A new year, a new beginning, Dark Horse wishes everyone a Happy New Year!
However, Tesla there is no joy at all this year, only coldness.
In the days at the end of last year, news suddenly came out that Tesla’s Shanghai Gigafactory would suspend production for a week, which directly caused netizens to fret.
However, in response to this, Tesla officially responded like this: Rumors! It's definitely a rumor! We are doing normal year-end maintenance.
However, is this a rumor? Is there any other secret behind this? How should I put it? We all understand it tacitly.
First of all, Dark Horse will show you a piece of data: According to statistics from Troy Teslike, as of December 8, Tesla’s global order backlog plummeted from 476,000 in July to 163,000 on December 8, and 27,000 orders were consumed within a week.
What is this concept? If there is no huge order volume in the future, then if Tesla's three major factories in the world fully operate the motor production of these 163,000 orders, it will probably only take about 40 days to complete them. And Tesla will face orders drying up.
The picture shows Troy Teslike’s global order backlog
In other words, even if the Chinese factory takes a seven-day Spring Festival holiday in accordance with normal legal holidays, by February, Tesla will have no “surplus food”. Therefore, it depends on whether the subsequent order volume can keep up, which will determine whether Tesla's future glory and wealth can be guaranteed.
As we all know, Tesla adopted a number of price reduction measures at the end of last year in an attempt to exchange price for volume. At the same time, Tesla will also launch the cheapest electric car in history - Model 2 in the future, which is expected to sell for US$25,000 (approximately RMB 174,400).
The picture is a hypothetical diagram of Model 2 drawn by foreign media
However, this method of sacrificing part of the profits in exchange for more sales has not achieved better results in a short period of time. There is also a very long blank time before Model 2 is actually mass-produced and delivered.
So now Tesla scratched his head and came up with a way - At this New Year's node, stop production and reduce production to create a bit of Tesla's popularity.
Secondly, throughout last year, although Tesla’s sales were not bad, they were still far behind its market expectations. It is worth noting that Tesla’s overall sales target for 2022 is 1.5 million vehicles.
But as of the first three quarters of last year, Tesla’s total global sales were 908,500 . Although including the sales in the fourth quarter of last year, it is still easy to break one million. However, there is at least a 10%-20% gap from the expected target.
Finally, in last year’s new energy vehicle market, everyone saw the competition among hundreds of companies. Companies that make mobile phones, companies that make two-wheel electric vehicles, etc. all want to come here to get a piece of the pie. Tesla’s New Year pressure will only increase.
Of course, for now, it’s not time to badmouth Tesla. After all, Tesla still has great technological, market, and product advantages, but Tesla’s actions this year are expected to be even greater, and more powerful drugs will be administered.