"The development of electrification and intelligentization has pushed China to expand its opening up, and foreign investment is expanding its investment in China under heavy resistance." An Qingheng, director of the China Automotive Industry Advisory Committee, said recently at the Global Automotive New Ecology Development Conference, referring to the EU's "anti-subsidy investigation," "Against this backdrop, we must firmly push forward the reshaping of the value chain in order to safeguard the safety and stability of the industry chain."
Today, China's electric vehicle market has the world's first market size behind the production of independent brands in China, joint venture brands and even enjoy the supply chain of China's new energy vehicles, foreign brands, are formed price advantage. China's electric car prices form a global "depression" behind the layout for more than a decade, more fully competitive market, as well as a new energy vehicle industry supply chain is becoming more and more perfect.
"Volume" king take the lead
Volkswagen previously in charge of explaining why China's ID.3 lower price bluntly: the Chinese market competition is too fierce.
The above person said, with Tesla, BYD as the representative of the new energy car enterprises in the Chinese market set off a price war, Volkswagen must keep up with the price war, otherwise it will lose market share.
Tesla Model 3 in the years after the realization of domestic production, the localization rate climbed all the way up to achieve a significant drop in price. 2019, the first batch of domestic Model 3 delivered at the Shanghai super factory guide price of 355,800 yuan, and after several rounds of price cuts, the price of Model 3 in January this year once dropped to 229,800 yuan.
The best-selling Model 3 will be the price of the final positioning of more than 200,000 yuan, reshaping the competitive system of the new energy vehicle market. For its competitors and even models in different price ranges, a competitive price needs to be given again in order to gain consumer recognition. As a result, the auto market has seen a price war that extensively involves new energy vehicles and even fuel vehicles.
So far this year, the Volkswagen ID series of new energy vehicles has taken three rounds of limited-time large discount activities in March, July and September. Not long ago, German consumers even publicly expressed their dissatisfaction with the ID.3's selling price. Currently, German consumers need to spend 40,000 euros to buy the ID.3, while Chinese consumers only need to pay 16,000 euros.
Tesla is still accelerating. on September 6, 2023, the 2 millionth vehicle rolled off the assembly line at Tesla's Shanghai Superfactory. After reaching the first "1 million" in 33 months, the Shanghai Superfactory completed the second "1 million" in just 13 months. With the production of 2 million vehicles in less than 4 years, Shanghai SuperWorks has become Tesla's most efficient factory, and on September 17th, a pearl-white Model 3 Refreshed from "Made in China" rolled off the assembly line at the Shanghai SuperWorks, becoming the 5 millionth vehicle rolled off the assembly line globally by Tesla. By now, the automation rate of Tesla Shanghai Super Factory has even reached 95%.
It can be said that Tesla and China's new energy automobile market have realized "mutual achievement". The completion of Tesla Shanghai SuperWorks has become an important part of the accelerated development of China's new energy automobile market. In recent years, more and more new brands have emerged in China's new energy vehicle market, and the pace of electrification transformation of traditional automobile manufacturers is accelerating, resulting in more and more competition in the market. "At present, in the new energy vehicle market, except for Tesla is basically a Chinese car brand." Li Yongping, president of the European Ningbo Chamber of Commerce and a member of the Italian central government's special working group on China affairs, told China Newsweek, "The large number of our high-quality and low-priced products sold overseas has triggered concerns among some overseas people."
Strong Supply Chain System