Analysts have given data on the global new energy vehicle market in 2021, and Tesla continues to dominate the new energy vehicle market, but the data also shows that Tesla can retain this position from the contribution of Chinese manufacturing, otherwise Tesla will be surpassed by Volkswagen.
According to the 2021 data released by the market research agency Canalys, Tesla ranks first with a market share of 14%, but the surprising Volkswagen is only 2 percentage points behind Tesla, showing that Volkswagen has become a strong challenger for Tesla in the new energy vehicle market.
Tesla can maintain its hegemony in the new energy vehicle market because Tesla's Shanghai factory has effectively driven its sales. Tesla achieved 936,000 car sales in 2021, while Tesla's Shanghai factory contributed 484,100, the Shanghai factory contributed 51.7% of its overall sales, and the Shanghai factory contributed less than 30% of it in 2020.
In 2021, the car delivery volume of Tesla's Shanghai factory increased by 2.35 times, if the delivery volume of the Shanghai factory increased by a quarter less than the existing increase, then Tesla may be surpassed by Volkswagen, which shows that Tesla's Shanghai factory is very important for Tesla.
Tesla's Shanghai factory is very important for Tesla to occupy the market outside the United States, and its disclosed results show that 321,000 of the 484,100 vehicles produced at the Shanghai plant in 2021 will be sold in the Chinese market, and another 163,000 will be exported to Japan and Europe.
The car produced by Tesla's Shanghai factory has such a strong competitiveness, because the Chinese industrial chain has greatly reduced the cost of Tesla vehicles, of which the construction cost of Tesla's Shanghai factory is 65% lower than that of the Us factory with the same capacity, and the cost of labor, energy and other factories is far lower than that of the United States, which is the reason why the model 3 and model Y produced by Tesla's Shanghai factory have been able to significantly reduce the price.
Tesla Shanghai factory production of models sold to the European market, but also to help Tesla in the European market to suppress volkswagen, Volkswagen rely on the hot SALES ID series in the European market once surpassed Tesla, but with the production of low-cost Model 3, model Y exports to the European market quickly surpassed Volkswagen.
It is precisely to see the advantages of Chinese manufacturing, Tesla is planning to build a second factory in the Chinese market, hoping to rely on the cost advantage of Chinese manufacturing to increase production capacity, export Chinese-produced Tesla cars to more markets to increase Tesla's share in the new energy vehicle market, and then resist the offensive of traditional fuel vehicle companies such as Volkswagen.
With the expansion of the scale of new energy vehicles, traditional automobile companies are constantly increasing their efforts to attack the new energy vehicle market, in addition to becoming a strong competitor of Tesla in the new energy vehicle market, Toyota and other automobile companies are also constantly making efforts, and Toyota has released 15 new energy models in one go, bringing more and more challenges to Tesla.
The Chinese market is the market that Tesla needs to pay attention to, because China is not only the world's largest new energy vehicle market - in 2021, China's sales of new energy vehicles account for 50% of the world's new energy vehicles, China's perfect new energy vehicle industry chain has also become the focus of many automotive companies, and Tesla is obviously increasing the Chinese market, hoping to expand its competitive advantage in the global new energy vehicle market.