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In recent years, the entire automobile industry has been affected by the shortage of chips, and the sales of many car companies have dropped, but recently, Wall Street analysts have given very high expectations for Tesla's delivery in the third quarter. Tesla even said that the third quarter will be the best quarter.

According to relevant data, Tesla delivered a total of 184800 cars and produced more than 180000 cars in the first quarter of 2021. The electric cars produced by Tesla in the first quarter were all Model 3 and Model Y models, while Model S and Model X models were both zero. Tesla produced a total of 206421 vehicles and delivered 201304 vehicles in the second quarter. Tesla has said that in the second quarter, the supply chain is still affected by problems such as global semiconductor shortage and port congestion, and the supply of spare parts will greatly affect Tesla's delivery growth in the second half of the year. Combined with Tesla's first quarter sales, Tesla produced a total of 386759 vehicles worldwide and delivered 386050 vehicles in the first half of 2021, of which Model 3/Model Y produced 20481 vehicles and delivered 199360 vehicles in the first half of the year.

While Tesla is conservative about next quarter's deliveries, analysts at several investment firms said the third quarter would be Tesla's "strongest quarter ever". Alexander Potter, an analyst at investment firm Piper Sandler, said that Tesla's decline in US market share in the future is not a "bearish signal" and its overall market share will continue to rise. Porter raised his forecast for Tesla's delivery in 2021. He expects Tesla's delivery to reach 233000 in the third quarter, and raised his forecast for full-year delivery from 846000 to 894000. Porter gives Tesla a "buy" rating and a $1200 target share price, which also means that Tesla's share price still has 55 per cent room to rise over the next 12 months.

Analyst Daniel Elvis, who also upgraded the stock from "hold" to "outperform", said: "Tesla's delivery in China is eye-popping and cannot be ignored. By 2022, Chinese delivery is expected to account for 40 per cent of Musk's total delivery."

Wedbush analyst Dan Ives said that still maintain Tesla (TSLA.US) "outperform the market" rating, the target price is also maintained at $1000. The analyst said Tesla's third-quarter delivery report would exceed previous expectations. It said global chip shortages affected Tesla's supply and delivery in July and August, but there would be a "major turning point" in September, with delivery expected to reach 140000-145000 vehicles. Tesla is expected to deliver between 890000 and 900000 vehicles this year.

It is worth noting that on July 8, Tesla officially launched the Model Y standard continuation version on the official website of China. The price of the new car was 291840 yuan before the subsidy and 276000 yuan after the subsidy. Delivery began in August. With the delivery of the standard continued flight version of Model Y, to some extent, it also led to Tesla's delivery in August. According to relevant data, Tesla's Shanghai factory sold 44264 cars in August, including 31379 for export. Tesla sold 12885 vehicles in China in August, up 49.5% from July.

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