The news that Tesla will resume work in mid-May on the Internet has been confirmed to be a rumor.
On April 15, Tao Lin, Tesla's global vice president, said on a social platform, "Tesla replied to American investors last night, and the Shanghai government told them that work could resume as early as mid-May." This news is a rumor, And hope that netizens can provide clues to the rumour-mongers.
At present, the Tesla Gigafactory in the Shanghai Lingang Free Trade Zone has previously suspended production twice due to epidemic control, including two consecutive days of production suspension on March 16 and March 17; since March 28, Tesla has suspended the Shanghai Super Factory. Factory production activities. Tesla’s second round of production shutdown was initially planned for 4 days, but the resumption plan was subsequently cancelled.
GLJ Research, a research firm, wrote in a report to clients that, according to internal sources, Tesla’s Shanghai plant will suspend production until at least mid-May, and it is not expected to be fully operational until the end of the third quarter of 2022.
Another analyst pointed out that because Tesla adopts zero-inventory supply chain management, many other components are single suppliers and there is no backup. Therefore, in 2022, Tesla's overall shutdown time may exceed 50 days. Based on a daily production capacity of about 2,100 electric vehicles, Tesla has lost nearly 40,000 vehicles since the shutdown on March 28.
Regarding when production will resume, Fenghuang.com contacted Tesla officials for verification, but the other party said that they could not reply at present.
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