On January 3, Tesla released the production and delivery data for the fourth quarter of 2021 and the whole year of 2021. In 2021, Tesla's production and sales exceeded 930000 vehicles, including 936000 vehicles delivered in the whole year, which is close to Tesla CEO Musk's goal of producing one million vehicles per year.
Since 2021, although Tesla has frequently raised prices around the world, the consumption heat has not decreased. According to Tesla, in 2022, the company will accelerate the expansion of production and build factories all over the world. At the same time, by changing the battery structure and integrating supply chain resources, we should deal with the pressure of rising battery costs and chip shortage.
the annual delivery in 2021 exceeded 930000
In 2021, Tesla delivered more than 936000 electric vehicles worldwide, nearly doubling from 499550 in 2020. Among them, in the fourth quarter of 2021, Tesla delivered 308600 vehicles worldwide, a year-on-year increase of nearly 71%.
As the main models of Tesla, model 3 and model y delivered more than 910000 vehicles in 2021, accounting for more than 97% of the total delivery; In 2020, the delivery volume of model 3 and model y is about 442500. The sales of the above two models will double in 2021.
Tesla's high-end models model X and model s delivered nearly 25000 vehicles in 2021. It is understood that the new model X and model s were produced in Fremont, California, USA. the new production equipment was installed and tested in the first quarter of 2021, and entered the initial stage of mass production.
In the first three quarters of 2021, Tesla ranked third in sales in the Chinese market. According to the data of the passenger Federation, from January to November 2021, Tesla's retail sales of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars were 250141, accounting for nearly 40% of its total global delivery in the first three quarters, with a year-on-year growth rate of 120%; The market share is 10%, second only to Byd Company Limited(002594) and SAIC GM Wuling.
accelerate plant construction and production expansion
"Endurance anxiety" is the main obstacle to the development of new energy vehicles. Tesla and other leading car companies continue to increase investment in infrastructure such as charging network.
According to the data, Tesla has built more than 30000 super charging piles worldwide in 2021. In Chinese mainland, Tesla has already deployed over 1000 super charging stations, more than 700 destination filling stations, and over 240 experience shops and service centers, covering over 360 city and regions.
Recently, Tesla has increased the layout and construction of factories around the world to expand production capacity. Tesla said that Shanghai Super factory, as Tesla's main automobile export center, makes Chinese smart manufacturing sell well all over the world. Super factories in Berlin, Germany and Texas, USA are about to start, which will further meet the pure electric travel needs of global consumers.
It is reported that Tesla will produce model y at its new plant in Austin, Texas, in 2022. At the same time, the new plant in Brandenburg, Germany, will also be put into operation and plans to produce 500000 electric vehicles per year.
Soochow Securities Co.Ltd(601555) it is estimated that Tesla's effective production capacity will be about 1.6 million in 2021 and will be further expanded to 2.45 million in 2022. The self-made battery is under trial production in the factory in California, USA. It is expected to be mass produced in 2022, with a capacity of 8gwh.
coping with cost pressure
Since 2021, Tesla has raised the prices of its various series of models for many times.
On December 31, 2021, Tesla China's official website showed that the price of model 3 rear wheel drive version was adjusted to RMB 265652, an increase of RMB 10000 compared with the previous price; The price of model y rear wheel drive version was adjusted to 301840 yuan, an increase of 21088 yuan compared with the previous price.
On November 5, 2021, Tesla increased the U.S. price of model 3 and model Y Series by $1000.
On October 30, 2021, Tesla will increase the price of long-life model X and model s by $5000, and the price of long-life model y and standard life model 3 upgrade by $2000.
On October 7, 2021, the price of some versions of Tesla Model 3 / Y in the United States increased by $1000.
On August 4, 2021, Tesla China website showed that the selling price of model s long-range version was increased from 82999 yuan to 85999 yuan. The price of model x long endurance model was adjusted to 9099900 yuan, with a price increase of 30000 yuan.
On July 16, 2021, the selling price of model s long-range version was adjusted from 79999 yuan to 82999 yuan, with a price increase of 30000 yuan.
Everbright Securities Company Limited(601788) the research report pointed out that Tesla China recently announced the price increase of model 3 rear drive version and model y, which represents that the price increase of upstream raw materials has been transmitted to end consumers. Assuming that other raw materials do not rise, the charged capacity of electric vehicles is 78kwh and the power consumption of lithium carbonate per unit is 0.8kg, the price rise of electric vehicles by 21000 yuan can hedge the price rise of lithium carbonate by 336000 yuan / ton.
Tesla CEO musk said that the main reason for Tesla's price rise is the supply chain pressure of the whole industry and the rise of raw material costs. In the future, the composition of Tesla battery will change, and 2 / 3 lithium iron phosphate battery and 1 / 3 nickel battery will be used.
In addition, the shortage of chips is still a difficult problem for car enterprises in 2022. Musk said earlier that Tesla has started to integrate supply chain resources to solve problems such as chip shortage. Although the semiconductor supply shortage continues, Tesla can further increase production.
(China Securities Journal)
