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#2022年1月29日 #
On January 27, Tesla released its financial results for the fourth quarter and full year of 2021. According to the financial report data, Tesla has achieved profitability for 10 consecutive quarters, and in the fourth quarter of 2021, it set a number of records, setting a new high of about 940,000 vehicles delivered in the whole year, with deliveries increasing by 87%, achieving the highest quarterly operating margin among all mass production OEMs, and achieving production efficiency of more than 1.22 million vehicles per year. In addition, Tesla generated a net profit of $5.5 billion in GAAP and $5 billion in free cash flow in 2021 — excluding $6.5 billion spent on new plant construction and other capital expenditures.
□ Dahe Bao Yu video reporter Geng Ziteng
Fourth Quarter 2021 Financial Summary
Full Year 2021 Financial Summary
According to the data recently released by the Association of Automobile Manufacturers, in 2021, the mainland will retail 2.989 million new energy vehicles, an increase of 169.1% year-on-year. It also allowed Tesla to make a breakthrough year. Strong profitability was driven by further reductions in Tesla's bike costs, increased car deliveries, and increased profits from other businesses such as car rentals.
Consumers buy model Y
Model Y is the key to Tesla's profit margins, and the localization of the Shanghai Gigafactory is also an important factor. Tesla also said: "We will continue to innovate to reduce manufacturing and operating costs, and over time, we hope that hardware-related profits will accelerate in tandem with software-related profits." ”
Shanghai Gigafactory
In this earnings report, Tesla also updated the latest situation of the construction of gigafactories around the world, of which the Texas gigafactory has been put into operation at the end of 2021, the products of the Austin gigafactory are about to start delivery, and the Berlin gigafactory has also started the testing of vehicle production equipment. Face challenges in global supply chains, logistics, labor and other manufacturing aspects. Although Tesla's factories have been running below capacity for many consecutive quarters in the fourth quarter of 2021, Tesla has achieved production efficiency of more than 1.22 million vehicles per year.
Shanghai Super Factory - Final Assembly Workshop
It is reported that Tesla is working hard 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. It is currently planning to increase production capacity as soon as possible, and it is expected that the average annual growth rate of vehicle deliveries will reach 50% in the next few years. Musk also predicted that "chip shortages may ease this year."
Fremont plant
Among the world's major super factories, the Fremont plant in California has broken production records in the past year, and Tesla said its total production capacity is expected to exceed 600,000 units; the Shanghai gigafactory, as Tesla's main global export center, model 3 and Model Y production continues to climb; the Texas super factory has begun production of model Y at the end of 2021; and the Model Y manufactured by the Austin super factory is about to start delivery after completing all certification procedures The Berlin Gigafactory has also started testing of vehicle production equipment at the same time, and the first products are expected to use 2170 batteries.
Berlin Gigafactory Quality control link
Tesla believes that "manufacturing is the core competitiveness". In the past, the overall profitability of electric vehicles was often considered to be poor, but Tesla further solved the cost problem through technological innovation and other means, greatly reducing the cost of bicycles to about $36,000, of which the reduction of battery costs became one of the key factors in achieving this. Tesla said that "large castings, structural battery packs, 4680 batteries and other aspects will help us continue to reduce product costs."
Berlin Gigafactory – Body Shop Berlin Gigafactory Body Shop
In terms of the fully autonomous driving capability FSD, which is widely concerned by the industry, Tesla announced the latest progress in testing, and the number of software test vehicles in the United States increased from a few thousand in the third quarter of 2021 to nearly 60,000 in the fourth quarter, which will also provide a great boost to the continuous evolution of FSD. At the same time, Tesla also released a new user interface, with a customized application launcher, simplified control menus, and support for night mode. Further enhance the user experience.
Recently, the Model 3 and Model Y, which use a pure visual autonomous driving solution, received the highest safety rating in the Highway Safety Insurance Association (IIHS) crash test and received a single score of "excellent" for collision avoidance. In the future, Tesla's software business will be the main focus, Musk said, "the FSD stack will be deeply improved in the coming months", and predicted that "the supercomputer Dojo will start to come in handy this summer", and it is foreseeable that Tesla will also bring better self-driving experience in 2022.
It is worth mentioning that in 2021, Tesla's gross profit in the services and other segments reached its best performance in five years, and broke through the break-even in the fourth quarter of 2021. In China, Tesla deployed optical storage and charging integrated charging stations in Shanghai and Lhasa in 2021, bringing users an excellent energy replenishment experience and making solar charging a new energy application trend.
It is understood that as of January 2022, the number of superchargering stations opened for tesla use in China has exceeded 1,000, and the number of superchargering piles has exceeded 8,000, with more than 700 destination charging piles and more than 1,800 destination charging piles, covering more than 360 cities and regions, so that more car owners can make up worry-free and smooth all the way. At the same time, Tesla's used car sales business remained strong, and profits from other businesses such as service, boutique and accessories sales also improved. In addition, Musk said that by the end of 2022, 80% of Tesla customers can choose Tesla insurance.
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