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#2022年2月9日 #
How is Tesla, which earns 100 million yuan a day, performing in the Chinese market? On the evening of February 7, Tesla submitted its 10-K annual report to the U.S. Securities and Exchange Commission (SEC) to further disclose the company's operations in 2021. In terms of regions, the United States is still Tesla's largest market, in 2021 Tesla's revenue in the U.S. market was $23.973 billion, accounting for 44.55% of the company's total revenue, and the Chinese market is Tesla's largest overseas market, second only to the U.S. market, tesla's revenue in the Chinese market in 2021 was $13.844 billion (about 88 billion yuan), an increase of 107.8% year-on-year. Revenue for the first three quarters of 2021 was $9.015 billion and fourth quarter was $4.829 billion.
According to Tesla's previous financial report, Tesla achieved total revenue of US$53.823 billion (about 340.193 billion yuan), an increase of 71% year-on-year in fiscal 2021, and net profit of 5.519 billion US dollars (about 34.88 billion yuan) in fiscal 2021, an increase of 665% year-on-year. From this calculation, the Chinese market will account for 25.7% of Tesla's revenue in 2021.
Tesla's revenue in China increased significantly, mainly due to the increase in production and deliveries at the Shanghai Gigafactory. According to the financial report, tesla delivered 936,000 new cars worldwide in 2021, an increase of 87% year-on-year, of which Tesla's Shanghai gigafactory delivered 484,000 vehicles, an increase of 235% year-on-year, accounting for 51.7% of Tesla's total global deliveries, tesla's world's first single market. Tesla relied on the Shanghai factory to deliver 484,000 new vehicles throughout the year, of which 321,000 were retailed in China, and the remaining 163,000 were mainly exported to Japan, Europe and other countries. In the Chinese market, the Model Y retails 169853 units in 2021 and the Model 3 retails 150,890 units. From the perspective of car sales, Tesla China is second only to BYD Automobile and SAIC-GM-Wuling, and the two car companies will sell 584,000 new energy vehicles and 431,000 units respectively in 2021.
In addition to China and the United States, Tesla's revenue in other regions is also rising rapidly. Although Tesla did not disclose the specifics of the European market in the document, sales revenue from "other regions", including the European market, reached $16 billion, an increase of 65.5% year-on-year, second only to the Chinese market. In the release of the annual report, Tesla pointed out that Tesla's share of the European market has surpassed the Chinese market, and with the Berlin factory put into operation throughout the year, Tesla's penetration in the European market is expected to further increase.
Thanks to the excellent results of the previous year, it also gave Musk a lot of information. It expects Tesla to grow deliveries to 50 percent in 2022, relying on two completed factories in Fremont and Shanghai to achieve this goal. Of course, ramping up capacity needs to solve supply chain problems. According to Tesla' data, the Fremont plant has a capacity of 600,000 vehicles, including 500,000 Model 3/Y, while the Shanghai plant has a capacity of 450,000 vehicles. In addition, although the start of production time in the Berlin and Texas factories is uncertain, from the current situation, Tesla is constantly accelerating the production of factories, of which the Texas plant has started trial production of model Y at the end of 2021, and the Berlin plant has also started testing of vehicle production equipment.
Based on this, Tesla does not lack production capacity. However, Tesla still believes that supply chain shortages this year will still limit production capacity, so it will not launch new models such as the electric pickup truck Cyberteruck, electric van Semi and sports car Roadster in 2022, focusing on increasing the capacity of existing models to climb. Tesla expects capital spending to reach a record high of $5 billion to $7 billion in fiscal years 2022 and the next two years, higher than previously projected spending.
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