According to the latest data from the China Automobile Association on April 11, due to the impact of the supply chain, the sales volume of the automobile market in March plummeted by 11.6%, but new energy vehicles are still strong, up 114.1% year-on-year.
On the same day, Tesla released its March sales performance in the Chinese market - 65,814 units, a sharp increase of 85% year-on-year, which is Tesla's second highest monthly sales in China so far, second only to 70,000 vehicles in December last year. At the same time, Tesla delivered 310,000 vehicles worldwide in the first quarter, and more than 180,000 vehicles contributed by the Chinese market, all of which hit a new single-quarter high.
A few days ago, Tesla's headquarters officially moved, Musk in Texas Gigafactory groundbreaking ceremony, and threw a few big cakes to the outside world, the most "arrogant" prediction is that Tesla's global market share will exceed 20%.
From the rush of sales to the "re-revolution" of production methods, this controversial car company needs to be re-recognized by everyone.
What is the concept of 182,000 vehicles? Don't be surprised! New energy vehicle companies are crowded into the forefront
Let's start with a few fresh data. Tesla's wholesale sales in China in March were 65,814 units, up 85% year-on-year. In the first quarter of this year, Tesla's cumulative sales in China reached 182174 vehicles, a new high.
Subject to the supply chain, the production and sales of many mainstream fuel vehicle companies have declined to varying degrees in March, and Tesla, which sold 65,000 units in a single month, has ranked among the top sales of automakers. In the March wholesale sales ranking of manufacturers released by the Association of Automobile Manufacturers, the tenth-ranked Guangqi Honda sold 77,000 vehicles, a gap of only about 12,000 units with Tesla, a pure electric car manufacturer that is approaching the old faces of fuel vehicles in the Chinese market.
From the first quarter, Tesla's sales of 182,000 vehicles, the same and GAC Honda 21.24 is not too big gap, long ranked in the top three passenger car sales of Dongfeng Nissan, the first quarter of 242,000 sales, compared to Tesla also has no absolute advantage, and this is still the total sales of Nissan, Infiniti, Venucia three brands.
Tesla offers delivery to home in parts of the country
Not only Tesla, BUT ALSO, which has just announced its "farewell" to fuel vehicles, has sold 104,000 EV and PHEV products combined in March. These two new energy vehicle companies have already broken the wrist with the top ten mainstream brands in the market in terms of sales, and BYD has ranked among the top four in March.
According to the statistics of the new electric map NET, from October last year to March this year, Tesla China's delivery figures were 360307 vehicles (including exports), and if the data is multiplied by 2, Tesla may deliver more than 720,000 vehicles in 12 months, which is enough for a car company to squeeze into the tenth place in the annual sales list (last year, the tenth place in the Chinese car market was Dongfeng Honda's 770,000 vehicles).
In March, the wholesale sales of new energy vehicles ranked
Of course, such statistics are not very rigorous, affected by the epidemic, etc., since late March, the news shows that Tesla's Shanghai Gigafactory scheduling has been disrupted or even interrupted, taking Model 3 as an example, the current delivery cycle of Tesla's official website has reached more than 20 weeks. Shutdown and production cuts will become a common problem faced by global car companies.
In terms of global deliveries, Tesla delivered 310,000 vehicles in the first quarter, also setting a new high, and according to Tesla's forecast at the beginning of the year, the global delivery target this year is more than 1.4 million vehicles.
In terms of the sales ranking of new energy vehicles of car companies in March, BYD and Tesla are still leading, and SAIC-GM-Wuling ranks third with MINIEV.
4680 battery cell really on the car, this is the real "king fried"?
Musk has been very busy recently, at the end of March, the Berlin Gigafactory was put into operation, Tesla's European production target was achieved, and on April 8, Beijing time, the Texas Gigafactory was also successfully put into operation, and Austin, Texas became Tesla's new global headquarters.
At the "Cyber Rodeo" groundbreaking ceremony of the Texas factory, Musk's new Flag, no less than any previous Tesla conference, from the perspective of watching the lively mentality, the first feeling of this conference seems to be nothing "fun", and Musk is frying Cyberruck, Tesla Bot optimus of "cold rice", but rationally, Tesla not only announced the production details of the 4680 battery core loading, but also sat in the world's largest Texas factory, It may well have revolutionized the way cars are produced.
