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两个中国狠人,拯救7万亿特斯拉
TeslaTesla(US:TSLA) 36氪·2025-07-10 14:58

Core Viewpoint - The article discusses the significant contributions of two Chinese executives, Ren Yuxiang and Zhu Xiaotong, in helping Tesla navigate challenges in the Chinese market and achieve substantial growth through the establishment of the Shanghai Gigafactory [6][20][48]. Group 1: Ren Yuxiang's Role - In 2018, Tesla faced severe production capacity issues and low product quality, leading to a crisis in the U.S. market [6][7]. - Ren Yuxiang was instrumental in facilitating Tesla's entry into the Chinese market by advocating for a wholly-owned factory, which was a departure from the traditional joint venture model [19][20]. - He successfully negotiated favorable terms for Tesla's Shanghai factory, including land acquisition at a significant discount, low-interest loans, and expedited approval processes [19][20]. - The Shanghai Gigafactory, established under Ren's leadership, became a critical asset, contributing to half of Tesla's global production and reducing costs by 65% [20][21]. Group 2: Zhu Xiaotong's Contributions - Zhu Xiaotong joined Tesla in 2014 and played a key role in the construction and operation of the Shanghai factory after Ren Yuxiang's initial negotiations [29][30]. - He is recognized for his efficiency and hands-on approach, often working long hours to ensure production targets were met, including achieving a record monthly delivery of 100,000 vehicles during the Shanghai lockdown in 2022 [34][36]. - Zhu's leadership has led to significant improvements in production speed and capacity, making him a vital figure in Tesla's operational success [32][36]. Group 3: Current Challenges and Future Outlook - As of 2025, Tesla faces declining sales in both the Chinese and European markets, with a projected drop in vehicle deliveries [27][42]. - Zhu Xiaotong has been tasked with addressing these challenges, particularly in expanding Tesla's market presence in China and improving performance in Europe [40][41]. - The article suggests that while Ren Yuxiang laid the groundwork for Tesla's success in China, Zhu Xiaotong's ability to navigate current market challenges will be crucial for the company's future [48].