"Che Terresia" Luo Yu:
Tesla is one enemy against a hundred, and China needs a really strong and large new energy vehicle company
Tesla can have the glory it has today, and China and Shanghai have helped a lot at a critical moment when it is reviving itself. But at this time and another time, when Tesla's Berlin factory was completed, the heart of the Shanghai factory must have been a little lost.
As for Tesla's profitability, it is strong enough to make electric vehicles stunned. The ability of one company to absorb gold can steadily overturn the sum of 100 new energy vehicle companies in China.
Thinking about the extreme, our past strategy is actually worth reflecting on. At the beginning, I watched the new car-making forces of hundreds of new cars mushroom in various places, and what a huge amount of money was consumed. But as a result, a large number of survivors fell, and among the survivors, there were very few who were big, strong, and able to make a lot of money.
If you think about it, it is better to subtract the number of brands and hatch a really strong and large three, and at that time, I am afraid that Tesla will also respect you for three points.
"Nice car" Li Yunkai (2022 rotating chairman of the Auto Elephant Self-Media Federation):
Tesla: I just like the way you don't like me and can't kill me
In addition to the owner, Tesla seems to be less popular in China, and the network is sprayed thinner than the sieve eye.
Tesla, which has no public relations function, has a cold brow and a thousand fingers, bowing down to the performance of the car. In the first quarter, Tesla's automotive business revenue exceeded $16.8 billion, with a gross profit margin of 32.9%; more importantly, excluding the financing of vehicles and energy products, Tesla's liabilities were less than $100 million!
Has been benchmarking Tesla, crushing Model Y, against Musk's domestic new energy vehicle companies (not only new forces), where is the face?
Although Tesla's revenue and profit growth rate is declining from a month-on-month perspective, and many of the profits are from the sale of points, we still clearly see the huge gap between China's new energy brands and Tesla.
Tesla has released the big moves, we have not fully learned or even learned at all, including but not limited to integrated die casting, Autopilot automatic assisted driving and the underlying electronic control technology and so on. More urgently, Musk announced the launch of two blockbuster models next year, Cyberruck (mass production) and RoboTaxi (debut).
If these two cars can't make us have a strong sense of oppression because of multiple ticket jumps, then the carbon fiber wrapped carbon-wrapped motor that has been patented may have to know more.
Of course, our Chinese car companies are not easy to lose. BYD's three-electric system has become a system, Weilai's user operation is a ride, Wuling's marketing resonates with users, Weima's smart label has emerged, and Xiaopeng's intelligent assisted driving also has its own characteristics.
However, watching independent new energy brands still rely on the high mileage of stacking batteries to do frivolous marketing, I am more and more anxious. The lack of strategic thinking and the lack of technological follow-up with insight into the future all illustrate our impetuous attitude towards car building.
What will happen to us if impetuousness fills our roots, if bad money drives out good money?
In the final analysis, I still like our own brands in China, or do I like the way they stand on the dragon's head!
"Uncle Zhong driving the road" Xu Zhong:
BBA and even Porsche should envy Tesla's ability to absorb gold, can domestic new energy vehicles learn?
In the first quarter of 2022, Tesla's financial data was better than market expectations. This means that every time Tesla sells a car, it can get a gross profit of more than 100,000 yuan, and it is not affected by the rise in raw material prices and lack of cores. Regarding the balance between cost and price, Tesla can be said to have achieved the ultimate. The advantages of self-produced batteries, self-developed chips, strong software capabilities, and suppliers' general optimism about having extremely high negotiation capabilities are enough to make it easy to cope with the challenges of tight supply chains.
And, I think Tesla's profits still have room to grow. With the start of production of the Berlin Gigafactory in Europe and the North American plant, Tesla's total global production capacity will reach 2 million units per year, further slowing down the production capacity of the Shanghai Gigafactory in China for export. At that time, it will not only save transportation costs, but also shorten the delivery cycle of the Chinese market, which has further significance for the promotion of sales
From the perspective of the overall industrial chain, epidemic situation, brand advantages and other environments, Tesla can still thrive in the field of new energy in the next few years, and even expand its advantages. From a technical point of view alone, other new energy brands or models want to catch up with Tesla, and in the short term, they can only hope that new technologies such as solid-state batteries and intelligent interconnection can bring about industrial change, and there is no other way.
"Three drivers" Liu Zhixiang:
Technology empowers Tesla to skyrocket profits
Without looking at the numbers, just looking at the logic, Tesla's soaring profits have taught Chinese car companies a lesson. Why are most of our new energy vehicle companies still making huge losses?
