Tesla's Production Aspirations Underscored By Gary Black: 2.77M Vehicles By 2025 — Major Entry Into $30K Segment 'Significantly Underestimated By The Street'
Tesla's Production Aspirations Underscored By Gary Black: 2.77M Vehicles By 2025 — Major Entry Into $30K Segment 'Significantly Underestimated By The Street'
$Tesla (TSLA.US)$ is reportedly aiming to produce 2.77 million vehicles by 2025, a 50% increase from its 2023 production. This ambitious target includes the launch of new affordable models, according to Future Fund Managing Partner Gary Black.
$特斯拉 (TSLA.US)$据报道，未来基金管理合伙人Gary Black透露，计划到2025年生产277万辆车，较2023年增加50%。这个雄心勃勃的目标包括推出新的廉价车型。
What Happened: Black, a prominent Tesla analyst, shared this insight on social media platform X on Sunday. He also noted that the company's current installed capacity stands at 2.35 million units, which includes the new affordable Tesla vehicles set for delivery in the first half of 2025.
Gary Black是一位著名的特斯拉分析师，在社交媒体平台上分享了他对特斯拉的这一见解。他还指出，特斯拉目前的安装容量为235万辆汽车，包括计划于2025年上半年交付的新款经济型车型。
Tesla's management has indicated a "current expected maximum capacity of close to 3 million vehicles," including the new affordable models, which will be produced on the same manufacturing lines as the current vehicle lineup.
特斯拉的管理层表示，公司“当前预计的最大产能接近300万辆汽车”，其中包括将与当前车型系列在同一制造线上生产的新款经济型车型。
Black also suggested that the market is underestimating Tesla's Total Addressable Market (TAM) expansion into the $30,000 segment. The Street is currently expecting 2025 deliveries of just 2.07 million and 2025 production of 2.073 million.
Black还建议，市场低估了特斯拉进军30,000美元级别市场的总体可寻址市场（TAM）扩张。目前，华尔街预计2025年交付量仅为207万辆和2025年产量为207.3万辆。
"As we saw with the introduction of Model Y in 2020, there is little cannibalization of other models when Tesla enters a new category – here the $30K affordable luxury segment," Black wrote.
“正如我们在2020年Model Y的推出中所看到的那样，特斯拉进入新的类别时，其他车型中的‘食物链’被吞噬的很少——尤其是在这个30,000美元的经济型豪车市场上，”Black写道。
As pointed out by @thejefflutz, $TSLA may be targeting production of around 2,770K units (+50% above 2023 production of 1,846K), vs 2,350K current installed capacity today, including new affordable TSLA vehicles, scheduled for first deliveries in 2025/1H. Mgmt indicated in the 2Q... pic.twitter.com/uhviu6tOVN
— Gary Black (@garyblack00) July 28, 2024
正如@thejefflutz所指出的，特斯拉可能正在瞄准生产约277万辆汽车（相对于2023年产量1,846K的增长50%），包括计划于2025年上半年交付的新款经济型车型。管理层在2Q...中表明......（截图）
——Gary Black (@garyblack00) 2024年7月28日
Why It Matters: Tesla's ambitious production targets come amid a series of significant developments for the company. Last week, Tesla's second-quarter earnings were scrutinized by Black, who criticized the lack of analytical rigor and strategic direction. Black called for a clearer strategy on margin stabilization, marketing, and the rollout of Full Self-Driving features.
特斯拉雄心勃勃的生产目标是众多重大进展之一。上周，特斯拉的第二季度盈利被Black等人仔细研究，指责其缺乏分析深度和战略方向。Black要求更清晰的利润稳定、营销和全自动驾驶功能推广策略。
Earlier in July, Tesla reported second-quarter deliveries that exceeded expectations despite a decline from the previous year. This positive reaction from the market highlighted the company's resilience. However, some experts had predicted lower deliveries than analysts' expectations, citing concerns about the recovery in China.
7月初，特斯拉公布的第二季度交付量超出预期，尽管相比去年同期有所下降，但市场对此做出了积极的反应，突显了公司的韧性。然而，一些专家预计交付量将低于分析师的预期，原因是对中国市场复苏的担忧。
Additionally, Tesla's second-quarter earnings report revealed a revenue beat but an EPS miss, with the company noting that its 2024 growth rate would be notably lower than in 2023.
此外，特斯拉的第二季度财报显示，营业收入超预期，但每股收益低于预期，公司表示其2024年的增长率将明显低于2023年。
Price Action: Tesla stock closed at $219.80, down 0.20% today. In after-hours trading, the stock rose 0.43%. Year to date, Tesla's stock has decreased by $28.62, or 11.52%, according to data from Benzinga Pro.
股票价格：特斯拉股票今日收盘价为219.80美元，下跌0.20%。盘后交易中，股票上涨0.43%。根据Benzinga Pro的数据，特斯拉股票的年初至今股价下跌了28.62美元，跌幅为11.52%。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
这个故事是使用Benzinga Neuro生成的，并由Kaustubh Bagalkote编辑