INSUBCONTINENT EXCLUSIVE:
As global supply chains undergo digital transformation, major automakers are looking to deepen their integration into China's advanced
manufacturing and smart supply chain systems.At the ongoing China International Supply Chain Expo in Beijing, industry leaders underscored
how China's maturing electric vehicle (EV) ecosystem, technological depth and industrial scale are shaping the next phase of global
automotive production.For Tesla, China is not just a market; it has become a core pillar of its global supply chain strategy
The company's Shanghai Gigafactory, now producing one vehicle roughly every 30 seconds, has achieved a 95 percent local parts integration
rate for its Model 3 and Model Y lines.The company said the factory's output accounted for nearly half of Tesla's global deliveries as of
June, with over 3 million vehicles having rolled off its assembly lines since its launch.Beyond vehicle production, Tesla is expanding into
energy storage with its first overseas Megapack factory, also located in Shanghai
Officially launched in February 2025, the facility was built and operational in just nine months, with an annual production capacity of 40
Megapacks from this factory are now being exported to markets across the Asia-Pacific, further embedding Tesla into China's smart energy
supply networks."China has the world's most complete EV supply chain, with top-tier local suppliers and highly responsive manufacturing
capabilities," an unnamed Tesla spokesperson told Xinhua.He added that China's large talent pool in artificial intelligence (AI), EV
engineering and advanced manufacturing has become essential to Tesla's localized R&D."Whether it's supply chain resilience, innovation
capacity or market scale, China continues to offer unique advantages," said the spokesperson.German auto supplier Bosch shared similar views
The company presented its localized innovations in electrified powertrains and driving assistance systems at the expo, emphasizing the rapid
technology iteration happening in China.
