中国工厂的情况恢复正常，但第二季度将比第一季度慢得多。

Tesla Giga Shanghai：外观（Tesla Q4 2021 报告）

美国东部时间2022 年 6 月 9 日下午1:17

作者：马克凯恩

2021 年约占特斯拉总产量一半的特斯拉 Giga 上海工厂正在恢复全面生产。

5 月下旬，我们听说产量是封锁前水平的 70%，这得益于最近5 月份的生产和销售数据，分别为 33,544 和 32,165。

根据路透社 看到的一份内部生产备忘录，据路透社报道，特斯拉的目标是在 6 月生产超过 71,000 辆中国制造 (MIC) Model 3 / Model Y。

这意味着，它可能接近创下新的月度记录，并清楚地表明特斯拉的生产正处于两班倒的状态。

尽管如此，假设 4 月和 5 月生产了 44,301 辆，第二季度结束时可能会达到 115,300 辆。路透社指出，这仍远低于第一季度的 178,887 。

这种大约 64,000 台的差异基本上是生产损失，符合我们根据各种因素在 50,000-100,000 之间的预期。

路透社的非官方消息还显示，目前的产量是封锁前水平的 90%。CnEVPost 引用《上海证券报》的另一篇文章称，截至 6 月 9 日，该水平已达到 100%。无论具体数值如何，特斯拉 Giga 上海工厂似乎已基本回到正轨。

本月晚些时候（可能在 6 月 13 日），该工厂预计将结束闭环系统，并允许员工回家通勤上班。

有趣的是，该公司周四在中国推出了在线招聘活动，并增加了两打新的招聘信息（总共 224 个）。换句话说，没有裁员的迹象。

下面我们可以在 2022 年 6 月 1 日录制并由 Jason Yang 分享的无人机视频中看一下特斯拉 Giga 上海工厂。

资料来源：路透社、 CnEVPost、 路透社

马克凯恩

作者：马克凯恩

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Report: Tesla Giga Shanghai To Produce Over 71,000 EVs In June

Things normalize at the Chinese plant, but the second quarter will be much slower than Q1.

Tesla Giga Shanghai: Exterior (Tesla Q4 2021 report)

Jun 09, 2022 at 1:17pm ET

By: Mark Kane

The Tesla Giga Shanghai plant, which in 2021 was responsible for roughly half of Tesla's total production, is restoring full production.

In late May, we heard that the output is at 70% of the pre-lockdown level, which is backed by the recent production and sales numbers for the month of May, at respectively 33,544 and 32,165.

Reuters reports that Tesla aims to produce more than 71,000 Made-in-China (MIC) Model 3/Model Y in June, according to an internal production memo seen by Reuters.

Potentially, it might be close to reaching a new monthly record and a clear sign that Tesla's production is in full swing on two shifts.

Nonetheless, assuming 44,301 units were produced in April and May, the second quarter will end at maybe 115,300. That's still far below 178,887 during Q1, Reuters' noted.

This difference of roughly 64,000 units is basically the lost production, in line with our expectations of between 50,000-100,000 depending on various factors. It's a significant level (a solid month of production), but nothing that should stop Tesla from achieving a noticeable global year-over-year growth of production in Q2.

Reuters' unofficial sources also reveal that the current production output is at 90% of the pre-lockdown level. A separate article posted by CnEVPost, referring to the Shanghai Securities News, says that the level is already 100% as of June 9. Regardless of the exact value, the Tesla Giga Shanghai plant appears to be basically back on track.

Later this month (potentially on June 13), the plant is expected to end the closed-loop system and allow employees to return home and commute to work.

An interesting thing is that the company launched an online hiring event in China on Thursday and added two dozen new job postings (for a total of 224). In other words, there are no signs of job cuts.

Below we can take a look at the Tesla Giga Shanghai plant, in a flyover video recorded on June 1, 2022 and shared by Jason Yang.

Sources: Reuters, CnEVPost, Reuters

Mark Kane

By: Mark Kane

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