American technology companies all have a commonality, technology-driven enterprise development, firmly control the tip of the supply chain. From general-purpose aero engines to unbeatable 3M masks, from Tesla to Apple, they all build their own interests along the same path, and then continuously obtain huge profits.
Tesla controls the right to speak in the high-end supply chain, controls the software and ecology, and through technological innovation, such as the application of die-casting technology, it has sufficient price reduction space, and has the confidence to kill other new energy vehicle companies.
With the rise in the price of raw materials such as nickel and cobalt, Tesla has followed the trend after switching lithium iron phosphate batteries, and another wave of leeks is waiting to be harvested.
The essence of business is to maximize profits, and some people are willing to pay for price increases, which is due to the product power supported by strong technology.
"W Power" Yan Yan:
It's time to think hard, what about our curve overtaking?
In the era of fuel vehicles, we started late and lagged behind foreign countries, we recognized. However, it is best to surpass the era of foreign new energy vehicles, and we will seize the opportunity? The answer is no.
Don't think my remarks are biased, at least not at the moment. In the first quarter of this year, the same environment, the same market, Tesla announced the results. The only domestic car companies can slightly compete with BYD, and it is only a confrontation in sales, and the profits cannot be compared.
In 2021, Tesla's new energy sales in China can almost occupy half of the country. And what are our car companies doing? Many are thinking about cheating (which may not look good), but the actual situation is estimated to be like this. The state has given so much support to the development of new energy: tax support, double credit support... But now let's take a look at the development of domestic new energy in the past 10 years, what is it doing? Changing the motor, not changing the shell abounds. There is no innovation, and there are even PPT car builders. Most of them are playing with the capital markets, not really building cars. The joint venture has also begun to focus on the new energy market in the past two years.
Looking at Tesla's first quarter report, our car companies should not seriously think about it. Is there still a chance for our curve overtaking? I definitely don't lose faith in us, but the reality is very hard! The ideal is very full, the reality is very bone.
"China Vision Auto" Zhang Shaojie:
Tesla, not a catfish but a shark?
In the global new energy field, Tesla can be said to be a horse, and it is in a leading position in terms of sales and profits. Tesla is positioned as the catfish in China's new energy field, and the introduction of the government at the beginning still wanted to drive the development of China's new energy field. As of now, it is not difficult to find that 90% of Tesla's suppliers are Chinese, in addition to the brand can be said to be made in China. Tesla is really an enviable brand, it uses the key core technology it masters to design and develop new products, controlling sales channels, and our Chinese manufacturing is just a foundry. High localization of spare parts, so that its profit margins further expanded, Tesla's operating profit margin is already the first in the whole OEM, more than the traditional car companies. With the decline of new energy subsidies and the iteration of products, Tesla's profitability still has room for breakthroughs. Chinese new energy brands need to create their own Tesla, and they really need to improve at the technical level, otherwise the introduction of Tesla will become a wolf, not a catfish but a shark.
"Ghost Bucket Truck" Wang Kuijun:
Tesla wins in branding, innovative ideas and underlying logic
Tesla, which is known as a subversive, has indeed been negative after entering China, but it has not affected Tesla's popularity in the slightest, and recently it has been because of the all-in-one body die-casting technology, as well as the fact that some car owners have exposed tesla's "out of control" collision with 4 cars on the highway, and have continuously landed on Weibo hot search. It can be seen that Tesla has always had its own traffic attributes, and these good and bad news have also achieved Tesla's ultra-high sales in the first quarter.
Nowadays, in this era where traffic is king, it is not afraid of negative voices in the market, it is afraid of no sound, and from this point of view, Tesla is doing almost perfectly.
I do not want to make any comparisons, because the gap is clearly there, the late start of things, patent barriers and other words, in fact, tesla is no longer an excuse here, after all, compared with Tesla, domestic car companies in terms of new energy car manufacturing and Tesla's starting time is almost the same, but why is the gap so big? Presumably Internet thinking is the only excuse, of course, Tesla's top-down branding, as well as the real innovative concept and car machine system beyond ordinary people, but the underlying logic can not achieve transcendence even if it is desperate before it is clear. What kind of underlying logic is that? What I want to say is: change the original traditional car-making concept, not to mention what oil to electricity, and really make some configuration and interaction systems that make consumers shine is king. Here, I just want to congratulate Tesla on its good results, and of course hope that Tesla's entry into China will ultimately be just a catfish, not a crocodile that will die and roll! It is estimated that when tesla sees this, tesla will laugh and say: I like to watch you hate me, but you can't kill me!
