AutoBeta(AutoBeta.net)04/25 Report--

Tesla announced that the Tesla charging network in Chinese mainland area was officially opened to other non-Tesla brand new energy vehicles to promote the implementation of the "charging network opening pilot project". It is understood that the first batch of pilot charging stations open, including 10 super charging stations, 120 destination charging stations, these charging stations will be for 37 non-Tesla brand models, in addition, Tesla plans to cover Tesla charging network in a larger range, and continue to expand the scope of services for different brands and models.

Information shows that Tesla's first batch of 10 Tesla supercharging stations are located in business offices, shopping malls and other new energy car owners in Beijing and Shanghai. Among them, the large Tesla supercharging stations laid out in the first phase of Shanghai Jing'an International Center and Baolong Building in Beijing have more than 40 super charging piles. In addition, Tesla has opened 120 destination charging stations in 25 provinces and municipalities directly under the Central Government, including Beijing, Shanghai, Guangdong and Jiangsu, and in more than 50 cities and regions. It should be noted that users need to register an account with Tesla APP before they can use the supercharging station to recharge non-Tesla models.

Data show that by the end of April 2023, Tesla had arranged more than 1600 super charging stations and 10000 super charging piles in Chinese mainland, as well as more than 700 destination charging stations and more than 2000 destination charging piles.

In fact, as early as November 2021, Tesla launched the pilot opening program of super charging stations around the world, when Tesla launched the "Open charging Network pilot Program" in Europe for non-Tesla vehicles. According to incomplete statistics, up to now, non-Tesla vehicle users in 18 countries and regions, including Chinese mainland, can use Tesla's charging service.

In the domestic market, the charging posts of Lailai also provide charging services for non-NIO brands. Official data show that during the Spring Festival this year, more than 76 per cent of the electricity of the charging piles served the non-NIO brand. Tesla ranked second in the proportion of charged electricity. In addition, other new energy sources have also begun to accelerate the layout of this network system, such as Ean issued the "Rapid Power supply + V2G" plan, Xiaopeng Automobile launched the S4 super fast charge upgrade plan and so on.

Tesla CEO Musk has previously said: "opening up the charging network to non-Tesla-branded vehicles can encourage more car owners to use electric cars, which supports our mission to promote new energy." As for why the Chinese market has not been opened, Tesla Global Vice President Tao Lin previously told the media: "the reason why Tesla has not developed charging piles is mainly due to safety considerations." The charging technology and the in-car battery management system need to match, that is to say, only Tesla electric car can achieve the highest efficiency on Tesla's charging pile. "

At present, the Chinese market has become Tesla's first single market in the world. Tao Lin once said: "China is the largest automobile producer and consumer in the world." it has the world's leading fertile land for smart car technology research and development and a consumption environment for new energy vehicles, "citing the delivery volume of Tesla's Shanghai Super Factory in 2021. According to the data, Tesla Shanghai Super Factory delivered a total of 484000 vehicles in 2021, an increase of 23.5% over the same period last year, accounting for 51.7% of Tesla's total global delivery.

On April 24th, there was news in the market that Tesla had begun to produce the "Model Y" model, which is expected to be sold in Canada this year, in Shanghai. According to the news, this will be the first time that Tesla has shipped auto products made in China to North America for sale. However, in response to this news, Tesla, a relevant person in China, told the media that there was no relevant response to the above news.

According to the latest retail sales data of the Federation, Tesla delivered a total of 137400 new cars in China in the first quarter of 2023, an increase of 26.9% over the same period last year, second only to BYD with a market share of 10.5%. In addition, according to Tesla's filings with the Securities and Exchange Commission (SEC), Tesla's total revenue in the first three months of this year rose 24.38 per cent year-on-year to $23.329 billion, while net profit fell 24.26 per cent to $2.513 billion. Of this total, China's market revenue rose 5.18% year-on-year to US $4.891 billion.

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