Under the carbon neutral transformation, there will only be one leader, and it is clear that this giant is not Toyota, which sells 10 million yuan a year, nor volkswagen with a bunch of luxury brands, but Tesla, which many people think will not succeed and seems to turn over frequently.
Tesla completed more than 930,000 new car sales worldwide last year, which is based on the completion of only 500,000 new car sales in 2020, and the doubling of sales already shows one thing, the global market is already recognizing Tesla's influence, and it is crazy to verify this fact with consumer behavior in the terminal.
When the Model Y was listed last year, Tesla only took 5 days to complete the sales target for one quarter, as of today, it is still necessary to wait 3-4 months to mention a Tesla, and domestic supply and demand are still not balanced enough.
Tesla's core competitiveness is the market recognition that has formed a brand effect, as well as the highlights of technology, charging, control and autonomous driving assistance that cannot be replaced in terms of product strength.
Simply from the perspective of product strength, the Model 3, as a 250,000-level electric vehicle, has more than 500km endurance, the best control at the same level, the most stable automatic driving assistance of the same level and super computing power, a good 100-kilometer power consumption and the fastest and most complete charging network.
Any one of these products alone will not be worse than the same level of products.
For example, the charging network, Tesla's super fast charging system has been laid all the way to Tibet, with the ability to charge more than 100 kilometers in 10 minutes to quickly charge, and then for example, the endurance score, the new version of the 556km test score, how to say that it is enough.
Fundamentally speaking, the product force is still strong enough.
Throughout last year, Tesla completed more than 300,000 deliveries in the Chinese market, which is based on the fact that it still takes 4 months to pick up the car, and if the production capacity is full, sales will increase by 20%-30%.
In the Chinese passenger car market, it is very difficult for traditional fuel vehicles to catch up with Tesla.
Toyota and Volkswagen have always been traditional giants in the industry, and have a strength that is difficult to be surpassed in the field of fuel vehicles, but unfortunately, in the field of new energy, Toyota and Volkswagen are not Tesla's opponents at present, and according to the current layout, product strength, and research and development speed analysis, it is difficult to balance Tesla's thorn in the future.
Last year, Volkswagen launched the ID series of electric vehicles put into production on the MEB platform in the Chinese market, with millions of market sales and tens of millions of user cognition, north and south Volkswagen, the annual sales of only tens of thousands of ID series cars, and some of them were sold to insiders.
This is just Tesla's one-month sales.
Toyota's sales are even worse, toyota series of new energy vehicles are only in the initial stage, because of the lack of models, domestic new energy vehicle sales performance is dismal, hybrid product sales performance is strong, but it is difficult to be planned into the new energy matrix.
From a global perspective, the transformation speed of Toyota and Volkswagen has still not accelerated.
Compared with Tesla's sales of more than 930,000 new vehicles, Volkswagen's new car sales are only more than 310,000 units, while Toyota's new energy sales are only more than 110,000. That is to say, Volkswagen's new energy sales are only about 1/3 of Tesla's, and Toyota's is only about 12%.
It is worth mentioning that Tesla's core models are only Model 3 and Model Y, which cannot be found in the two groups of Toyota and Volkswagen in the world.
The reason is not difficult to understand, Toyota Volkswagen as a traditional enterprise, the past core R & D investment direction is traditional products, how to make the thermal efficiency of the internal combustion engine higher, how to match better and how to make the engine horsepower greater, these two major companies have invested heavily.
These companies are more adept at doing traditional power architecture, and even the understanding of intelligence is not profound, so we see that the new energy models of these companies are somewhat different, or they are not fast enough in intelligence and technology.
The difference is that Tesla was born a technology company and knows better how to evolve intelligent and electric routes, so these companies have shown different competitiveness in new fields.
The new track is not who is bigger, but who understands the industry more, more professional, obviously equipped with internal combustion engines of the traditional car and equipped with electric vehicles equipped with motors belong to a significantly different technical track, in this era of electric vehicles and fuel vehicles are completely different, building a good fuel car, does not mean that the electric vehicle can be built well.