Tesla is on the table again?
Late at night, in the underground parking lot, Ms. Zheng's hands long pressed on the two buttons on the steering wheel of her Tesla Model3, the screen went off, and the system entered the restart program.
Suddenly, a green microphone appeared on the screen of the black central control screen, Ms. Zheng held out her hand and clicked, and a desolate female voice came out around the stereo: "I died so wrong." ”
For a moment, Ms. Zheng's back was cold, "the hairs on my whole body stood up." The daughter sitting in the passenger seat was also frightened, and Ms. Zheng quickly took her out of the car...
What's going on here? Tesla responded.
Late at night, a terrifying female voice came from inside the car
According to the Southern Metropolis Daily, there are media reports that the Tesla MODEL3 driven by the owner Ms. Zheng was purchased in January 2021, and there was no major problem before.
On April 27, when Ms. Zheng drove to work, she found that the central control screen of the vehicle repeatedly automatically opened the air conditioning panel, map, and QQ music, Himalaya and other Apps, and then turned off, and the screen failed and could not operate normally.
Ms. Zheng contacted Tesla customer service, and the customer service suggested "restart it just".
At about 21:30 that night, Ms. Zheng drove her daughter home, parked the car in the underground garage of the community, and restarted the procedure. Subsequently, a poignant female voice "like a horror movie" came from the car, "I died so unjustly", and Ms. Zheng and her daughter were "scared not lightly".
The next day, Ms. Zheng continued to communicate with Tesla, and after ruling out the possibility of using screen film and wiping the screen with detergent, the customer service believed that it might be the fault of its car screen.
At the same time, the background detected that the screen had a large number of clicks in a short period of time, and at the time of the incident, Ms. Zheng's car Himalaya App just played an audio called "Evil Heart".
It is reported that the audio book is labeled "urban infatuation sadomasochism", and the first episode is also specially marked as "the beginning is a little scary, the little heart is ready". After clicking on the audiobook, the poignant female voice that Ms. Zheng had heard before appeared.
Tesla's latest response
In response to this matter, on May 2, Tesla told Nandu reporters that the staff of a local Tesla 4S store in Chengdu had overhauled Ms. Zheng's vehicle. After overhaul, it was found that the display touch screen was indeed faulty. Because the vehicle is still under warranty, a new central control touch screen has been replaced for Ms. Zheng free of charge.
As for why Ms. Zheng's on-board Himalaya App suddenly played horror readings, Tesla said that because the dashcam automatically overwrites the previous content every hour without manual saving, it is impossible to view the specific situation of ms. Zheng's accident night.
The Himalayas responded
According to Red Star News, when the reporter inquired about the Tesla Himalaya APP used by Ms. Zheng, she found that the content of her subscription was mainly children's books or financial information. Ms. Zheng said that she mainly listens to children's books and financial information.
The reporter found that although its on-board display touch screen has failed, the program of automatically entering "evil heart" to search and play in the case of failure is more complicated, and the probability is very small. So, was there also a problem with the Himalayan push mechanism at that time? Or a faulty screen error triggers the content being pushed? After all, pushing thriller audiobooks to a user who regularly listens to children's books isn't appropriate.
In this regard, the relevant staff of Himalaya told reporters that the Himalaya client on Tesla motors was developed by Tesla, and Himalaya will not push on Tesla motors, "We and Tesla have always been friendly and cooperative, and we have also fed the situation back to Terrass and optimized them together." ”
Tesla's net profit surged 658% in the first quarter
On April 21, Beijing time, Tesla released the first quarter of fiscal 2022.
According to the data, Tesla achieved operating income of $18.756 billion in the quarter, a sharp increase of 81% year-on-year, and net profit attributable to common shareholders was $3.318 billion, a substantial increase of 658% year-on-year.
Even in the new energy vehicle track, which has a generally good start in the new year, Tesla's performance is also a good ride. In the case of global sales in the first quarter that has been announced before, Tesla's revenue, gross margin, expenses, attributable net profit and other indicators have exceeded market expectations across the board.
In the past year, Tesla has frequently raised the price of its products in China, the United States and other markets, and this report card with few weaknesses shows that Tesla's price increase has not inhibited demand, but directly led to a substantial increase in revenue and gross profit, and to a certain extent, it has also strengthened the company's strong voice and high profitability image as a leading new energy vehicle company.
