【文观察者网 潘昱辰 编辑/高莘】据《商业内幕》11月27日报道，前特斯拉全球销售主管、现通用汽车 董事会成员乔恩·麦克尼尔(Jon McNeill)表示，特斯拉一直在拆解竞争对手的汽车，并从中国电动汽车中 吸取宝贵的经验。 汽车行业长期以来都对方向盘或转向挡杆等零部件进行复用。但麦克尼尔表示，中国车企在复用汽车零 部件的程度上是与众不同的，从电池组、汽车座椅内的热泵到电机都能实现复用。 麦克尼尔曾于2015—2018年期间效力于特斯拉，他表示特斯拉是一块"学习海绵"。而汽车制造商都在不 断向中国竞争对手学习，特斯拉也不例外。 乔恩·麦克尼尔 商业内幕 在麦克尼尔任职特斯拉期间，特斯拉正处于Model 3的"产能地狱"。他透露，特斯拉从中国电动汽车中 学会零部件的复用，这在后来的Model 3与Model Y中得到体现。 特斯拉首席执行官（CEO）埃隆·马斯克曾在2019年电话财报会议上表示，Model Y与Model 3共享了约 四分之三的零部件，从而提高了产量。 麦克尼尔并未透露特斯拉在他任职期间拆解了哪些中国电动汽车，但表示通用汽车近期在拆解比亚迪的 汽车时，发现中国车企将零部件的复用提升到了新水平。 ...

Core Insights - Tesla has been learning from Chinese electric vehicle manufacturers, including disassembling their vehicles to gain insights that have influenced popular models like the Model 3 and Model Y [1][3] - Jon McNeill, former Tesla executive, highlighted the advanced component reuse techniques employed by Chinese manufacturers like BYD, which extend beyond traditional practices in the automotive industry [3][5] - The reuse of components is crucial for automakers aiming to efficiently scale production and reduce costs, a strategy that has been effectively implemented by Tesla and other vertically integrated companies [5][6] Group 1 - Tesla has disassembled Chinese electric vehicles to learn about component reuse, which has been applied in its own models [1][3] - McNeill noted that BYD has taken component reuse to new heights, saving significant costs even on parts not visible to customers [3][5] - This approach differs from the common practice of platform sharing, where multiple models use the same chassis or underlying architecture [4] Group 2 - McNeill pointed out that traditional automakers like Toyota use different components for each model, contrasting with the standardization seen in Chinese manufacturers [5] - The ability to reuse components is essential for automakers looking to expand production and lower costs, especially for emerging companies [5][6] - Ford's CEO Jim Farley experienced a "wake-up call" after disassembling Tesla and Chinese EVs, prompting a major restructuring of Ford's electric vehicle strategy [6]

Core Insights - Tesla has been learning from Chinese electric vehicle manufacturers, including disassembling their vehicles to gain insights that have influenced popular models like the Model 3 and Model Y [1][3] - Jon McNeill, former Tesla executive, highlighted that Tesla adopted the practice of reusing components across different models, which has been a significant factor in improving production efficiency [1][4] Component Reuse - Chinese manufacturers, particularly BYD, have advanced the reuse of components to a new level, allowing for significant cost savings even in parts not visible to customers [3][5] - This practice of component reuse is not unique to Chinese manufacturers but is more extensively applied by them compared to traditional automakers like Toyota, which uses different components for each model [5][6] Industry Implications - The ability to reuse components is crucial for automakers aiming to scale production efficiently and reduce costs, especially for emerging companies [5][6] - Ford's CEO Jim Farley acknowledged the need for reform within Ford after realizing the competitive edge of Tesla and Chinese EVs, leading to the establishment of a new electric vehicle division [6]