd Global IC Entrepreneurs Conference and the 17th China International Semiconductor Expo

On September 3, the 2nd Global IC Entrepreneurs Conference and the 17th China International Semiconductor Expo were hosted by the Ministry of Industry and Information Technology and the Shanghai Municipal People's Government. Opening in Shanghai

2019 World VR Industry Conference Press Conference

On June 20, the Ministry of Industry and Information Technology and the Jiangxi Provincial People's Government jointly held a press conference in Beijing to introduce the situation and preparations for the 2019 World VR Industry Conference.

The 11th Central China Investment and Trade Expo Electronic Information Industry Development Forum

On May 19th, the 11th Central China Investment and Trade Expo Electronic Information Industry Development Forum was held in Nanchang, Jiangxi. Yang Wenbin, deputy mayor of Nanchang Municipal People's Government, and Wang Yibin, deputy director of Jiangxi Provincial Ministry of Industry and Information Technology attended and addressed the event.

2019 World Ultra HD Video Industry Development Conference

On May 9, the 2019 World Ultra HD Video (4K / 8K) Industry Development Conference was held in Guangzhou. The conference was co-sponsored by the Ministry of Industry and Information Technology, the State Administration of Radio and Television, the Central Radio and Television Station, and the People's Government of Guangdong Province. Minister of Industry and Information Technology Miao Wei attended the meeting and delivered a speech.

The 7th China Electronic Information Expo

The theme of this summit is "Innovation Drives Development and Wisdom Empowers the Future". Government industry authorities, well-known experts and scholars and entrepreneurs at home and abroad will be invited to give keynote speeches, delve into new models, new kinetic energy and new paths of industrial innovation and development, and promote electronics High-quality development of the information industry. ...

The First Global IC Entrepreneurs Conference

On December 11, under the guidance of the Ministry of Industry and Information Technology and the Shanghai Municipal People's Government, hosted by the China Semiconductor Industry Association and China Electronics and Information Industry Development Research Institute, and hosted by Beijing CCID Conference and Exhibition Co., Ltd., China Electronics News Agency, and Shanghai Integrated Circuit Industry Association "The First Global IC Entrepreneurs Conference and the 16th China International ...

2018 World VR Industry Conference

On October 19, the 2018 World VR Industry Conference was grandly opened in Nanchang. At the opening ceremony, Lu Zhanong, vice chairman of the CPPCC National Committee, delivered a congratulatory letter from President Xi Jinping, Minister of Industry and Information Technology Miao Wei, Secretary of the Jiangxi Provincial Party Committee Liu Qi, Jiangxi Provincial Party Committee Standing Committee Member, and Nanchang Municipal Party Committee Secretary Yin Meigen delivered speeches.

The Second China Virtual Reality Innovation and Entrepreneurship Competition Launched ...

On August 20, under the guidance of the Office of the China Innovation and Entrepreneurship Competition Organizing Committee, a press conference on the launch of the second China Virtual Reality Innovation and Entrepreneurship Competition, jointly organized by the Virtual Reality Industry Alliance and Guoke Innovation and Venture Investment Co., Ltd. was held in Beijing.

Press conference on home grid purchase analysis report in the first half of 2018

On August 2nd, the CCID Research Institute of the Ministry of Industry and Information Technology and China Electronics News issued the "玩真钱的炸金花 Network Purchase Analysis Report for the First Half of 2018" (hereinafter referred to as "玩真钱的炸金花 Network Purchase Report") in Beijing. The report shows that in the first half of 2018, the scale of China's B2C grid purchase market (including mobile terminals) reached 264.1 billion yuan ...

2018 Manufacturing “Double Innovation” Summit Forum

On June 22, the 2018 “Double Innovation” Manufacturing Forum was held in Beijing. This forum is hosted by China Electronics and Information Industry Development Institute, China Manufacturing Enterprise Innovation Development Alliance and China Software Industry Association Industrial Internet Branch, China Electronics News Agency, Beijing Yundao Intelligent Manufacturing Technology Co., Ltd. and China Shipbuilding Industry ...

2018 World VR Industry Conference Press Conference

On May 21, the reporter learned from the press conference of the 2018 World VR Industry Conference held in the Great Hall of the People in Beijing that it was co-sponsored by the Ministry of Industry and Information Technology and the People's Government of Jiangxi Province, the China Electronics and Information Industry Development Institute, and the Jiangxi Industry And Information Committee, Nanchang Municipal People's Government, Virtual Reality Industry ...

2020 National Industry and Information Work Conference

On December 23, the National Conference on Industry and Information Technology was held in Beijing. The conference was guided by Xi Jinping's thoughts on socialism with Chinese characteristics in the new era, fully implemented the spirit of the 19th National Congress of the Party and the 2nd, 3rd, and 4th Plenary Sessions of the 19th Central Committee of the CPC. .

Learn and implement the spirit of the Fourth Plenary Session of the 19th CPC Central Committee

The Fourth Plenary Session of the 19th CPC Central Committee drew a grand blueprint for adhering to and improving the socialist system with Chinese characteristics, advancing the modernization of the national governance system and governance capabilities. Unifying the thinking into the spirit of the plenary and implementing actions into the major decisions and deployment of the plenary are the important political tasks and major strategies facing the whole party ...

China's home appliance market report released in the first half of 2019

On July 29, the China Electronics and Information Industry Development Institute released the "Report on China's 玩真钱的炸金花 Appliance Market in the First Half of 2019" (hereinafter referred to as the "Report") in Beijing. The "Report" shows that from January to June 2019, China's home appliance industry operated steadily and made steady progress, with both production and sales higher than the same period last year. among them,...

A new era of magnificent 70 years of struggle

For 70 years, the Chinese Communists have never stopped the "rush test." On the land of Divine Land, a splendid picture of development is being depicted, and a lot of epic struggles are being written. ...

2019 to create an upgraded version of the "double innovation" manufacturing industry

Focusing on the connotative nature, development trends, and practical implications of the “double innovation” upgrade of the manufacturing industry, leaders of government departments and institutions, academicians and experts from scholars of the two academies, key regions and business leaders are invited to write related articles to discuss the manufacturing industry together. "Shuangchuang" new development path. ...

CEN Video News | 2019 CITE Senior Vice President, Renesas Electronics

At the 7th Electronic Information Expo, Toshiba Makoto, senior vice president of Renesas Electronics, was interviewed by a reporter from China Electronics News. ...

Video 玩真钱的炸金花 丨 Academician experts talk about intelligent connected cars

On March 19, on the eve of the Shanghai Electronics Fair in Munich, the Forum on Innovation and Development of New Energy and Intelligent Connected Cars was held in Shanghai. The forum invited more than 30 industry professionals at home and abroad and nearly 35 wonderful speeches. Large field exhibition ...

Links
About Us | Contact Us | Advertising Services
Electronic Information Industry Network Logo
a