WSJ Exclusive: Tesla Considers Selling China Business to Pave Way for SpaceX Merger. Shanghai Auto Parts = Most Directly Benefiting Local Supply Chain

English summary

### WSJ Exclusive: Tesla Considers Selling China Business to Pave Way for SpaceX Merger. Shanghai Auto Parts = Most Directly Benefiting Local Supply Chain Time: 2026-07-31 17:00:23 Content: WSJ exclusively reports that Tesla is considering selling its China business, including the Shanghai Gigafactory, to clear national security obstacles for a SpaceX merger. The Shanghai factory produces one million vehicles a year and is the world's most efficient EV factory. This asset will not be sold to private enterprises or foreign capital. Who has the capital + industrial chain + political will to take it? The answer is only one: SAIC. In one sentence: If the Shanghai factory changes owners, whoever it is, it is positive for the domestic supply chain — but if it is SAIC, then local Shanghai auto parts suppliers will benefit doubly. 1⃣ #Shanghai Auto Parts → the leading local supplier of automotive air conditioning parts in Shanghai and a core supplier in the SAIC ecosystem. Its subsidiary just received a nomination from Mercedes-Benz for a project, and its technical capabilities are recognized by top global automakers. …