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Tesla delivers nearly 500,000 low-priced Model Y electric vehicles annually to test local brands
Author: Money inocence
[ 受到降价等因素的提振，特斯拉已经占据了中国电动车市场40%左右的份额。 ]
[ 中国的目标是到2025年，新能源汽车的市场份额从目前的5%升至20%。 ]
Tesla announced full-year car sales for 2020 on January 2, showing that a total of 499,550 electric vehicles were delivered throughout the year, which is just one step away from the goal of 500,000 vehicles. Furthermore, mass production of the Model Y has already started at the Shanghai Super Factory and is expected to be delivered in a short time.
In 2020, a total of 442,511 Model 3 and Model Y vehicles will be delivered, and 57,039 Model S and Model X vehicles will be delivered.
Although there is still a 450 vehicle gap to the 500,000 vehicle delivery target, Tesla CEO Musk has regarded this achievement as the target achievement. After the data was released, Musk said on social media: “Tesla has achieved this important milestone and I am proud of it.”
He also said that when Tesla started 18 years ago, the team didn’t have the confidence to succeed. At the time, they optimistically predicted that Tesla would have a 10% chance of survival.
Low prices to take over the Chinese market
In the past year, it can be said that Tesla was the biggest winner in the global auto industry. After becoming the most valuable auto company in the world, it has been profitable for five consecutive quarters, with record sales, and production has not been affected by the epidemic. The impact of supply chain disruption.
In the fourth quarter of 2020, Tesla delivered 180,570 vehicles, another record.
Musk and Tesla already have tens of millions of loyal fans around the world, which has fueled Tesla’s stock price soaring and helped Musk accumulate enormous wealth last year. On the last trading day of 2020, Tesla’s share price was up 1.57% and the share price was above US $ 700.The cumulative increase for the year was 743% and the market value reached US $ 675.6 billion. Not only that, Tesla was also included in the S&P 500 index in December last year, making it one of the largest members of the index by market capitalization. Musk’s personal wealth has also grown rapidly by more than $ 130 billion in the last year.
On January 1, Tesla announced that the domestic Model Y will be officially delivered this month, with a starting price of 339,900 yuan. Photos and videos of crowded Tesla stores began circulating online on January 2. Although it is impossible to know if these customers are seeing Model Y models, the Tesla Model Y has already caused a sensation on social media. .
“A lot of my friends have placed orders, and the Model Y will definitely sell out this year,” an industry source in the field of autonomous driving related to electric vehicles told a China Business News reporter.
Another industry expert who is dedicated to high-precision maps told a China Business News reporter: “Tesla has created a huge halo effect with its original high-end Model S and Model X models. Now it has started spending between 200,000 and 300,000 yuan. ” The models appeal to a larger group of consumers, which makes many people feel that EVs from high-end brands are also affordable. “
Some foreign media said that within 10 hours after the national Tesla Model Y was launched, the order exceeded 100,000. Although Tesla experts believe this data is exaggerated, this is enough to reflect the popularity of the Model Y in China. .
Bill Russo, founder and CEO of Automobility, an automotive consulting firm, told a China Business News reporter: “The Model Y is priced very competitively and will undoubtedly drive demand for Tesla.”
Lowe believes that for the Chinese market, launching new products before the Spring Festival is a very good time. “Mass production of the Model 3 at the Tesla Gigafactory in Shanghai has begun, and the Model Y is a model that many consumers have been waiting for.”
Tesla is constantly trying to cut battery costs. Last week, Chinese suppliers of lithium hydroxideYahua GroupHe signed a lithium hydroxide battery supply contract with Tesla. From 2021 to 2025, Tesla will purchase lithium hydroxide battery products worth a total of US $ 630 million to US $ 880 million from Ya’an Lithium.
Musk has always emphasized the importance of cost control for the popularization of electric vehicles. He has said many times: “I have no doubt that people are not interested in electric vehicle products, but the price of electric vehicles still lacks affordability and the price drop is very important for electric vehicles.
In December last year, Musk wrote in a letter to employees: “If we don’t focus on cost control, Tesla’s stock price will collapse.” In response, Tesla chief designer Franz Von Franz von Holzhausen (Franz von Holzhausen) said in an exclusive interview with a China Business News reporter last month: “The minimalist style of Tesla has continued in the design of each product since the arrival of the Model 3. Going forward, this too is inseparable from Musk’s emphasis on efficiency and cost control. “
Driven by price cuts and other factors, Tesla has already occupied about 40% of China’s electric vehicle market. Dan Ives, managing director of US brokerage Wedbush Securities, said Tesla has gained a scale advantage from its Shanghai super factory.