The "cost control + price increase strategy" outperformed the market
According to the previously released sales data, in the first quarter of 2022, Tesla delivered more than 310,000 new vehicles, basically the same as the fourth quarter of last year, but an increase of 68% year-on-year. According to this, the market estimates that Tesla's operating income in the first quarter of this year will reach $17.8 billion, an increase of 71% year-on-year, and the net profit attributable to the mother will be $2.1 billion, an increase of 380% year-on-year.
However, Tesla's final financial report far exceeded this expectation, the actual revenue was 5% higher than the estimated revenue, the actual attributable net profit was 58% higher than the estimated, and the attributable net profit even achieved a substantial increase of 658% year-on-year.
Tesla is not only the first new energy vehicle company in the industry to achieve continuous profitability, but also further consolidates its first-mover advantage.
How many positions does Tesla have ahead of its peers? Weilai, Xiaopeng, ideal as Tesla's followers, the gap is certainly quite large, but also started earlier BYD, now the annual sales level of new energy vehicles has exceeded 600,000 vehicles, but the gross profit margin of the automobile business is still less than 20%, and Tesla has long become one of the car companies with the highest gross profit margin in the automobile business - since the third quarter of last year, Tesla's automobile business gross profit margin has exceeded 30%, and the fourth quarter continues to maintain this level, and in the first quarter of this year, it has reached 32.9%.
Of course, BYD's automobile business covers the whole vehicle and battery, and its new car batteries all come from self-supply, the two can not be simply directly compared, and since last year, the price of battery raw materials has risen significantly, and BYD has obviously borne part of the pressure of price increases.
In comparison, Tesla's pace is much lighter. Despite the same rising raw material prices, it does not appear to have been fully reflected in the first quarter.
There are two reasons for this. On the one hand, as Tesla CFO Zach Kirkhorn said at the first quarter earnings meeting, although the raw materials and total costs have increased in the past few months, these changes will not have a direct and immediate impact, because Tesla has signed contracts with suppliers, implying that at least some parts are delivered at previous prices;
On the other hand, Tesla's product prices have increased significantly, which has largely hedged the price of raw materials and other costs. This can be seen from the data, tesla deliveries in the first quarter rose by 68% year-on-year, and the operating income of automobiles reached 16.86 billion US dollars, an increase of 87% year-on-year.
It should be pointed out that although Tesla has frequently raised prices since the end of last year, this part of the price increase has not yet been reflected in the first quarter of the financial report, because Tesla's new car delivery cycle is as long as several months, and the bicycle price increase is related to last year's price adjustment. In fact, since November last year, Tesla has begun a wave of price adjustments, taking the Chinese market as an example, in the last two months of 2021, Tesla's main model Model 3 and Model Y rear-drive version were adjusted three times and twice, and the overall increase was as high as 29,800 yuan and 25,800 yuan, respectively.
Tesla's excellent gross vehicle gross margin and properly controlled expenses make its net profit performance more outstanding.
According to the financial report, in the first quarter, the vehicle delivery volume and operating income increased by 70% or 80% year-on-year, and the overall cost was only 1.857 billion yuan, an increase of only 14% year-on-year, and even achieved a decline - in the fourth quarter of last year, Tesla's overall expenses could reach 2.234 billion US dollars.
But even so, the 658% attributable net profit growth is still slightly exaggerated.
Here it must be pointed out that the above-mentioned attributable net profit adopts the GAAP (Us General Accounting Standards) caliber, and the share payment fee is accounted for under the GAAP standard, and the net profit amount is smaller, but its influencing factor is also an additional share payment fee.
The statement shows that share-based expenses in the first quarter of this year were $418 million, down 32% from $614 million in the same period last year, which led to a more pronounced increase in the amount of net profit attributable to gaap.
Excluding share-based payments, Tesla's non-GAAP-based near-attributable profit for the quarter was $3.736 billion, up 255% year-over-year — still a very substantial increase, but not as staggering as 6 times. In fact, the increase in attributable net profit under the influence of share-based expenses is extremely high, and it has also appeared before, taking the fourth quarter data of last year as an example, tesla's net profit attributable to the mother under GAAP was $2.321 billion, a sharp increase of 760% year-on-year.
It is worth mentioning that Tesla seems to be unable to sell without worry. At the first quarter earnings meeting, Tesla CEO Elon Musk inadvertently "Versailles" a bit: "Our car purchase list is very long, and the list of some models has even reached next year." ”
Source | 21st Century Business Herald (Reporter: Peng Suping), Southern Metropolis Daily (Reporter: Fang Shiqi), Red Star News (Reporter: Wang Tuo)
Editor of this issue: Wang Tingting