剔除中国供应链？特斯拉回应上证报：“不实”

Core Viewpoint - Tesla's management has refuted claims regarding the exclusion of Chinese suppliers from its global supply chain, emphasizing that supplier selection is based on quality, cost, technical capability, and continuity, rather than geographic origin [1][2]. Group 1: Supplier Relations - Tesla has integrated over 60 Chinese suppliers into its global procurement system, highlighting the importance of local partnerships in achieving cost-effectiveness and quality [2]. - The company collaborates with more than 400 local supply chain partners in China, which contributes to its competitive pricing and efficiency in the market [2]. Group 2: Manufacturing and Production - The Shanghai Gigafactory has become a crucial export hub for Tesla, achieving over 95% localization of parts and a 95% automation rate, allowing for rapid production with a vehicle rolling off the line every 30 seconds [6]. - In September, the Shanghai Gigafactory delivered over 90,000 vehicles, with sales in the Chinese market exceeding 71,000 units, reflecting a 25% month-over-month growth [6]. Group 3: Market Performance - The Model Y has emerged as the best-selling SUV in China, with nearly 170,000 units sold in the third quarter, marking a 31% increase compared to the previous quarter [6]. - Tesla's new Model Y L, designed and manufactured in China, has garnered significant market attention, showcasing the company's commitment to meeting local consumer demands [8]. Group 4: Future Developments - The Shanghai energy storage Gigafactory, which began operations in February, is set to produce 10,000 units of the Megapack annually, contributing to a storage capacity of nearly 40 GWh for global markets [5].