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Today, according to global stock research analyst Trip Chowdhry's observation of the Tesla Fremont plant and the new Texas plant, Tesla will deliver more than 500000 vehicles in the fourth quarter of this year. Of these, the Tesla Fremont plant will deliver 145000 vehicles, the Shanghai plant will deliver 246000 vehicles, and the new plants in Berlin and Texas will each deliver 60, 000 vehicles, a total of 511000 vehicles.

According to relevant data, Tesla delivered 564743 new cars worldwide in the first half of the year, of which 254695 were delivered in the second quarter and 258580 in the second quarter. In the first quarter of this year, Tesla produced 305407 cars and delivered 310048 cars. From the data point of view, Tesla's production and delivery volume declined in the second quarter. The decline in delivery and production in the second quarter may be related to the shutdown of Tesla's Shanghai factory caused by the Shanghai epidemic.

It is understood that due to the impact of the epidemic in Shanghai, Tesla stopped production several times in March and did not resume production until April 19, which has been more than half a month. According to Tesla's average daily production capacity of 2000 cars, the Shanghai epidemic has caused it a loss of about 45000 new cars. Although Tesla Shanghai super factory has resumed work and production on April 19th, Tesla Shanghai factory production needs to go through the production climbing period, and there is also a certain lag in production. According to data, Tesla sold 1512 vehicles in April, down 94.15% from a year earlier and 97.70% from a month earlier.

Tesla CEO Musk has said Tesla's delivery volume will grow by 50 per cent this year. Based on Tesla's total sales of 936000 in 2021, to achieve the delivery of 1.4 million new cars this year, the second half will have to achieve the delivery data of 835000. It is worth noting that Tesla's Chinese car sales halved in July, with deliveries of 28217 vehicles in July, down 64.2 per cent from 78906 in June.

The reason why Tesla halved in July may have something to do with the upgrading of the Shanghai factory. As early as June 23, the media revealed that Tesla Shanghai Super Factory had a holiday from July 1 to 4, due to a power outage in line with the plant's production increase and transformation. The vehicle production workshop of Tesla's Model 3 factory will also stop production from July 18, and workers will have a holiday of more than 15 days. The production workshop of Model Y will also transform the production line and increase production capacity in July. Tesla has said that the Shanghai Super Factory is currently one of the most efficient electric vehicle factories in the world, and its annual production capacity is expected to increase from 450000 to 750000 after this upgrade. Recently, Cui Dongshu, secretary general of the China Federation of passengers, predicted that the sales of Tesla's Shanghai factory would reach 77000 in August.

At present, Tesla has four large factories around the world, mainly Fremont factory in California, super factory in Shanghai, China, Berlin factory in Germany, and Texas factory in USA. As for the Berlin factory, according to Tesla Musk earlier, the production capacity of the Berlin factory has reached 1000 units per week. The company currently aims to produce 2000 cars a week. In August, Tesla hired about 5000 people at Gr ü nheide, turning the factory to two-shift production. At present, the Tesla Fremont plant produces 100000 Model S and Model X vehicles per year, as well as 500000 Model 3 and Model Y. Since the Tesla plant went into production in April, it has taken four months for the Tesla plant to achieve its production target of 1000 vehicles a week. According to Tesla's performance report for the second quarter of 2022, Tesla is expected to significantly increase the plant's production to more than 250000 Model Ys a year.

Judging from the performance and capacity improvement of several factories, it is not surprising that Tesla delivered 500000 vehicles in the fourth quarter. However, the delivery of 500000 electric vehicles may have something to do with the supply chain.

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