剔除中国供应链？特斯拉回应：“不实”

Core Viewpoint - Tesla's management has clarified that the reports regarding the exclusion of Chinese supply chains are false, emphasizing that supplier selection is based on quality, total cost, technical capability, and long-term supply continuity, rather than the geographical origin of the suppliers [1][4]. Group 1: Supplier Relationships - Tesla has integrated over 60 Chinese suppliers into its global procurement system, showcasing the importance of Chinese suppliers in its operations [2][5]. - The company maintains that the origin of suppliers does not serve as an exclusionary criterion, reinforcing its commitment to quality and efficiency [4]. Group 2: Manufacturing and Production - Tesla's Shanghai Gigafactory has achieved over 95% localization of parts and a 95% automation rate, allowing for rapid production with a vehicle rolling off the line every 30 seconds [9]. - The Shanghai Gigafactory serves as a key export center, supporting Tesla's global electric vehicle expansion, with significant delivery numbers reported in various markets [9]. Group 3: Market Performance - 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 [9]. - The Model Y has become the best-selling SUV in the Chinese market, with a notable increase in sales, indicating strong consumer demand [9].