The automotive circle in 2021 can be described as a constant storm, especially the impact of the lack of cores, which has caused great trouble to many car companies. However, even in such an environment, Tesla is still the unshakable king of pure electric vehicles. According to the data, Tesla's cumulative global sales in 2021 exceeded 930,000 vehicles, accounting for 14.4% of the market share, ranking first in the list. The reason why Tesla can achieve such results is inseparable from the bright performance of the Chinese market.
According to relevant data, Tesla's sales in China in 2021 (including Sales exported from China to overseas markets) will be 473078, accounting for 51.7% of total sales, which shows the importance of the Chinese market to Tesla. Today, China has become Tesla's second largest market, second only to the United States, accounting for 25.7% of revenue.
Tesla used its earnings report to prove that "Apple in the car circle" is worthy of the name
There is an interesting phenomenon in the mobile phone industry that can be used in the automotive industry, for example, whether it is because of the "foreign monks chanting the scriptures", anyway, Apple is mixed up in the Chinese smartphone market, and Tesla has obviously become the "Apple" in the car circle.
It should be known that 2021 can be said to be a year of full outbreak of the new energy automobile industry, especially in the Chinese market, the total sales of new energy vehicles reached 3.521 million, up nearly 160% year-on-year. At the same time, along with the rise is the penetration rate of new energy vehicles, which has reached 14.8% in 2021. In this context, Tesla can be described as a fish in the Chinese market.
In addition, through Tesla's 2021 financial report, we can also see that the profit margin of Tesla's electric vehicles is higher than that of some fuel vehicles. Excluding factory construction and other expenses, Tesla still generated a $500 million GAAP net profit and $5 billion in free cash flow. It also achieved positive profitability for 10 consecutive quarters.
It should be known that many car companies enter the new energy market, either choosing the ultra-low-end market dominated by "old scooters" or choosing to cut in from the field of range extenders. But in fact, pure electric vehicles are the future of the new energy automobile industry, but some companies are worried that directly entering the ranks of pure electric vehicles may not make money, and now Tesla has just proved that pure electric vehicles are more profitable than fuel vehicles.
According to the data, Tesla's auto business profit margin in 2021 is 29.3%, nearly 30%. In contrast, the gross profit margin of traditional car companies is only between 8% and 10%, and the current gross profit margin of the three giants of the new domestic car-making forces, "Wei Xiaoli", is not as good as Tesla. According to data, in the second quarter of 2021, the gross profit margin of Weilai Automobile was 20.3%, Xiaopeng was 18.6%, and the ideal car of the main extender model was only 18.7%.
High profits, high sales, it is easy to think of Apple in the smartphone industry. So the question is, among the independent brands, who is likely to become "Huawei" and Tesla in the future?
Will BYD become the "Huawei" in the automotive circle?
As we all know, Huawei was once on par with Apple in the high-end smartphone market, and even surpassed Apple in sales. Looking at the current independent brands, if anyone is closest to Tesla, then IT is not BYD. According to the "2021 Electric Vehicle Sales Performance and Market Trends" report released by the Korea Institute of Automotive Research, the top five pure electric vehicle market sales in the global pure electric vehicle market in 2021 are Tesla, China SAIC, Volkswagen, BYD, and Hyundai Motor.
Here to say more, although SAIC ranks high, but mainly because of the contribution of Wuling Hongguang, so in our opinion, BYD is really the closest to Tesla. In fact, BYD's performance in recent years is indeed very dazzling. According to the data, BYD's passenger car sales in 2021 reached 730093 units, an increase of 75.4% year-on-year, of which the annual sales of new energy passenger cars reached 593745 units, an increase of 231.6% year-on-year.
It can be said that among the top four traditional independent brands, only BYD's transformation is the most successful. After all, in addition to sales, BYD's achievements in the field of research and development are also very admirable. Of course, this may also be related to the early encounter of BYD founder Wang Chuanfu. I remember that Wang Chuanfu said in an interview program that he had been repeatedly asked to show his ticket when he went abroad, and for this kind of disrespectful behavior, Wang Chuanfu was determined to fight for a face for Chinese. And BYD did.
