Recently, the U.S. "Wall Street Journal" reported that Tesla has decided to "remove the Chinese supply chain," and plans to replace all Chinese components in its U.S.-made cars within the next one or two years.
On November 26, Tao Lin, vice president of Tesla, posted on Weibo, saying, "Whether it is the United States, China or Europe, the selection of suppliers for Tesla's global production bases follows the same strict and objective standards, completely based on quality, total cost, maturity of technical capabilities, and long-term supply continuity. The country of origin or geographical source of the supplier does not constitute an exclusionary criterion."
According to the "Everyday Financial News", a Tesla China staff member pointed out that Tao Lin's statement was a direct denial of the related rumors.
According to the "Shanghai Securities News", on the same day, a relevant person in charge of Tesla China stated that the report about "removing the Chinese supply chain" by Tesla was "a false message".
The "Wall Street Journal" claimed in its so-called exclusive report that Tesla "hopes" to exclude Chinese-made components, which is the latest example of the escalating Sino-U.S. geopolitical tensions.
The report claimed that Tesla has been trying to reduce its reliance on Chinese components in its U.S.-made cars, and encouraging its Chinese suppliers to produce components in other regions such as Mexico. According to insiders, since this year, after Trump launched the trade war against China, Tesla accelerated the process of cutting down on Chinese components.
Currently, the Shanghai Gigafactory is Tesla's export center, supporting the expansion of its global electric vehicle business. It has already achieved over 95% localization of components, with an automation rate of more than 95%, and can complete one car every 30 seconds.
The "First Financial Daily" quoted industry insiders as saying that the situations mentioned in the report will not affect Tesla's Shanghai Gigafactory. The cars produced at the Shanghai Gigafactory mainly use locally produced components in China and are sold in China and some overseas markets, with overseas sales mainly targeting Asia and Europe, not the United States.
In recent years, Chinese suppliers have increasingly supplied Tesla's factories around the world, with some having followed Tesla to build factories abroad. Tao Lin said in May this year that the Shanghai factory has more than 400 Chinese supplier partners, of which more than 60 have been introduced into Tesla's global procurement system.
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