Car stuff (public number: chedongxi)
Author | The Way
Edit | Juice
Car stuff April 2 news, just now, Tesla's first quarter of 2022 global sales released! Tesla sold as many as 310048 vehicles in the first quarter, once again refreshing the quarterly sales record!
The data shows that the delivery of the Model 3 and Model Y in the first quarter was 295324, while the Tesla Model S and Model X delivered a total of 14,724 units in the first quarter.
Compared with the 308,600 vehicles delivered in the fourth quarter of last year, Tesla deliveries increased by 0.47% in the first quarter, and the growth was not obvious, but compared with the 184,800 deliveries in the first quarter of last year, it surged by 68%, a strong year-on-year growth momentum.
In addition, Tesla's March sales were also affected by a number of external factors. Although Tesla's Shanghai factory was shut down for six days due to the epidemic in March, with a loss of 15,000 units, tesla's Berlin factory officially delivered, which also helped Tesla complete a number of European orders, increasing Tesla's March sales and quarterly sales.
According to the current market performance, the capacity of the Berlin factory that has been officially put into operation will be further increased, and if the Shanghai factory can resume production as soon as possible, coupled with the production capacity after the opening of the Texas factory on April 7 and the existing Capacity of the California factory, Tesla sales are expected to continue to break through in April.
In January, Musk had expected deliveries to grow by 50% in 2022. Based on last year's total sales of 936,000, Tesla will strive to deliver 1.4 million vehicles this year. Therefore, with the continuous operation of Tesla's overseas factories, the production capacity has increased rapidly, and this expectation has become a reality.
▲Tesla Berlin factory
First, the first quarter set a new record and was not affected by prices
In the case of factory closures due to the epidemic, power battery price increases and chip shortages, Tesla still delivered 310048 cars in the first quarter, an increase of 68% year-on-year, doubling sales in the same period and refreshing the quarterly sales record again.
The Tesla hot model Model Y also continues to sit firmly in the top few of the sales of new energy vehicles in China and the United States, and the Model 3 is close behind, helping Tesla easily overcome the sales mark.
Among them, in the first quarter of 2022, the Model 3/Y produced about 291189 units, an increase of 61% year-on-year. Meanwhile, in the first quarter, model 3/Y delivered about 295324 units, up 62% year-on-year. A total of about 14,724 Model S/X units were delivered, and sales increased by nearly 6.3 times.
Tesla sales in the first quarter of 2022
Tesla sales in the first quarter of 2021
At present, Tesla's Sales in China in March has not been disclosed. But according to foreign media reports, the Tesla Model 3 sold first in Spain in the first quarter, surpassing its full-year sales in Spain in 2021, and replacing the position of French Renault and Peugeot electric vehicles at the same time. After gaining a firm foothold in the Sino-US market, Tesla is also gradually opening up the European market.
At the same time, due to the rise in the price of power batteries and upstream raw materials, tesla's Chinese market rose three times in 8 days in March, and different price increases occurred in other regions. But unlike other car companies, Tesla's price increase has not stopped consumers' enthusiasm for product purchases.
After Tesla raised prices in China, on the one hand, The Chinese car owners who have purchased it secretly rejoiced in buying early and enjoying it early, and pocketed wealth management products. On the other hand, it also prompted some "waiting parties" to place orders quickly, after all, Tesla's car pick-up cycle has also been extended due to the epidemic. For example, the Model Y afterdrive has risen by 15,000, and the fastest delivery will have to wait 10 weeks.
▲Screenshot of tesla's official website after-wheel drive version price and delivery date
In addition, according to foreign media Electrork, according to the delivery time issued by Tesla's official website in the United States, according to the production capacity of the region in 2022, many models are close to being sold out. At the same time, Tesla also has a large backlog of undelivered orders, of which the Model Y is the most serious. Even if the customer places an order now, it will take 10 months to deliver at the earliest, almost a year.
Whether factors such as raw materials will continue to promote Tesla's price increases, and whether the price increases will have a positive impact on its sales in various regions, it still needs to be judged according to market conditions.
Second, Berlin put into production to single out the European car company Texas factory is about to open
Although Tesla's Shanghai factory was shut down twice in March due to the epidemic, and production in April was also affected, within a month, Musk was still double happiness. One is the official delivery of Tesla's Berlin factory at the end of last month, and the second is that on the 7th of this month, Tesla's Texas factory will also be delivered.
On March 22, local time in Germany, Tesla's Berlin factory opened and delivered 30 Model Ys, after which the vehicles produced by the factory will also be delivered to the Netherlands, Belgium and Italy in Europe, the specific number is temporarily unknown. At present, some people in Denmark have posted on social media the high-performance version of the Model Y produced by the Berlin factory delivered.
A Tesla spokesperson also said that at the Berlin factory, it takes only 10 hours to produce a Model Y, while volkswagen ID. 3 takes three times the production time. On the one hand, this statement reflects the high production efficiency of Tesla's Berlin factory, on the other hand, it can be seen that Tesla has secretly challenged European car companies.
According to analyst estimates, the Berlin plant will have a production capacity of 54,000 units in 2022, a significant increase in plant capacity of 280,000 units in 2023, and an annual production capacity of 500,000 units in 2025.
▲Tesla's berlin plant is the first batch of delivered models
In addition, Tesla recently invited 15,000 people to attend the opening ceremony of the Texas factory on the 7th of this month. According to foreign media reports, Tesla will deliver some Model Y equipped with 4680 battery packs. After the Texas plant goes into operation and undergoes a ramp-up in capacity, its production capacity will be comparable to that of the Berlin plant. Some analysts expect that after the rampage of Tesla's major factories, its total global production capacity will eventually reach 3.2 million vehicles / year.
Tesla is not only continuing to make efforts to improve production capacity, but also gradually increasing battery production and improving the stability of the supply chain.
It is reported that in addition to existing battery suppliers, Tesla's Berlin factory and Texas factory are producing batteries, and the 4680 battery is expected to further improve Tesla's performance, help it attract more potential consumers, and further increase sales. Musk expects Tesla's self-produced cell production capacity to reach 100GWh/year this year.
Conclusion: The four major factories helped Tesla's sales soar
At present, many traditional car companies have transformed to electrification and intelligence, and began to divide the new energy vehicle market with Tesla, and the competition in the new energy market has intensified.
However, from the total sales of Tesla in this quarter, the current impact of other car companies on Tesla's sales is not large. In the future, Tesla will continue to expand the size of existing factories and increase production capacity.
Musk's goal is to reach 20 million Tesla's annual sales in 2030 and more than 100,000 employees worldwide. If Tesla's existing four major factories are operating normally, and the factories maintain the existing rate of capacity growth, this goal is not difficult to achieve.
However, with the continuous introduction of a number of competitive new products by traditional car companies such as Volkswagen, Mercedes-Benz and BMW, the rise and expansion of new car-making forces in China, and the emergence of independent brands in various countries and regions, it is temporarily unknown whether there will be car companies that can challenge Tesla in the next two years.
Therefore, Tesla should also speed up the production efficiency of the four major factories, quickly increase production capacity, launch more competitive products, and seize the market in advance.