There is a good scene in November, that is, new energy companies than sales.
Many new forces choose to announce sales on the first day, presenting a scene of a hundred flowers within a week, and in the last two months of selling cars, they give people a sales illusion of "the new forces are too top".
For sales, Tesla does not want to report good news or worry.
Last month, the Tesla Gigafactory in Lingang, Shanghai, produced a total of 52,859 units, and when the production capacity was full, 21,127 new cars were sold to the domestic market, and the remaining more than 30,000 units were sold mainly for export to the European market.
One thing must be said that the Super Factory in Shanghai Lingang is currently shouldering an important task to deal with the European market, because under ideal circumstances, the Berlin factory in Europe will be put into operation at the fastest speed in 2022, which means that in the next nearly a year, the scattered sales volume in Europe will still bring pressure to the normal delivery of the country.
The more than 20,000 units sold in China are not that Tesla only sold more than 20,000 units, but the number allocated to the Chinese market is only more than 20,000 units.
I checked the delivery time on tesla's official website, today I set the Model3, delivered in the first quarter of next year, the person in charge of the store is expected to wait for the car cycle according to the current delivery volume, and the waiting cycle still takes two months.
More than 20,000 units a month, not only more than 20,000 people buy Teslas a month, but only so many can be delivered.
According to the November industry sales ranking, Tesla is the third in the industry, second only to BYD and SAIC-GM-Wuling, in fact, in the strict sense, Tesla ranks second in the industry.
First of all, Tesla's delivery volume is more than 50,000, surpassing SAIC-GM-Wuling in terms of quantity, followed by the Hongguang MINI as the main model of the main low-end market, and the 30,000 Hongguang MINI and the 250,000 Tesla Model 3 cannot be compared normally.
If you carefully calculate more than 200,000 market segments, Tesla is still the industry TOP1.
From the current point of view of Tesla's Chinese market layout, it is difficult to be surpassed in the true sense, on the one hand, brand recognition is gradually benign, blind recognition and blind resistance of the mood is gradually diluted, which is a good for Tesla, on the other hand, Tesla's current process is very mature, and with the integration of suppliers, profit margins will increase.
Tesla, which is priced according to cost, will continue to adjust prices in the future, and the price reduction is still very promising, while the more entry-level Model series sedan may be pushed into the market next year.
The most crucial thing is that over time, cyberruck, the so-called pickup car subversive, has come and gone.
Electric vehicle is a new market, must be technology, concept is better than the price tag, Tesla is not limited to the traditional pricing method, impact the traditional passenger car market, from a technical point of view, Tesla's software industry, automatic driving technology maturity and car-making concept, all give it a double advantage in products and pricing.
This is the key for consumers to still choose the Model series of products after comparison, and it is also the basis for Tesla's price to drop again and again.
Obviously, with the increase of industrial scale, sales, market ownership and concept, Tesla did not catch up with Tesla at the beginning, so it is more difficult to catch up with Tesla in the future, after all, Tesla's growth rate is faster than many Chinese companies.
This is based on the software ecosystem, autopilot assistance systems, and the global layout, and Tesla's advantages must be better than many Chinese companies.
We estimate that after the Berlin factory is put into operation next year, the price of Tesla in Europe will also fall, and the main task of the Shanghai Lingang Tesla Gigafactory is to be responsible for the Asian market, that is, China.
Then, the super factory with a production capacity of 600,000 yuan per year, will produce more models in the future, and Tesla, which forms a product matrix scale, will deliver vehicles in time in the future, then the sales volume of the market and the market recognition will be very scary.