half|Kadensa Capital Limited: Tesla's second half battle is in full swing( 二 )
First, it is the positive impact of carbon credits. In Tesla's past profits, carbon credit trading is undoubtedly its most important external boost. It is reported that in the past year, Tesla relied on the trading of carbon credits and completed multiple quarters of profitability. In the first quarter of this year, with the increase in the amount of Tesla cars entrusted, the income from the trading of carbon credits reached 500 million. Yuan, most of which contributed positive profits to it.
In the net profit completed by Tesla this quarter, the profit from the contribution of carbon credits exceeded one-third as usual. It can be seen that carbon credits are still an important guarantee for Tesla's profitability.
Secondly, it is the high gross profit brought by the large-scale car sales. In the second quarter, Tesla Model 3/Y's large-scale entrustment, especially the model Y modification with a price higher than model 3, won a big profit, which boosted Tesla's profit performance as a whole. Tesla's vehicle gross profit margin has also increased to 28.4%, which undoubtedly has brought many boosts to Tesla's profit growth.
Finally, the dream of making money in software has emerged. The Tesla road that advocates the transition from high-end to civilians has made many people always value its bicycle gross profit. But with the advancement of technology, it has become more and more difficult for cars to rely on the ability to make money on their own hardware. In the new car-making period of software-defined cars, it is natural for carmakers to make money by relying on software, and this is what Tesla wants to do.
In early July, the long-awaited "Full Autonomous Driving (FSD)" system for Tesla owners was officially opened to the public. The system was called "beta 9". Recently, Tesla has launched a fully automated driving subscription package, new users are 199 US dollars per month. Previously, Tesla used a one-time entrusted method of 10,000 US dollars to complete the sale of complete autopilot packages.
In the past, along with the lowering of the software sales threshold and the lowering of the selling price of Tesla's car hardware, Tesla's market share will be further increased, which will allow Tesla to complete a larger long-term based on the scope of benefits. benefit. In the long run, Tesla's reliance on software to make money will become an important profit tool for Tesla to distinguish it from other car companies.
Challenges followed one after another
However, behind Tesla's infinite beauty, the challenges it faces are still obvious.
First, the pressure on production capacity is continuing to increase. According to Musk's statement at the Tesla earnings conference, it is estimated that Tesla will maintain an average annual growth rate of more than 50% in the next few years, which requires expansion of manufacturing capabilities. Judging from the current production capacity of Tesla, the production capacity of the Tesla factory outside the United States is not as good as expected; the German factory that Tesla intends to build is also the only one that can not be implemented due to long approvals and the delay of the epidemic. Da Ren's factory only needs the Shanghai Super Factory.
Judging from the data disclosed in Tesla’s financial report, the annual production capacity of the Shanghai Gigafactory has exceeded 450,000 vehicles, which basically accounts for more than half of Tesla’s global production capacity. North America, Europe, China and even the United States outside the United States demand cars. Supply of production capacity from the Shanghai plant.
But for Tesla, which wants to achieve an average annual growth rate of more than 50% and looks forward to entering the global new energy market, a Chinese factory is obviously far from enough. From a long-term perspective, Tesla clearly needs a more reasonable division of labor and a more efficient distribution of the industrial chain.
Secondly, Tesla's ongoing safety issues are also worthy of attention. The Shanghai car owners' rights protection incident in the second quarter caused Tesla to suffer a large-scale reputation collapse. The "dominant" reply of Tao Lin, Tesla's vice president of China, was even more condemned by domestic netizens.
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