In recent months, Tesla’s domestic sales have risen one after another. In September, Tesla delivered a record monthly sales of 56,000 vehicles. As Tesla’s sales increase, Tesla’s localization rate is also increasing. The relevant agency forecasts,At present, the localization rate of parts and components of Tesla’s domestically produced Model 3 has exceeded 90%, which can also be seen from the list of Tesla’s supply chain below.
A few days ago, some netizens have compiled a list of domestic Tesla’s supply chain, covering suppliers of vehicle batteries, vehicle stamping tools, body sheet parts, interior trim, and electronic equipment. For this list, some netizens lamented,Nowadays, domestically produced Tesla, almost all of its components are Chinese, except that the brand is American.
Specifically, the domestic Tesla battery pack,The whole is provided by CATL. As for the positive and negative electrode materials and electrolyte, they are provided by Shanshan Co., Ltd., Tianqi Lithium, Luoyang Copper, Yiwei Lithium, China Baoan, Xinzhoubang and other well-known domestic companies.
For the body part, molds are provided by Tianqi Mould, while suppliers of seat and body stamping parts include Huayu Automobile, Huada Technology, and Weitang Industry.
For the electric drive part, motor supply companies include domestic enterprises such as Zhongke Sanhuan, Hengdian Dongci, GEM, Hebei Xuangong and so on.
All in all, the main body of the domestic Tesla,Almost all are supplied by domestic automakers, which is exactly what Tesla said that the current localization rate has exceeded 90%.
At present, China is already Tesla’s second largest consumer market after the United States. With the increase in Tesla’s localization rate, the price advantage is more released, and Tesla will also set a larger sales record. , We remain concerned about this.
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