On October 3, Tesla, Inc. released delivery data for the third quarter of 2021, showing that a total of 241300 electric vehicles were delivered in the third quarter of 2021, surpassing the 201250 in the second quarter, and a total of 237823 electric vehicles were produced, compared with 206421 in the second quarter.Both data set a new quarterly high for Tesla, Inc..。

As the three key elements of electric vehicles-- battery life, power and intelligence, throughout the entire automobile market, whether BBA products, BYD, or a number of new car-building forces in China, can not reach the level of Tesla, Inc. on these three points at the same time.

Not long ago, when Tesla, Inc. held a shareholders' meeting, Musk said that 20 million new cars would be sold in 2030, which translates to the current global sales of 80 million new cars, that is to say, Tesla, Inc. 's goal is to sell every four cars in the world after eight years. One of them is Tesla, Inc..

01 Shanghai Super Factory has made the first contribution.

Tesla, Inc. 's sales are always moving from one victory to another.Always winning the championship, always reaching a new high. According to Tesla, Inc. 's current sales growth data, Tesla, Inc. will complete over one million annual sales next year. For the first 1 million units, Tesla, Inc. took 12 years from 2008 to 2020, while the second 1 million sales. Tesla, Inc. will only use one year.

In 2020, the global sales of the traditional luxury brand BMW will be 2 million. Tesla, Inc. will reach the annual sales of BMW, a traditional luxury brand, next year. It is an achievement that luxury brands such as Land Rover, Volvo, Cadillac and Lexus have been unable to achieve for many years.

Musk has always expressed that the head-to-head confrontation between Tesla, Inc. and traditional car companies really opened the prelude to the most exciting part at this moment. In fact,The global production and delivery of Tesla, Inc. electric vehicles will grow continuously and rapidly in 2021. Shanghai Super Factory in China can be said to have made the first contribution.。

Recently, Reuters quoted sources as saying that Tesla, Inc. 's Shanghai factory sold about 60, 000 vehicles in September 2021. In addition, the Express News also said that Tesla, Inc. Shanghai Super Factory sold 52000 vehicles in September 2021. It is reported that the upgraded Shanghai Super Factory will produce 1600 Model Ys a day in September and 800 Model 3s a day at the same time. As a result, the Shanghai super factory is very likely to produce more than 50,000 vehicles in September this year. Given that there is often little difference between Tesla, Inc. 's car production and delivery, it seems normal for the Shanghai super factory to deliver more than 50, 000 cars this month.

"Tesla, Inc. 's continued growth in delivery is driven by record delivery in China, which breaks any idea that Chinese demand is slowing," said Gary Black, portfolio manager at fund house Future Fund. "

In addition, Tesla, Inc. positioned the Shanghai super factory as a global export center, the key lies in the obvious advantages of made in China in terms of cost, efficiency and quality, as well as the localized automobile industry supply chain system and Chinese market demand.The Model 3 and Model Y models produced by Tesla, Inc. 's Shanghai Super Factory are not only supplied to China's local market, but also exported to Europe and Japan.. According to August data, more than 2/3 of the electric cars produced by Tesla, Inc. 's Shanghai factory are exported to European and Asian markets.

Moreover, since the third quarter of this year, Tesla, Inc. has also exported some lithium iron phosphate batteries from China for Model 3 electric cars made for American customers. In a report by Tiger, some analysts believe that "Tesla, Inc. currently has a long delivery cycle in Europe and other places, and the production capacity of some Shanghai factories have to support other regional markets such as Europe." This means that Musk declared that in the fourth quarter of this year, "the biggest wave of delivery in history", the upgraded Shanghai super factory is a new growth point to rely on.

Tesla, Inc. Shanghai Super Factory plans to have a total production capacity of more than 450000 vehicles in 2021. Despite the global chip shortage, the Shanghai Super Factory is expected to produce 300000 cars in the first nine months of 2021. In other words, in the last quarter of 2021, the Shanghai superfactory will produce more than 150000 cars, an average of more than 50, 000 cars per month.

In July and August 2021, Tesla, Inc. Shanghai Super Factory delivered 32968 and 44264 cars respectively, plus 52000 vehicles sold in September, so in the third quarter of 2021, the Shanghai Super Factory sold about 130000 cars, accounting for more than 50 per cent of Tesla, Inc. 's global sales of 241300 vehicles in the third quarter of 2021. Meanwhile, the Shanghai superfactory sold a total of 305000 vehicles in the first three quarters of 2021, accounting for nearly 49 per cent of Tesla, Inc. 's global sales of 627350 vehicles in the first three quarters of 2021. If the Shanghai superfactory sold about 450000 vehicles in 2021, it would still contribute about 50 per cent of Tesla, Inc. 's global sales of about 900000 vehicles.

