Tesla's Weekly Insurance Registrations Cross 16K In China: '...On Track For Their Best Quarter Ever,' Says Bull Gary Black
Tesla's Weekly Insurance Registrations Cross 16K In China: '...On Track For Their Best Quarter Ever,' Says Bull Gary Black
American EV giant Tesla Inc (NASDAQ:TSLA) reportedly witnessed 16,200 insurance registrations in China last week, marking a jump of 12.5% from the week before, and its third-highest weekly registrations this year, despite increased competition from domestic automakers.
据报道,美国电动车巨头特斯拉(NASDAQ:TSLA)上周在中国的保险注册数量达到16,200辆,比上周增长了12.5%,是今年第三高的周保险注册量。尽管面临国内汽车制造商日益加剧的竞争,特斯拉的保险注册数量仍然持续增加。
What Happened: For the week of September 2-8, Tesla saw its highest weekly insurance registrations since the third week of June when it witnessed 17,400 registrations, CnEVPost reported. Insurance registrations in China are considered a proxy for sales.
据CnEVPost报道,中国保险注册被认为是销售的一个指标。从9月2日到8日这一周,特斯拉的保险注册达到了今年第三个周保险注册量的最高值,当时有17,400辆。
For the month of August, Tesla sold 63,456 vehicles in China, marking its best month this year, and up 37% from July, according to data from the China Passenger Car Association (CPCA).
根据中国乘用车协会(CPCA)的数据,特斯拉在8月份在中国销售了63,456辆车,这是今年的最佳月份,比7月份增长了37%。
Bull Weighs In: The surge in weekly insurance registrations has left Tesla Bull and The Future Fund managing partner Gary Black optimistic.
特斯拉的牛市之路让特斯拉牛市和未来基金管理合伙人加里·布莱克感到乐观。
"With 3 weeks left in the quarter, TSLA China 3Q registrations are on track for their best quarter ever, and are +15% YoY and +25% QoQ," Black wrote on social media platform X.
布莱克在社交媒体平台上写道:“还剩下3周,特斯拉中国第三季度的注册数量达到了有史以来最好的季度,同比增长15%,环比增长25%。”
$TSLA China posted a very strong 16.2K insured registrations for the week of Sept 2-8. This was TSLA China's 3rd highest weekly registrations this year. With 3 weeks left in the quarter, TSLA China 3Q registrations are on track for their best quarter ever, and are +15% YoY and... pic.twitter.com/1YSjOoybqx
— Gary Black (@garyblack00) September 10, 2024
$TSLA中国在9月2日至8日这周的保险注册达到了非常强劲的1.62万辆。这是特斯拉中国今年第三高的周保险注册量。还剩下3周,特斯拉中国第三季度的注册数量达到了有史以来最好的季度,同比增长15%... pic.twitter.com/1YSjOoybqx
加里·布莱克(@garyblack00)2024年9月10日发推特说:
Why It Matters: Earlier this week, Tesla CEO Elon Musk said that Tesla's gigafactory in Shanghai is running at maximum capacity. According to Tesla's second-quarter shareholder report, the gigafactory in Shanghai has an annual vehicle production capacity of over 950,000 vehicles, implying a daily maximum capacity of about 2,603 vehicles.
这对特斯拉至关重要。本周早些时候,特斯拉首席执行官埃隆·马斯克表示,上海的特斯拉超级工厂已经运行到了最大产能。根据特斯拉第二季度的股东报告,上海的超级工厂年产能超过95万辆车,每天最大产能约为2,603辆。
Tesla makes both the Model 3 sedan and the Model Y SUV at its gigafactory in Shanghai. The vehicles made at the factory are sold within China as well as exported to foreign markets including Europe.
特斯拉在上海的超级工厂生产Model 3轿车和Model Y SUV两种车型。在该工厂生产的车辆既在中国销售,也出口到欧洲等外国市场。
Tesla also dismissed the impact of intense competition in China in its second-quarter earnings report in July and said, "While the automotive market in China remains among the most competitive globally, we feel that our cost structure and focus on core functionality that drives value for customers – including autonomy – position us well for the long-term."
特斯拉在七月的第二季度财报中也对中国激烈竞争的影响予以了否认,并称:“虽然中国汽车市场在全球范围内仍然是竞争最激烈的,但我们认为我们的成本结构和专注于为客户创造价值的核心功能 - 包括自动化 - 使我们在长期内立于不败之地。”
Tesla, in China, is faced with heightened competition from domestic automakers who are introducing newer, lower-cost models at a rapid pace. Tesla has not introduced a new vehicle into the market since the Model Y SUV. The company started selling the Model Y in China in 2021 and has not introduced another model since.
在中国,特斯拉面临着国内汽车制造商以快速的速度推出更新、更低成本车型的加剧竞争。特斯拉自Model Y SUV面市以来还没在市场推出新车型。该公司于2021年在中国开始销售Model Y,并自那时起未再推出新车型。
However, the company is reportedly planning to produce a six-seat version of its Model Y SUV starting next year in the country. China is Tesla's second-largest market after the U.S.
然而,据报道,该公司计划从明年开始在中国生产Model Y SUV的六座版本。中国是特斯拉继美国之后的第二大市场。
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