On April 11, the Association released the "March 2022 National Passenger Car Market Analysis" report. According to the report, there were 13 car companies with wholesale sales of new energy vehicles in China in March this year, including 104338 bydir, 65,814 Tesla China, 51,157 SAIC-GM-Wuling, 21,817 Chery Automobiles, 20,317 GAC Aian, 15,624 Changan Automobiles, 15,414 Xiaopeng Motors, 15,057 Great Wall Motors, 14,166 Geely Automobiles, 12,026 Nezha Cars, 11,034 Ideal Cars, SAIC motor has 10,880 passenger cars and 10,059 zero-run cars.
Judging from the latest data released by the Association of Passenger Vehicles, the sales data of BYD, Tesla and SAIC-GM-Wuling are more eye-catching. Among them, BYD as the leader of domestic new energy vehicles, BYD's sales of new energy passenger cars in March were 104338, because BYD stopped production of fuel vehicles in March, so BYD fuel vehicles including cars, SUVs, MPV sales are 0.
Tesla's wholesale sales in China were 65,814 units, of which 60 were exported and 65,694 were domestic retailers, a record high, second only to BYD in sales. It is worth mentioning that due to the impact of the epidemic, Tesla's Shanghai factory is still in a state of suspension. Previously, Tesla's Shanghai factory stopped production for two consecutive days from March 16 to 17, stopped production again from March 28 to March 31, and stopped production in Shanghai for a total of 6 days in March, but from the performance of Tesla China, the suspension of production in Shanghai factory did not have a greater impact on sales, but there was a clear upward trend.
On April 3, Tesla announced the first quarter of global delivery data. According to the data, Tesla delivered 310048 new cars worldwide in the first quarter, of which 295324 Model 3 and Model Y delivered, accounting for 95% of the total deliveries; Model S and Model X delivered 14724 units, accounting for 5% of the total deliveries.
That is to say, tesla china's cumulative sales in the first quarter were 182174 units (including 59,846 in January, 56,515 in February, and 65,814 in March), and Tesla's Sales in China accounted for 58.76% of the world's total deliveries, making it Tesla's world's first market. According to the statistics of the automotive industry, Tesla China has sold more than 50,000 vehicles for seven consecutive months, and Tesla's monthly sales from September 2021 to March 2022 were 56,006 units, 54,391 vehicles, 52,859 vehicles, 70,847 vehicles, 59,845 vehicles, 56,515 vehicles and 65,814 vehicles, with sales of more than 50,000 vehicles for seven consecutive months, of which more than 60,000 units were sold in December 2021 and March 2022.
Judging from the published data, Tesla China sales in March were not affected by the shutdown of the Shanghai factory, but it is expected that Tesla China's performance in April will not be very good, because in addition to being affected by the Qingming holiday, the Shanghai factory is still in a state of suspension, and it is unknown when production will resume, but it is certain that in view of the epidemic factors and supply chain shortages and other factors, it is expected that Tesla may decline in production due to the epidemic in April this year, which will have a significant impact on delivery. In this regard, the Federation of Passenger Vehicles said: "April production and sales are facing an uncertain state, according to the national bureau of statistics of the provinces production data, Shanghai and Jilin Province each account for about 11% of the national production, and the production of some enterprises in Shanghai is running at full capacity, so the production and sales of passenger cars in the core areas in April will be greatly affected." Due to the long automotive industry chain, high coordination requirements, and a wider range of suspension of production and radiation in the core production and logistics bases, the production and marketing pressure in the automobile market in April may be very large."
According to the official website, the expected delivery period of the domestic Model 3 is 20-24 weeks, and the delivery period of the Model 3 high-performance version is 16-20 weeks; the expected delivery period of the domestic Model Y is 10-14 weeks, the delivery period of the Model Y long-endurance version is 16-20 weeks, and the delivery period of the Model Y high-performance version is 12-16 weeks.
For this year's annual delivery target, Tesla CEO Musk has said that Tesla's deliveries will increase by 50% this year, that is, based on the total sales volume of 936,000 in 2021, tesla needs to deliver 1.4 million new cars this year. According to this calculation, Tesla's annual target completion rate in the first quarter was 22.1%.
It is understood that Tesla's Fremont factory in California has a production capacity of 600,000 vehicles, including 500,000 Model 3/Y, while the Shanghai factory has a production capacity of 450,000 units, both of which have previously been affected by the epidemic. However, Tesla's Berlin Gigafactory in Germany has been officially opened on March 22, and Tesla's Texas plant was officially put into operation on April 7, US time, mainly producing Model Y models, with an annual output of up to 500,000 vehicles after full production, while the annual production capacity of the Texas plant reached 500,000 Model Y. Therefore, if there are no accidents, Tesla may be able to meet the annual target of 1.4 million vehicles on schedule.
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