"Ah Gui looks at the car" Ling Yugui:
Tesla's carnival, reflecting the fall of Chinese cars?
Tesla's deliveries, net profit and gross margin in the first quarter were all quite impressive. In terms of models, its cheapest Model 3 is now priced at $46,990, up 34 percent from three years ago.
Looking at a series of staggering figures, I would like to ask: What have the Chinese car companies that want to overtake in the field of new energy vehicles done in addition to playing with capital and cheating? Perhaps Tesla's carnival reflects the fall of China's automotive industry!
First of all, the new forces Weilai and Xiaopeng do not say that the sales volume is tens of millions of miles away from Tesla, and the profit is hell in the sky. Jun did not see Weilai, Xiaopeng is still in serious losses, and in the capital market, Sino-US stocks can not continue to play, can only return to Hong Kong stocks to continue to mix...
Secondly, from the perspective of traditional car brand sales, there is only one BYD that can be compared with Tesla, but the profit is not comparable. The sales volume of the traditional fuel vehicle boss North and South Volkswagen in the first quarter cannot be compared with Tesla, let alone Chang'an, the Great Wall, and Geely.
It seems that Tesla, whose sales and profits have soared, is not only a catfish in the new energy vehicle market, but also a catfish in the automotive industry, and in time it is destined to subvert the pattern of traditional cars!
"Che Doli" Wang Zhiliang:
Why Tesla can "get the grace of the only one"
In terms of revenue, car deliveries, operating profit and operating margin of more than 19%, Tesla once again set a new record in the first quarter of 2022. I have to say that Tesla's "true fragrance law" makes people envious.
Tesla has long led the global electric vehicle industry with vehicle OTAs. From a technical point of view, Tesla's advantages are becoming more and more obvious. Although the new domestic car-making forces are generally more radical than the OTAs of traditional car companies, only BYD can compete with Tesla in achieving vehicle OTA.
Therefore, under the strong Tesla brand recognition and the "hot head" of the global Tesla die-hard fans, Tesla is almost unaffected by the epidemic and chip shortage, and still maintains strong sales, which can better hedge the negative effects brought by the car market in the first quarter.
It is no exaggeration to say that whether from various angles such as technology, management, and market, putting aside the rise and fall of stocks, in terms of the comprehensive strength of enterprises alone, no domestic car company can compete with Tesla. Therefore, Tesla's true fragrance law is not achieved overnight, it should be created by an all-round and more powerful car company.
Further, in the middle and high-end consumer class, Tesla let more people know about electric vehicles, and domestic BYD let more ordinary families use electric vehicles, so Tesla is more profitable than BYD.
A friend of mine bought a Tesla in March of this year. Before, I thought about buying Weilai or Ideal, but finally chose tesla Model Y. He said that more attention is paid to Tesla's sense of design, brand sense and car technology and other factors, and the price is more expensive. He believes that tesla is still the dominant global electric vehicle manufacturing, and domestic vehicles in the market may intensify the diversified competition of electric vehicles in the next few years, and the era of a strong company will end.
Presumably, this is the charm of Tesla's "true fragrance".
"The hero gets on the car" Ren Hui:
Tesla's leadership is the choice that consumers vote on with sales
Tesla's profit in the Q1 quarter soared, once again breaking the industry record! Obviously, its ability to achieve such an astonishingly high profitability data is directly related to the sales performance contributed by consumers with real money. Let's take the domestic market, Tesla's cumulative sales in the Q1 quarter exceeded 180,000 units, which means that the average monthly sales volume was more than 60,000 units, which has put many traditional veteran car companies under their feet. Many people will ask questions when they see this, Tesla, which has a lot of negative problems on the Internet, has gained more and more consumers' love offline?
In fact, this is to mention the law of true incense, looking at the entire intelligent pure electric vehicle market, from the comprehensive performance of the product, Tesla is undoubtedly the leader in the head camp, and this is also the choice of consumers voting out with sales.
Of course, we do not deny that its products have certain flaws in some aspects, but for a commodity, no company dares to make a guarantee ticket to say that it can do 0 flaws, which is unrealistic, as long as it is flawed, it is a good product, obviously Tesla is a real fragrance product in the eyes of consumers!