Take blade batteries, compared with traditional lithium batteries, BYD blade batteries are not only small in size and large in capacity, but also greatly improved in safety. In particular, acupuncture tests will not burn, which can effectively reduce the potential danger caused by external force damage. This innovation in battery structure has also made BYD famous in the first world war and has received great attention from all walks of life. Strong R & D capabilities have always been considered by the market to be BYD's moat, and this feature also has a strong similarity with Huawei. Therefore, for the future of BYD, we are very optimistic.
Looking forward to the future, who of the three brothers of the new car-making forces will "fall behind" first?
In addition to traditional car companies, among the new forces of car manufacturing, the three brothers of "Wei Xiaoli" can be said to have the most right to speak. According to the data, last year, the delivery volume of these three companies exceeded the 90,000 vehicle mark. Among them, Xiaopeng Automobile delivered a total of 98,155 vehicles in 2021, NIO automobile delivered a total of 91,429 vehicles in 2021, and Ideal Automobile delivered a total of 90,491 vehicles in 2021. Xiaopeng Automobile ranked first with an absolute advantage, while the ideal only ranked third.
A brief analysis of the comprehensive performance of the three brothers last year, Xiaopeng Automobile can win the first place, which is related to its rich product matrix. From SUV to sedan, it can not only cover the mainstream market, but also has a large span in the price range, which can meet the needs of different consumers. Although Weilai Automobile has suffered the impact of chip shortage, its performance in the high-end market is indeed eye-catching, especially Weilai is still the highest gross profit margin among the three brothers.
As for the ideal car, it can only be "huh". Although the delivery volume of the ideal ONE also exceeded 90,000 units, as an ideal car that only relies on one model to win the world, its future prospects are not clear. What's more, 2021 is also a relatively "back" year for the ideal car, and even almost lose its reputation.
First of all, because of the upgrading of the ideal ONE model, "cutting a wave of consumer leeks", the 2020 ideal ONE car owners who have just depreciated are collectively angry. Subsequently, a message that "there is mercury-like substance in the ideal ONE seat" also spread rapidly on the Internet. The owner of the car raised doubts with doubts, which must be understood by ordinary people. But Li Xiang, the head of Ideal Car, directly opened a spray on his personal Weibo, saying "Rumors that we use mercury and the media, I wish you mercury in your blood and mercury in your brains!" "It completely provoked the anger of the crowd.
Of course, this is not the end, a media also released an ideal ONE after 100,000 kilometers of disassembly video, but also directly pushed the ideal ONE into the abyss. At the beginning, everyone only questioned the 1.2T Dongan engine, but after disassembling, it was found that its oil leakage phenomenon was very serious, which was enough to show that the engine itself had defects. In addition, as a new energy model, the ideal ONE fuel consumption is from 9 at a time, and it is really difficult for people to associate it with new energy.
In addition, with the advent of the AITO Q&A M5, it is equivalent to "sounding the death knell" for the ideal ONE. Putting aside the gap in the current model, but in terms of intelligent interaction technology and engine. The M5 is equipped with a four-cylinder engine, and there is also a Huawei HarmonyOS blessing, which is a few streets ahead of the ideal ONE in terms of interaction. It can be predicted that if AITO launches another medium-sized SUV, then who will buy the ideal ONE?
Write at the end
Looking back at the entire 2021, Tesla is a well-deserved hegemon of the new energy market, and among its own brands, BYD's performance is the most eye-catching. In our view, BYD, which pays attention to research and development, is most likely to become the "Huawei" in the automotive circle in the future. Among the new forces of car manufacturing, ideal car is the least optimistic, in addition to the current single product, full of controversy, with the strong competitors continue to exert force, I am afraid that ideal ONE may lose its dominant position in the range extender market.
In addition, in the pure tram market, the future performance of the ideal car is also full of unknowns, after all, it belongs to the two concepts of the product, I do not know whether the ideal future in the pure tram market can also maintain the current level. However, it is certain that the gap between it and Xiaopeng and Weilai will become larger and larger, and it is not impossible to even be caught up by other new car-making forces. So do you think that among independent brands, who has the most strength to challenge Tesla in the future? Feel free to leave a message in the comments section to discuss!