Only by reducing consumers’ purchase costs and vehicle costs and making consumers truly affordable can more people recognize and choose electric vehicles.
Tesla, the global leader in new energy vehicles, according to its recently released production and delivery report for the second quarter of 2023, Tesla’s global deliveries once again broke records, maintaining a growth trend for five consecutive quarters. In the second quarter of 2023, Tesla produced a total of more than 479,700 new cars, and delivered more than 466,100 vehicles, an increase of about 83% and 86% year-on-year. This data not only far exceeded market expectations, but also set a Tesla delivery record globally.
At the same time, every move of Tesla will have a profound impact on the global auto industry. At the beginning of the first quarter of this year, Tesla took the lead in launching price adjustments, causing domestic new energy car companies such as Xiaopeng, Wenjie and Weilai to adjust prices accordingly.
In order to ensure traffic safety, the safety performance of the car itself is also very important. Recently, Tesla gave a set of safety data in the latest “2022 Impact Report”: Model 3 and Model Y are currently in the crash tests of mainstream safety evaluation agencies around the world, and both have won the five-star safety score. “Grand Slam” – two models have achieved 5-star safety ratings from the National Transportation Safety Administration (NHSTA), the European New Car Assessment Association (Euro NCAP) and the Australian New Car Assessment Association (ANCAP) certified.
According to official data, the European New Car Safety Evaluation Association gave Tesla Model Y and Model S the highest score in the industry in terms of active safety – 98 points. In this regard, Tesla said that excellent is only a passing line. At the shareholder meeting, Musk said frankly that Tesla has always made great efforts in vehicle safety and continued to improve vehicle safety, which will continue to narrow the gap of 2 points until it reaches a full score.
As we all know, vehicle safety is generally divided into active safety and passive safety. Active safety refers to the vehicle’s ability to predict risks before an accident occurs, so as to avoid accidents as much as possible. In this regard, the reporter learned from Tesla that all Model 3 and Model Y models are equipped with Autopilot automatic driving assistance, automatic emergency braking, lane departure avoidance, collision warning, obstacle sensing speed limit, blind spot monitoring, etc. And the monitoring function of traffic vulnerable groups such as pedestrians and bicycles. It can also use the latest intelligent technology to protect travel safety through over-the-air software updates. Passive safety means that after a collision, Tesla will minimize the risk to the vehicle as much as possible. The crash tests mentioned above mainly test passive safety.
According to the evaluation by the All-German Automobile Club (ADAC), the largest traffic association in Germany, the accident rate of Tesla Model 3 per 1,000 vehicles is far lower than the industry level, and it is the car with the lowest average accident rate. Higher than luxury cars such as Audi A5, BMW 3 Series, and Mercedes-Benz C-Class. Volvo, which is “recognized as safe”, has a higher accident rate than Model 3 for all models.
As for how the “volume” production efficiency
has maintained a growth trend for five consecutive quarters of global deliveries, Tesla said that behind the extremely fast production efficiency is the brand-new car that Tesla has brought to the new energy vehicle industry. ideas and industry resources. It took Tesla 12 years to roll out its first million cars, 18 months for the second million, and 11 months for the third. Seven months later, Tesla’s global production has exceeded the 4 million mark, reaching another milestone. “Tesla has been committed to the improvement of production and manufacturing processes for many years, and has streamlined production steps and shortened production time through leading technologies such as integrated die-casting.” In the super factory in Shanghai, several production and manufacturing links are integrated. are used very efficiently. While this brand-new factory capacity solution has created outstanding results for Tesla, it has also continued to make samples for other new energy car companies. The integrated die-casting process it pioneered has also been continuously learned and introduced by latecomers.
The Tesla headquarters has repeatedly praised the Shanghai Gigafactory. The “Tesla Speed” and “China Speed” that “started construction, put into production, and delivered that year” are still talked about by the industry. This factory has been implemented since its establishment. The most efficient factory, setting the benchmark for the industry in both design and manufacture. The reporter learned from Tesla China that the Shanghai Gigafactory has challenged many traditional automotive engineering experiences from the beginning of the design process. Substantially improved.
