AutoBeta(AutoBeta.net)04/11 Report--

On April 11, the Federation of passengers released the report "Analysis of the National passenger car Market in March 2022". The report shows that in March this year, there were 13 domestic car companies that sold more than 10,000 new energy vehicles, including 104338 by BYD, 65814 by Tesla, 51157 by SAIC-GM Wuling, 21817 by Chery, 20317 by Guangzhou Automobile Eian, 15624 by Changan, 15414 by Xiaopeng, 15, 57 by Great Wall, 14, 166 by Geely, 12, 026 by Nashi, 11, 034 ideal cars, 10, 880 SAIC passenger cars, and 1, 059 zero-car cars.

Judging from the latest data released by the Federation of passengers, the sales data of BYD, Tesla and SAIC GM Wuling are more eye-catching. Among them, BYD is the leader of new energy vehicles in China. BYD sold 104338 new energy passenger vehicles in March, an increase of 345.2% from 23386 in the same period in 2021. Because BYD stopped producing fuel cars in March, BYD sold zero fuel vehicles, including sedans, SUV and MPV.

Tesla's wholesale sales in China in March were 65814 (of which 60 were exported), an increase of 85% over the same period last year, ranking second in the list of wholesale sales of new energy passenger vehicles. As we all know, hit by the epidemic, Tesla's Shanghai factory is shutting down production. In mid-March, Tesla's Shanghai factory stopped production for two consecutive days from March 16 to 17, resumed production on March 18, and stopped production again from March 28 to March 31. In other words, in mid-March, Tesla Shanghai factory stopped production for a total of six days. However, judging from the wholesale sales in March, the shutdown of Tesla's Shanghai factory not only had no impact on domestic sales, but also showed a clear upward trend. It should be mentioned that although Tesla ranked second in sales in China in March, there is still a big gap compared with BYD's sales of 104338 vehicles. The automobile industry is concerned that the main reason is that BYD has a large number of products, and most of the products are covered in the price range of 10-300000 yuan, which is difficult for Tesla to achieve at present.

On April 3 this year, Tesla released the delivery data for the first quarter of this year. According to the data, Tesla delivered a total of 310048 new cars worldwide in the first quarter, of which 295324 were delivered by Model 3 and Model Y in the first quarter, accounting for 95% of the total, 14724 by Model Model S and Model X, accounting for 5% of the total.

According to the latest data, Tesla's cumulative sales in China in the first quarter was 182174 (of which Tesla sold 59846 in January, 56515 in February and 65814 in March). Tesla's delivery volume in China accounted for 58.76% of the total global market share in the first quarter, making it Tesla's first single market in the world. According to auto industry statistics, Tesla has sold more than 50, 000 vehicles in China for seven months in a row, including more than 60, 000 vehicles on two occasions (the first in December 2021 and the second in March 2022). According to the data, Tesla's monthly sales from September 2021 to March 2022 were 56006, 54391, 52859, 70847, 59845, 56515 and 65814 respectively, with sales exceeding 50, 000 for seven consecutive months.

Judging from the published data, Tesla's production capacity in March was not greatly affected, but after entering April, Tesla's Shanghai factory also stopped production from April 1 to April 4 because of epidemic control. Later, due to policy changes, the plan to resume production on April 4 was cancelled. In view of the epidemic factors and supply chain shortages and other factors, it is expected that Tesla may reduce production because of the epidemic in April this year. Production capacity may face greater pressure, and the delivery time of the two domestic models is expected to be extended again. In this regard, the Federation of passengers said: "production and marketing in April are facing an uncertain state. According to the provincial production data of the National Bureau of Statistics, Shanghai and Jilin provinces each account for about 11% of the national production, and some enterprises in Shanghai are operating at full capacity. Therefore, the production and marketing of passenger cars in the core areas in April will be greatly affected. Due to the long chain of the automobile industry, high coordination requirements, and a wider range of shutdowns in the core production and logistics bases, the pressure on production and sales in the automobile market in April may be very great.

According to Tesla's official website, at present, the delivery time of domestic Model 3 is expected to be 20-24 weeks, and that of Model 3 high-performance version is 16-20 weeks. The expected lead times of domestic Model Y, Model Y and Model Y are 10-14 weeks, 16-20 weeks and 12-16 weeks respectively.

For this year's annual delivery target, Tesla CEO Musk had previously said that Tesla's delivery volume would increase by 50% this year, that is, based on the total sales of 936000 in 2021, Tesla would need to deliver 1.4 million new cars this year. According to this calculation, as of the first quarter, Tesla's annual target completion rate of 1.4 million vehicles is 22.1%. It is understood that Tesla's Fremont plant in California has a production capacity of 600000 vehicles, including 500000 vehicles of Model 3Unip Y, while the Shanghai plant has a production capacity of 450000 vehicles. These two major factories have previously been affected by epidemic factors. However, Tesla's Berlin super factory was officially opened on March 22nd, and the Teslad plant was officially put into production on April 7, US time. It is understood that the Berlin factory mainly produces Model Y models, with an annual production capacity of 500000 vehicles after full production, while the Texas plant has an annual production capacity of 500000 Model Y. therefore, if there are no accidents, Tesla may be able to achieve the annual target of 1.4 million vehicles as scheduled.

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