$Tesla (TSLA.US)$ Tesla's 24Q2 quarterly production and sale...

24Q2 produced 410,831 vehicles, down 14.4% year-on-year and 5.2% month-on-month. Among them, Model 3/Y produced 386,576 vehicles, and other models (Model S/X, CyberTruck, Semi) produced 24,255 vehicles.

24Q2 sold 443,956 vehicles, down 4.8% year-on-year and up 14.8% month-on-month. Among them, Model 3/Y sold 422,405 vehicles, and other models sold 21,551 vehicles.

24Q2 deployed 9.4 GWh of energy storage products, which is far beyond the historical quarterly deployment volume. Year-on-year growth of 157% and month-on-month growth of 132%.

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Production and sales: exceeded expectations! Originally, seeing the data from Europe and today's domestic data in the past two days, I thought 435,000 would be a bit difficult. This shows that the sales in the United States are very good. The high inventory of Model 3 deceived everyone. The sales in North America in Q2 should exceed 180,000. This may be due to Cybertruck and FSD. I hope the financial report can give me a king bomb of FSD penetration rate.

Now everyone's expectations should have returned to more than 1.8 million for the whole year. It is rumored that the Shanghai factory will start full production in July. I hope the two new factories can also give some strength.

Energy storage: Unbelievable! The deployment of 9.4G means that the Lathrop factory is almost full production, and even so, the current orders are scheduled to 25Q2. As for the Chinese energy storage factory with Tom Zhu, it may be full production by the end of next year.