In today's automotive industry to the new energy era, Tesla is undoubtedly the most concerned new energy vehicle company at present. According to tesla's first quarter 2022 financial report, it delivered 310048 new cars worldwide in the first quarter, an increase of 68% compared with the same period last year. 95% of these deliveries are accounted for by model 3 and model Y.
At the same time, Tesla's total revenue in the first quarter of this year reached a staggering $16.861 billion, an increase of 87% from $9.002 billion in the same period last year. And its bicycle gross profit margin rose to 32.9% compared with 26.5% in the same period last year. In other words, we take the 316,900 yuan rear-wheel-drive model Y sold in China as an example, and the profit of each new car sold has exceeded 100,000 yuan, which is very strong, and these main sales models will continue for a long time.
A bigger harvest began
Of course, to achieve such results, it is naturally inseparable from the increase in tesla deliveries and the rise in bicycle prices. In the past period, due to the increase in the price of raw materials in the upstream industrial chain due to the epidemic, many new energy vehicle companies had no choice but to increase the price of products. Tesla has continuously raised prices 3 times, raising the price of some domestic Model 3 and Model Y models, and the price increase ranges from 10,000 to 30,000 yuan.
In the face of the sudden epidemic, not only new energy vehicle companies, but also the entire industrial chain are also hindered. Tesla, which is at the center of the epidemic, is even more "difficult for smart women to cook without rice" in terms of production capacity. According to the information on Tesla's official website in China, the delivery progress of its models has been affected to varying degrees, of which the Model Y delivery cycle is 10-14 weeks, while the delivery cycle of the Model 3 has reached 20-24 weeks, and the final specific delivery time still needs to be determined.
Since entering March, due to the impact of the epidemic in the domestic market, Tesla's factory in Shanghai has repeatedly stopped production, and it was not until April 19 that production gradually resumed. So far, Tesla's Shanghai factory has gone through more than 20 days, which is also the longest shutdown of Tesla's Shanghai factory since it was put into production at the end of 2019, with the previous network rumors tesla's daily production capacity of 2100 vehicles, this shutdown cycle is roughly estimated to lose more than 50,000 car production capacity.
At present, the latest news says that Tesla has planned to implement a two-shift system in the Shanghai factory from May 16 to achieve a production capacity of 2,600 electric vehicles per day, which will also gradually pull the output of its Shanghai factory back to the level before the impact of the epidemic. However, in order to meet the rapidly growing market demand in the future, it is imperative for Tesla factories to expand production capacity.
Can the soaring Tesla sit back and relax?
Recently, there have been rumors about the preparation of Tesla's next second factory, and nearly 10 cities in the country are among them. These include places like Shenzhen, Guangzhou, Chongqing, Qingdao, Wuhan, Shenyang, Zhengzhou and Hefei. But the most likely of all is in Shanghai, where a new plant is built on land near the same area as the Shanghai plant.
The existing factory, currently located in the Shanghai Lingang Special Zone, is one of Tesla's most productive factories in the world. It is reported that if its second factory in the Shanghai area is completed, it is expected to increase its annual production capacity by 450,000 vehicles, while the total production capacity of Tesla's Shanghai factory can be increased to 1 million vehicles per year, becoming its current "world's largest production center".
Before that, Tesla shouted out the goal of achieving an annual output of 20 million vehicles by 2030. As far as Tesla's current product layout in production and sale is concerned, in fact, it is not said that there is a very extensible pure electric platform to support subsequent updates, it can be said that based on the existing platform technology, if the future to launch more products can be imagined. Whether Tesla has invested resources in the development of a new generation of pure electric platform is unknown. More obviously, in order to make up for the capacity gap caused by many force majeure factors, Tesla is trying its best to "make up".
Interestingly, we look back at the sales figures released by Tesla, which delivered more than 310,000 new cars worldwide in the first quarter of this year. According to the data released by the Association of Automobile Manufacturers, this part of the data includes 182,000 new vehicles delivered by China after export, accounting for 58.8% of the total share in the first quarter.
With the current market response, although there are still many followers willing to pay for Tesla, it is certain that Tesla has more and more competitors. If Tesla does not accelerate the renewal of its models, I believe that it will not be difficult to be overtaken by other brands in terms of sales soon.
Electric EV: Can Tesla smoothly enter the past state after the resumption of production?
Under the background of the new four modernizations, the automobile industry is shifting from the era of fuel vehicles to the era of new energy. Tesla is undoubtedly the most concerned new energy car company at present, and if Musk continues to invest more resources in Tesla in the future to consolidate its hegemonic position in the new energy market, the pressure on competing car companies will be even greater. However, under the general trend, the transformation and development window period of car companies in the future are slowly shortening. The next stage, it depends on how Musk chooses, whether to bring a surprise or a shock to the market?