特斯拉高管辟谣“供应链去中国化”：质量与成本才是核心考量

Core Viewpoint - Tesla's global vice president, Tao Lin, clarified that the company does not exclude suppliers based on the origin of their components, countering recent media reports suggesting a shift towards "decoupling" from Chinese parts in its North American manufacturing [1] Group 1: Supply Chain Strategy - Tesla's supply chain strategy focuses on quality, total cost, technological maturity, and long-term supply continuity, regardless of the market (U.S., China, or Europe) [1] - The localization rate of parts produced at Tesla's Shanghai Gigafactory for the Model 3 and Model Y has exceeded 95%, contributing to competitive pricing in the Chinese market [1] Group 2: Supplier Relationships - Tesla has established partnerships with over 400 local suppliers in China, with more than 60 of these suppliers integrated into Tesla's global procurement system, supporting markets in China, Asia-Pacific, and Europe [1] - Recent speculation about Tesla's supply chain strategy being "regionally differentiated" or "de-China" was directly denied by Tao Lin's statements [1]