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Analysts expect Tesla Q1 delivery volume to reach a new high, with a year-on-year expectation

Scan the QR code with wechat < / P > < p > and share it with friends and circles of friends < / P > < p > < / P > < p > on April 2, although the whole automotive industry is experiencing supply chain challenges, Tesla's orders are also increasing rapidly due to the soaring gasoline prices. Several analysts predict that Tesla's car delivery in the first quarter of this year is expected to reach a new high < p > according to more than a dozen analysts surveyed by Bloomberg, Tesla may have delivered 309158 vehicles worldwide in the first three months of this year, an increase of 40% compared with 184800 vehicles delivered in the first quarter of 2021. Tesla delivered 308600 vehicles in the fourth quarter of last year, the company's previous highest quarterly delivery data < p > although profitability and healthy financial condition are crucial, at the end of a quarter, delivery is one of Tesla's most concerned performance indicators, which helps support Tesla's financial performance and is widely regarded as a barometer of consumers' demand for electric vehicles, as consumers are switching from fuel vehicles to electric vehicles. Many large carmakers will announce their sales results in the United States on Friday local time, but Tesla has not disclosed the specific date of announcing global sales in the first quarter < p > Tesla's manufacturing capacity has increased only slightly since the fourth quarter of last year, as it recently began to deliver cars produced at its plant in Berlin, Germany. At the same time, the factory in Austin, Texas, may also help improve the delivery figures, because some model y cars produced by the factory have been found on the road, but it is not sure whether they have actually been delivered to customers and will be included in Tesla's delivery data for the first quarter of 2022 < p > since the first quarter of 2020, Tesla's delivery volume has increased every quarter. At present, Tesla's global delivery mainly depends on two factories: the factory in Fremont, California, USA assembles model s, model x, model 3 and model y models. Shanghai factory mainly produces model 3 and model y. in addition to selling in the Chinese market, many domestic cars are also exported to Europe < p > Tesla has delivered the first batch of model y at its new plant near Berlin, Germany, and will hold a grand ceremony "cyber Rodeo" attended by 15000 people next week to celebrate the opening of the new plant in Austin < p > although Tesla is expected to set a new delivery record, the company has also encountered many challenges in the past quarter. For example, the shutdown of the factory in Shanghai may drag down Tesla's sales performance. New cars produced by the Shanghai plant accounted for more than half of Tesla's total car sales in 2021, surpassing the Fremont plant. Shutdown may be an important reason for Tesla's first decline in delivery in two years < p > Dan levy, an analyst at Credit Suisse, said: "considering that Tesla's delivery volume usually increases significantly before the end of the quarter, we believe that the shutdown of the Shanghai plant is a potential downside risk." He expects Tesla to deliver about 307000 vehicles in the first quarter, slightly lower than in the fourth quarter of last year < p > strong delivery figures may boost Tesla's share price, continuing the rise that has pushed its market value back above $trillion. The electric vehicle manufacturer's ingenious response to the supply chain crisis, the stock split plan and the opening of new factories have helped boost investor confidence < p > on Thursday, US local time, Tesla shares closed at US $1084.59, up 0.65%. The stock has been in an upward trend recently, but the performance of the S & P 500 index or carmakers such as general motors and Ford is not so. Tesla's share price performance is also much better than that of electric vehicle start-ups Riyan or lucid. (small) < / P > < p >


2023-03-22 10:04:52

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