Recently, Tesla released its first-quarter financial report, selling 310,000 cars, but the profit was as high as more than 3.3 billion US dollars.
Tesla's gross profit margin is as high as 32.6%, far more than BBA, BYD, Wei Xiaoli and other friends, according to the data, Tesla in the first quarter of the average price of each car 350,000, pre-tax profit as high as 104,000 units, you say exaggerated is not exaggerated?
To be honest, Tesla is now more and more like Apple in the mobile phone industry, taking most of the profits of new energy vehicles. The price is higher than the average domestic car, but it is not the highest. The profit margin, brand value, intelligence, etc., are the highest in the world.
The same is true of Apple, in the mobile phone industry, Apple mobile phone took most of the profits, the price is high, it is indeed higher than the general domestic machine, but it is not the highest, and there are more expensive than Apple.
But Apple's profit margins, brand value, etc., are the highest in the world among all mobile phones.
Correspondingly, I take Tesla to compare Apple, so the current domestic car-making new forces, just like the early domestic machine.
First, everyone rushed into the car-making industry, thinking that this was a big outlet, just like a large number of enterprises making mobile phones before, all poured in.
The second is that everyone takes Tesla as the goal, there are Tesla learning, there are challenges to Tesla, just as the domestic machines have learned Apple and challenged Apple, there is more or less Tesla's shadow on the body, "touching Tesla across the river".
The third is that everyone builds cars, there is no core technology, the battery is someone else's, the chip is someone else's, the three-electric system is someone else's, automatic driving is also someone else's, they are just an assembly plant, taking products from the supply chain to assemble, so the profit is low, the brand value is not high, and the crazy inner volume.
The last is to rely on the price to win, slowly use the low price to grab the market, and then grab a certain market, and then slowly independent research and development, to the high-end.
This direction and path may eventually be like the current domestic machine, and eventually it will grab a lot of share in the global market, but it is mainly based on medium and low-end cars, and it is impossible to really compete with Tesla, especially in terms of intelligence.
It can also be predicted that in the next few years, many Chinese car companies that have poured into the car will pour a large piece like a domestic machine, and finally only a few can survive.