The moment Musk led the "Government Efficiency Department" of six 00-year-old "coders" to overhaul the federal government.

Tesla's Shanghai Energy Storage Superfactory went into production on Feb. 11 in Shanghai Lingang.

This is Tesla's second Superfactory in Shanghai Lingang, and the first energy storage Superfactory Tesla has invested in outside the United States.

According to the Shanghai Economic and Information Commission, the construction of the factory started in May 24 and took only seven months to complete, once again breaking the "Tesla speed" and "Shanghai speed".

The upheaval in the US political arena has not slowed down the US investment in the "China market".

We'll talk a little bit about the site selection and industry dynamics behind the energy storage super factory.

01 Plum started twice and settled in Shanghai

In January 2019, Tesla started construction of the Shanghai Super Factory, creating the "Tesla speed" of "the year of construction, the year of completion, the year of production, the year of listing".

Tesla's Shanghai energy storage super factory continues to be highly efficient.

Why did Tesla choose Shanghai as the location for its SuperWorks?

To answer this question, we need to figure out what the industry needs.

Energy storage, as the name implies, is the storage and release of energy as needed.

The main applications include new energy fluctuation power smoothing, peak frequency regulation, emergency power, peak and valley arbitrage.

Shanghai Energy Storage Megafactory plans to produce 10,000 Megapacks, a new generation of Tesla's mega commercial electrochemical energy storage system, with an energy storage scale of nearly 40 gigawatt-hours (GWh), which is equivalent to the electricity consumption of 13,000 families or 40 medium-sized factories in a year.

Combined, his site selection considerations are nothing more than the cost of resources, talent reserves, supporting industries, policy environment.

First, cost, he needs to consider the industrial base is a huge power system support.

Shanghai Lingang area is building "wind - light - storage - hydrogen" integrated layout, the super factory can more easily get access to offshore wind power direct power supply system "channel".

Moreover, the cost of electricity in China is much lower than in Europe and the United States and other developed countries, while the cost of employment in China is cost-effective.

The second, supporting industries, hardware manufacturing, technology reserves, etc. is heavy.

Shanghai backed by the Yangtze River Delta, has one of the world's most complete energy storage industry chain, industrial clusters covering lithium batteries, sodium batteries, compressed air energy storage, emerging energy storage technologies and other areas.

In recent years, Shanghai has landed a number of demonstration projects with leading technology, such as Tencent's Qingpu data center optical storage project, which focuses on "digital technology + energy storage" mode.

In the field of "commercial complex + energy storage", Wistron Energy Storage Zero-Carbon Intelligent Comprehensive Energy Center was included in the pilot demonstration project of new energy storage by the National Energy Administration.

Thirdly, at the talent reserve level, high-end R&D engineers are key.

In Shanghai, Fudan, Jiaotong University and other universities for different segments, the layout of the R & D innovation platform, the formation of differentiated energy storage research advantage.

Shanghai Institute of Silicate, Ningde Times Future Energy Research Institute and a number of other well-known research institutes, but also in the energy storage industry in the forefront of the field of a number of technological research and innovative applications.

Energy storage industry research soil is fertile, scientific research institutions of high-end quality talents at the same time, but also focus on building blue-collar talent supporting measures.

In terms of supporting treatment for ordinary workers, Shanghai Lingang has coordinated the blue-collar apartments in the vehicle super factory to meet the housing needs of more than 2,000 employees of the energy storage plant.

The company has also customized a bus shuttle line, which is scheduled to be put into operation according to the actual demand after the energy storage plant is put into operation, to facilitate the commuting of the employees of the company.

Fourth, the policy environment, Shanghai is more advanced layout planning.

24 year-end release of the "Shanghai new energy storage demonstration leading innovation and development work program (2025-2030)", in the top-level design up and down the effort, around the layout of industrial development, application scenarios, technology development and innovation and other aspects of the planning program.

Shanghai Lingang has innovatively launched the "Project Service Package" mechanism for Tesla's Shanghai Energy Storage Super Factory project.

Specifically, a full set of services is embedded in the project perspective and specific scenarios before approval is granted.

If 19 years of Tesla's Shanghai mega-factory opened, to the new energy automobile industry to bring the "catfish effect".

Then, 25 years in February put into production Tesla energy storage super factory, and will bring what far-reaching impact on the industrial chain?

02The chain reaction of the 100-billion-dollar industry

The first Tesla SuperWorks is a historic leap for China's new energy industry from "market for technology" to "technology for market".

The first Tesla energy storage super factory is a historic leap from "market for technology" to "technology for market" in China's new energy industry.

The Tesla energy storage factory in Shanghai will drive the formation of a 100 billion industrial cluster in China's Yangtze River Delta region.

We will analyze the "chain reaction" from the perspective of industrial chain.

First of all, for the upstream industry chain, from the supply of raw materials and parts manufacturing two levels to start.

In terms of raw material supply, in order to meet Tesla's production demand of 10,000 Megapacks per year, the demand for battery raw materials such as lithium, cobalt and nickel has increased dramatically, attracting related mineral processing enterprises to set up their business in Shanghai and its neighboring areas.

At the same time, it will also stimulate the local and neighboring chemical companies to increase R&D and production investment in key materials such as electrolyte and diaphragm, so as to improve the localized supply capacity.

The manufacturing of parts and components will benefit battery modules, inverters, battery management systems (BMS) and other parts required for energy storage systems.

Extended, the battery module plate, for the Ningde Times, lithium-ion lithium can be a major benefit, can seize the opportunity to lock the core order;

Inverter module, in the local high-quality enterprises Zhuzhou converter, on the energy, Jinlang, Shouhang, Astronergy, etc., is the technology iteration of the acceleration of the important opportunity.

In addition, Tesla's high quality and technical requirements for parts and components will prompt suppliers to continuously upgrade and innovate their technology, and improve the technical level of the entire industrial chain.

Secondly, the midstream industry chain, take manufacturing and system integration as an example.

In terms of production and manufacturing, the production model and management experience of Tesla's energy storage super factory will have a demonstration effect on energy storage manufacturing enterprises, pushing local enterprises to optimize production processes and improve production efficiency.

In terms of system integration, the large-scale production of Tesla Megapack products requires strong system integration capabilities, which will attract professional system integrators to set up branches or cooperative projects in Shanghai and its surrounding areas, strengthen cooperation with Tesla and local enterprises, and enhance Shanghai's overall strength in the field of energy storage system integration.

Finally, the application market for the downstream industry chain.

The marketing of Tesla's energy storage products will further open up the energy storage application market, which will have a chain reaction on the fields of grid-side energy storage, industrial and commercial energy storage, and distributed energy storage.

Tesla energy storage products market promotion, will further develop the energy storage application market, will have a chain reaction on the grid side energy storage, industrial and commercial energy storage, distributed energy storage and other fields.

With the increase of energy storage projects, the demand for energy services such as operation and maintenance, testing and data analysis of energy storage systems will also grow accordingly, which will attract related energy service companies to enter the Shanghai market.

It is reported that Tesla's Shanghai energy storage super factory supplies products to the global market.

Mike Snider, vice president of energy and charging at Tesla, said the Shanghai energy storage super factory will be a key growth engine for Tesla's global energy business.

This will not only strengthen the voice of "Made in China" in the global market, but also play a long-tail effect as a model of cross-border integration of "Made in China + international brands".

Written in the end

From "robbing enterprises" to "create ecological" elevation of the war, today's investment is to fight "three-chain integration" (innovation chain, supply chain, talent chain), The first is the "talent chain", which is the most important thing in the world.)

The location decision of Tesla, a top company, is restructuring the industrial gene.

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