At the same time, the Shanghai Gigafactory has a localization rate of more than 95% of its components, which is driving the Yangtze River Delta region to form a full ecological chain of new energy automotive components such as batteries, automotive chips, automatic driving systems, automotive interiors, and precision machining. “Safety, independence and controllability” of industrial ecology. Under Tesla’s localization strategy, 99.9% of the Gigafactory’s employees are Chinese employees, continuously delivering new energy vehicle talents, and contributing a huge talent force to the development of China’s smart car R&D system. In addition, the products of Tesla’s Shanghai Gigafactory are also sold well in overseas regions such as Asia-Pacific and Europe, which has driven the development of the entire Chinese new energy vehicle industry and allowed “Smart Manufacturing in China” to go global.
In March of this year, Tesla CEO Elon Musk revealed the third chapter of Tesla’s “secret grand plan” when he bluntly said: “We live on the earth and are investors in the earth. We must act Instead of blindly wishful thinking, I believe that the earth can spontaneously switch to a sustainable energy economy.” Today, 80% of the world’s energy consumption comes from fossil fuels, which has caused a great burden on the environment. The efficiency conversion of fuel vehicles is limited, only about 25% to 33.3%. Economic development based on fossil fuels is no longer sustainable. This is also one of the important reasons why the electrification trend has become an industry consensus. More and more people have formed the awareness to switch from gasoline vehicles to electric vehicles. This transformation alone can reduce the use of fossil fuels by 21%. With the participation of global car companies, “oil-for-battery” has become one of the fastest and most important trends in the automotive industry. The third chapter of “Secret Grand Plan” states that “a comprehensive transition to sustainable energy, with the goal of achieving 100% sustainable energy by 2050.”
Improving energy efficiency is also energy saving and emission reduction. Taking Tesla Model 3 as an example, it has been one of the most efficient electric vehicles in the world since its birth. Its energy efficiency is 4 times that of Toyota Corolla, and it only needs to cook a pot of pasta. energy, enough to drive a Model 3 a mile. Data show that in 2021, Tesla will reduce 8.4 million tons of greenhouse gas emissions by influencing more consumers to choose more energy-efficient electric vehicles. At the same time, none of the scrapped lithium-ion batteries will enter the landfill, and Tesla will recycle 100%. Tesla does what it can to extend the life of each battery pack before recycling it from consumers. According to Tesla China, Tesla has recycled and reused 300 metric tons of lithium in 2022, which is 300% of that in 2021.
However, the “rolling king” Tesla is not satisfied with just producing energy-saving and emission-reducing products, but has turned its attention to low-carbon and environmentally friendly production processes. In the 2022 Green Manufacturing List previously announced by the General Office of the Ministry of Industry and Information Technology, Tesla’s Shanghai Gigafactory was rated as a national “green factory”. Adhering to the concept of sustainable design, Tesla has proposed new ideas for green and low-carbon intelligent manufacturing through compact process layout, lean logistics, green intelligent manufacturing process, green supply chain, “three wastes” and waste heat recovery.
Through refined management and technology-driven process innovation, 90% of the waste generated in the production process of the Shanghai Gigafactory is recycled, 30% of greenhouse gas emissions are reduced in the bicycle manufacturing process, and water consumption in the bicycle manufacturing process can be reduced by 15%. At the same time, the painting workshop of Tesla Shanghai Super Factory reduces pollutant emissions from the source, adopts international advanced production technology and world-leading environmentally friendly materials, applies thin film pre-treatment, intermediate-coating-free compact technology, fully automatic electrostatic spraying and waste gas Centralized combustion system. In traditional car manufacturing, the top coat and the surrounding structural paint cannot be sprayed and baked at the same time, but Tesla innovatively combines these two processes, which not only saves time, but also reduces energy consumption by 9%, and carbon dioxide emissions by 9%. secondary emissions.
