[Dahe Newspaper , Dahe Caifang] (Reporter Li Zhen) After the US stock market on January 26, US Eastern Time, Tesla (TSLA.US) disclosed its fourth quarter and 2021 financial reports.
According to the financial report, Tesla's revenue in 2021 was $53.823 billion, an increase of 71% year-on-year; net profit attributable to shareholders reached $5.519 billion (about 35 billion yuan), an increase of 665% year-on-year. In addition to the record annual net profit, the annual delivery of about 940,000 units also reached a new high and created production efficiency of more than 1.22 million units in annual production capacity.
According to the financial report, tesla China accounted for 51.7% of the 936,000 vehicles delivered by Tesla in the world in 2021. Tesla expects deliveries to increase by more than 50 percent in 2022.
Tesla said that the strong profitability was benefited from further reductions in Tesla's bicycle costs, increased car deliveries and increased profits in other businesses such as car rental. Model Y is the key to Tesla's profit margins, and the localization of the Shanghai Gigafactory is also an important factor.
In the earnings report, Tesla also disclosed the latest situation of the construction of several major gigafactories around the world. Shanghai Gigafactory, Tesla's major global export center, Model 3 and Model Y production continues to climb; the Fremont plant in California has broken production records in the past year, Tesla said its total production capacity is expected to exceed 600,000 units; the Texas Gigafactory has started production of Model Y at the end of 2021; the Model Y manufactured by the Austin Gigafactory is about to start delivery after completing all certification procedures; and the Berlin Gigafactory has also started testing of vehicle production equipment at the same time. The first products are expected to use 2170 batteries.
Tesla has also made progress in industrial production of cybercruck, which is currently planned to start production at the Austin Gigafactory after the Model Y model. This year, Tesla's key research and development product is the Tesla robot Optimus (Optimus Prime).
In the fourth quarter of 2021, Tesla still faces challenges in global supply chains, logistics and transportation, labor and other manufacturing aspects. Tesla will start from multiple dimensions and strive to break through the supply dilemma by improving the vertical integration of the global supply chain and the technical reserves, including the capabilities of self-developed chips. At present, Tesla is planning to increase production capacity as soon as possible, and it is expected that the average annual growth rate of vehicle delivery will reach 50% in the next few years. On the earnings call, Musk predicted: "Chip shortages may ease this year." ”
Editor-in-charge: Yang Zhiying | Review: Li Zhen | Director: Wan Junwei