On November 26, according to the environmental information disclosure platform of Shanghai enterprises and institutions, the second-stage production line optimization project of the Tesla Shanghai Super Factory Project (Phase I) is undergoing environmental assessment publicity. The total investment in the production line optimization project is as high as 1.2 billion yuan. Renminbi, the project is expected to be completed in April next year. This move is intended to expand the production capacity of Tesla's Shanghai plant and ease the increasingly tight production capacity to meet the market's rapidly growing demand for new energy vehicles.
As the vane of the new energy automobile industry, Tesla's re-expansion of production also shows that the new energy automobile industry still has room for substantial growth. The auto parts sector, which is most closely related to it, has also continued to strengthen recently. In the past few days, many stocks have reached their daily limit, such as Xusheng (603305), Xingshuaier (002860) and Ningbo Jingda (603088). Industry attention remains at a high level.