Tesla supply chain companies: Maintain a wait-and-see approach, explore new businesses to cope with risks

"The impact of tariffs is not immediately apparent in the short term, but in the long run, we do not rule out the possibility of car prices rising, which may suppress consumer purchasing desire," said a relevant person in charge of a Tesla component supplier to reporters. Currently, there is concern about a potential decline in terminal demand, which could indirectly lead to insufficient orders. Due to the impact of tariffs, will Tesla pass some of the costs onto suppliers? In this regard, some supply chain companies are still observing. "Customers have not yet approached us to discuss pricing issues. We speculate that customers would prefer to adjust the product pricing model when the policies are more certain," the aforementioned person said, adding that the pricing issue will depend on the implementation of the policies.

"If this excess cost is passed on to us, we will not accept it," said a relevant person from another first-tier Tesla supplier to reporters, noting that the company has corresponding plans for the profit margins of its business and will not operate at a loss.

It is reported that to mitigate trade risks, Tesla requested Chinese suppliers to build factories in Mexico a few years ago, and starting in the second half of last year, it required some suppliers to establish factories in Thailand. (Securities Times)