Recently, Tesla announced the fourth quarter of fiscal 2021, of which the total revenue of the automobile business was $15.967 billion, an increase of 71% year-on-year, and the gross profit was $4.882 billion, an increase of 118% year-on-year. Calculated, Tesla's daily gross profit reached 100 million yuan.
In terms of sales, Tesla achieved sales of 935,700 vehicles in 2021, and won the global new energy vehicle sales championship without suspense, while the registered sales of new energy vehicles in 2021 were only 6.5 million, Tesla accounted for 14.4%, and in terms of pure electric models, Tesla's proportion reached 1/5.
By model, in 2021, the world's three best-selling new energy models, two of which are from Tesla, Model 3, global sales of nearly 510,000 vehicles, accounting for 54% of Tesla's total sales, Model Y sales of 400,000 vehicles, accounting for 43%. In third place is the Wuling Hongguang MINI EV.
In terms of regions, Tesla has been sold to 48 countries and regions around the world, and China and the United States are the main battlefields of Tesla's sales, accounting for 33.4% and 38.6% respectively.
Compared with Tesla, although the new domestic car-making forces are hot in marketing, the gap in sales is getting wider and wider. Xiaopeng Automobile sold 98,155 vehicles in 2021, Weilai Automobile sold 91,429 vehicles in 2021, Ideal Automobile sold 90,491 vehicles in 2021, Nezha Automobile, sold 69,674 vehicles in 2021, although the sales data have increased to a certain extent, but the base difference is too large, resulting in the gap between the two from about 400,000 vehicles last year to more than 700,000 vehicles at once
On many occasions, Li Bin of Weilai always expressed that "Weilai's opponent is not Tesla, but BBA". Weilai, who takes the high-end route, seems unwilling to be pulled down to the same level as Tesla, and the CEO of Xiaopeng Motors also said that Xiaopeng is quite confident in Tesla's price reduction, "Even the internal conference call has not been opened, and the data has completely proved that the price reduction has proved to be just a way of marketing, and it is definitely a double-edged sword." "But in fact, the gap between Tesla and the new domestic car-making forces has become wider and wider."
In addition to the gap in sales, in terms of profitability, a gap has been opened between the new domestic car-making forces and Tesla. The net loss in 2021 is 2.732 billion yuan, the net loss of Ideal Automobile in the first half of 2021 also reached 595 million yuan, in 2020, the net loss of Weilai was 5.3041 billion yuan, and the net loss in the third quarter of 2021 was 840 million yuan. Tesla's gross profit last year was as high as $4.882 billion.
The story of the new car-making forces has lasted for seven years, Bo County, Sailin, Byton, Ranger and many other former builders have fallen on the road of car-making dreams, compared with them, the surviving car-making new forces are the lucky ones, but the more brutal second half of the battle has begun, to control losses, to continue to get financing, to expand market sales, these are the problems in front of these new car-making forces. Perhaps, for Musk's "apprentices", this marathon is far from over.