Tesla's "sudden braking", the first time in the two years of delivery

On July 2, local time in the United States, Tesla announced the data delivery data in the second quarter. Affected by the epidemic and new crown -related factory shutdown and supply chain, Tesla's global delivery of electric vehicles in the second quarter decreased. 18%, this is Tesla's first decline since the continued growth of the two -year car delivery volume in two years. Tesla's delivery to step on the "sudden brakes" also gave competitors a chance to catch up.

The economic situation changes, the supply chain advantage is difficult to maintain

In the second quarter of this year, Tesla delivered a total of 25,4695 electric vehicles, and in the previous quarter, the company set a new high of 31,0048 vehicles, ending the quarterly quarterly delivery volume in the past two years. In the second quarter, Tesla produced about 258,000 electric vehicles. The company said that June is the highest month in Tesla's history of electric vehicles.

Tesla will announce the company's latest quarterly financial report on July 25. In the past three months, Tesla's stock price has fallen by more than 37%, and the current market value is less than $ 700 billion.

At the first quarter financial report conference, Tesla predicts that according to manufacturing capabilities and other factors, the company's long -term average annual growth rate can reach about 50%. Musk said at the time: "This year's car delivery will increase by 60%over the same period last year." According to this growth rate, Tesla is expected to deliver about 1.5 million electric vehicles this year.

However, in the past few months, under the influence of high inflation and other factors, there have been new signs of recession in the global economic situation. Tesla not only needs to deal with production and supply chains, but also strives to get rid of the impact of inflation on corporate costs.

Earlier this month, Tesla once again raised the price of some models in the United States and China to maintain corporate profits; in order to control operating costs, Tesla has launched a global layoff plan.

Although Tesla has been regarded as a "model student" in response to the supply chain challenge, the company started a rapid response mechanism when the car chip faces a serious shortage, and found alternatives in time, which makes traditional car manufacturers envious.

Dan Ives, an analyst of the securities company Wade Bush, predicts that the suspension of the Tesla China Super Factory caused by the epidemic affects the production of 70,000 cars in this quarter. China has played an important role in the rapid growth of Tesla cars. The low -cost and profitable Shanghai Super Factory produced more than half of the company's total car last year.

By June, the production capacity of Tesla China Super Factory had returned to the level before the epidemic. The company is currently planning to further enhance China's production capacity. People familiar with the matter revealed that Tesla's car production in the second half of the year is expected to reach more than 20,000 vehicles per week. Tesla did not respond to this.

In order to build a global automotive production network, Tesla has built a new factory in Berlin, Germany and the United States, but the production capacity climbing requires a longer process, especially when the supply chain is still tight, these two new factories Still undergoing billions of dollars in losses.

Musk said last month that because of challenges in improving the output of the new "4680" battery, the materials used to create a traditional "2170" battery were trapped in the port of China. A small amount of electric vehicles. In addition, because some auto parts made in China are also supplied to the car production of the Tesla California plant, the epidemic has also affected the production of the California plant.

Competitors borrowed to catch up

Under the common effect of many risk factors, the industry pays attention to whether Tesla can continue to maintain growth. Gene Munster, a managing partner of venture capital company Loup Ventures, is cautious about Tesla's prospects. The third quarter will be difficult for Tesla and other automotive technology companies. The main reason is the economy. There is risk of recession.

Stephen Dyer, managing director and head of the Asia -Pacific automotive industry in Shanghai, told the first financial reporter: "Automotive companies are asset -intensive enterprises, which means that the decline in any sales will soon be of them. The profitability 'flooded' for a while. "

He also said that as many companies expect the difficulty of future economy to last for a period of time, some companies have started to reduce their fixed costs, such as cutting labor.

On the other hand, as startups and traditional automobile manufacturers promise to provide more new electric vehicles in the future, Tesla's share in the world and the Chinese electric vehicle market is expected to decline. Even in the near future Shake Tesla's status.

Last Friday, Weilai Motors announced the delivery of data in June and delivered 12,961 electric vehicles, an increase of 60%year -on -year. The best delivery of Weilai has the first time in history. It is also the first time since December last year. Weilai Automobile will also launch several new models including ES7 and ES8 in August.

Xiaopeng Automobile and the ideal car also set a new high. Xiaopeng delivered 15,295 electric vehicles in June, an increase of 133%year -on -year; the ideal car delivered 13024 electric vehicles in June, an increase of nearly 70%year -on -year. Xiaopeng Automobile also plans to launch a new flagship SUV model G9 in September; the ideal car is expected to start delivery of new model L9 at the end of August.

Traditional auto manufacturers also saw the slowdown of Tesla's growth and hoped to take the opportunity to catch up.Last week, Herbert Diess, CEO of Volkswagen Group, said that the problem of improving mass production is weakening Tesla's competitiveness.Target."Tesla is opening factories in China, the United States, and Germany to enhance production capacity. We must seize this opportunity to catch up as soon as possible." Dis said.Volkswagen has invested more than 52 billion euros to improve battery power vehicles, and plans to sell about 700,000 electric vehicles worldwide in the next year.Essence

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