AutoBeta(AutoBeta.net)10/03 Report--

On October 3, Tesla released delivery data for the third quarter of 2021, showing that a total of 241300 electric vehicles were delivered in the third quarter of 2021, surpassing 201250 in the second quarter, and a total of 237823 electric vehicles were produced in the second quarter, compared with 206421 in the second quarter. both figures set new quarterly highs for Tesla. Of these, Model 3 and Model Y delivered 232025 vehicles and produced 228882 vehicles, while Model X and Model S delivered 9275 vehicles and produced 8941 vehicles.

Combined with Tesla's previous data, Tesla's cumulative delivery volume in the first three quarters was 627427 vehicles, with a total production of 624582 vehicles, including 614232 for Model 3/Model Y and 13195 for Model S/Model X. Tesla did not disclose specific market sales, but according to previous data, Tesla maintained a leading position in the US and Chinese markets. Tesla's cumulative sales in the first half of the year reached 161743, compared with 32968 in July and 44264 in August, which means Tesla's cumulative sales in China reached 238975 from January to August, accounting for 38.08 per cent of the total global market share. Tesla has not yet reported September sales in China, which are expected to remain between 3.5 and 40000 vehicles.

At present, Tesla has two super factories in Fremont in the United States and Shanghai in China. Among them, the Shanghai factory is Tesla's first overseas factory, which mainly produces Model 3 and Model Y. due to the huge demand in the overseas market, factories in Texas and Berlin are temporarily put into use, so most of the products produced by Tesla in Shanghai in the third quarter are exported overseas. This is also the reason why Tesla's wholesale sales data is very high, but the domestic delivery volume is very low. However, this situation will ease after entering the fourth quarter, that is to say, Tesla's models in the domestic market will be mainly delivered to Chinese consumers.

Tesla's position in the automobile market is obvious to all, that is, under the influence of rights protection incidents and driving accidents, Tesla's sales volume can still grow steadily, and its Model 3 and Model Y models occupy the product range of 20-300000 yuan for pure electric vehicles. In terms of single product sales, both Model 3 and Model are absolutely ahead. Of course, as a catfish, Tesla is also forcing the development of other car companies, such as Toyota, Volkswagen and Chinese independent car companies are speeding up the layout of the new energy vehicle market, which will be more intense in the future.

At the beginning of this year, Tesla predicted that the growth rate of delivery volume this year would exceed 50%, which means that Tesla's delivery target this year will reach 750000 vehicles. "so far, Tesla has achieved his sales target of 83.66%. If nothing happens, the sales target of 750000 vehicles should not put too much pressure on Tesla. Of course, the current industry is affected by the shortage of chips, which to a certain extent also restricted the production and delivery of Tesla.

On Tesla's excellent quarterly performance, Tesla CEO Musk said on Weibo: "Congratulations to Tesla team!" At the same time, I would like to thank our suppliers and logistics partners for overcoming great difficulties! "

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat