Tesla's 2021 global delivery data released!

For the full year of 2021, Tesla delivered more than 936,000 units worldwide, with the Model 3 and Model Y delivering 911,000 units; of that, in the fourth quarter, Tesla delivered 308,000 units.

In terms of quarters:

Tesla delivered 184,800 units in the first quarter (more than in the fourth quarter of 2020); 201,300 units in the second quarter; and 241,300 units in the third quarter. That is to say, in the first quarter of this year, it increased by 2.3% month-on-month, and in the second quarter, it increased by 8.9% month-on-month; in the third quarter, it increased by 19.7% month-on-month, and in the fourth quarter, it increased by 27.6% month-on-month.

Year-on-year growth of 87.4%!

(According to this trend, the target for next year should be to hit 1.5 million vehicles, musk is really a cattle man.) BYD's target for next year should also be 1.5 million, but the difference is that Tesla is achieved by two cars, and the average price should be close to 300,000. If Tesla launches the 160,000 yuan car, sales may explode further. Added, perhaps because sales were unbeatable and the company itself had no way to deliver a truck, the interview for the car was postponed. ）

Of course, the reason for analyzing Tesla is because Tesla's market share in the Ningde era exceeded 20%, and even reached 25%.

Focus on the Chinese market (including exports).

As of the end of November 2021, Tesla's Shanghai factory has delivered 413,000 units, so assuming that the delivery volume in December is 60,000 units, the annual delivery volume will reach 470,000 units. What concept? The annual delivery volume will reach the production limit of 500,000 units, and the Shanghai plant will account for 50% of the global delivery.

In other words, the Shanghai factory accounts for half of Tesla's global map!

Of course, the Shanghai factory is not sold entirely in China, but also has to bear the burden of exporting to the world.

November:

23,000 units were built in Japan and 21,000 units were exported

October:

14,000 units in China; 41,000 units exported;

September:

52,000 units were built in Japan and 0.4 million units were exported

August:

13,000 units were built in Japan and 31,000 units were exported

July:

0.9 million units in Japan and 24,000 units exported

June:

Domestic production was 28,000 units; exports were 0.5 million units

May:

22,000 units were exported in Japan and 12,000 units were exported

April:

12,000 units were exported in Japan and 14,000 units were exported

March:

35,000 units

February:

18,000 units

January:

15,000 units

(No export data found in the first quarter)

total:

Domestic units: 173,000 units exported (data excluding the first quarter)

For Tesla, the production capacity of the Shanghai factory is close to the upper limit, and in early December, it was actively expanded to realize the factory, and it is estimated that the production capacity is expected to reach 1 million vehicles next year.

conclusion:

First, Tesla's Shanghai factory not only undertakes the supply of the Chinese market, but also meets the export demand, and the export accounted for nearly 50%, along with Tesla's exports, the export share of the Ningde era is increasing;

Second, Tesla, as the largest customer in the Ningde era, will further increase its proportion;

Third, with the increasing number of exports, the battery gross margin business is expected to further increase;

Fourth, since the number of Tesla exports equipped with Ningde era batteries is increasing, there is no difficulty in entering the European and American markets in the Ningde era in theory (the US market is not to say, at least following the footsteps of Tesla, the Ningde era in Europe should be worth looking forward to);

Fifth, according to this trend, suppose that next year Tesla will deliver 1.5 million vehicles worldwide, and the shanghai factory will deliver 750,000 vehicles, of which exports are close to 400,000 vehicles (the gross profit margin of the export business is higher);

Sixth: The proportion of batteries used in the Cataline Era at Tesla's Shanghai factory is about 50%, and this proportion may be higher as Tesla plans to use lithium iron phosphate batteries in the next two-thirds of batteries.