Text/Dong Review/Zi Yang Correction/Zhi Qiu
The year 2021 that has just passed is nothing short of a year of "panic" for Tesla.
Originally, 2021, as the year of the high development of new energy vehicles, Tesla was like riding a roller coaster, and the stock price amplitude was close to 100%. At its peak, Tesla's stock price once hit the mark of $1243.5 per share; during the trough, Tesla's stock price fell to $540 per share.
Fortunately, near the end of 2021, the ups and downs of Tesla finally tended to "stabilize". At the same time, Tesla has taken a reassuring pill for a large number of consumers and released a bright 2021 report card.
Annual sales of 930,000
On December 26, Tesla officially announced the report card of the number of production and delivery in the fourth quarter of 2021. Tesla released data shows that in the fourth quarter of 2021, the company's quarterly deliveries were 308,000; for the whole year of 2021, the company's annual deliveries were 936,200, an increase of 87.4% year-on-year, breaking the previous record.
FactSet data revealed that Tesla's deliveries in the fourth quarter of 2021 were 40,000 higher than the average expectations of Wall Street analysts; annual deliveries in 2021 were 436,000 units higher.
To put it simply, Tesla ended in 2021 with an annual delivery of nearly 1 million vehicles to draw a satisfactory end to the past 2021, handing over a record report card that exceeded the expectations of people inside and outside the industry.
Overnight, it rose 900 billion yuan
In addition to being quite eye-catching in terms of business performance, in the capital market, Tesla still handed over a report card that satisfied the market at the end of 2021.
At the beginning of 2022, Tesla handed over an answer sheet that exceeded market expectations to a group of investors.
On January 4, according to relevant media reports: on January 3, local time in the United States, Tesla's closing price in the United States was $1199.78 / share, and the stock price rose by 13.53%.
In addition, Tesla's total market capitalization reached $1.2 trillion, an overnight increase of $143.6 billion (about 912 billion yuan).
The sharp rise in Tesla's stock price naturally brought the value of founder Musk to a higher ship. According to the author's understanding, after Tesla rose 900 billion yuan overnight, Musk's net worth increased by $32.6 billion, and his value returned to the $300 billion mark.
Lack of core crisis public opinion storm
Tesla's ability to show eye-catching results in both business performance and capital market performance at the end of 2021 is indeed beyond the expectations of people inside and outside the industry.
After all, 2021 is not a peaceful year for Tesla.
On the one hand, the global chip shortage has become a core issue in the automotive sector, with automotive chip delivery times recording the longest since 2017.
On the other hand, Tesla in 2021 is deeply involved in the storm of public opinion.
Judging from relevant news reports, the keywords that fill Tesla in 2021 are tantamount to negative words of "brake failure" and "arrogance", and Tesla's reputation in the Chinese market continues to decline.
Therefore, many people in the industry expect that Tesla's overall delivery volume in 2021 will be affected by the above factors, and may decline to a certain extent compared with previous years. But unexpectedly, Tesla's annual sales in 2021 are about to break through the million mark.
Why is the arrogant Tesla so popular?
So, in the face of the lack of core crisis and the storm of public opinion, how did Tesla achieve an annual delivery of 936,000 vehicles? Why is the arrogant Tesla so popular?
Comprehensive analysis shows that the main reason why Tesla maintains considerable deliveries in the context of chip shortage in the global automotive industry is that Tesla continues to integrate supply chain resources to better cope with the pressure of global chip shortage.
As for why Tesla is so popular?
The author believes that Tesla, as the global leader of new energy vehicles, has enough right to speak in the new energy vehicle track, which can naturally attract consumers and investors' recognition.
At the same time, Tesla has always been in a leading position in related technology research and development. Since the establishment of Tesla, it has continuously strengthened the accumulation of professional technology and increased investment in research and development. Therefore, tesla is in a far leading position in the number of patents.
Especially in the fields of automatic driving and electronic and electrical architecture, Tesla, which has accumulated a large number of algorithms and road test data, has sufficient excellent strength.
Therefore, even if there is some negative news about tesla at present, based on consumers' affirmation of Tesla's own hard power, it is natural to ensure considerable delivery results.
Write at the end
It is worth mentioning that although the current Tesla is in an absolutely leading position in the new energy vehicle track, with the continuous efforts of China's new car-making force "Wei Xiaoli", and traditional car companies such as BYD and Geely actively seeking transformation achievements in the field of new energy vehicles, it is still unknown whether Tesla can maintain its current development momentum in the future.
Of course, it is certain that if Tesla still maintains its "arrogant" nature after that, with the layout of Wei Xiaoli and DOMESTIC CAR companies such as BYD and Geely, Tesla's share in the Chinese market will be divided to a certain extent.