On July 21, Tesla released its financial report data for the second quarter of 2022. Although Tesla experienced storms such as shutdowns, layoffs, supply chain interruptions, and logistics restrictions in the second quarter, it still achieved a 14.6% profit margin that made Wei Xiaoli jealous, and the positive free cash flow was US$621 million.
However, This is the first quarterly financial report that has declined month-on-month since 2020 . Although net profit in the second quarter was US$2.26 billion, increased by by 98% year-on-year, but fell by 32% month-on-month. Total revenue in the second quarter was US$16.934 billion, a year-on-year increase of 42%, but a month-on-month decrease of 9.8%, less than the market's expectations of US$17.2 billion.
In the earnings call, Musk believed that Tesla still faced supply chain challenges, but there was no need to make its own chips. In the face of investors' questions about Chinese electric car manufacturers, Musk said that he respects Chinese electric car manufacturers very much, but he believes that China's best electric car manufacturer is actually Tesla China .
For Chinese car owners who want to buy Tesla, I believe everyone will pay attention to the following news.
4680 Battery: The official has not disclosed the preparations of the Shanghai factory, but there is good news
According to Tesla, the Texas factory has installed the next generation 4680 battery production equipment and is debugged simultaneously. The production capacity is continuing to climb, and it is expected to be mass-produced by the end of the year. On the other hand, Tesla emphasizes that there are enough 2170 batteries to meet this year's capacity needs without relying on 4680, and 4680 is important next year .
Regarding the battery itself, Musk explained that the module structure of the 4680 battery is more advanced, and the structural battery pack will be improved over time. This means that when the Shanghai factory is equipped with Tesla with a 4680 battery pack, it may be the iterated version, so that the wait-and-waiting party will win .
car price: If inflation drops before the end of the year, the price may drop some
Compared with Tesla's previous price cuts in China, the multiple price increases in 2022 caught many people off guard, especially those consumers who endured not to buy 230,000 Model 3.
In terms of the price issues that many people are concerned about, Musk said that users now have a long waiting time to order cars, and will adjust the price according to the inflation rate of everyone's pick-up time. Musk believes that inflation will drop before the end of the year, so that the price of Tesla car may drop a little, and the wait party may win again .
On the other hand, Musk and other executives emphasized that changes in the lithium material processing market will cause major fluctuations in the price of electric vehicles, and called on everyone to pay attention and invest in the lithium processing industry.
Shanghai factory: Equipment upgrade will become the world's highest production capacity super factory
Recently, Tesla's Shanghai factory has undergone equipment upgrades to improve production efficiency, and in June, the Shanghai factory set a new record with the monthly sales of 78,906 vehicles.
In the global 1.9 million production capacity plan announced by Tesla, the Shanghai factory accounts for 750,000 vehicles. If nothing unexpected happens, it will become the super factory with the highest production capacity in 2022 .
However, the Shanghai factory was previously forced to shut down due to the epidemic, resulting in limited production capacity. If it weren't for the epidemic, I believe that the Shanghai factory would have a bigger gap with other factories.
Cybertruck, which has repeatedly delayed the tickets: It will be officially launched in mid-2023, and China has to wait for
The Tesla electric pickup truck Cybertruck announced in 2019 has been delayed the tickets many times, and This time Musk said it is expected to be officially launched in mid-2023, but it did not disclose the time of its launch in China.
However, in 2020, Cybertruck opened reservations in China, with a deposit of RMB 1,000, but the domestic page has now been offline for reservations.
assisted driving FSD: More and more people use it, but the price may be increased
As of Q2 2022, more than 100,000 car owners have used FSD assisted driving function in North America, and the new vehicle's ADAS has adopted a pure visual solution. Musk believes that compared with the experience and value provided by FSD to car owners, its price is already very low, and as the scope of use expands, the price will increase .
However, we take Tesla Model 3 rear-wheel drive version as an example. The current FSD price is 64,000 yuan, which is still relatively expensive for most people. Faced with the new domestic forces, the entire series is equipped with assisted driving function, and NIO provides a monthly assisted driving subscription system of 680 yuan on the NT2.0 model. The high-end models of Xiaopeng P7 and P5 are equipped with assisted driving function after free charging is cancelled.
Tesla FSD has no advantage in price, and it also needs to face the training problem of FSD in the complex transportation environment in China. There are many variables in the recognition of FSD in China.
Musk knocked on the blackboard, and Tesla AI Day had surprises on September 30
Finally, Musk left suspense to everyone on the conference call, saying that This year, Tesla AI Day will have a lot of "exciting things" . Previously, Musk has revealed that the event date is September 30
What do you think is the exciting things that Tesla can excite people this year?
