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.
$特斯拉 (TSLA.US)$據報道，未來基金管理合夥人Gary Black透露，計劃到2025年生產277萬輛車，較2023年增加50%。這個雄心勃勃的目標包括推出新的廉價車型。
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師，在社交媒體平台上分享了他對特斯拉的這一見解。他還指出，特斯拉目前的安裝容量爲235萬輛汽車，包括計劃於2025年上半年交付的新款經濟型車型。
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.
特斯拉的管理層表示，公司“當前預計的最大產能接近300萬輛汽車”，其中包括將與當前車型系列在同一製造線上生產的新款經濟型車型。
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還建議，市場低估了特斯拉進軍30,000美元級別市場的總體可尋址市場（TAM）擴張。目前，華爾街預計2025年交付量僅爲207萬輛和2025年產量爲207.3萬輛。
"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.
“正如我們在2020年Model Y的推出中所看到的那樣，特斯拉進入新的類別時，其他車型中的‘食物鏈’被吞噬的很少——尤其是在這個30,000美元的經濟型豪車市場上，”Black寫道。
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，特斯拉可能正在瞄準生產約277萬輛汽車（相對於2023年產量1,846K的增長50%），包括計劃於2025年上半年交付的新款經濟型車型。管理層在2Q...中表明......（截圖）
——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產目標是衆多重大進展之一。上週，特斯拉的第二季度盈利被Black等人仔細研究，指責其缺乏分析深度和戰略方向。Black要求更清晰的利潤穩定、營銷和全自動駕駛功能推廣策略。
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，特斯拉公佈的第二季度交付量超出預期，儘管相比去年同期有所下降，但市場對此做出了積極的反應，突顯了公司的韌性。然而，一些專家預計交付量將低於分析師的預期，原因是對中國市場復甦的擔憂。
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，特斯拉的第二季度業績顯示，營業收入超預期，但每股收益低於預期，公司表示其2024年的增長率將明顯低於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.
股票價格：特斯拉股票今日收盤價爲219.80美元，下跌0.20%。盤後交易中，股票上漲0.43%。根據Benzinga Pro的數據，特斯拉股票的年初至今股價下跌了28.62美元，跌幅爲11.52%。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
這個故事是使用Benzinga Neuro生成的，並由Kaustubh Bagalkote編輯