On January 27, Beijing time, Tesla released its 2021 financial report. In 2021, there have been greater changes in the new energy automobile industry, and the delivery volume of Wei Xiaoli's three companies is close to 100,000 vehicles, and Tesla, as the number one seed player in new energy vehicles, naturally performs best. In this financial report, there are two most critical data, Xiaobian wants to share with you.
Accounting for more than half, Chinese consumers contribute the most
According to the financial report, Tesla's annual global delivery volume reached 936,200 units, an increase of 87% year-on-year, for which Tesla said that "Tesla achieved the highest quarterly operating profit margin among all mass production OEMs", not to forget to take a look at fuel vehicles, on this 87% growth rate, Tesla believes that electric vehicles have more market prospects than fuel vehicles.
Specifically, Tesla's deliveries in the Chinese market in 2021 will be 484,100 units, an increase of 235% year-on-year. It is worth mentioning that Tesla manufactured in the Shanghai factory is not only supplied domestically, but also abroad, so there will be a decline in delivery in individual months. It can be imagined that if all the Teslas manufactured in the Shanghai factory are supplied to China, 2021 may not only be 484,100 vehicles, but also more.
However, the 484,100 vehicles are also amazing enough, accounting for more than half of Tesla's annual global deliveries. This shows that China is still Tesla's main battlefield, even in the past year, Tesla's negative news in China has emerged in an endless stream, but Chinese consumers seem to have identified this brand, and the favorability is not reduced.
Bicycle gross margin 30.6%
The second key data is the gross profit margin of bicycles. The financial report shows that in 2021, Tesla's bicycle gross profit margin reached 30.6%, and it should be known that the gross profit margin of Weilai's bicycle is about 20%, while the most sold new force Xiaopeng Automobile, the bicycle gross profit margin is only more than 10%. This shows how profitable Tesla's new cars are.
In fact, putting aside the brand influence, purely from the perspective of product strength, Weilai and Xiaopeng are no less than Tesla. However, such a situation is actually not surprising, after all, even if it is a traditional fuel vehicle, the price of the joint venture brand model will be higher than that of the independent brand, and in terms of market share, the joint venture brand will always account for a higher proportion.
In addition, people are worried that in 2021, although our new car-making forces have improved to varying degrees, the increase is obviously far behind Tesla. Moreover, in 2021, it is facing a decline in subsidies, and in 2022, it will terminate subsidies, when Tesla, with a gross profit margin of more than 30%, will inevitably be easier to base on the market. Faced with such a situation, how can the new car-making forces confront this catfish?
Auto network review: Consumers will always choose the best, and the face is greater than the price
Interestingly, the price of Weilai is high, but the delivery volume is not far from Xiaopeng and the ideal, and Tesla is the same, it seems that in the new energy vehicle market, consumers prefer more expensive models.
In fact, new energy vehicles are generally the second car in the consumer's home, such a family itself is not bad, but also knows how to take care of face, so why Tesla sales in China are so high, why can the highest market share be guaranteed in the case of high gross profit margin of bicycles, it goes without saying.