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Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

Effort is more appropriate to describe Tesla than "inner volume".

We seem to have become accustomed to Tesla's annual global sales of nearly a million units, and the fact that the company's market value has rapidly jumped to the top of the global car company. But we've almost forgotten that Tesla also had dismal years, hard work and struggles.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

It seems that anywhere, we don't need to introduce Musk as Tesla's CEO

Musk, who brings his own traffic, often gives the impression of a traffic star, but there are also some reports that the horse boss works 80-90 hours a week and often sleeps in the factory. Under the leadership of Boss Ma, Tesla swept the automotive industry, and this "volume" is the embodiment of the ultimate effort.

Today's results stem from the efforts of Tesla's entire enterprise, but boss Ma's tricky aesthetic and imagination will sublimate technology.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

Recently, Tesla officially released the "Impact Report 2021", that is, the 2021 Impact Report. Let's take a look at what Tesla has done for the earth this year.

■ 940,000 annual sales, selling one "environmentally friendly" one

The report mentions that by 2030, Tesla plans to push its electric vehicle sales to 20 million units /year (about 940,000 units in 2021) and deploy 1500GWh energy storage equipment (about 4GWh in 2021). If that goal is met, each Tesla could reduce carbon dioxide emissions by tons per year.

Regarding the "blinding eye" sales target of 20 million vehicles / year, we did not dare to believe it when we first read it, but Tesla really wrote in the report:

“In more concrete terms, this means that by 2030 we are aiming to sell 20 million electric vehiclesper year。 ”

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

In 2021, Tesla reduced carbon dioxide by 8.4 million metric tons through electric vehicles, energy storage equipment, and solar panels. Among them, the contribution of electric vehicle products to the reduction of carbon dioxide emissions was 6.8 million metric tons.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

Solar panels have become a major symbol of Tesla's gigafactory, and by the end of 2021, Tesla has installed a solar distribution cabinet with a power of 21405kW. Among them, the Gigafactory in Nevada has installed the largest solar power system.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

From 2012 to 2021, Tesla used solar cells to provide a total of 25.39 TWh of electricity, while the consumption of factory and other facilities and equipment was 25.27 TWh

How is this solar energy used? Please look at the columnar diagram above that says "25.27", in which the smaller part of the dark gray color represents that solar energy is used in factories and production, and most of the solar energy is used for electric vehicle charging.

In fact, the calculation method of carbon neutrality is exactly the sum of carbon emissions and emission reductions of enterprises≤0. Tesla, which only makes pure electric vehicles, has taken the lead in completing carbon neutrality.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

The chart, "Average Life Cycle Emissions of Vehicles in the U.S.," focuses on the last 3 histograms:

The lower dark part represents the production phase emission level, and the upper gradient part represents the use phase emission level.

On whether electric cars are really environmentally friendly, a chart given by Tesla is enough to give the answer.

In the Model 3/Y models used by individual owners, these cars have even slightly higher emission levels in the production phase than traditional internal combustion engine vehicles, but in the subsequent use of vehicles, the overall emissions of electric vehicles will be lower.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

In 2020, Tesla has already equipped a battery recycling facility at the Nevada Gigafactory, and the production waste and end-of-life batteries of the battery will be highly recycled. Tesla already has a mature internal ecosystem, officially declaring its recycling efficiency for lithium batteries to be "100%."

There are many differences between fossil fuels and lithium-ion batteries, but most importantly, fossil fuels can only be extracted and utilized once, while the materials in lithium-ion batteries can be recycled. When the world's new energy vehicle companies can do a good job of battery recycling, the concept of electric vehicles representing the future will be more accepted, and the basis of all this is the physical essence, that is, the characteristics of lithium-ion recycling.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

For Tesla, which plays the business way to the core, it does not matter whether carbon reduction and environmental protection are a tool to assist marketing. As a global enterprise, the concept of environmental protection is a good stepping stone, and this brick is often needed to knock on the doors of countries.

After the brand tone and corporate goals are based, Tesla's high production capacity is the most core weapon. The concept of environmental protection is a supreme weapon and the basis of production capacity.

■ The common cradle of small employees and tens of billions of bosses

In the past decade, Tesla has directly created 100,000 jobs, a 70-fold increase from the beginning.

On the management side, Tesla aspires to be a company that "does the right thing" and establishes a basic rule: "Help anyone who works at Tesla avoid misconduct." Tesla conducts regular employee investigations and has a whistleblower hotline, while prohibiting retaliation against employees who file complaints.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

In 2021, Tesla received a total of 3 million job applications.

According to the Universal 2021 ranking, the three institutions where engineering students most want to show their talents are SpaceX, Tesla, and NASA. How to attract more passionate young people is a major issue, which is highly dependent on brand image and corporate culture.

In addition to the clear concept of grassroots management, Tesla's senior management is more able to reach consensus in the general direction.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

This is the latest list of Tesla's board members, and the chart includes the time of joining and related functions

Tesla's board members have deep management and investment experience, mainly mature entrepreneurs. In terms of corporate decision-making, the board is based on long-term interests and does not provide executives with any benefits, or reimbursement policies, that employees cannot enjoy.

