AutoBeta(AutoBeta.net)07/03 Report--

Tesla, the leader of electric cars in the United States, released the data of automobile production and delivery in the second quarter on July 2nd. According to the data, Tesla delivered 564743 new cars worldwide in the first half of the year, of which 254695 were delivered in the second quarter and 563987 were produced worldwide, of which 258580 were produced in the second quarter. In terms of specific models, 533857 Model 3 and Model Y vehicles were delivered in the first half of the year, including 238533 in the second quarter and 30886 in Model S and Model X, of which 16162 were delivered in the second quarter.

Although delivery increased by 26.5% in the second quarter compared with the same period last year, it fell 17.9% month-on-month, according to Tesla. Looking back in history, this is Tesla's first quarterly delivery decline since 2020. In addition, Tesla's delivery is not as good as expected. Analysts expect Tesla to deliver 256520 vehicles in the second quarter, which includes the impact of the epidemic on Tesla, according to FactSet. However, Tesla also stressed in the announcement that June was the month with the highest production capacity in Tesla's history. This statement means that if Tesla's production is not affected by the epidemic, Tesla still has a chance to set new heights in delivery in the next quarter. It is understood that Tesla will release the latest quarterly report on July 25.

The factory shutdown caused by the epidemic, the tension in the supply chain, the disruption of logistics and shipments, and the shortage of chips and auto parts are all reasons for Tesla's weak data this quarter, especially at Tesla's Shanghai factory. the half-month shutdown has disrupted Tesla's production and delivery at home and abroad. Affected by the epidemic in Shanghai, Tesla's Shanghai factory stopped production in April and did not resume production until April 19, when Tesla ushered in the "darkest" moment in history. Tesla sold 32165 vehicles wholesale in China in May, including 22340 for export and 9825 for domestic retail, according to the Federation of passengers. In addition, Tesla sold a total of 215851 vehicles in China from January to May 2022.

Tesla predicted at the first-quarter earnings conference that the company's long-term average annual growth rate would be about 50 per cent based on manufacturing capacity and other factors. Based on the delivery of a total of 936000 vehicles last year, if you want to achieve the target this year, you will have to achieve the delivery data of 839000 vehicles in the second half of this year, but in the past few months, under the influence of high inflation and other factors, the global economic situation has shown new signs of recession. Tesla not only needs to struggle with production and supply chain, but also tries to get rid of the impact of inflation on corporate costs.

In the middle of this month, Tesla raised the prices of some models in the United States and China to reduce the impact of the supply of automotive raw materials and the rising price of battery raw materials. Meanwhile, Tesla has launched a global layoff plan, closing an office in San Mateo, Calif., where employees are working to improve Tesla's driving assistance system Autopilot, and more than half of the employees have been told to be fired. this is part of Tesla's layoff plan at a time of rising costs. Earlier, Mr Musk said in an email that Tesla needed to cut staff by about 10 per cent because of a "super bad feeling" about the economy.

At the same time, as Tesla's production and delivery slows, a number of electric car manufacturers seem to be rekindling their morale. According to auto industry concern statistics, all major new car-building brands grew in the first half of the year, with Xilai delivering 50827 electric vehicles, the best delivery ever and the first time that more than 10, 000 vehicles have been delivered since December. Both Xiaopeng and ideal cars have set new sales highs, with the former delivering 68985 and the latter 60403. It is understood that the ideal will start delivering the second production car, the ideal L9, in August, and Xiaopeng will launch the new flagship SUV Xiaopeng G9 in September.

In addition, traditional carmakers also hope to catch up. Volkswagen Group CEO Dis said that the problem of increasing mass production is weakening Tesla's competitiveness, and Volkswagen reiterated its goal of surpassing Tesla to become the largest electric car maker by 2025. "Tesla is our strongest competitor, but its strength is weakening, and Musk must increase capacity at two highly complex factories in Austin and Greenhead at the same time, and expand production in Shanghai," Deiss said. but that would consume his power. "

And it is true. Tesla has built new plants in Berlin in Germany and Texas in the US to build a global car production network, but Mr Musk said last week that the construction and opening of the Austin and Greenhead plants burned "billions of dollars" but "basically no capacity". "this is really a huge currency melting pot, making the sound of money on fire."

At present, Tesla can only rely on the Shanghai factory, which bears the heavy responsibility of domestic sales and external supply. Tesla plans to suspend most production at his Shanghai plant in the first two weeks of July because of upgrades, Reuters and other media reported on June 22nd. After the upgrade is completed, Tesla plans to bring the plant's production capacity to a new record by the end of July, close to the target of 22000 vehicles a week. However, the relevant person in charge of Tesla China did not admit the authenticity of the news.

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