Speaking of electric car brands, the first thing that comes to mind must be Tesla . Indeed, as an American giant electric car company, Tesla has won the love of consumers with its excellent performance, range and driving characteristics, and has also gained a very good share in global market sales.
However, since the advent of Tesla , its production capacity and delivery volume have also become the focus of society. In the past third quarter, Tesla Automobile also announced the data volume of its delivery, of which Tesla production reached 96,155 units, with a delivery volume of about 97,000 units, respectively, setting records. In addition, its order quantity in the third quarter also hit a new high, and the order stock in the fourth quarter will continue to increase.
However, judging from its actual sales in the third quarter, Tesla was still lower than the market's expected delivery target of 100,000 vehicles in this quarter. And according to the production and sales data released by Tesla , the production in the third quarter was 96,155 vehicles, not reaching the level of 100,000 vehicles.
Model 3 is the main model
From the perspective of specific models, the delivery volume of Tesla Model 3 in the third quarter was 79,600, an increase of 2.6% from the previous quarter, becoming the main growth driving force for the delivery of Tesla in the quarter. The growth of Model 3 also drove the overall sales of Tesla in the third quarter. On the one hand, Tesla Model 3 has a strong product strength advantage, with a range of 500 kilometers and a 100-kilometer acceleration of 5.6 seconds. On the other hand, its price is, the price range of 363,900 to 509,900 yuan is also more affordable. For consumers who focus on endurance and practicality, Model 3 has a strong cost-effective advantage.
However, from the data, in the third quarter of this year, the delivery volume of Tesla Model S and Tesla Model X was relatively sluggish, which not only affected the total delivery volume of Tesla , but also affected the company's overall profit. In the third quarter, the Model S delivered 17,400 units, down more than 10,000 units from the 27,600 units in the third quarter of last year. Become one of the least-selling models of Tesla . The reason for
is mainly because the range is not superior to Model 3 and even other competitors. Although at the end of April this year, Tesla launched the new Model S and Model X, and the range is also mentioned 660 kilometers and 575 kilometers respectively, due to price issues, the upgrade of Tesla this year did not stimulate the sales increase of Model S and Model X.
annual target still has hope
It can be seen that in the third quarter of this year, although Tesla failed to achieve the delivery target of 100,000 vehicles, in the last quarter of this year, Tesla still has hope of exceeding 100,000 vehicles. After all, at the end of the third quarter, there were still some backlogs of undelivered orders for Tesla postponed to the fourth quarter, and most of the orders for Model 3 came from users who had not placed orders before, so Model 3 still has strong market demand.
According to the annual target set by Tesla , Tesla will have to complete at least 360,000 delivery of vehicles in the fourth quarter of this year, but judging from the performance in the first three quarters, Tesla has completed 255,200 vehicles. Therefore, if we follow the previously set goals, Tesla only needs to complete the delivery of 104,800 vehicles in the fourth quarter to achieve the annual target set this year.
Judging from the current trend of Tesla growth in each quarter, it is very likely that the production capacity in the fourth quarter will exceed 100,000 vehicles. After all, Tesla is expanding its business scope globally. After the super factory in Shanghai is put into production, it is also the biggest support for the sales performance of Tesla to exceed 100,000 vehicles.
Shanghai factory is the key
From the perspective of production capacity, Tesla has reached 100,000 vehicles per quarter - in the third quarter, the production of electric vehicles of Tesla reached 96,155,000, an increase of 10% from the previous quarter.Among them, the production of Model 3 was 79,837 million, an increase of 10% from the previous quarter. Moreover, we all know how fast the Tesla is. It only took about 10 months since the start of construction in January this year, and the Tesla factory in Shanghai has started production.
So, if Tesla wants to achieve production capacity of 100,000 vehicles, Shanghai Super Factory will play a crucial guarantee. According to previous estimates, Tesla is expected to achieve a weekly production of 7,000 Model 3s by the end of this year, and the production capacity of Shanghai Super Factory will reach the mass production target of 1,000 to 2,000 vehicles per week. In this way, as the product line of Shanghai Super Factory starts operation, the global production capacity and delivery volume of Tesla will be rapidly increased.
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With the growth of Tesla production capacity and the continuous increase in delivery volume, Tesla also delivered a relatively satisfactory answer in the first three quarters of this year. With the input and production of the Shanghai factory, Tesla is also gradually achieving its annual sales target.
For Tesla , while it is expanding into multiple international markets, the production capacity and sales of Tesla will also become one of the most capable and deliverable products among new energy vehicles. For the fourth quarter of this year, Tesla is still very interesting.
