NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 LULU
Lululemon Athletica
-- 293.060 Tesla's passenger deliveries in 2024 decreased for the first time in about 10 years. What are the key points to watch for in the future?
$Tesla (TSLA.US)$announced by Gan Ltd on January 2, 2024, the production and delivery numbers for the fourth quarter of 2024customer deliveriesincreased by 2.3% compared to the same period last year with a total of0.4955 million unitsbecomes possible, While achieving a record high on a quarterly basis, it fell below market expectations (Analyst average forecast was 0.5123 million units).。
On the other hand,The annual production volume in 2024 is 1.7734 million units.becomes possible, The annual customer delivery volume is 1.7892 million units.and,It fell below the 1.8 million customer deliveries for the full year of 2023.It fell below the Analyst's forecast of 1.8 million vehicles.The annual customer deliveries saw a decrease for the first time in 10 years.Until October 2024, Tesla has shipped over 7 million electric vehicles (EVs). Following the announcement of the fourth-quarter customer deliveries, Tesla's stock temporarily dropped by over 7%.
●Fourth QuarterModel 3/Model YofThe production volume is 0.4367 million units., falling below the 0.481 million units Analyst Financial Estimates.The customer deliveries are 0.4719 million units., falling below the 0.485 million units Analyst Financial Estimates.
●qitabankuaiofThe production volume is 22,727 unitsIt fell below the analyst's forecast of 22,790 units.Customer deliveries amount to 23,640 units.It fell below the analyst's forecast of 26,475 units.
Due to factors such as the victory of former President Trump in the US presidential election, Tesla's stock recorded an increase of over 60% in 2024. Musk, the CEO, is making efforts to position the company as a diversified high-tech enterprise, investing in areas such as humanoid robots and chip development, and plans to launch fully automated robot taxis and unmanned taxis by 2027.Profits are mainly driven by automobile sales.This remains unchanged.
●As rival market shares continue to expand, Tesla's fourth-quarter sales in Europe are sluggish.
Rival companies from China and others are expanding their market share in Europe, leading to a significant decrease in Tesla's European sales in the fourth quarter. According to the European Automobile Manufacturers Association (ACEA), Tesla sold 0.283 million units in Europe from January to November 2024, a 14% decrease compared to the same period last year. The number of customer deliveries in November further decreased from 31,810 units in the same month last year to 18,786 units.
● On the other hand, Tesla continues to dominate the North American market, but with increasing inventory. Factory workers at the "Cybertruck" line have been asked to take a few days off in the fourth quarter, suggesting the company is trying to avoid an oversupplied market.North Americamarket is monopolized,inventory is increasing,。
"Cybertruck" factory workers are being asked to take a few days off in the fourth quarter, hinting at the company's attempt to avoid an oversupplied market.
市場競争のプレッシャーに直面するマスクCEOは、10月の決算説明会で、積極的な対策を講じると明言していた。マスクCEOは、テスラが2025年までに手頃な価格の車と自動運転車を発売し、市場参入をさらに拡大する計画であることを明らかにした。同氏は、2024年に同社が「20～30％の成長」を達成することを期待している。
モルガン・スタンレーのアナリストは、テスラの第4四半期の納車台数と市場予想とのギャップは、製品の相対的な老朽化と、2025年に安価な新型「ジュニパー（Juniper）」を発売する前に低価格の競合モデルが世界的に増加していることを反映していると指摘した。
その他、投資家は2025年1月29日発表予定のテスラ2024年第4四半期決算にも注目しており、収益性が再び注目されている。市場予想では、同社の第4四半期の売上高は過去最高の99.7 billionドルに達するが、純利益は8.1 billionドルと2021年以降で最悪の収益性を記録する可能性がある。しかし、モルガン・スタンレーのアナリストは、予想を大幅に上回る電力貯蔵システム（ESS：Energy Storage System）の配備や、在庫日数の6～7日短縮など、第4四半期でいくつかのプラス要因を指摘した。
On the other hand, Tesla has been entering into several areas such as renewable energy, self-driving technology, robot taxis. Analysts point out that through this diversified business expansion, Tesla is transcending its traditional role as an auto manufacturer and becoming a provider of a wider range of technology and energy solutions. While not all of these new ventures may achieve as much success as the electric vehicle (EV) business, if one or two areas succeed, it could create significant value for Tesla shareholders.
In addition,Mr. TrumpNext,Inauguration ceremony on January 20thTo be announced laterFiscal policy, tariff policy, and other policies may potentially affect Tesla's stock price.Fiscal policy, tariff policy, and other policies may potentially affect Tesla's stock price.
Source: FactSet, European Auto Manufacturers Association, Bloomberg
This article utilizes auto-translation in some parts.
- MOOMOO News Zoe
This article utilizes auto-translation in some parts.
- MOOMOO News Zoe
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
初音ミク0139 : What's so good about cars that cost less than half a million? Just get a Google car or something. Why are you wearing a mask? Wow, American, you must be amazing.
チャーリーバフェット : Rather than asking about it here, wouldn't it be better to try riding it to understand? I think it's the same feeling as asking someone who is riding it what's good about a smartphone while using a flip phone.
テスラ半力網タイツ チャーリーバフェット :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")