Today, when the impact of the epidemic is serious, the sales volume of car companies in recent months has not been satisfactory. In the face of unfavorable factors such as chip shortages and logistics challenges, Tesla still gave an excellent answer sheet in the first quarter and set new highs in a number of indicators. Next, Xiaobian will talk about the specific content of Tesla's first quarter financial report in three parts.
Tesla's first-quarter bike gross margin reached 32.9%
On April 21, Tesla announced the first quarter of 2022 financial report, which showed that in the first quarter of this year, Tesla's total revenue was $18.765 billion, higher than the previous analyst forecast of $19.72 billion, and this value was 81% year-on-year compared with the marketing volume of $10.389 billion in the first quarter of 2021.
In contrast, Tesla's vehicle sales in the first quarter of 2022 have delivered about 310,000 vehicles in the first quarter of 2022, an increase of 68% year-on-year, and according to the financial report, tesla car industry marketing in the first quarter alone has accounted for 89.8% of the total marketing amount, reaching 16.861 billion US dollars, an increase of 87% year-on-year. It can be seen that the automobile industry has become the mainstay of Tesla.
In addition, Tesla's first quarter earnings report pointed out that the gross profit margin of Tesla's GAAP (US GeneralLy Accepted Accounting Standards) car in the first quarter was as high as 32.9%, compared with Tesla's old rivals in the United States, Ford and GM, the gross profit margin difference was nearly double.
At the meeting, Musk also pointed out that for the current consumers most want to know about whether there will be price increases in the future, he said that he does not want to see the price increase of Tesla models, but if inflation is still continuing or raw materials continue to soar, it is not ruled out that there will be a possibility of subsequent price increases.
Analysts believe that Tesla's biggest flaw at present is insufficient capacity
Hoy, an analyst at Hargreaves Lansdown, said: "Tesla's profit ultimately depends on how many cars are working on the production line. "Yes, due to the impact of the global epidemic, Tesla's gigafactory in Shanghai, China, has been suspended for more than three weeks since March 28, but officially resumed work on April 19.
But even if the Shanghai Gigafactory resumes work, analysts are still not optimistic about Tesla's future production capacity, saying that even if the Berlin factory and the Texas Gigafactory have started, the Shanghai Gigafactory is gradually resuming work, and there is still uncertainty about Tesla's original planned annual output of 1.5 million vehicles, including the impact of chip shortages and the pressure caused by the epidemic on Tesla's supply chain and factory.
However, in the face of analysts' conclusions, Tesla CEO Musk in the earnings call still firmly stated that Tesla will achieve a 60% delivery growth rate in 2022, and is still confident of achieving an average annual delivery of 50% growth over the years.
Tesla is about to usher in the first year of Autonomous Driving
Moving away from the boring financial report data content, Tesla also announced the research and development results of corporate autonomous driving technology at the meeting. At the meeting, it was said that tesla's customized Robotaxi self-driving taxi will be expected to be mass-produced in 2024, and the interior of the car will not be equipped with steering wheels and foot pedals, and it will also become a major boost to Tesla's sales growth.
In addition, Tesla also released the news that Tesla is also developing autopilot programs, and is currently focusing on how to ensure the smoothness of vehicle automatic driving and automatic turning without protection by reducing deceleration.
Auto network review: Tesla's comprehensive strength is beyond doubt, but the future market may be more intense
Judging from the first quarter earnings report released by Tesla, Tesla is currently in the limelight. And the planning for the future is also being carried out in an orderly manner. But even if Tesla's comprehensive strength is beyond doubt, the current new energy market is moving forward at a very high speed, not only has the light of domestic new energy like BYD, but also the current traditional brands have entered a period of accelerated electrification, when the new energy market will truly usher in an era of blossoming. Therefore, whether Tesla can continue to maintain its position as a leader in the field of new energy vehicles in the future is really difficult to say.