Introduction |
2021/12/29
"The U.S. government has spent someone else's money and comes to you."
Author 丨 Cui Liwen
Responsible editor 丨 Yang Jing
Edit 丨 Chic
There are still last days to go, and 2021 will pass in the midst of the hustle and bustle. If you want to use a sentence as a summary of the work of Tesla CEO Elon Musk, "while forced to pay taxes, while frantically selling cars" is already quite appropriate.
As for the first half, since October 25 this year, Tesla's stock price has soared, the market value has exceeded the trillion-dollar mark, and Musk's personal value has soared by $36 billion to nearly $289 billion in one day, ranking at the top of the list while continuing to expand the gap with the second-seat Amazon founder Bezos. But what must be faced is a huge "rich man's tax".
In the second half, in fact, as early as the beginning of the year, it was predicted that as long as Tesla continued to maintain a 100% growth rate, the final production and sales results would be fixed at the mark of one million vehicles. In this process, Musk, as the company's "best sales", is also sparing no effort to ensure the smooth achievement of the goal.
However, due to the impact of the epidemic and the lack of capacity caused by the supply chain, the possibility of finally achieving it is very small. However, the American new energy vehicle company still created the best annual performance in its history.
1 Musk ≈ 52 Via
Although not everyone cares about the news of the car circle, I believe that most of them have basically heard the news that on December 20, the well-known anchor Wei Ya, suspected of tax evasion, was fined 1.341 billion yuan.
In sharp contrast, Musk, who is far away from the other side of the ocean, said very directly in an interview with the media: "My tax payment this year is the highest in the history of the United States, I have not avoided taxes through any offshore accounts, and my wealth is open and transparent." ”
The reason why he has the courage to call himself is because according to the regulatory documents submitted on December 3, local time in the United States, in the latest transaction, Musk sold about 934,000 shares of Tesla stock, worth about $1.01 billion.
Since November 8, Musk has sold about 10.0982 million shares of Tesla stock, cashing out $10.9 billion, completing 59% of its target. Previously, Musk had launched a vote on social media on whether he should sell 10% of the stock, and eventually nearly 60% of netizens chose to support it.
"Lately there have been a lot of people who think unrealized gains are a tax avoidance, so I'm recommending selling 10 percent of Tesla stock. Do you support this proposal? Musk said that regardless of the outcome, it will follow the voting results.
He then added: "I don't get cash wages or bonuses from anywhere, I only have stocks, so my only way to pay taxes personally is to sell stocks." ”
On December 20, Musk once again announced on social media that he would pay more than $11 billion in taxes to the IRS this year, and the source of this huge tax is the Tesla stock he holds.
It is reported that in 2012, Musk was granted 25.5 million shares of split-adjusted options by Tesla. In November, Musk initiated the process of converting the option into shares, so that the value of newly purchased shares would be taxed as "income."
According to the relevant data, the average annual tax paid by American households is $15,748, and Musk's tax is about equal to the total annual tax payment of 698,000 American families.
What is even more ironic is that if all 11 billion US dollars are converted into renminbi, it will be about 70.0865 billion yuan. In simple translation, the tax paid by Musk 1 person is about equal to the fine paid by 52 Via.
And unlike the latter, which evades and evades taxes, the former has not violated the current tax law from beginning to end, and its payment of $11 billion in personal taxes is actually more like a public resistance to THE REFORM OF THE US tax law. After all, in various public places, Musk has more than once complained about the extreme unreasonableness of imposing taxes on the rich, "The US government will come to you after spending other people's money." ”
Anyway, people under the eaves, have to bow their heads, and eventually still have to pay out of their own pockets.
900,000 vehicles, or the answer
Let me ask, since some external environmental factors cannot be avoided, how much do you think Tesla's global production and sales performance will be reached this year? From this, I can't help but fantasize that the answer may be 900,000 vehicles.
As a demonstration, recently, some investment bank analysts expect that the US car company is expected to deliver 285,000 electric vehicles in the upcoming Q4, a new high. In terms of regional distribution, the domestic new energy market is expected to deliver about 100,000 electric vehicles, higher than the 59,000 units in the European market and second only to the 107,500 units in the US market.
According to the data released by the Association for October and November, Tesla (China) wholesale sales reached 54,391 units and 52,859 vehicles respectively. Among them, exports reached 40,666 units and 21,127 units, and 13,725 new vehicles and 31,732 new vehicles were delivered in China, respectively.
As of November, the cumulative delivery volume of Tesla's Shanghai factory in 2021 has exceeded the 400,000-unit mark, reaching 413,283 vehicles, an increase of 242% year-on-year. With the huge contribution of the Chinese plate, throughout 2021, Tesla's global cumulative sales will most likely exceed the 900,000 mark.
"A large number of Tesla vehicles will be delivered by the end of the year. Thank you very much to all of our customers for their support in our delivery. Thanks also to the Tesla team who worked hard during the holidays! ”
On December 25, Musk, the company's "best salesman", once again, as in the past, was on social media appeals, and Tesla would be crazy in the last month.
As everyone knows, at the Tesla shareholders' meeting held in October, the "painting cake" continued. Among them, the most surprising thing is that it will achieve annual sales of 20 million vehicles by 2030. In Musk's view, Tesla's compound annual growth rate has reached 71%, which is a very frightening growth rate in all car companies.
Next, as long as the chip shortage problem can be alleviated as soon as possible, Tesla will have no problem maintaining the existing growth rate, at least for a longer period of time to maintain more than 50% growth. Looking ahead to 2022, the new delivery guidelines may reach 1.4-1.5 million vehicles.
More importantly, in the past, the industry's doubts about Tesla tended to focus on: this is an atypical model that relies on boasting and so-called technological attributes, located in capital to accumulate wealth and obtain high valuations.
However, with the release of the financial report, the profitability of 9 consecutive quarters, and the continuous increase in revenue and gross profit margin, Tesla has undoubtedly proved its corresponding ability, and it is the simplest way to directly "sell cars to make money".
In addition, it is not difficult to observe the current development trajectory of Tesla, through continuous optimization of the production and manufacturing process to reduce costs, reduce product prices on the basis of ensuring gross profit margins, and then take more customer orders, and finally obtain enough considerable revenue, its business model is also becoming benign and healthy, and it is becoming more and more like a "typical car company". The good news has also laid a certain foundation for its higher production and marketing targets next year.
However, it is still necessary to be vigilant that in the previous conference call after the release of the Q3 earnings report, Tesla's chief financial officer Zachary Kirkhorn also expressed concern: "Supply chain disruptions may affect Tesla's ability to increase production for the rest of this year, and our factory has not been able to operate at full capacity due to parts shortages and unstable logistics conditions." Customers had to wait longer to mention the car. ”
He added: "As commodity and labor costs continue to rise, companies also need to continue to reduce spending and overcome cost growth beyond control." ”
At this point, as far as the current global auto market environment is concerned, these pain points will most likely accompany Tesla for a long time. As for the Berlin plant in Germany, which has been delayed and has not yet been officially put into operation, it will also become the key to whether its European plate can achieve more changes next year.
However, it is certain that while being questioned, while continuing to create many milestone moments, it will become the fate of Musk and Tesla for a long time. In this era, it is precisely the existence of such a driving force of "catfish".
| Cui Liwen |
Love the car as fate,
More love electric car editor a ~