Source: Bloomberg
Author: Dana Hull
Tesla refreshed the car delivery records for four consecutive quarters, but the momentum of this rushing rush may have to stop in the past three months, because the factory has stopped working.
Tesla closed some facilities in summer to upgrade the production line.Musk had previously warned this to slow down production.In addition, with the continued impact of the family budget, consumers' willingness to buy large items is also declining.
Analysts receiving Bloomberg surveys predict that Tesla will announce the first quarter car delivery in the third quarter on Monday, which will be 450,6722, which is lower than the 466,140 in the second quarter, which means that the delivery volume has occurred since the beginning of 2022.The first decline.In recent days, some analysts have reduced their expectations.
Robert W. Baird analyst Ben Kallo wrote to customers this week, "The planning and demand factors in the planned factory made Wall Street uncertain about the third quarter of Tesla."Kallo estimates that the delivery volume of this quarter is 439,200.
Tell investors Tesla in January that Tesla might produce 2 million cars in 2023, Musk said in July that the company will adhere to the previous 1.8 million output target.
However, even if the output slows down, Tesla is still selling high sales.To cope with inflation and high interest rates, the company is significantly reduced the price throughout the year.
The best -selling Model Y currently sells for $ 50,490 in the United States, far below the start price of $ 65,990 in early 2023.And the company is the main beneficiary of the inflation reduction bill that about a year ago.
As long as Tesla's delivery data is announced, the US electric vehicle sales have exceeded 1 million this year, and there is almost no suspense. This is also the first time that the country has passed the threshold.
Investors and Musk fans are eagerly looking forward to Tesla's next model, that is, Cybertruck, a steel electric truck inspired by the Blade Runner.Social media, especially Musk's X platform (formerly Twitter), is full of Cybertruck's various pictures.However, there is still a long way to achieve mass production.Musk said that he will make his first appearance for Cybertruck for the first meeting. At that time, the first Cybertruck can be delivered to customers, but he did not disclose the specific time.
Analysts predict that Cybertruck will not soon take a large part of Tesla's delivery.This is a very complicated car, and they expect production growth slowly.
At the same time, when the factory is upgraded, Tesla's output may continue to increase.Analysts expect the company to exceed 2 million by 2024.
"Our basic prediction is that Tesla's delivery will reach about 2.1 million vehicles next year, lower than the currently expected 2.3 million units," Emmanuel Rosner, a German bank analyst, wrote."From a good perspective, the company does not try to promote such a large sales, which means that the price of pricing may be small next year."
