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1) One of the most important things Elon is showing to Chinese people and customers is -- RESPECT. It's hard to overstate how important this is. It will mean great things for Tesla.
2) I should ship my Model S to China, rent it out for test drives, and use the money to buy some Tesla calls.
Second TV show when Elon visited China http://cctv.cntv.cn/lm/duihua/. Some interesting takeaways:
~11:20 Elon : this year we’ll almost double the production rate
~29:00 Elon: 3 years ago, we made 600 cars. Last year, we made 22000 cars. This year we’ll almost double production. Probably next year double again.
Moved my comments to "Long Term Fundamental" thread http://www.teslamotorsclub.com/show...-Motors-(TSLA)?p=649466&viewfull=1#post649466
Also it is interesting that importing a new car requires permission from the manufacturer or the dealership.
Shanghai has exempted Tesla from its license plate auction, rare for a non-Chinese car. Does anyone know if other non-Chinese cars are exempted? (Leaf, Volt, SLR etc. ..) Or is Tesla the only one?
Shanghai has exempted Tesla from its license plate auction, rare for a non-Chinese car. Does anyone know if other non-Chinese cars are exempted? (Leaf, Volt, SLR etc. ..) Or is Tesla the only one?
Actually in few articles regarding Shanghai plates it was mentioned that at the moment Tesla is the only one imported pure electric vehicle.I don't think it is Tesla only. I think it is 3000 plates per year of imported pure electric cars. I do not know if volt though would qualify, probably not.
I just want to report that there is a rumor that Beijing is working to provide 500 free license plates per month for imported EVs. The information was not confirmed from officials but it is stated that there will be some form of incentive at least priority for registrations.
http://www.d1ev.com/news/industry/2014051331408.html
At the same time it was reported that first two Tesla cars in Shanghai are registered with free license plates on 13 of May.
http://auto.163.com/14/0513/08/9S4503T600084TV0.html
- - - Updated - - -
Actually in few articles regarding Shanghai plates it was mentioned that at the moment Tesla is the only one imported pure electric vehicle.
Wall Street Journal article: http://blogs.wsj.com/chinarealtime/...joy-shanghai-license-plate-perk/?mod=yahoo_hs
I just want to report that there is a rumor that Beijing is working to provide 500 free license plates per month for imported EVs. The information was not confirmed from officials but it is stated that there will be some form of incentive at least priority for registrations.
http://www.d1ev.com/news/industry/2014051331408.html
At the same time it was reported that first two Tesla cars in Shanghai are registered with free license plates on 13 of May.
http://auto.163.com/14/0513/08/9S4503T600084TV0.html
- - - Updated - - -
Actually in few articles regarding Shanghai plates it was mentioned that at the moment Tesla is the only one imported pure electric vehicle.
Maoing (or others). Any comments on the Jinfeng Li articles in Forbes
- http://www.forbes.com/sites/junhli/2014/05/15/the-chaos-of-tesla-motors-in-china/?partner=yahootix
One seems to be a reprint of a Chinese gossip column hit piece on Tesla management and the other questions their ability to deliver on their business model. We may have found the Chinese equivalent of john Peterson.
Tesla Motors in China: Hype or Not - Forbes
Maoing (or others). Any comments on the Jinfeng Li articles in Forbes
- http://www.forbes.com/sites/junhli/2014/05/15/the-chaos-of-tesla-motors-in-china/?partner=yahootix
One seems to be a reprint of a Chinese gossip column hit piece on Tesla management and the other questions their ability to deliver on their business model. We may have found the Chinese equivalent of john Peterson.
Tesla Motors in China: Hype or Not - Forbes
I also find her observation about tire wear to be somewhat suspect. Model S tires wear out between 10,000 and 25,000 miles. Based on what sample size...signature S drivers? How many owners have 10k -25k on their cars, and of that small number, how many have excessive wear...P85+ owners. Not sure taxis will be P85+. I think the Tiger Lady of Wall Street is looking or get some screen time. Pathetic.
I quickly go through the article, similar to typical FUD in SA, many proofs just can't withstand double thinking. I'll try to explain some in below:
1) According to Alexa’s global tracking of visitors to the Tesla website (including its Chinese language website), less than 5% of the total visitors came from China today
>> That's expected, not all chinese is comfortable with english reading even well educated ones. They certainly more prefer to get information from Chinese media and visiting store.
2) Tesla requires all buyers to have a dedicated parking space.
>> That's true. Assuming there are only 1% of chinese live in SFH as in US, then it's 14 million pupulation. Also it's not difficult to get a dedicated parking space in modern apartment building. In my opinion, Model S is not targeting for average consumers, so parking space limitation should not be an issue at all.
3) However, China imposes an electric current limitation of 20 amps on residential circuits, which effectively caps the charging capacity at this limit and lengthens the charging cycle.
>> It looks most of the owners can install 40A charger right now, also they reserve the capability to upscale to 80A in the future. So this is not a big issue as I can tell
4) To install superchargers in public spaces
>> It was an issue from the beginning. As of know, there are still no solid plan laid down. But it doesn't mean it will be a hurdle to prevent Tesla progress in China. Tesla China might just work in the background to negotiate. Think about that 3 superchargers popped up suddenly at end of April. Right now 10 more planned on Tesla Asia supercharger map.
5) An average ICE taxi costs ~100K RMB, compared with TSLA’s Model S at ~750K RMB.
>> This is like an apple to orange comparison. Some leasing companies ordered Model S for their good sake. Although personally don't believe it's popular to have such expensive car in the taxi fleet.
Hi Bbarret
I'm pretty sure the quote was 15k -25k: "Finally, Tesla has very expensive tires that last 15,000 – 25,000 miles at most....."
I have a Model S that is approaching 37k miles and since I have the 21 inch wheels the tires do wear out fast. The instant torque and regenerative braking and possibly the air suspension contribute to this.
I'm on my 3rd set of rear tires and 2nd set of front tires!
I understand tires on the 19 inch wheels last MUCH longer.
Hi Bbarret
I'm pretty sure the quote was 15k -25k: "Finally, Tesla has very expensive tires that last 15,000 – 25,000 miles at most....."
I have a Model S that is approaching 37k miles and since I have the 21 inch wheels the tires do wear out fast. The instant torque and regenerative braking and possibly the air suspension contribute to this.
I'm on my 3rd set of rear tires and 2nd set of front tires!
I understand tires on the 19 inch wheels last MUCH longer.