Although The Stock Price Has Soared, Tesla May Not Be Able To Achieve The Delivery Target in 2024

2026-03-11 Leave a message

 

 

            According to foreign media reports, although American auto manufacturer Tesla may benefit from returning to the White House due to the return of Donald Trump, the next President of the United States, Wall Street is not sure whether Tesla can avoid more than 10 years. For the first time, sales declined.

           Several analysts surveyed by Bloomberg estimated that in the fourth quarter of this year, Tesla may deliver about 510,400 cars, which will set a new quarterly delivery record for Tesla, but this is not enough to achieve the company’s sales in 2024 slightly small sales. The goal of growth. In order to achieve this goal, Tesla needs to sell 4,600 vehicles on the basis of realizing a record -set delivery in the fourth quarter. It is reported that at the end of 2024, Tesla launched a large number of preferential activities, including low interest rate loans, many years of free charging services, and more affordable leasing agreements.

 

          From the US presidential election day to mid -December this year, Tesla’s market value increased by more than $ 733 billion, and Tesla’s valuation reached a peak of $ 1.54 trillion. As Tesla CEO Elon Musk became the main donor of Trump, investors bet on this will bring bonus to Tesla, but Tesla may not be able to achieve the delivery target in 2024 may cause some to cause some some of the time to deliver the target Investor’s question.

 

         However, at present, Musk is still optimistic about sales in 2025. Musk predicts that its autonomous cars will bring the next round of expansion. It is reported that Tesla’s first round of sales growth began when the company launched its most affordable electric vehicle Model 3 sedan. The second round of sales growth was because the company launched the popular Model Y SUV.

 

          Musk said in the third quarter of 2024’s financial report in Tesla that his most optimistic speculation was that the company’s sales next year may increase by 20%to 30%year -on -year. To a certain extent, it depends on Tesla’s launch of more affordable models in the first half of 2025, but the company has not yet determined which models will be launched.

 

         On December 30, 2024, Chris McNally, an analyst at Evercore ISI, wrote in a report to customers that his most likely guess is that Tesla will launch the revision of Model 3 and Model Y to improve the electrical architecture and the electrical architecture and the electrical architecture and “Decoration” (even with lower cost of car parts, or removing some car parts or functions), the price of these two models will be reduced by $ 4,000 to $ 5,000.

 

         However, CFRA Research analyst Garrett Nelson said that Musk’s expectations for Tesla’s sales in 2025 may be radical. Garrett Nelson wrote in a report on December 2, 2024: “We believe that the unfavorable factors facing electric vehicle sales may be that the US dollar is strong, the regulatory relaxation has led to an increase in domestic oil production and the decline in oil prices. The annual sales volume of 2024 is flat year -on -year, and in 2025, it will increase by 10%to 15%year -on -year, and this is only half of Musk’s sales of Tesla 2025. “