Car stuff (public number: chedongxi)
Author | The Way
Edit | Juice
Tesla's domestic sales in March are out! 65,184 units sold!
Just today, the Association released its march car sales figures. Among them, Tesla sales in March were 65,184 vehicles (of which 60 were exported), an increase of 85% year-on-year.
It should be noted that this is the seventh consecutive month that Tesla has achieved sales of more than 50,000 units, and the second time that sales have exceeded 60,000 units. According to public data, in the six months from September 2021 to March 2022, Tesla's monthly sales were 56,006 units, 54,391 units, 52,859 units, 70,847 units, 59,845 units and 56,515 units, respectively. Sales fluctuated slightly, but the figures remained above 50,000 units.
Tesla's good sales can also reflect the hot sales of the entire new energy market, and the market is generally good. According to the data of the Association, the retail sales of new energy passenger vehicles reached 445,000 units in March, an increase of 137.6% year-on-year and 63.1% month-on-month, which was better than the trend in March of the calendar year. From January to March, domestic retail sales of new energy passenger vehicles were 1.070 million units, up 146.6% year-on-year.
The data of the Association also shows that the domestic retail penetration rate of new energy vehicles in March was 28.2%, an increase of 17.6 percentage points from the penetration rate of 10.6% in March 2021. In March, the penetration rate of new energy vehicles in independent brands was 46% and that of new energy vehicles in luxury vehicles was 32%, while the penetration rate of new energy vehicles in mainstream joint venture brands was only 4.3%.
First, Tesla's sales in China exceeded 60,000 in March, and Xiaopeng's ideal increase was month-on-month
According to the report of the Association of Passenger Vehicles, tesla's sales in China in March were 65,814 units, continuing to rank second in the wholesale sales of new energy passenger cars. In addition to the obvious increase in Tesla sales, the sales of other domestic new power brands are also rising sharply.
The first wholesale sales of new energy passenger cars in March was BYD, which sold 104338 units. In March, BYD produced 106658 new energy vehicles and sold 104878 units. Among them, the sales volume of hybrid models was 50674 units, and the sales of pure electric models were 53664 units, slightly lower than Tesla.
Tesla's sales in China in March were also affected by a number of external factors, including the shutdown of the Shanghai factory caused by the epidemic, but sales in March still rose steadily. Among them, in March, Tesla's Shanghai factory was shut down for several days due to the epidemic, losing some production capacity. If not affected, the record highest sales in China in March is expected to continue to break.
▲Tesla Shanghai factory parking lot
In addition, in March, Xiaopeng, Ideal, Nezha, Zero Run, Weilai, Weima and other new forces car companies sold better than the same period last year and month on month, especially the price increase of Xiaopeng, Ideal, Nezha has little impact, and the month-on-month growth is very good.
Overall, the best performer in March was Xiaopeng Motors, with a single monthly delivery of 15,414 units, once again becoming the monthly sales crown in "Wei Xiaoli".
In addition, ideal car with the ideal ONE model, a single month delivery reached 11,034 units, once again achieved "breaking ten thousand"; while Weilai automobile's delivery volume lagged behind last month, delivering 9985 vehicles in March.
The zero-run and Nezha cars, which have been divided into second-tier new car brands, can be described as full of firepower in March, with zero-run cars delivering 10,059 vehicles in a single month, and Nezha cars delivering 12,026 vehicles in a single month.
In addition, there are several car companies whose wholesale sales exceeded 10,000 vehicles and performed very well. Among them: SAIC-GM-Wuling 51157 vehicles, Chery Automobile 21817 vehicles, GAC Aean 20317 vehicles, Changan Automobile 15624 vehicles, Great Wall Motor 15057 vehicles, Geely Automobile 14166 vehicles, SAIC Motor passenger cars 10880 vehicles.
Second, Tesla delivered 310,000 units worldwide in the first quarter, up 68% year-on-year
In addition to Tesla's good sales in China in March, global sales in the first quarter also performed extraordinaryly, up to 310048 vehicles, once again breaking the quarterly sales record.
Tesla's public data shows that the first quarter of the Model 3 and Model Y deliveries were 295324, while 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.
Tesla sales in the first quarter of 2022
Tesla sales in the first quarter of 2021
Although Tesla's Shanghai factory continued to shut down due to the epidemic in March, after the official delivery of Tesla's Berlin factory, it also helped Tesla complete a number of European orders, increasing Tesla's global sales and quarterly sales in March.
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.
▲Tesla's berlin plant is the first batch of delivered models
In addition to efforts to increase production capacity, in order to reduce the impact of the epidemic, Tesla has also launched a self-service pick-up service for car owners, and colleagues have personally experienced it in Beijing, and the efficiency has improved. In addition, Tesla has also launched a "delivery to home" service in some cities in China to further improve delivery efficiency.
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.
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. In addition, Tesla's Shanghai factory, which has a high output, has also been seriously affected by the epidemic.
However, from the total sales of Tesla in this quarter and Tesla's sales in China this month, the current impact of other car companies on Tesla's sales is not large, but the Shanghai epidemic has affected it. 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 restore the production capacity of the Shanghai factory, quickly increase the production capacity of the new factory, launch more competitive products, and seize the market in advance.