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Behind the high degree of mystery of Musk's China trip, it indicates Tesla's emphasis on and expectations for the results of this trip.
Author丨Wei Shuai and Ren Yafei
Source丨China Entrepreneur Magazine (ID: iceo-com-cn)
It was 44 hours of speculation and high excitement from the outside world.
The protagonist is Tesla CEO Musk. The global business star landed at Beijing Capital International Airport on the afternoon of May 30, and spent about 30 hours in Beijing with a tight schedule.
On the evening of May 31, after finishing his trip to Beijing, Musk took a private plane to Shanghai Hongqiao Airport. At the Shanghai Super Factory, Musk "swears oath late at night" and took a group photo with employees. "Thank you for all the support! A day full of harvest!" Tao Lin, vice president of public affairs of Tesla's Chinese government, posted the latest Weibo at around 1 am.
A person familiar with the matter told reporters that after a quick night in Shanghai, at 10 am on June 1, Musk took off from Shanghai Hongqiao T1 and returned to Texas. According to the reporter's understanding, Musk's flight was delayed and finally took off at 11:23.
Musk's takeoff time. Source: Feichangzhun APP
Musk's trip to China was kept secret throughout, and only a small amount of information was released through official channels. In addition to Zhu Xiaotong, Tesla’s global senior vice president, and Tao Lin, Tesla’s vice president of public affairs for the Chinese government, bodyguards have become frequent visitors in the camera—this style of painting is completely different from his personal itinerary and image during his last visit to China. different.
Behind the high degree of mystery of Musk's China trip, it indicates Tesla's emphasis on and expectations for the results of this trip. The expansion of Tesla's global market and product upgrades, energy storage planning, and the application of FSD (full self-driving) functions are all propositions that Musk needs to promote or resolve in China.
Bai Wenxi, vice chairman of the China Enterprise Capital Alliance and chief economist of IPG China, told reporters that Musk's frequent interactions with Chinese political circles this time, from the meetings of the Ministry of Foreign Affairs, the Ministry of Industry and Information Technology to the Ministry of Commerce, have released China's emphasis on opening up to the outside world and economic development. Cooperation and scientific and technological innovation, hope to maintain close exchanges with the world's technology and industry circles, especially the signal of continued extensive cooperation with the US investment, technology, and industry circles.
Regarding Musk's visit to China, Zheng Yun, global senior partner of Roland Berger and head of the automotive industry center, said that three years after the epidemic, the visit of such a heavyweight head enterprise may have a potential impact on the domestic auto industry .
"Currently all walks of life are curious about Musk's visit to China, but from the perspective of the industry, we should not just watch the excitement, but also look at the specific content of the meeting." Zheng Yun said.
The Mysterious Guest at No. 8 Xiaoyun Road
Manhe Beijing (commonly known as No. 8 Xiaoyun Road), one of the most high-end communities in Beijing. It is adjacent to the bustling Lufthansa commercial district and the third embassy area, with units of more than 450 square meters, which are high-end residences in the core area of the city. In terms of the design of the community, it is completely in line with the luxury apartments in Central Park of the United States, and the commercial atmosphere and elite culture are the core of the building.
Hesheng·Xiaoyun Road No. 8. Photography: Wei Shuai
The top-level high-end clubhouse, Huafu Club, which was originally built as a supporting facility for the community, is hidden among the trees. Known as "one of the top ten clubs in Beijing", this top-level club is only open to members and has extremely high security and privacy.
On the evening of May 30th, a photo of Musk and Ningde Times chairman Zeng Yuqun in the Washington club made the popularity of this high-end club unprecedentedly high.
It was confirmed by insiders that the dinner on the first day of Musk’s visit to China was the Manfu Banquet, a special Chinese restaurant located in Washington DC. From the moment of entering the door, it has the feeling of Chinese carved beams and painted buildings. The manager of the restaurant is the pianist Zhao Yinyin, who is also the lifelong honorary president of the Chinese branch of the Escoffier Chefs Association in France; the manager of the dishes, Yu Bin, is a national treasure-level Jiangnan cuisine master , They are all well-known figures in the catering industry.
