Text/Di Lin Audit/Zi Yang Correction/Zhi Qiu
Daily Economic News News, on January 11, the Association of Passenger Vehicles released a set of the latest data.
Tesla regained world number one
In 2021, China's passenger car retail sales reached 20.146 million units, achieving a year-on-year increase of 4.4%.
In addition, the data also shows that the annual sales of new energy vehicles in China reached 3.521 million units, which is the seventh consecutive year that China's new energy vehicle sales have ranked first in the world.
But looking at the entire Chinese market, no car company can surpass Tesla.
According to Tesla's official data, the company's global car deliveries will reach 936,000 in 2021, which is almost equivalent to one-third of China's annual sales of new energy vehicles.
Because of this, the company's stock price will continue to soar, breaking through the trillion-dollar mark and becoming the world's largest automotive company by market capitalization.
However, although the new forces of domestic car manufacturing and traditional car companies are inferior to Tesla in the new energy vehicle business, the Chinese market is Tesla's top priority.
The Chinese market is indispensable
According to the financial data released by Tesla, in the first three quarters of 2021, Tesla's operating income in China reached $9.015 billion, achieving a year-on-year increase of 122.92%, accounting for a quarter of the total revenue.
In addition to contributing a lot to the Chinese market in terms of operating income, the Chinese market is also indispensable in the delivery of new energy vehicles, to be precise, Tesla Shanghai Gigafactory.
The author understands that in 2021, the total delivery volume of Tesla's Shanghai Gigafactory will be 484,130 units, up 235% compared with 2020.
Among the more than 400,000 cars, more than 160,000 are exported to more than 10 overseas countries or regions such as Europe and Asia.
From the perspective of new energy vehicle delivery, Tesla's Shanghai Gigafactory occupies almost half of Tesla's global delivery volume, becoming the mainstay of Tesla's supply chain.
Perhaps it is because of the importance of the Shanghai Gigafactory that Tesla decided to actively promote the expansion plan of this production base.
At the end of 2021, in the environmental information disclosure platform of Shanghai enterprises and institutions, there was an environmental impact assessment announcement conducted by Tesla on the second phase of the production line optimization project of the Shanghai Gigafactory.
According to the content of the announcement, Tesla invested 1.2 billion yuan in the new production line optimization project, which is expected to be completed in April 2022.
After the completion of the project, Tesla's Shanghai Gigafactory will not only achieve capacity growth, but also expand the number of employees to 19,000 people.
From another point of view, Tesla enjoys the dividends of the rapid development of China's new energy vehicle market, and at the same time, it has also contributed jobs to the Chinese market to a certain extent.
However, for Chinese consumers, Tesla is not so polite. Since 2020, Tesla electric vehicle accidents have been frequent, and Tesla China has also been collectively "besieged" by netizens because of problems such as "brake failure".
In a series of accidents caused by Tesla motors, some owners unfortunately died, some owners were seriously injured, and even traffic police were sacrificed.
But for these accidents, Tesla China's attitude is as always - "there is no problem with the car", in order to shirk responsibility, Tesla China's public relations thrown out a variety of reasons.
For example, the ground is slippery, the owner of the operation is improper, the national grid has problems, etc., and what is more surprising is that the person in charge of Tesla China also publicly stated in an interview with the media that "Tesla owners need to be educated."
Not only that, Tesla China is also very good at counterclaiming the owner for various reasons after the owner legitimately defends his rights, or wins or loses the lawsuit, and requires the owner to pay a huge compensation.
All in all, Tesla China has almost become a typical representative of Western companies in terms of after-sales service and attitude towards Chinese consumers - arrogance and rudeness.
Write at the end
Tesla's performance in the Chinese market is indeed outstanding, but in the author's opinion, the accumulation of quantity will one day cause qualitative changes.
If Tesla China does not stop the loss in time, it is likely to usher in the day when it loses the United States at a faster rate.