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彭博:为什么说中国工厂对特斯拉生存至关重要

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编辑: 1   作者: TechWeb   时间: 2018/08/02 17:57:00  

凤凰网科技讯 据彭博社北京时间8月2日报道,特斯拉公司将启动中国扩张计划,准备耗资数十亿美元在上海建造一座汽车组装工厂。特斯拉有充分的理由这么做:未来数十年,中国依旧会是全球最大电动汽车市场。同时,特斯拉在中国电动汽车市场远远落后于对手。埃隆·马斯克(Elon Musk)要想征服中国市场,还有很长的路要走。

中国将引领电动汽车行业

在中国这个全球增长最快的汽车和消费者市场,电动汽车需求持续增长。目前,中国正在整治污染,把由工厂引领的经济向高科技转型,并支持发展电动汽车而不是燃油车。中国一直在出台政策,推动电动汽车的崛起,为买家提供上牌便利,税收优惠。尽管其他国家也在发展电动汽车,但是彭博新能源金融部门预计,至少在2040年前,中国依旧是电动汽车市场的领头羊。

特斯拉因为不断烧钱,迟迟无法盈利而遭到投资者批评。特斯拉在周三表示,计划利用中国本地债市融资,资助上海新工厂的建设。这将是特斯拉在美国以外建造的首个超级工厂。

彭博社此前报道称,特斯拉新工厂实现全产能的造价为50亿美元。马斯克周三在电话会议上称,新工厂初期每年生产25万辆汽车和电池组,造价接近20亿美元,未来逐步将产能提高一倍。首批汽车预计将在三年内下线。

“中国推进电动汽车行业发展的决心和市场绝对规模,推动了电动汽车在全球的普及,”彭博新能源金融驻北京高级经理南南·古(Nannan Kou)表示,”在中国大力推动电动汽车发展情况下,全球汽车制造商将他们的电动汽车开发时间表提前了6年至7年。”

在中国市场落后

本地生产不但对于特斯拉在中国占有一席之地至关重要,它还能降低特斯拉成本,尤其是在中国对进口汽车征收更高关税情况下。在中国提高对原产自美国的汽车关税后,特斯拉Model S、Model X在中国的售价最高上涨3万美元。中国的中产阶级规模不断扩大,特斯拉可能会因为汽车的高售价无法争取到他们。

不过,令特斯拉感到鼓舞的是,中国大城市的电动汽车需求最旺盛,这些城市已经对燃油车施加了限制。例如,北京、上海以及广州等大城市是中国最富有消费者的所在地,这里的消费者现在或在未来一段时间更有可能买得起特斯拉汽车,尤其是在特斯拉推出了公司史上最廉价车型Model 3情况下。(编译/箫雨)