Why is Tesla’s China director competing for it?

The news of leaving the job was revealed the day before, and there was a steady stream of speculation about the new job the day after.

The one who can win this “honor” is Song Gang, the former director of Tesla’s Shanghai factory.

What is the charm of “Director Tesla”? On December 19th, Wang Hua, general manager of Xiaomi’s public relations department, posted on Weibo: “the director Song (Song Gang) who is being rumored by everyone is really good, but the director of our Xiaomi automobile factory (Ji Guowei) is also excellent.

That’s enough!” The comment is considered to be suspected of denying a recent market rumor.

It is rumored that Song Gang, vice president of production and manufacturing at Tesla’s Shanghai Super Factory, will join Xiaomi.

On December 18th, it was reported that Song Gang, vice president of Tesla Manufacturing and director of the Shanghai plant, had submitted his resignation a few months ago.

Similarly, on December 19th, it was reported that Song Gang, director of Tesla’s Shanghai plant, will join China Energy Enterprise Vision Group to take up the post of supply chain management, according to two people familiar with the matter.

The front foot was exposed to leave, and the back foot was said to have two “offer” waiting to be picked up.

Song Gang’s “charm” in addition to personal professional ability, is there any endorsement from Tesla’s Shanghai factory? Tesla Shanghai factory’s contribution to Tesla’s vehicle delivery in China and around the world is self-evident.

Tesla Shanghai factory is one of Tesla’s largest factories in the world, and its production capacity accounts for more than 1/3 of Tesla’s total global production capacity of ‌.

This means that the Shanghai factory occupies an important position in Tesla’s global production layout, ensuring that Tesla can meet the needs of the global market.

The efficient construction and commissioning speed of the Shanghai plant demonstrated Tesla’s “Tesla speed” ‌.

In January 2019, the construction of Tesla’s Shanghai factory officially started, and the first vehicle went off the line in December of the same year, achieving the goal of starting construction in that year, completion in that year and putting into production in that year.

This efficient construction and production speed not only demonstrates Tesla’s management and execution ability, but also provides strong support for Tesla’s expansion in the global market.

In addition, the localization rate of parts in ‌ Shanghai factory is more than 95% ‌, which means that Tesla can make better use of China’s perfect supply chain system, reduce production costs and improve market competitiveness ‌.

Tesla, however, the role of the factory must be driven by the power of “people”.

It is understood that Song Gang joined Tesla in 2018, when Tesla had just announced that he had settled in Shanghai as China’s first wholly foreign-owned vehicle manufacturing project.

Under the management of Song Gang, Tesla Shanghai Plant is responsible for managing the production of Phase I and Phase II, batteries and motors of the Shanghai plant.

During his tenure with Tesla, Song Gang led the localized production of Model 3 in Tesla Shanghai Super Factory within one year, and began to lead the commissioning of Tesla Shanghai Phase II Plant in 2020.

At the beginning of this year, Song Gang said that it hoped to build Tesla Shanghai Energy Storage Plant into a world benchmark.

Up to now, Tesla has not formally appointed a new factory director in Shanghai.

Who needs Song Gang more? The production capacity of an automobile factory ‌ reflects the production capacity and efficiency ‌ of a whole vehicle factory.

Specifically, the production capacity of automobile factories is affected by a variety of factors, including production equipment, production line automation, factory size, human resources, raw material supply and other ‌.

High yield means that enterprises have stronger market competitiveness, can respond to market demand more quickly, and increase market share ‌.

From this dimension, Xiaomi cars, which have been rumored to encounter capacity bottlenecks many times, really need talents like Song Gang to alleviate this problem.

The latest figures show that Xiaomi delivered more than 20, 000 vehicles in October for the first time, but orders continue to grow, resulting in capacity utilization as high as 160%, or even close to 200% ‌.

Lu Weibing, president of Xiaomi, has shared the latest development of Xiaomi: at present, if you place an order for Xiaomi, the waiting time is about 4-5 months, so Xiaomi is actively expanding production capacity to meet market demand.

In addition, it is reported that the hot sales of Xiaopeng MONA M03 have also led to capacity supply problems.

In November, it was reported that the delivery cycle of the best-selling ultra-long-range version of the MONA M03 had been extended to as much as 17 weeks and that car owners would have to endure at least four months of waiting.

Some car owners who set down in September originally picked up their cars before December, but now most of them have been postponed to January next year.

It is reported that although Xiaopeng plant plans to increase its production capacity by 30% to 40% in November and December, it still seems to be unable to meet the market demand for ‌.

The same thing happened to Ullai Lok Road.

Also in November, it was reported that Ullai Lok was also hotly discussed in the market because of the slow climbing of production capacity and the slow pace of delivery.

A number of agencies said that the top priority for Ulay is to build the car in time.

When it was revealed that Song Gang had left Tesla, there was news that Song Gang planned to join a local emerging car brand that was in a capacity bottleneck, but which one had not yet been decided on ‌.

But for now, Xiaomi has denied the rumor among the three car companies that are in urgent need of a rapid increase in factory production capacity, but Weilai and Xiaopeng did not respond.

Tu Yuan: Weilai, with regard to the news that Song Gang may join Vision Group, it is reported that Vision Group has a number of professional subsidiaries, including long-term energy focused on smart wind power, long-term power dedicated to batteries and energy storage systems, and long-term intelligence engaged in intelligent Internet of things solutions.

According to some analysts, Song Gang has rich experience in the supply chain, and his departure from Tesla to join Vision Group may be a sign of big moves in the new energy field of Vision Group.

after all, supply chain management directly affects the production and delivery of electric vehicles.

However, it is reported that Vision Group does not seem to respond to this either.

What is more noteworthy is that apart from being concerned about the “destination” of Song Gang, Tesla urgently needs to find a new “factory director” to ensure the normal operation of the company’s Shanghai plant.

It is reported that two people familiar with the matter said that Fei Wenjin, senior director of automobile and parts quality at Tesla’s Shanghai factory, is the most likely to succeed Song Gang.

another candidate is Sun Haolin, current logistics director at Tesla’s Shanghai factory.

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