Wan Bo Deng SiMiao was sent from the Vice Driver Temple
Smart car reference | Official account AI4Auto
Tesla's Q1 deliveries are here:
310,000 units, a new record for quarterly deliveries.
It is also a report card in the case of the epidemic in the Shanghai factory and the unstable supply chain.
Pulling back to China, the situation of the new forces of domestic car manufacturing here has also changed:
Monthly delivery of 10,000 vehicles club has added a new Ding, or is sprinting to zero IPO.
Wei Lai, no accident monthly delivery is still not more than 10,000, it seems that high-end models are indeed encountering bottlenecks.
Tesla sold 310,000 units in a quarter
Tesla released Q1 production and sales data, production and deliveries, both reaching record highs:
According to the data, in the first quarter of 2022, Tesla delivered 310048 vehicles worldwide, an increase of 67.8% from 184,800 vehicles in the same period last year, setting a new quarterly delivery record.
Among them, the first quarter of the Model 3 and Model Y deliveries reached 295,300 units, accounting for 95% of the total delivery.
The Model S and Model X delivered 14,700 units.
In terms of production, Tesla produced 305407 vehicles in the first quarter, of which the Model 3 and Model Y produced a total of 291189 vehicles, and the Model S and Model X produced 14218 vehicles.
From a practical point of view, Tesla's growth has not come easily.
Since March, the epidemic situation in Shanghai has become increasingly serious, the circulation of parts and components has been poor, and production has been affected to a certain extent.
After March 28, Shanghai implemented "partition" lockdown and epidemic prevention measures, and Tesla's Shanghai Gigafactory was also affected, and it was helpless to announce the suspension of production for 4 days.
Since the Shanghai factory has always pursued a zero inventory policy, there is no inventory to make up after the suspension of production, and the pressure is indeed not small.
You know, last year, the Shanghai Gigafactory has undertaken more than half of the production tasks and become Tesla's export center.
Musk also tweeted after the delivery data was released:
The epidemic came unexpectedly, and this quarter was too difficult.
On the one hand, Musk sighed with a sense of joy that could not be hidden, after all, Tesla has recently had a lot of good things.
After two years of tugging, the Berlin plant finally opened for production, and the second plant in the United States, the Texas plant, was recently started.
Increasing production capacity has become Tesla's main task in 2022.
From the actual situation, whether it is the United States or Domestic, the current delivery cycle of Tesla models is generally around 3-6 months.
The backlog of orders and insufficient capacity are the main tests facing Tesla.
It is foreseeable that after the Berlin factory and the Texas factory start production, Tesla's delivery data will increase faster.
Speaking of which, I don't know if the German car companies that were hit by Tesla at their doorstep felt the pressure.
I heard that the recent Tesla Berlin factory 10 hours a Model Y production speed, has made Volkswagen unable to sit still, Volkswagen production director Christian Vollmer recently said that Volkswagen's goal, catch up with Tesla, 10 hours a car!
What about the new forces of domestic car manufacturing?
The same is the new force car companies, how about the delivery data of each domestic company?
In general, growth is the main theme, and the new domestic car-making forces have basically got rid of the collective collapse of the cold winter of sales in February, and the delivery has warmed up with the early spring.
And there is also a surprise, the monthly delivery of 10,000 vehicles club also ushered in a new member: a zero-run car that is sprinting for an IPO.
Let's take a look at the performance of each company in March:
Xiaopeng Motors, ranked first, reversed the decline in deliveries in February, delivering 15,414 units in March, an increase of 202% year-on-year.
In terms of models, Xiaopeng P7 contributed most of the share, delivering 9183 vehicles, and the monthly delivery exceeded 9000 vehicles for the first time, accounting for 60% of the delivery. In addition, the Xiaopeng P5 is also becoming a new sales support for Xiaopeng, delivering 4398 vehicles in March.
Nezha Automobile is still as stable as ever, firmly occupying the second place, delivering 12,026 vehicles in March, an increase of 270% year-on-year. Among them, 8122 Nezha V series models were delivered, and 3904 Nezha U Pro vehicles were delivered.
The ideal car, ranked third, is still a trick to eat everywhere, the ideal ONE delivered 11,034 units in March, an increase of 125.2% year-on-year.
In addition to the above 3, the biggest accident came from the zero-running car:
10,059 vehicles were delivered in March, an increase of 908.9% year-on-year, ranking fourth among new local forces.
You know, in the same period last year, zero-run delivery was less than 1,000 vehicles, and Zero-run was also not long ago, just submitted a prospectus to the Hong Kong Stock Exchange to sprint IPO, such a delivery performance, is a good start.
In fifth place is NIO, delivering 9,985 units, up 37.6% year-on-year, including 1,726 ES8, 5,064 ES6 and 3,026 EC6, as well as 163 ET7s, it is worth noting that ET7 was delivered to users from March 28 this year.
From the perspective of delivery level, it once again confirms that the 3 luxury SUVs on sale in Weilai have reached the bottleneck period, and it is urgent to boost sales in new models and the low-end market.
Look at the overall performance of each company in Q1:
Xiaopeng still sat firmly in the first place, delivering a total of 34,561 vehicles in three months, 2.6 times that of the same period last year, an increase of 159% year-on-year.
Ideal came in second, delivering 31,716 units in the first quarter, up 152.1% year-on-year.
Nezha third, a total of 30152 vehicles were delivered, and 7443 vehicles were delivered in the first quarter of last year, an increase of 305% year-on-year.
Weilai, which ranked fourth, delivered a total of 25,768 vehicles, an increase of 28.5% year-on-year.
Zero-run cars, because of insufficient accumulation in the early stage, delivered a total of 21,579 vehicles, an increase of 410% year-on-year, ranking fifth.
The above is the delivery report card of Tesla and the new forces of domestic car manufacturing.
Tesla compared with the new forces of domestic car manufacturing, in terms of quantity, has an absolute advantage, pull together to compare, in order to see the gap.
In addition, the number of deliveries is only part of the competitiveness of car companies, and the real strength competition is also indispensable.
In the number of deliveries to reach the level of 10,000 zero-run and Nezha, or rely on the price of less than 100,000 yuan, the profit is small car volume.
Weilai, on the other hand, has been staying in the high place for too long and needs to sink the market to find more room for growth.
The new forces of domestic car manufacturing, if they want to survive and live well, they must also cultivate their internal strength in other places.
For example, the level of intelligence, such as premium capabilities, such as growth potential.
You tell me?
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