The world's pure electric car sales exceeded hybrid vehicles for the first time; Tesla earned more than 200 million yuan a day in the first quarter| weekly report

Author | Super Source Force Team

From horse-drawn carriages to fuel vehicles, from fuel vehicles to electric vehicles, the automobile industry is in the most profound round of change in a hundred years.

In this change, the "electrification" of the industry will make the problems related to burning oil irrelevant; and "intelligence" will also make electric vehicles change from Nokia's functional machines to iPhone smart machines.

In order to record this history more fully, Chaoyuanli will update the column every weekend - "Chaoyuanli Weekly", where we will sort out the weekly industry events for you every week.

Here's what's for the week

Suspension of production and resumption of work in Shanghai: SAIC and Tesla roll off the production line

Jilin resumed work and production: FAW and its suppliers have 46,000 employees in the factory

The world's pure electric vehicle sales exceeded that of hybrid vehicles

Tesla's first quarter financial report: daily earnings of more than 200 million yuan

CATL Times Annual Report: Tesla became the largest customer, and energy storage revenue increased by 601% year-on-year

1. Shanghai resumed work and production: SAIC and Tesla rolled off the production line

As of April 24, 70% of the 666 key enterprises in Shanghai had resumed work and production.

According to Wu Jincheng, director of the Shanghai Municipal Commission of Economy and Information Technology, since April 18, SAIC Motor has launched a stress test for resuming work and production, with the participation of SAIC's major vehicle, parts and logistics enterprises and a large number of first-, second- and third-level core suppliers. Saic Motor's three automakers closed-loop management production, and on April 19, the first batch of more than 200 complete vehicles of SAIC Passenger Vehicles rolled off the production line.

Saic Motor Volkswagen Anting factory, there are nearly 4,000 employees, returning to work and closed production. Personnel of 45 auto parts companies in Anting are returning to work one after another. SAIC Motor has set up a transit station for the supply of means of production in Anting to do a good job in cross-provincial logistics.

Tesla synchronous closed-loop management production, the first batch of vehicles off the production line. On the day tesla resumed work, more than 8,000 employees arrived at the post, and the next day the whole vehicle rolled off the production line, and the output was climbing upwards.

The 7,000 Tesla employees who returned to work this time live in Fengxian District, and the local unified action is to release employees who meet the requirements of epidemic prevention and give priority to the bus that picks up and drops off employees.

2. Jilin resumed work and production: FAW and its suppliers have 46,000 employees in the factory

In Jilin Province, an important automobile and petrochemical town, all 500 key industrial enterprises resumed work and production, and as of April 22, the resumption rate of industrial enterprises above designated size in Jilin Province reached 96.3%.

Taking the automobile industry, a pillar industry in Jilin Province, as an example, as of April 22, faw group and 502 parts supplier enterprises, except for 20 parts and components enterprises that have suspended production due to sufficient inventory, the rest have all resumed work and production, with a total of 46,000 employees in the factory. Among them, after the resumption of work in the five major OEMs of FAW Group, the number of employees in the factory has reached 16,000.

All 209 expressway toll stations in Jilin Province have been opened, and more than 380,000 inter-provincial transport passes and 35,000 new inter-provincial cargo transport passes have been issued. The province's postal express industry returned to work 15,000 people, and the backlog of mail express mail has dropped from a maximum peak of more than 5 million pieces to 3.28 million pieces.

After the 48-hour nucleic acid test certificate of the long-distance freight driver and passenger expires, the local set up a "pick and go" sampling point for free testing, and the driver and passenger with negative results are directly released.

3. The world's pure electric vehicle sales are the first to surpass hybrid vehicles

According to Nihon Keizai Shimbun, in 2021, pure electric vehicle sales will increase to 2.2 times that of the previous year, and hybrid vehicles will be about 3.1 million units, an increase of only 33%. For the first time, sales of pure electric vehicles surpassed that of hybrids.

According to the report, in 2021, China's pure electric vehicle new car sales increased to 2.6 times that of the previous year, reaching 2.91 million, and pure electric vehicles accounted for more than 10% of all car sales for the first time. Germany's pure electric vehicle sales in 2021 will be about 340,000 units, an increase of 1.8 times in 2020, and sales will reach 4 times that of hybrid vehicles.

The U.S. sold about 800,000 hybrids in 2021, but pure electric vehicles also increased to 1.9 times the previous year, reaching about 490,000. Japan's pure electric vehicle sales will only be about 20,000 units in 2021.

The article believes that the dominance of pure electric vehicles may even affect the future of the Japanese economy.

4, Tesla's first quarter financial report: daily earnings of more than 200 million yuan

According to Bloomberg news, on April 21, local time in the United States, Tesla released the first quarter of 2022 financial report: total revenue of 18.756 billion US dollars, an increase of 81% year-on-year, exceeding expectations.

The first-quarter financial report showed that the company delivered 310,000 vehicles in the first quarter, an increase of 68% year-on-year. Gross margin increased to 32.9% and net profit was US$3.318 billion (approximately RMB21.57 billion), equivalent to approximately RMB239 million per day.

Musk predicts that despite supply chain challenges, production will continue to grow rapidly for the rest of the year. Tesla outperformed its larger-selling rivals, such as GM and Ford, which fell 28 percent and 22 percent, respectively.

"Tesla has a key advantage over most tech companies — it's still in the early stages of its growth story." Nicholas Colas, co-founder of DataTrek Research, said, "It's different from Netflix or Facebook or even Apple, Microsoft and Amazon, which have a lot of market share but the growth story isn't as strong as Tesla's." ”

5. Annual report of CATL times: Tesla has become the largest customer, and energy storage revenue has increased by 601% year-on-year

According to the annual financial report data, the annual revenue of CATL last year exceeded the mark of 100 billion yuan, reaching 130.356 billion yuan, and the annual net profit was 15.931 billion yuan.

CATL produced a total of 162.3GWh of power batteries last year, with a total of 133.41GWh sold; by the end of 2021, the inventory was 40.19GWh.

The company's energy storage business, last year's revenue of 13.624 billion yuan, accounting for 10.45% of the annual revenue, an increase of 601.01% year-on-year, is the largest growth business.

CATL signed a contract of 13.039 billion yuan with Tesla last year, and Tesla has now become the largest customer of CATL.