As the largest foreign automaker in Shanghai, Tesla Since the Shanghai Lingang Super Factory resumed production on April 19, more than 8,000 employees have started to eat and live in the factory. Now that the resumption of work is about to be a full month, Tesla’s overall capacity utilization rate has recovered to more than 45%.
Tesla is one of the first manufacturing companies in Lingang to resume work and production, and the automotive industry is also one of Shanghai’s pillar industries. Under the unified deployment of the Ministry of Industry and Information Technology and other relevant ministries and commissions and the Shanghai Municipal Government, the Shanghai Economic and Information Commission, the Lingang Management Committee and other departments have invested a lot in supporting Tesla’s resumption of work and production. The allocation of living materials, etc., and promote the further smoothness of the automotive industry supply chain.
8,000 people eat and live in the factory
In the early morning of April 19, thousands of Tesla employees were transported to the factory by buses arranged by the company, and the road to resumption of work and production began. Relevant persons told the First Financial Reporter that the government has provided assistance such as passes to ensure the return of employees to work.
Ten days before the resumption of production, Tesla actually produced 10,000 vehicles. The first financial reporter learned from Tesla that the factory still adopts single-shift production , and workers do not have shifts. The volume is about 1000 vehicles. Before the epidemic, Tesla’s weekly output (24/7) was close to 20,000 vehicles, with a daily output of more than 2,000 vehicles.
According to a reporter from China Business News, employees in the closed-loop work about 12 hours a day, with six days off and one break. Previously, during the three-shift system, workers worked 8 hours a day, with four days off and two days off.
In order to give employees more incentives, Tesla, like many manufacturers, provides higher living allowances to employees in closed-loop production. Tesla did not confirm the specific subsidy amount to the first financial reporter. However, it is understood that the subsidy fee for different positions will be slightly different. Some front-line employees receive a subsidy of 300 yuan on working days and 100 yuan on rest days, with an average of about 270 yuan per day.
Tesla’s Shanghai Lingang Gigafactory is not equipped with standardized dormitories, but has a restaurant that provides three meals a day. Relevant personnel told the First Financial Reporter that Tesla provides sleeping bags, mattresses and quilts for closed-loop management employees, as well as showers and other necessities of life. It also has a nucleic acid testing team stationed in the factory to facilitate daily nucleic acid testing.
In addition, according to the requirements of the company to resume work and production, the space where employees sleep at night should not be too dense, and Tesla has also set aside enough factory space for employees to rest at intervals.
Relevant people introduced to the first financial reporter that Tesla also provided employees with entertainment space, such as fitness, KTV facilities, etc., and also organized activities such as camping, hoops, chess and cards, and karaoke competitions, enriching more than 8,000 employees. Rest day life.
In fact, it is not only workers who participate in Tesla’s closed-loop resumption of work, but also R&D personnel who need to participate in on-site experiments; other non-essential on-site personnel adopt a home office model. Yicai has learned that some R&D personnel have been stationed in the closed-loop factory as early as before the closure of Shanghai in March, and it has been nearly two months.
Supply chain challenges and risks remain
During the nearly one month period of closed-loop production, Tesla’s resumption of work and production was not without setbacks. The main impact comes from the supply chain.
On May 10, it was reported that Tesla had interrupted production due to supply chain problems. Tesla did not respond to the news. However, the first financial reporter learned from supply chain companies that a factory in Shanghai, a supplier of automotive wiring harness products for Tesla, suspended production after discovering the epidemic.
On May 17, Yicai reporter learned from the above-mentioned supply chain enterprises that the production of the factory has now resumed. Tesla also said that the current production is also going on normally.
Tesla had forecast earlier this month that it could ramp up production to pre-pandemic levels by around mid-May. But for now.
“Because of the restrictions on the resumption of work and production and the impact of the coordination of the parts industry chain, Tesla’s overall capacity utilization rate needs to be improved.” A relevant person from a supply chain company told Yicai.com.
Previously, Tesla has provided a list of more than 100 suppliers to relevant departments, and is working with suppliers to actively resume work and production.
Wu Xiaohua, deputy secretary of the Party Working Committee of Shanghai Lingang New Area, revealed at a press conference on May 17 that the capacity utilization rate of Tesla’s Shanghai Lingang Super Factory has exceeded 45%, and the capacity utilization rate of supporting enterprises in the Lingang automobile industry chain has exceeded 45%. to about 50%.
Taking a Tesla connector supplier as an example, the supplier revealed to the first financial reporter that the current capacity utilization rate of its Shanghai factory is about 50% to 60% of the normal level before the epidemic, and the full recovery of production capacity is still very difficult. great uncertainty.