The 4680 battery pack is being assembled
How big is the world's largest plant? Tesla used this interesting way to compare:
1. The factory covers an area of more than 12,000 acres, which is three times that of the Pentagon in the United States;
2, this is Tesla has identified the largest of the super factory, but also the world's largest car factory, can put 194 billion hamsters;
3. If the factory is placed vertically, the height will exceed the world's tallest building , the Burj Khalifa Tower in Dubai.
The Texas Gigafactory uses a "chip-like" structure. Source: Tesla
In addition to the objective "big", the layout of the factory is more worth mentioning. As can be seen from the above figure, there is almost no "gap" between different workshop connections, tesla said, the one-piece compact layout makes the various workshops closely connected, just like the chip design, greatly improving transportation and production efficiency. In addition, the floor height of different workshops in the factory is consistent, which ensures that the transportation of raw materials and parts is more efficient. As can be seen from the figure, the battery, the appearance parts, the painting, and the driving unit are all around the assembly workshop, which is different from the previous assembly line operation.
Musk's description is more graphic: "The raw materials come in from one side, and after a series of processing, the car will come out from the other side", which sounds like a blender? Cooked in one pot?
Other plans for the Texas plant have also been announced, where The Model Y capacity will be increased to 1 million units per year, and the official perception of the plant's three core process innovations: the 4680 battery cell, the structural battery pack and the one-piece die-cast front body.
Almost every detail of the 4680 battery on the Model Y was also made public at the same time.
4680 battery, refers to the structure of the battery pack each diameter of 46mm, high 80mm cylinder battery, and the current more mainstream square cells, first of all in the form of a large difference, and the previous 2170 battery cell scheme compared to the previous 4680 cell energy density increased by 5 times, charging and discharging speed increased by 6 times, cruising range increased by 16%, more critical is the cost reduction of 14%.
In terms of safety, the cylindrical structure of the 4680 battery cell can reduce the surface contact between the cells, and the structure of the hidden polar ear on the side, and can also reduce the internal resistance, which also increases the heat transfer efficiency, increases the stability of the battery, and the thermal runaway problem of the ternary lithium battery that has plagued the time is also expected to be improved on the 4680 battery cell.
In addition, the structured battery pack is equivalent to being directly installed on the chassis (CTC structure), there is no concept of a whole "battery pack" in the past, and the CTC assembly method also challenges the current square battery CTP assembly method common in the industry, which will have a significant impact on the selection of battery raw materials and production methods. As a digression, CTP's undoubted king of the Ningde era, which previously invested in the development of an integrated electric chassis near the Tesla gigafactory, is also considered to be a CTC project jointly developed by the two.
Mouthy or real? Musk said to eat five-tenths of the world's car market, next year's product big year
On "Cyber Rodeo", Tesla did not release a new category, and several "old actors" were also pulled out and slipped out, but this time their mass production plan, with the Texas factory put into production, seems to be gradually becoming clear.
The reason why no new models are seen this year is because the theme of the Texas plant this year will be ramping up production capacity, and the annual production of the Model Y will be increased to 1 million units per year.
And 2023, is really Tesla's new product big year, Texas Gigafactory will begin mass production of Cyberruck, Roadster 2 and Sime, in addition to Tesla Bot optimus version ofversion 1 will be expected to be put into production, in other words, Texas factory next year will produce pickup trucks, supercars, trucks and robots, as for you believe it or not? I'm anyway...
Cybertruck doesn't have a doorknob design.
Of course, the more "reliable" model will be the Cyberruck, Tesla's chief designer Franz drove the Cyberruck to the stage, showing the design without a door handle, and a lot of details of cybertruck have been made public. In addition to the above models, Musk also said that North America is expected to achieve a large-scale push of FSD Beta this year, and the legendary Robotaxi will be a dedicated and separate model, rather than "modifying" the existing model.
Back to the real production and sales issues, Musk's "wild talk" is even wilder than other new force bosses combined, that is, the target occupies more than 20% of the global automobile market share, and on an annual basis, this data scale may be at the level of 20 million vehicles, which is many times higher than the original goal of 5 million vehicles sold by a car company.
In the past few years, Tesla has driven a relatively complete new energy vehicle industry chain in China, especially in the Yangtze River Delta region, and has also danced in Germany, the "hometown" of the car, and has just built the largest automobile factory in the United States.
Everyone may have "two" Teslas in mind, one is very groundbreaking, the other is not perfect, at least in the domestic market, complaints and recalls are still with Tesla for a long time.