According to the traditional Chinese saying, the banquet that night should be called the "Banquet for Cleaning up the Wind and Cleaning up the Dust". In order to welcome the head of the world's most famous car company, Manfu Banquet specially customized a menu called "horse-Extraordinary" - which corresponds to the initials of Musk in both Chinese and English.
The reporter contacted Bai Hao, the founder of Manfu Banquet. Because of confidentiality requirements, Bai Hao said that he could not release details about Musk's dining information.
It is understood that the insiders of the mansion banquet released the information of Musk's visit that night, and then deleted the information.
Even so, Musk's every move has become the focus of attention from the outside world.
Washington Hall. Source: Respondents
"What did Musk eat on his first day in Beijing?" "The staple food of Musk's dinner was noodles with fried sauce." "Musk met Zeng Yuqun, chairman of Ningde Times." From the itinerary to the schedule, Musk's hot searches continue. According to incomplete statistics, as of the evening of May 31, the cumulative reading volume of topics about Musk exceeded 170 million.
According to a person familiar with the matter, after Musk came, there were customers who came to experience the "Musk same style" package the next day.
Non-stop trip to Beijing, met with 3 ministers
At present, there are hardly any business figures in the world who can have such fanatical attention in China.
After visiting China again after a lapse of three years, Musk made his first stop in Beijing. At 9:57 a.m. on May 30th, Musk’s Weibo was still synchronizing the news he posted on Twitter on the Internet—“China’s space program is far more advanced than most people realize.”
Six hours after this news was released, at around 15:30 on May 30, The Paper reported that Musk landed at Beijing Capital International Airport on a Gulfstream G650ER private jet.
After landing in Beijing, news of the interaction first came from the political circles.
According to the official website of the Ministry of Foreign Affairs, later that day, State Councilor and Foreign Minister Qin Gang met with Musk in Beijing.
According to the website of the Ministry of Foreign Affairs, Qin Gang said that Chinese-style modernization is a modernization with a huge population, common prosperity for all people, and harmonious coexistence between man and nature. It will create unprecedented growth potential and market demand. China's new energy automobile industry has broad prospects for development. China will continue to unswervingly promote high-level opening up, and is committed to creating a better market-oriented, legalized and internationalized business environment for companies from all over the world, including Tesla. Using Tesla as an analogy, to develop Sino-US relations well, it is necessary to keep the steering wheel in place, "step on the brakes" in time, and avoid "dangerous driving"; be good at "stepping on the gas pedal" to promote mutually beneficial cooperation.
Musk said that the Chinese people are hardworking and intelligent, and China's development achievements are taken for granted. The interests of the United States and China are intertwined, like Siamese twins, who are inseparable from each other. Tesla opposes "decoupling and breaking chains", and is willing to continue to expand its business in China and share China's development opportunities.
Photography: Deng Pan
That night, according to Caijing’s confirmation from multiple sources, after the meeting with Qin Gang, Musk met with Zeng Yuqun, chairman of Ningde Times, and participated in the dinner together at Manfu Banquet. According to Caijing, Zeng Yuqun was the first entrepreneur Musk met during his trip to China. The two sides discussed issues including but not limited to power battery supply. The reporter verified the news with Ningde Times and Tesla, but as of press time, no reply has been received.
When the topic of Musk's luxurious dinner continued to ferment, at 12:23 noon on May 31, "Gongxin Weibo" released news that Minister of Industry and Information Technology Jin Zhuanglong met Tesla CEO Musk in Beijing. The two sides exchanged views on the development of new energy vehicles and intelligent connected vehicles. At 17:41 on May 31, "Business Micro News" announced that Minister of Commerce Wang Wentao met with Musk. The two sides conducted extensive and in-depth exchanges on issues such as Sino-US economic and trade cooperation and Tesla's development in China.
Wang Wentao said that China is comprehensively promoting Chinese-style modernization and expanding high-level opening up, which will bring new development opportunities for companies around the world, including Tesla. The Chinese side will continue to provide efficient and pragmatic service guarantees, and support foreign-funded enterprises to develop in China in a long-term and stable manner. Musk agrees that the US-China relationship is not a zero-sum game. He thanked China for its support and guarantee for Tesla's Shanghai factory during the COVID-19 outbreak, praised the vitality and potential of China's development, expressed full confidence in the Chinese market, and is willing to continue to deepen mutually beneficial cooperation.