Take Musk, for example, who developed a decade-long compensation package in 2018. For the next decade, the company won't have to pay salaries and base bonuses to Musk. But that doesn't mean Musk is giving for free, and musk can get $78 billion in stock option rewards if the company meets the desired performance.

According to the Q1 2022 quarterly earnings report, Tesla's revenue was $18.756 billion and net profit was $3.28 billion, which also means that Musk will "unlock" $23 billion in rewards.

From today's point of view, such incentives are much more cost-effective than receiving wages. But we can't ignore the risks behind the huge rewards, 2018 was the time period when the Model 3 was difficult to produce, and Tesla at that time did not have the shape it has today. If you get a salary, a fixed income of millions of dollars a year, at that time it seems much more cost-effective than equity incentives.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

From its initial public offering in 2010 to December 31, 2021, Tesla's annualized shareholder return reached 65%. Despite Tesla's pursuit of profit, Tesla made a series of "counterintuitive" things in key decisions:

Based on the pure electric platform, we will develop electric vehicles from scratch

Establish a charging network that requires large cost expenditures

Construction of the world's largest lithium-ion battery factory , Gigafactory 1

Deploy FSD intelligent driver assistance system for all models

OTAs upgraded for all models (since 2012)

Acquisition of SolarCity Corporation (2016) to expand the energy and energy storage sector

In the past few years, things seem to be simple, and positive research and development, construction of charging networks, research and development of intelligent driving, open OTA upgrades are almost every new energy vehicle company in China, but it seems that Tesla has taken the lead in formulating such a development model. Although the company is profit-oriented, Tesla's shareholders' meeting has advanced to formulate the right model, which has a high rate of return later.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

Tesla's stock price changes between 2017 and 2022

At Tesla, equity incentives are not only for major shareholders, but also for employees. The company will evaluate employees every year and give them equity incentives and promotions. In 2021, 69% of Tesla's new managers, executives, and directors will come from internal promotions, and only 31% will come from "airborne landings."

Tesla pursues efficiency, and among the many factors that support efficiency, in addition to creating best-selling products, optimized management methods are as important as advanced organizational structures.

■ Users do not accept "kidnapping" and only recognize products

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

Tesla clearly understands that users will not be moved by low carbon, nor will they use low carbon as a reason to buy, and factors such as lower car costs, maintenance costs, and higher used car prices are the key.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

Citing official data, the four-wheel drive version of the Tesla Model 3 has an average energy cost of 63 cents per mile when traveling 60,000 miles. Combined with the almost maintenance-free post-maintenance, the overall cost of the Model 3 is higher than that of the Toyota Camry, but significantly lower than that of the BMW 3 Series.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

In 2021, Tesla users will have 0.22 crashes per million miles driven using the Autopilot feature

By comparison, the average number of crashes per million miles traveled in the U.S. is 1.81

The above data is probably not the same as everyone's cognition. Many non-Tesla owners understand Autopilot from videos on the Internet, such as american lads hanging an orange on the steering wheel and then sleeping while driving.

The reliability of autopilot may still be controversial at the moment, especially in the high-end functions of FSD, and the system's aggressive driving style is often questioned. Perhaps the broader application scenario of Autopilot is the highway, and the characteristic of highway driving is that the accident consequences are serious, but the accident rate is low?

Regarding the fact that Autopilot has greatly reduced the accident rate, it is impossible to help Tesla blow anything for the time being. However, it is necessary to say that Tesla took the lead in delineating the new energy vehicle track, and put the intelligent and intelligent driving assistance system in an important position, Tesla is also the positioning of the high-end enterprise established by this, we still need to pay more attention to the positive significance of Autopilot.

Tesla 2021 Impact Report: 2030 plans to sell 20 million vehicles per year

In the user-aware products, in addition to the model, the charging network is also an important part. When we did not know the Tesla Model S, Tesla has begun the domestic charging network layout.

As of March 2022, Tesla has built 1100+ superchargering stations, 8500+ superchargering stations, 700+ destination charging stations, and 1800+ destination charging piles in China, covering 360+ cities and regions.

Every time Tesla lands in a country, the experience store and charging network will follow, and if it is a "key country", Tesla will also bring the factory. This brand is bringing the full range of smart electric vehicle experiences to more places.

■ Bang reviews

In Tesla's 2021 impact report, we see that in addition to the long-term goal of nearly one million annual sales and 20 million sales in 2030, Tesla is also paying more attention to environmental protection and green, which also allows Tesla to stand in a higher position and welcome a steady stream of new users.

For the long-term goals of the company, Tesla is incomparably clear, and it has done many pioneering things. Perhaps for new energy vehicle companies in any country and region, setting the goal of catching up with Tesla is a must-do thing, and many of the "rules" created by Tesla are difficult to bypass.

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