02 Model Y is probably just a smoke bomb.

With the commissioning of factories in Berlin and Texas in 2022, how will Tesla, Inc. perform? Tesla, Inc. 's own judgment is that with the blessing of the four major factories, the Model Y will become the best-selling model in the world, without any attributive restrictions. In 2020, the best-selling model in the world was the Toyota Corolla, with more than 1.1 million vehicles.

But deep diving atom thinksModel Y may be a smoke bomb.. Since Musk is targeting sales rather than the amount of sales, Tesla, Inc. must have a large enough share of the mass market, which sells for less than 200000 yuan, if he wants to continue to expand sales of electric cars. Although at the shareholders' meeting, Musk once again denied the name Model 2, but the sentence "With the passage of time, Tesla, Inc. will enter every key segment of the automobile market."it may still be a worry in the hearts of traditional car companies and major new forces around the world.

It is said that the first rule for Tesla, Inc. to conquer consumers is not price, but that the power of Model series products can really subvert their car values. But millions of annual sales are still a long way from subverting the traditional auto industry.

Therefore, Model Y is obviously not Tesla, Inc. 's trump card to capture traditional car companies, such as Toyota and Volkswagen. After all, there are still a few people who can spend 200000 + to buy a pure electric one.Facing to the broad consumer market, the shape of the product is not the root of the success of a car company, but the price is.。

Although the name is not Model 2, butThe new car worth 25000 dollars (about 160000 yuan) is real.. According to previous news, the entry-level electric car, according to Tesla, Inc. 's original plan, was to start production in 2023. And once it is mass-produced, the entry price of Tesla, Inc. 's products is bound to be further lowered, or it will lead the automobile market to usher in a new round of reshuffle.

When Model 3 was born, its main competitor was BBA, and many users hesitated between luxury cars and Tesla, Inc.. Model Y satisfies everyone's preference for SUV.

On the other hand, the 160000-level Model will directly conflict with the first-line joint venture cars, and the first ones to bear the brunt may be Suiteng and Carola.

First of all, performance.The acceleration of this class of joint venture cars is generally in the 10-second level, but for Tesla, Inc., even if it is a little lower than the 3 products, the 100-kilometer acceleration of about 5 seconds will still take a big lead.

The second is the level of science and technology.The scientific and technological configuration of these joint venture cars is generally not high. Basically, the car network is handed over to Carplay, plus a little bit of auxiliary driving configuration, which is as incomparable as Tesla, Inc., who is in pursuit of high technology. At present, the best job of autopilot in the industry is still Tesla, Inc. 's FSD. If you achieve pure autopilot in the real sense on the level 160000 Model, then its competitiveness does not need to be explained too much.

Finally, no matter whether it is market capitalization or market position, Tesla, Inc. is undoubtedly at the peak of the electric car, accompanied by a rise in the value of the brand. The super-strong additional attributes of the brand have become commonplace in the Chinese market, as evidenced by the hot sales of 1.5T Mercedes-Benz E and Audi A3L dressed in golf cloak.

For global consumersIf Tesla, Inc. reduces the price to the Volkswagen range of Toyota and Volkswagen, thenIn the face of the new driving experience, a large number of consumers are bound to change their consumption behavior.。

03 Where is Tesla, Inc. 's sales limit?

Tesla, Inc. has better brand, performance, charging and technology advantages, the position in the electric market is indeed unparalleled, but this incomparable can maintain Tesla, Inc. to grow to what extent.

So far, Tesla, Inc. 's biggest advantage is the realization process of reducing dimensionality and attacking the potential energy of science and technology and brands accumulated over the years. In the process,Tesla, Inc. 's biggest magic weapon is actually reducing the price.Cheap Tesla, Inc., cheaper Tesla, Inc..

However, there is a lower limit for Tesla, Inc. 's price reduction. When the price falls below 200000 and enters the market with traditional Toyota and Volkswagen, it may have an increase in volume, but with the extension of the timeline and the entry of a number of Internet enterprises, the technological gap between car companies will not widen in the final presentation of products, and feedback will not be dominant in sales.

The electric car market has entered the era of competing for supremacy.In this new battlefield, it is even more difficult for either side to get out of the tight siege and take the lead.. Like Apple Inc's mobile phone, it may be the best-performing mobile phone in the world, but it is definitely not the highest-selling mobile phone in the world.

There is no denying that Tesla, Inc. is a very powerful subverter who is destroying the huge empire built by fuel cars at an unstoppable speed. But inIt is indeed an exaggeration to achieve 20 million sales in 2030.It is even more difficult than Musk's "going to Mars in 10 years". With annual sales growth of 43 per cent and individual brands accounting for 64 per cent of global electric vehicle sales, no brand has achieved such an achievement except when the car was first launched a century ago. Will Tesla, Inc. be the most special one?.