Home » Tesla’s May sales “accidentally accelerated”?No worries but far-sighted

Tesla’s May sales “accidentally accelerated”?No worries but far-sighted

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Original title: Tesla’s May sales “accidentally accelerate”?No worries but far-sighted


After experiencing the “Shanghai Auto Show Female Car Owners’ Rights Protection” incident in April, another event occurred in Shenzhen in May.Tesla“The car owner was trapped in the car and suffocated” incident, plusTeslaExecutivesThe “educational” apology of the company, and concentrated negative public opinions broke out again and again, pushing the world‘s highest market value car company to the forefront.

In this regard, industry analysts believe that although AprilTeslaChina’s sales (including exports, the same below) fell by 27% month-on-month, but the negative public opinion only began to ferment in late April, and its May sales data may be even more ugly.

However, judging from the latest sales data disclosed by the Travel Association, Tesla not only stabilized the two most important overseas markets in China and Europe in the “hardest” month of May, but also achieved growth against the trend, and it seems that it has already crossed the market. The most difficult moment has passed. But from the perspective of order volume, the crisis does not seem to have been resolved. The May order volume “halved” month-on-month is what the company should worry about most.

  Tesla sales “accidentally” accelerated

On June 8, the latest sales data of the narrow passenger car market released by the Passenger Association showed that in May 2021, the retail sales of my country’s passenger car market reached 1.623 million, a year-on-year increase of 1% and an increase of 3% over May 2019. The low base increment of several months has basically been eliminated.

In response, Cui Dongshu, secretary-general of the National Passenger Car Market Information Joint Council, said that the domestic economic trend is relatively stable this year, and the economy continues to face downward pressure from a base rebound. However, factors such as the lag of overseas epidemics have pushed manufacturing exports to maintain strong year-on-year growth. The auto market has formed a good basic support for consumption.

In the field of new energy, the wholesale sales of new energy passenger vehicles reached 196,000 in May, an increase of 6.7% month-on-month and a year-on-year increase of 174.2%, showing a strong growth momentum. Among them, the wholesale sales of pure electric vehicles were 162,000, an increase of 186.1% year-on-year; the sales of plug-in hybrid vehicles were 34,000, a year-on-year increase of 128.5%.

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From the perspective of specific car companies, Tesla is undoubtedly the most interesting in May. After the sales volume (25,845) plummeted by nearly 10,000 in April, sales in May returned to the 30,000 mark. A total of 33,463 vehicles were sold. Among them, the export volume continued to maintain the level of 10,000 vehicles, reaching 11,527 vehicles. Call the accident directly.

Why did Tesla’s sales in China and Europe both fall in April, and then quickly rebounded in May?

Cui Dongshu believes that the decline in Tesla’s sales in April and the “Shanghai Auto Show rights protection incident” is not related, but is caused by the market’s quarterly sales characteristics. The first month of the quarter is usually the period for the deployment of manufacturer orders and output, and deliveries will also decrease compared to the end of the quarter. In April last year, Tesla’s sales in China also dropped sharply from 10,160 in March to 3,635, a drop of 64.2% from the previous month. On the other hand, the production line of Tesla’s Shanghai factory was suspended for two weeks in April for production line equipment upgrades, which may have sacrificed about 10,000 production capacity, so the delivery data was affected.

In addition, Tesla’s April sales decline was also due to the impact of the epidemic.Automobile industryThe supply of chips generally fails to keep up with production. On March 24, Tesla suddenly announced a price increase of 8,000 yuan. The industry generally believes that the reason for this price increase may be a shortage of chips.

In the first quarter’s financial report, Tesla also said that by quickly shifting to new microcontrollers, while developing firmware for new chips produced by new suppliers, it has solved the problem of chip supply shortages.Musk is inPerformanceIn response to the chip shortage problem that plagued the auto industry, the telephone conference also said: “In the first quarter, we experienced the toughest supply chain challenge Tesla has ever faced.”