When Tesla reported its first-quarter earnings last month, it warned that supply chain risks would persist this year. Tesla told the First Financial Reporter at the time: “Although the production capacity was strong in the first quarter, the impact of the temporary closure of factories and some supply chains caused by the new crown pneumonia epidemic will appear. We are working hard to increase production capacity, but the growth rate depends on us. range of equipment capabilities, operational efficiency, and supply chain capabilities and stability.”
Tesla also said that the supply chain has become the most important limiting factor for the company’s growth, and the factory has been operating below planned capacity for several consecutive quarters, and the impact is expected to continue this year.
9,000 vehicles were shipped for export last week
However, the Shanghai Gigafactory in Lingang, as Tesla’s “global export center”, is still actively meeting export demand.
On May 10, Tesla also stated that a large number of products will be loaded in the near future and exported to Europe and other places. “However, due to the significant reduction in cross-border logistics efficiency and the obstruction of transportation, these vehicles have not yet been registered as completed exports.”
On May 11, the rolling ship “Gero Majestic” loaded with 4,767 Tesla electric vehicles departed from Shanghai Nangang Wharf and sailed to the port of Koper, Slovenia.
In the past week, two shipments full of Tesla electric vehicles have been shipped to Europe and other places, with a total of about 9,000 exported.
A person familiar with the matter told the First Financial Reporter: “In order to ensure Tesla’s export, Shanghai customs staff worked overtime overnight and completed export customs clearance in one day. This process usually takes 3 to 5 working days.”
Tesla’s global production exceeded 930,000 vehicles last year, and the Shanghai Gigafactory accounted for more than half of the output, reaching about 480,000 vehicles, a considerable part of which was exported to Europe and Japan. In January this year, Tesla sold nearly 60,000 vehicles in China, of which more than 40,000 were exported, accounting for nearly 70%.
“Tesla’s Shanghai Gigafactory is an important export base for Tesla and an important base for Tesla to reduce systemic costs by laying out its local supply chain. It completes Tesla’s global manufacturing puzzle.” Automotive Industry Consulting Bill Russo, founder of the company Automobility, told the First Financial Reporter.
Lowe said he remains bullish on Tesla’s long-term growth in China. “The impact of the outbreak in China is only temporary, and supply chain tensions will ease over time.”
Recently, it has been reported that Tesla will further expand its production capacity at the Shanghai Lingang factory, which is expected to double the current basis and achieve the goal of producing 1 million electric vehicles per year. Tesla has never given a positive answer to the authenticity of this news.
From the perspective of Tesla’s share price, dragged down by the recent interest rate hike by the Federal Reserve and the overall decline in US technology stocks, Tesla’s share price has fallen by nearly 30% from its previous high in the past month, and its market value has also shrunk from more than $1 trillion to The current $700 billion or so. Musk’s acquisition of social media giant Twitter ) sold some of its Tesla shares, which also adversely affected the company’s stock price.
However, Tesla has repeatedly reiterated at its financial report conference in the past two quarters that it expects the average annual growth rate of vehicle delivery to remain above 50% this year and in the next few years. According to Tesla’s annual production last year, this year’s annual production is expected to reach about 1.5 million.
Considering that it will take one or two years to complete the ramp-up of the production capacity of Tesla’s Berlin and Austin Gigafactories, which were just put into production this year, the growth will mainly rely on Tesla’s Shanghai Lingang factory to achieve.
“This means that Tesla needs to hire more workers in China and extend factory operating hours to meet growing export demand.” An analyst who has followed Tesla for a long time told Yicai.com.
media coverage
Sina Technology CNBeta Sina Technology CNBeta
event tracking
- 2022-05-17Tesla’s resumption of work will be full moon: production capacity will rise to 45%, 8,000 employees will be stationed in the factory to ensure exports
- 2022-05-04 It is rumored that Tesla will set up a second factory in Shanghai. The number of people inside is: expansion, not the second factory
- 2022-04-18Tesla Shanghai Gigafactory resumes work in an orderly manner, and many suppliers in the industrial chain resume work and production simultaneously
- 2022-04-15It is reported that Tesla’s Shanghai Gigafactory has been approved to resume production and is ready to try to resume work on April 18
- 2022-04-01Tesla Shanghai factory postponed resumption of work, production capacity loss of about 15,000 vehicles
This article is reproduced from: https://readhub.cn/topic/8g5xinmpz3P
This site is for inclusion only, and the copyright belongs to the original author.