Recently, Tesla released its second quarter 2022 financial report. Subsequently, Tesla (TSLA, stock price of $815.12, market value of $844.783 billion) ushered in a sharp rise in the stock price on July 21, local time, with an increase of 9.78%, and its market value soared by more than $75.2 billion overnight. Tesla’s stock price continued to soar after the market opened on the 22nd local time. As of press time, Tesla’s stock price was reported at $834.025, up 2.32%, with a total market value of $864.1 billion.
As for the reason for the sharp year-on-year increase in revenue, Tesla explained that this is mainly due to the increase in the company's car deliveries and the increase in the average selling price of vehicles in the second quarter of this year. According to official data, from April to June this year, Tesla’s global production was about 258,600 vehicles, and the delivery volume was about 254,700 vehicles, a decrease of about 55,300 vehicles from the first quarter and a month-on-month decrease of 17.84%. This is also the first quarter-over-quarter decline in Tesla deliveries since the first quarter of 2020. "We have always been more concerned about the ramping of production capacity, and demand is not our concern." Tesla CEO Musk said that Tesla users currently have to wait up to a year to complete deliveries. Tesla said that in the second quarter of this year, Tesla continued to face challenges such as shutdowns and disruptions to the global supply chain, which also limited the ability of the factory to continue to operate at full capacity. As Tesla's largest auto export center in the world, the Shanghai Gigafactory was affected by the epidemic and began to suspend production from March 28, and gradually resumed production on April 19, and resumed full-load production in early June. According to the financial report, the Shanghai factory has recently upgraded its production capacity, with an annual production capacity of over 750,000 vehicles, making it Tesla’s current super factory with the highest production capacity.
Regarding the delivery expectations for the second half of this year, Tesla said, "It will break records. But the specific growth rate depends on equipment capacity, factory uptime, operational efficiency, supply chain capabilities and stability. In the next few years, Tesla will Car deliveries will achieve an average annual growth rate of 50%." Based on Tesla's total deliveries of 936,200 vehicles in 2021, an average annual increase of 50% in deliveries means that Tesla's deliveries in 2022 are expected to exceed 1.4 million vehicles. According to the financial report data, in the second quarter of this year, the gross profit of Tesla’s automobile business was about 4.081 billion US dollars, a year-on-year increase of 41%; the gross profit margin of the automobile was 27.9%, which was higher than analysts’ expectations. 75% of the bitcoins held by the fire sale earned 6.3 billion. It is worth mentioning that, affected by the continuous rise in the price of raw materials for power batteries, Tesla has carried out multiple rounds of price adjustments for its models since March. "At present, the company is facing problems such as supply chain, factory shutdown, inflation, etc. After we raised the price a few times, the price of the car has reached an embarrassing level." Musk said that Tesla may reduce the price at some point in the future. , but this is not a promise.
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