In the deployment of charging piles, Tesla has achieved the lowest cost in the industry, which is 20% to 70% lower than other solutions. Among them, transporting the corresponding facilities to the site by truck and directly hoisting saves about 15% of the deployment cost.
In addition to the automobile manufacturing process, Tesla also has its own views on the production and storage of energy itself. In 2021, East China’s first Tesla light-storage-charge integrated charging station will land in Shanghai. In the conversion of solar energy and electric energy, it can achieve a basic balance between local energy production and use through energy storage and optimal allocation. In April this year, Tesla’s energy storage superfactory project was officially launched in Shanghai. The Megapack’s sixth-generation commercial energy storage batteries can store more than 3 megawatt-hours of energy, which can meet the electricity demand of 3,600 households for one hour. . According to reports, the product will be supplied to the global market in the future. Since 2016, Tesla’s energy storage business has maintained a compound annual growth rate of more than 65%. With the support of Tesla’s grid-level batteries and control software, by storing and dispatching energy, the power grid in some areas can be more stable and sustainable. Tesla predicts that in the future, the energy storage business will account for 10% of the global GDP for a year, requiring the joint investment of the entire industry to meet the needs of all mankind.
At the same time, Tesla is still studying how to apply heat pump technology on a large scale. At present, the installation rate of heat pumps has increased by 10% year-on-year, and about 10% of them are used for building heating. Tesla believes that in the future, homes, businesses and even entire industrial sites should turn to heat pumps. Thanks to their high energy efficiency, heat pumps are expected to replace fossil energy to solve heating problems and greatly reduce energy consumption.
, Tesla has built a comprehensive charging network in mainland China that runs from north to south and from east to west. It has also built a “15-minute living circle” in Beijing, Shanghai, Shenzhen and other cities to allow “charging “Not only achieve the same “two fast” advantages as “refueling”, that is, “quick to find and fast to charge”, but also the “two provinces” advantages of “worry-free and money-saving”, allowing the pure electric travel experience to catch up Fuel replenishment has become a preferred way of travel for more and more people. At the same time, Tesla is committed to creating a full-scenario charging solution for the majority of car owners that is based on home charging piles and super charging piles, supplemented by destination charging piles, supplemented by third-party charging piles and universal mobile chargers, to meet the needs of increasingly The increasing users’ demand for energy supplement in various car usage scenarios has created a high-quality green travel of “worry-free charging and free travel”.
For long-distance travel, Tesla has built an energy replenishment ecosystem that runs from north to south and across east and west. As a result, whether Tesla owners are walking on the snow to visit the miracles of Changbai Mountain in the east of the motherland, experiencing the exotic customs of Horgos in Xinjiang in the west, or going to the northernmost Mohe to pursue the aurora, or experiencing the southernmost Sanya Haitian One color, you can experience the feeling that is not inferior to that provided by traditional fuel vehicles.
In terms of service and support, Tesla China adheres to the direct sales model, allowing users to directly enjoy the efficient, transparent and convenient services provided by Tesla throughout the product life cycle. Through the layout of experience stores, service centers, delivery centers and other direct sales channel networks, Tesla keeps car purchase prices and service and maintenance items transparent and unified, and there will be no “one store, one car, one price” situation. Reduced car purchase cost, use cost and time cost. The reporter learned from Tesla China that as of July 1, 2023, there will be more than 400 Tesla directly-operated stores in mainland China, covering 71 cities in mainland China. Among them, there are more than 370 Tesla experience stores and service centers. With the in-depth deployment of direct sales channels, Tesla will use faster response and more efficient services to meet the car needs of more car owners. In this regard, the relevant person in charge of Tesla said, “Reducing consumers’ purchase costs and car costs, and making consumers truly affordable can allow more people to recognize and choose electric vehicles.”