首页 News 正文

Tesla welcomes the launch of its 6th millionth new car: but is the growing engine running out of fuel?

楚一帆
231 0 0

Tesla announced on Friday (March 29th) local time that its super factory in Fremont will officially take down its 6th millionth car. This is undoubtedly another new milestone for this global electric vehicle giant. However, behind the cheers and celebrations, the hidden dangers behind this number have actually begun to quietly emerge
The most intuitive comparison is that Tesla's production speed has not significantly accelerated from the official production of the 5th million electric vehicles to the current 6 million vehicles!
At present, it has been almost six months since Trump announced the discontinuation of his fifth millionth car in September 2023.
Prior to this, Tesla announced in early March 2023 the discontinuation of its fourth millionth vehicle - the most recent two breakthroughs in the million vehicle mark took about half a year.
This also indicates that although Tesla claims to have significantly increased production capacity in the past year, Tesla has not truly been able to accelerate production speed in the past six months. It is obvious that Tesla is not only facing some difficulties on the demand side, but its production capacity is not always fully utilized.
At present, Tesla has four super factories producing electric vehicles, namely those located in Fremont, California, USA and Oz, Texas, as well as super factories in Berlin, Germany and Shanghai, China.
In the past few years, Tesla's delivery volume has been growing at a rate of at least about 50% per year, but it has significantly slowed down since last year. Unlike other companies, Tesla has not provided clear delivery guidelines, so analysts can only try to use existing data to understand the specific situation.
Tesla will release its first quarter delivery data as early as next Monday, and its performance will undoubtedly be highly anticipated against the backdrop of a continuous decline in Tesla's stock price this year. The average expectation obtained from FactSet survey is that Tesla's electric vehicle delivery volume for the quarter may be 457000 units, higher than 423000 units in the first quarter of 2023, but lower than the expected 494000 units at the end of January this year.
Wedbush stated last Thursday that Tesla is facing a period of tense and dangerous conditions due to continued weak demand in China, which is expected to drag down the first quarter delivery data scheduled for release in the coming days.
Wedbush analyst Dan Ives, who has been bullish on Tesla for a long time, said that the electric vehicle manufacturer experienced a "nightmare like" first quarter under the influence of a perfect storm triggered by demand issues, leading to a significant decrease in average market expectations. "Although some supply side issues such as planned factory shutdowns and the Berlin factory fire have affected vehicle supply, it is undeniable that this has been a tough quarter for CEOs Musk and Tesla."
Tesla's stock price has fallen nearly 13% in March, and has dropped nearly 30% since the beginning of the year, making it one of the worst performing components of the S&P 500 index.
According to the Wedbush report, "Based on the weak delivery data of the past two weeks, the baseline expectation for Tesla to deliver 2.1 million vehicles for the entire year this year may not be achievable at present. The delivery target of 2 million vehicles is more realistic, and our data will be correspondingly lowered."
Wedbush reiterated its stronger than market rating for Tesla stocks, but lowered the target price from $315 to $300, which is still 67% higher than the current price of the stock.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
您需要登录后才可以回帖 登录 | 立即注册

本版积分规则

  •   苹果知名分析师郭明錤周四(10月31日)在社交媒体上发文表示,苹果明年可能会减少对芯片制造商博通Wi-Fi芯片的依赖,并推出自己的处理器。   郭明錤在社交媒体平台X上写道,“在2025年下半年的新产品(例如iPh ...
    uturn
    昨天 14:42
    支持
    反对
    回复
    收藏
  •   10月30日,小鹏汽车生态企业小鹏汇天宣布,旗下分体式飞行汽车“陆地航母”即将亮相2024中国航展,11月12日将在中国航展第二展区(斗门莲洲)进行全球首次公开飞行,同时“陆地航母”也将在珠海国际航展中心8号 ...
    yxtianyouyou
    前天 11:43
    支持
    反对
    回复
    收藏
  •   交易所监管文件显示,当地时间11月1日,亚马逊创始人杰夫·贝索斯拟出售约1635万股亚马逊股票,预计套现约30.5亿美元。今年7月,贝索斯已申请额外出售约2500万股亚马逊股票,按当时股价计算可套现约50亿美元。 ...
    blueskybb
    13 小时前
    支持
    反对
    回复
    收藏
  •   近日,凯撒海湾目的地(山东)运营管理有限责任公司(简称“凯撒海湾”)与携程旅悦集团签署战略合作协议,双方将围绕“海上目的地运营”、“旅游产品与服务创新”、“研学旅行”、“日韩及海外旅游市场开拓”等 ...
    llyyy2008
    11 小时前
    支持
    反对
    回复
    收藏
楚一帆 注册会员
  • 粉丝

    0

  • 关注

    0

  • 主题

    38