AutoBeta(AutoBeta.net)04/03 Report--

On April 3, Tesla released delivery data for the first quarter of 2022. Data show that Tesla delivered 310048 new cars and produced 305407 new cars worldwide in the first quarter. Among them, 295324 vehicles were delivered by Model 3 and Model Y in the first quarter, accounting for 95% of the total delivery volume. 14724 vehicles were delivered by Model Model S and Model X, accounting for 5% of the total.

Tesla did not disclose the specific sales volume of the market segment, but previous data show that the Shanghai factory bears the important responsibility for Tesla's domestic and foreign supply in the global market. According to the CAC data, Tesla's sales in China in January and February 2022 were 59846 and 56515 respectively, of which exports were 40500 and 33315 respectively. Chinese market delivery accounted for 37.5% of the total global market share in the previous two months. Based on the conservative estimate of the delivery of 50, 000 new cars in March, the Chinese market accounted for 53.66% of the total global market share in the first quarter, still less than Tesla's largest market in the world.

Compared with delivery volume, Tesla's production was affected to a certain extent. As Tesla's main delivery force, Model 3 and Model Y accounted for 95% of Tesla's total delivery volume, with delivery volume and production of 295324 and 291189 respectively, an increase of 62% and 61% respectively over the same period last year, but compared with the fourth quarter of 2021, Model 3 and Model Y production capacity decreased by 1542 vehicles, and delivery volume decreased by 1526 vehicles. This is the first quarterly decline in Tesla's production capacity since the second quarter of 2020, which was due to the local government's request to stop production at the Tesla California plant because of the COVID-19 epidemic. At the same time, Tesla's Shanghai plant also began to shut down on March 31. it is reported that the Shanghai plant will resume production on April 4, but how much impact the shutdown will have on Tesla's output is unknown.

Although production at factories in California and Shanghai has been affected, Tesla's third and fourth plants are also speeding up production. Tesla's super factory in Berlin, Germany, officially opened on March 22nd. It is reported that it takes only 10 hours to produce a Model Y in Berlin, while Volkswagen's ID.3 takes three times as long as its Berlin factory. In addition, the Tesla state plant will officially start production on April 7, US time. The Texas plant will have an annual production capacity of 500000 Model Y vehicles, and will also produce new models such as electric pickup truck Cybertruck and electric truck Semi in the future.

It is worth mentioning that just yesterday, the automobile industry focused on the statistics of the delivery level of domestic new power brands in the first quarter. Judging from the list, Xiaopeng remained firmly in first place, delivering a total of 34561 vehicles in the first quarter, an increase of 159 per cent over the same period last year. Ideal cars delivered 31716 vehicles in the first quarter, an increase of 152.1% over the same period last year, and the ideal ONE alone won the runner-up. Nezha, a second-tier brand, delivered 30152 vehicles in the first quarter, up 305 per cent from a year earlier. In addition, Xilai delivered 5768 cars, ranking fourth, while zero-running cars delivered 21579 vehicles, ranking fifth. However, compared with Tesla, the performance of domestic new power brands is still relatively weak. Tesla's monthly delivery volume in China far exceeds that of domestic new power brands in a quarter, and the delivery volume of 310048 vehicles in the first quarter is a dream that many car-building new power brands cannot touch in the short term. As the leader of electric vehicles in the world, Tesla's figures are widely regarded as a barometer of electric vehicle demand, and Tesla is regarded as the most direct competitor one after another.

At the same time, affected by the shortage of spare parts and the rising prices of raw materials such as nickel and aluminum caused by inflation, Tesla opened a wave of price increases for new energy vehicles with three price increases in seven days, followed by new power brands such as Xiaopeng, ideal, Weimar, Zero run, Nezha and other new power brands. So far, only Wei Lai has not announced a price increase.

Generally speaking, although Tesla's delivery volume reached an all-time high in the first quarter, a sharp increase over the same period last year, epidemic prevention and control has had a certain impact on Tesla's production, which will affect Tesla's delivery report card in the second quarter. In addition, the rise in raw material prices has led to Tesla's price increases in China and the United States, and it is also unknown whether this will affect Tesla's delivery volume. According to Tesla's Chinese official website, the current delivery of Model 3 is expected to be 20-24 weeks and that of Model Y is expected to be 10-14 weeks.

Based on Mr Musk's average annual growth rate of 50 per cent, Tesla's delivery target this year is about 1.4 million, which means an average of 366000 vehicles will be delivered over the next three quarters. Some investors estimate that with the help of factories in Berlin and Texas, Tesla can easily deliver 1.5 million vehicles this year, an increase of 60 per cent year-on-year.

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