  CICCRecently releasedResearch reportIt was pointed out that in the second quarter of this year, Tesla’s sales in China will reach 107,000, and then in the third and fourth quarters, Tesla’s sales will also remain above 100,000. Therefore, the annual cumulative sales volume may exceed 400,000 vehicles (delivered to the Chinese local market + export). For comparison, in 2020, Tesla sold 137,459 vehicles in China.

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Simultaneously,CICCIt is also predicted that from 2021 to 2030, China, Europe and the United States will be the world‘s three major new energy vehicle markets.Among them, mediumGuoxin EnergyAnnual passenger car sales will continue to increase from more than two million in 2021 to approximately tens of millions in 2030. Based on this, assuming that Tesla only maintains a long-term share of about 15% in the Chinese market, sales in 2030 will also be 1.5 million vehicles. For the current Tesla, the Chinese market has a lot of room for growth.

  No worries but far-sighted

Judging from the sales data of strong growth in May alone, a series of negative public opinion does not seem to have a big impact on Tesla, and the most difficult moment has passed.

However, it is worth noting that there is news that Tesla’s car orders in China in May have been reduced by nearly half compared with April, from more than 18,000 to about 9,800.

In addition, Tesla has also repeatedly staged recalls recently. After recalling nearly 6,000 electric vehicles on June 2, Tesla announced two new recalls in the United States on June 3, involving approximately 8,000 electric vehicles. At the same time, the website of the State Administration for Market Regulation of China announced on June 3 that Tesla will recall more than 700 imported Model 3 cars in China.

The sharp drop in orders and the successive recalls have not only kept consumers’ disputes over Tesla’s quality issues, but intensified.

And Tesla’s domestic competitors are speeding up the pace of catching up.

According to the data of the multiplying association,BYDThe sales of new energy vehicles in May reached 32,131, which is only more than 1,300 vehicles behind Tesla; although Wuling Hongguang MINI EV was affected by licensing restrictions in some cities, it still became the global sales of new energy passenger vehicles with a monthly sales of close to 30,000. Champion; SAIC Motor Passenger Car and GAC Aian also sold more than 10,000 new energy vehicles in May.

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In addition, the sales growth of the new car manufacturers in May was even stronger.Wei LaiThe number of cars delivered was 6,711, a year-on-year increase of 95.3%;Xiaopeng MotorsDelivered 5,686 vehicles, an increase of 483% year-on-year; Nezha Automobile delivered 4,508 vehicles, an increase of 551% year-on-year;Ideal carDelivered 4,323 vehicles, a year-on-year increase of 101.3%; zero-run vehicles delivered 3,196 vehicles, a year-on-year increase of 1226%…

Similar to the Chinese market, Tesla and Volkswagen and other traditional car companies in the European market have gradually entered the stage of short-handedness.

Since there is no local European chemical plant, Tesla currently sells vehicles in Europe from the United States and China’s Shanghai plant. Even if electric vehicles can enjoy promotion subsidies in various European countries and regions, because of the existence of imported vehicle taxes and fees, Tesla’s price has no advantage at all.

For this reason, establishing a local manufacturing base in Europe has become Tesla’s top priority this year.

According to a reporter from China Economic Weekly, Tesla’s Berlin Gigafactory is Tesla’s fourth Gigafactory. The other three are the Shanghai Gigafactory, the Gigafactory in Nevada, and the Buffalo, New York. Super factory. However, compared with the Shanghai Tesla Super Factory completed and put into production within a year, the construction progress of the German Tesla Super Factory has been much slower.

Relevant information shows that Tesla’s Berlin Super Factory is located near the GVZBerlin-OstFreienbrink Industrial Park and will begin construction in 2020. The factory was originally scheduled to start production in July 2021. However, due to excessive deforestation, which affected snakes and bats hibernation and failure to pay safety deposits, the construction of the factory was suspended for many times, which delayed the start of production.

(Source: China Economic Weekly)

(Editor in charge: DF358)

Solemnly declare: The purpose of this information released by Oriental Fortune.com is to spread more information and has nothing to do with this stand.

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