Ives wrote in a report: “The plant has helped Tesla establish a local supply chain and increase brand awareness, which will help Tesla maintain its leadership position in the mid- and high-end EV market. in China”.
Tesla is also expanding its presence in China and recently established several Tesla centers in cities such as Weifang and Linyi in Shandong. Tesla has announced the production of charging batteries in Shanghai, expanding the charging network to more cities. The company recently completed its 500th super charging station.
Increased competition in the electric vehicle market
Whether Tesla can defend its leadership position in China will be the key to determining its long-term growth and earnings trajectory.
Warren Capital of the United States wrote in a recent analysis report: “In 2021, China will continue to drive Tesla’s global growth, and more strongly than ever.”
Tesla is pinning its hopes on new markets like Europe and Asia. Tesla’s Shanghai Gigafactory is a key factor in the company’s great success in the past year. Last year, mass production of Model 3 models at Tesla’s Super Factory in Shanghai jumped and production capacity increased to 250,000 vehicles per year. At the same time, Tesla has started exporting Chinese-made electric vehicles to the European market in the past two months.
As the Model Y begins mass production, Tesla’s market share in China is expected to rise further. In November 2020, Tesla’s electric vehicle sales in China exceeded 20,000.
China’s goal is to increase the market share of new energy vehicles from the current 5% to 20% by 2025. The China Joint Passenger Car Market Information Council predicts that Tesla’s car sales in China in 2021 can reach up to 280,000 vehicles, which is a staggering growth compared to 2020. However, the Travel Services Federation predicts that total sales of new energy vehicles will reach 1.7 million in 2021. This means that more 80% of the market will be left for other electric vehicle manufacturers to compete.
Bill Russo told CBN reporters: “Tesla has the advantage of being the first to move and educating the market, but now consumers have more choice and the sales of Weilai, Xiaopeng and Ideal Auto in China are constantly increasing. It’s not the end of the game yet. “
Actually inGuoxin EnergyIn addition to Tesla in the electric vehicle market, there are also local manufacturers such as Weilai, Xiaopeng, Ideal and Weimar.
According to a report by automotive consultancy Automobility, in October 2020, the combined sales of these four Chinese auto companies reached 14,790, and Tesla’s sales in China during the same period were 12,143.
Market participants believe that the launch of the second Tesla model made in China will benefit the popularity of electric vehicles in the Chinese market as a whole. Xu Yang, managing director and global partner of Boston Consulting Group (BCG), told a China Business News reporter: “Currently, China’s electric vehicle market demand is no longer a problem. Next year, the market will continue showing double-digit growth and there is huge market space. Offering high-quality products will be the biggest competitive point. “
Li Bin, chairman of Weilai Automobile, said in an interview recently: “Tesla’s previous price cuts put some pressure on Weilai, but subsequent price cuts did not produce the same effect. We have not seen order volume suffer. Specific impact shows that we have our own unique advantages. “
“Tesla is like Apple. It is important to educate the market in the early stage of the development of the electric vehicle market.” Weimar Motors founder, president and CEO Shen Hui told the China Business News reporter: “Because of Tesla, Chinese consumers We have a deeper understanding of electric vehicles, which also helps us to make these startups of electric vehicles grow faster. “
Shen Hui is not concerned that the national Model Y “steals” market share from local companies like Weimar. “We are still in the stage of making the biggest pie. After all, Tesla is an 18-year-old company, and Chinese EV startups generally only have about 5 years of experience in the market,” Shen Hui said. , “because of the Tesla Tire, the life of our new forces is much better.”
Lowe told a China Business News reporter: “These companies have very strong digital genes, behind which there is a powerful ecosystem, which drives the valuation of these companies.” He also predicted that in an era of the Internet of Everything, the electric vehicle market will grow exponentially.
According to Wade Bush’s data, currently only about 4.5% of passenger cars in China are electric vehicles, and this figure is expected to reach 10% by 2027. Ives de Wedbush said: “Chinese companies like Weilai and Ideal are among the world’s most innovative electric vehicle companies. We believe that China is an opportunity for electric vehicles, and the growth rate will reach the current growth rate of the US auto market. Eight to nine times. “
However, Tesla’s competitors are much more than local Chinese companies, and in the future, it may face greater challenges from traditional multinational auto giants.
Germany’s BMW recently announced that by 2023, the share of BMW electric vehicles will reach 20%, which is currently only 8%; Brilliance Renault CEO Guillaume Sicard recently received an exclusive interview with a China Business News reporter. He also said that in the future, it will consider launching a series of electric vehicles specifically for the Chinese market, and expand the export of electric vehicles made in China to Europe.
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