Market News | Can Tesla sit back and relax after breaking 200,000 sales for the first time?

The Volkswagen Group is fighting back.

In the second quarter of 2021, Tesla's delivery volume continued to grow, exceeding 200,000 vehicles for the first time.

Among them, the sales of Tesla in the Chinese market are still on the road to rapid growth. According to the data from the Federation of Passengers, the cumulative domestic sales from January to May this year are approaching 130,000 vehicles, reaching a market performance of 128,588 vehicles. The Model 3 produced by the Shanghai Super Factory was exported to 10 countries and regions including Europe and Australia, promoting Tesla's delivery growth in the second quarter.

In terms of vehicle models, Model Y delivered relatively bright results. According to data from the Eye-ride Association, the cumulative sales of Model Y nationwide from January to May were 34,557, of which 12,728 were sold in May, ranking ninth in the SUV sales list of the month.

In terms of related supporting facilities, Tesla has 850 supercharging stations in China, with more than 6,500 supercharging piles. The destination charging station has reached 700+ destination charging stations and 1,700+ destination charging piles, covering more than 320 destinations nationwide. city. In addition, Tesla plans to invest 42 million yuan in Shanghai to build a supercharging pile factory integrating R&D and production. The project is expected to be put into operation in the first quarter of 2021. The initial plan is to produce 10,000 supercharging piles (mainly V3). Supercharging pile).

Even so, Tesla's safety entanglement has not dissipated. Recently, Tesla announced the recall of more than 280,000 domestically imported Model 3, domestically produced Model 3 and domestically produced Model Y. It is worth noting that the number of this recall basically covers all domestic Model 3 and domestic Model Y sold from January to May this year.

At the same time, Tesla also faces the challenge of the traditional car giant Volkswagen.

Recently, Volkswagen announced that its entire product line will be carbon-neutral by 2050 at the latest. By 2030, electric vehicles will be the group’s main model and will account for 70% of its European sales. Volkswagen’s goal in 2021 is to more than double the delivery of electric vehicles to 1 million. Last year, the European new energy market jumped into the world's largest new energy vehicle market, accounting for 43% of the global market share. This move means that Volkswagen will bet on the European market and use it as an important market against Tesla.

Compared with mature car manufacturers, Tesla's quality and production capacity need to be further improved. Tesla currently has only two super factories, namely the Fremont factory in California and the Shanghai factory. The Berlin and Texas factories are still under construction. Texas can deliver cars later this year, but the Berlin factory is put into production. It has been postponed to the beginning of next year.

As of press time, Tesla's opening share price rose slightly by 0.67% to US$682.490.