本周，可能会恢复到之前的生产水平。

特斯拉 Model Y（MIC）（来源：特斯拉大中华区）

美国东部时间2022 年 5 月 23 日上午9:23

作者：马克凯恩

特斯拉在中国的上海超级工厂正在逐步提高产量，似乎已经接近其停产前的一半。

生产于 3 月 28 日停止，导致 4 月份的销售/出口暴跌。公司于4月19日正式开始恢复生产。

据中国工业和信息化部（MIIT）通过CnEVPost 报道，在复苏的第一个月（4 月 19 日至 5 月 19 日），特斯拉共生产了约 26,000 辆Model 3和Model Y。

考虑到工厂仍处于闭环系统中（可能到 6 月中旬），并且存在零部件供应限制，这并不是一个糟糕的结果。

在最好的月份，特斯拉能够实现 65,000-71,000 辆的批发量，但 6 个月的平均值（2021 年 9 月 - 2022 年 3 月）接近 53,000 辆。这将支持之前的报告，即截至 5 月 17 日，该工厂的利用率为 45%。

在此期间，该公司至少从中国向欧洲派出了两艘船，每艘船载有超过 4,000 辆电动汽车（斯洛文尼亚 4,767 辆，比利时 4,027 辆）。

据 路透社 报道，特斯拉计划在 5 月 24 日星期二之前将上海的产量提高到停产前的—— “根据路透社看到的一份内部备忘录，比其最近的恢复计划晚了一天。”

预计全面生产后每天 2,600 辆汽车（之前为 1,000 辆），每周最多可生产 16,000 辆（或每月超过 60,000 辆）。

“根据详细说明，从周二开始，特斯拉上海工厂的日产量将增加一倍以上，达到 2,600 辆电动汽车。相比之下，根据备忘录，周一生产的电动汽车约为 1,000 辆，这将使特斯拉的每周产量达到将近 16,000 个单位。”

这是一个了不起的消息（如果得到证实），这使我们相信该公司将能够在第二季度比一年前的产量超过 206,000 辆时总体生产更多的汽车。

尽管如此，与照常营业的情况相比，封锁可能会使公司的业绩减少 50,000-100,000 辆。

资料来源：CnEVPost、 路透社

马克凯恩

作者：马克凯恩

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China: Tesla Has Produced 26,000 EVs Since Production Resumed

This week, production might return to pre-lockdown level.

Tesla Model Y (MIC) (source: Tesla Greater China)

May 23, 2022 at 9:23am ET

By: Mark Kane

The Tesla Giga Shanghai plant in China is gradually ramping-up production and already appears to be approaching half of its pre-lockdown output.

The production was halted on March 28, which caused a collapse in sales/export in April. The company officially began resuming production on April 19.

According to China's Ministry of Industry and Information Technology (MIIT), via CnEVPost, in the first month of the recovery (between April 19 and May 19), Tesla produced a total of about 26,000 Model 3 and Model Y.

It's not a bad result, considering that the plant remains in a closed-loop system (potentially until mid-June), and that there are parts supply constraints.

In the best months, Tesla was able to achieve wholesale vehicle shipments of 65,000-71,000 units, but the 6-month average (September 2021 - March 2022) was closer to 53,000. It would support the previous reports that the plant was at 45% utilization as of May 17.

During the period, the company sent at least two ships from China to Europe - each with over 4,000 EVs (4,767 to Slovenia and 4,027 to Belgium).

According to a Reuters report, Tesla plans to ramp up production to pre-lockdown output in Shanghai by Tuesday, May 24 - "a day later than its most recent recovery plan, according to an internal memo seen by Reuters."

Full production is estimated at 2,600 vehicles per day (compared to 1,000 previously) and up to about 16,000 per week (or over 60,000 per month).

"Tesla will more than double its daily output to 2,600 electric vehicles at its Shanghai plant from Tuesday, according to the memo detailing the plan. That compares to around 1,000 EVs produced on Monday, according to the memo, and would bring Tesla's weekly output to nearly 16,000 units, the memo showed."

It is outstanding news (if confirmed), which makes us confident that the company will be able to overall produce more cars in Q2 than a year ago when the volume exceeded 206,000.

Nonetheless, the lockdowns probably will reduce the company's result by 50,000-100,000 units, compared to the business as usual scenario.

Sources: CnEVPost, Reuters

Mark Kane

By: Mark Kane