Tesla Q2 Deliveries Evidence of 'True Growth Story,' EV Maker On Track to Exceed 2021 Deliveries Forecast: Gene Munster
Tesla Q2 Deliveries Evidence of 'True Growth Story,' EV Maker On Track to Exceed 2021 Deliveries Forecast: Gene Munster
Tesla, Inc. (NASDAQ: TSLA) reported record quarterly deliveries for the June quarter. Commenting on the data, Loup Ventures managing partner Gene Munster said the deliveries are further evidence of a "true growth story."
特斯拉公司纳斯达克市场代码：TSLA)公布了6月当季创纪录的季度交货量。在评论这些数据时，Loup Ventures管理合伙人Gene Munster表示，这些交付进一步证明了一个“真实的增长故事”。
Tesla In Slope of S-Curve: Excluding the impact of easy comps, Tesla appears to be in the slope of its "S-curve" due to a combination of consumer willingness to buy EVs and the company's winning formula of performance and value, analyst Munster said.
S曲线斜坡上的特斯拉：分析师蒙斯特表示，剔除容易比较的影响，特斯拉似乎正处于“S曲线”的斜率，原因是消费者购买电动汽车的意愿，以及该公司在业绩和价值方面的制胜公式。
The June quarter deliveries represented a 122% year-over-year growth, accelerating the 109% growth in the March quarter and 61% growth in the December quarter, the analyst noted. The overall auto industry is growing around 55% in the June quarter, Munster added.
这位分析师指出，6月份这个季度的交货量同比增长122%，高于3月份的109%和12月份的61%。蒙斯特补充说，整个汽车业在6月份这个季度增长了55%左右。
Source: Loup Ventures
资料来源：劳普风险投资公司(Loup Ventures)
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Tesla On Tap to Exceed 2021 Guidance: Tesla has delivered a total of 386,000 vehicles in the first half of the year. The Street expectation of 853,000 deliveries for 2021 suggests the company has already sold about 45% of the year's target, Munster said.
特斯拉将超过2021年的指引：今年上半年，特斯拉总共交付了38.6万辆汽车。蒙斯特说，华尔街预计2021年将有85.3万辆汽车交付，这表明该公司已经售出了今年目标的45%左右。
He added that Tesla typically delivers roughly 55-59% of vehicles in the second half of the year. It implies the company is on track to deliver about 850,000 to 900,000 vehicles in 2021.
他补充说，特斯拉通常在下半年交付约55%-59%的汽车。这意味着该公司有望在2021年交付约85万至90万辆汽车。
Tesla Outperformed Despite Headwinds: Tesla faced more headwinds than tailwinds in the second quarter, Munster said. The tailwind was the easier comps during the quarter concerning the 2020 second quarter when the Fremont factory was shut down for most of the period.
尽管遭遇逆风，特斯拉仍表现优异：明斯特表示，特斯拉第二季度面临的逆风多于顺风。在关于2020年第二季度的季度里，顺风是比较容易的，当时弗里蒙特工厂在这段时间的大部分时间里都被关闭了。
On the other hand, the company faced two headwinds, including chip shortages that affected production and inventory of most automakers and soft Model S and X deliveries due to the ongoing model refresh, the analyst said. Munster expects Modes S/X deliveries to rebound in the September quarter.
另一方面，该公司面临两个不利因素，包括影响大多数汽车制造商生产和库存的芯片短缺，以及由于正在进行的车型更新而导致的软Model S和X交付，分析师表示。明斯特预计，Modes S/X的交货量将在9月这个季度反弹。
Tesla Vs. Legacy Automakers: As opposed to General Motors Company's (NYSE:GM) 40% growth in the June quarter and Toyota Motor Corporation's (NYSE:TM) 70% growth, Tesla clocked 122% growth, Munster noted. It is consistent with the 50% delivery growth gap Tesla has maintained with the broader auto industry over the past year.
特斯拉VS.传统汽车制造商：与之相对的是通用汽车公司的(纽约证券交易所股票代码：GM)6月季度增长40%，丰田汽车公司的(纽约证券交易所股票代码：TM)增长70%，特斯拉增长122%，明斯特指出。这与特斯拉过去一年与更广泛的汽车行业保持50%的交付增长差距是一致的。
Although the comparison is flawed, given the comparison between Tesla's global numbers versus the other automakers' U.S. deliveries, the trend is still representative, the analyst reasoned.
这位分析师认为，尽管这种比较是有缺陷的，但考虑到特斯拉的全球数据与其他汽车制造商在美国的交货量相比，这一趋势仍然具有代表性。
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