Two days ago, I calculated the annual revenue and net profit of major enterprises and came to a conclusion: Tesla is really strong.
Last year, Tesla sold 930,000 new cars and achieved a net profit of $5.5 billion, an increase of more than 600% compared with 2020, and it is worth mentioning that sales in 2020 are 500,000.
That is to say, the 2021 financial report is: sales doubled, profits more than 6 times.
Strong companies naturally have strong reasons, the reason why Tesla can achieve such a huge doubling of sales and profits is because it fundamentally grasps the core production, core technology and core layout advantages.
The summary is one sentence: there is a core of fierce material.
For example, the profit of a car, Tesla in the global market is to implement a price, whether it is the United States, China, Europe or Japan, Tesla's price implementation standard is "FOB + freight + loading and unloading fees."
Based on this standard, Tesla's price in any market in the world will not be very high.
At the same time, in several large markets in the world Tesla has done several super factories, currently the United States + China + Germany (soon to be put into production), according to the three large consumption regions, the United States factory is mainly responsible for the United States market, the Chinese market is currently responsible for China, Europe, the future Germany Berlin factory after the commissioning, the Chinese factory is only responsible for China, the German market is only responsible for Europe.
The layout is clear, which is to make the basis for future sales, plus the previous pricing model: Tesla will not sell high in any market.
Therefore, the money Tesla earns, is the money that should be earned, the money that should not be earned is not touched, on this company, it will not see the outrageous pricing of 100,000 US dollars in the United States and 3 million yuan in China, such as Mercedes-Benz G, Toyota Alpha, which cannot be seen on Tesla.
Tesla's profit margin in the Chinese market, when the Model 3 sold to about 250,000, some people speculated that there was at least 20% room for profit reduction.
In other words, Tesla's production costs are not high, and every time a car is sold, it makes a lot of profits.
Not to say that Tesla is "black heart", but Tesla's profit model has got rid of the low-end manufacturing model of making money, Tesla sells cars, more is to sell a core technology, software carrier, so that more people can afford Tesla, more people can buy paid functions on Tesla.
For example, FSD costs more than 60,000 yuan, and the profit of this software is high.
You think people make money selling cars? If you think about a traditional fuel vehicle of more than 200,000 yuan, it is more than 10%, Tesla can earn 20% by selling the Model 3 alone, and selling FSD can also earn another 30%.
People make, maybe technical money.
So sell less, earn more, 930,000 cars can earn 5.5 billion US dollars a year, equivalent to about 35 billion yuan, that is to say, every Tesla sold, can earn 37,000.
Some people said, this does not earn much ah, after all, Tesla also average price of 25-300,000, to know that this is on the one hand to expand the factory, lay the charging network, on the other hand to engage in chip research and development, automatic driving, product design after the remaining profits.
Generally speaking, traditional enterprises engage in such a large-scale, rapid transformation and upgrading, basically do not lose money is good, Tesla can still make 35 billion, has been amazing.
What is the concept of $5.5 billion? Many people have no concept, I will give you a comparison of it.
Generally speaking, Suzuki's net profit is around 20 billion yuan per year, Mazda's is around 3 billion yuan, and FCA's annual profit is around 2.9 billion euros.
The combined profits of these three major automobile groups are around 6.9 billion US dollars.
But you know, these three companies have to sell 7 million new cars every year, and Tesla's net profit of 5.5 billion yuan is pushed out by 930,000 sales.
Obviously, the companies in the new track have completely different ways of operating, product planning concepts and profit models, and under the pressure of carbon neutral transformation, Tesla is currently the fastest and most successful company.
According to the plan, Tesla will easily complete the sales of 1.5 million new cars in the next 1 year, which is a ruthless blow to the traditional industry.
Because what Tesla is really promoting is not new energy, but the high-end profit model behind new energy, autonomous driving, software services and faster, higher-paced work concepts, which will also bring a new era.
Although enterprises under the traditional model have sales of 4 million or even 5 million, they are based on the market in the traditional industry with the traditional model, and the contribution rate in the fields of software, high-end intelligence, electric power and sharing is still low.
For example, FCA's annual sales of 4 million yuan are far less profitable than Tesla's annual sales of 930,000.