According to The Paper, according to the "Fei Changzhun" APP, at 19:58 on May 31, Tesla CEO Musk's private jet (registration number: N628TS) took off from Beijing Capital Airport and headed for Shanghai Hongqiao Airport. The expected landing time is 21:37.
Behind the 14-hour trip to Shanghai
Musk's trip to Shanghai was only about 14 hours long, and more than an hour was spent at Hongqiao Airport-if the flight delay information is accurate.
Michael He, president of the American Chamber of Commerce in China, said in an interview with Forbes that Musk's "China trip" highlights the importance of the Chinese market to the United States under the tense international situation, and the key to business in Sino-US relations effect.
According to the "Research Report on China's Foreign Investment Business Environment in the First Quarter of 2023" released by the China Council for the Promotion of International Trade on May 30, more than 80% of the interviewed foreign-funded enterprises expect the profit margin of investment in China to remain the same or increase this year, and more than 90% of the interviewed Enterprises expect their investment profits in China to remain flat or increase in the next five years. More than 70% of the interviewed companies said that the layout of the industrial chain in China will maintain the status quo or further localize the industrial chain in China.
Against this background, industry insiders have high expectations for Musk's visit to China.
In Bai Wenxi's view, it is expected that Musk has drawn attention from both inside and outside the industry. "Musk is a top figure and entrepreneur in the field of technological innovation and market innovation in the world today. His China itinerary and interactions with all walks of life in China reflect his focus, cooperation imagination space, and the world represented by him. Technological innovation and market innovation may affect the Chinese field, so it is natural that Musk has received such high attention in China this time." Bai Wenxi said.
In March of this year, there were media reports that Tesla was seeking to cooperate with Ningde Times to build a battery factory in the United States. It is reported that this factory will refer to the cooperation model between CATL and Ford Motor. At present, Ningde Times and Ford Motor have reached a cooperation. The battery factory funded by Ford Motor and supported by Ningde Times will be put into production in 2026.
Bo Wenxi has great expectations for the meeting between Zeng Yuqun and Musk. He said that the photo of Musk and Ningde Times Chairman Zeng Yuqun released the imagination space that Tesla may incorporate Ningde Times lithium iron phosphate battery cells into the battery configuration of Tesla’s super factory, which will also be at the level of the industry and the capital market . It will have a direct and far-reaching impact on related industries in China.
"In addition to the space for industry discussions and exchanges, there is a greater possibility of business cooperation between the two. For Tesla and Ningde Times, this means exchanging industry views in the field of power batteries and discussing opportunities and possibilities for practical business cooperation. For the two For the global leaders and industry giants in this field, this exchange means the possibility of changing the direction and structure of the industry.” Bo Wenxi said.
In addition to the cooperation with the Ningde era, Tesla has more news worthy of outside attention. In April this year, Tesla announced that it will invest in the construction of a super energy storage factory in Shanghai to produce large-scale commercial energy storage batteries Mega Pack. The energy storage plant is planned to start construction in the third quarter of this year and start production in the second quarter of 2024. The new progress of this project has also become a major expectation for Musk's trip.
The landing of FSD in China is also a problem that Musk needs to solve in the recent period. It is understood that FSD has been tested in North America before and will be implemented soon; however, in China, the application scenarios of autonomous driving have yet to be verified. Even with ready-made technical achievements, Tesla still relies on the support of relevant policies.
In May of this year, Chen Kele, deputy director of the Intelligent Manufacturing Promotion Division of the Shanghai Economic and Information Commission, released news that Shanghai will further deepen cooperation with Tesla to promote the layout of functional sectors such as autonomous driving and robots in Shanghai. The above news is regarded by the outside world as a signal for Tesla FSD to enter China in an all-round way.
At this time, Musk’s trip to China has come to an end, but Tesla’s new story in China has just begun.
ChatGPT has been soaring for 160 days, and the world is no longer what it used to be.
A new artificial intelligence Chinese website https://ai.weoknow.com
updates the available chatGPT resources available in China every day