今年三季度交付量虽扭转了前两个季的颓势，实现同比增长，但逊于预期，今年前三季销量同比下滑2.3%。Stay tuned for next week's Robotaxi Day.
On Wednesday, October 2, electric vehicle giant Tesla released the production and sales data for the third quarter of this year: a total delivery of 462,890 vehicles, lower than the estimated 463,897; total production of 469,796 vehicles. Among them, Model 3 and Model Y accounted for the majority of Tesla's total deliveries, with a combined delivery of 439,975 vehicles.
In the same period last year, Tesla reported deliveries of 435,059 vehicles and production of 430,488 vehicles. In the previous quarter, the company reported deliveries of 443,956 vehicles and production of 410,831 vehicles.
Although the delivery volume in the third quarter of this year reversed the decline in the previous two quarters, achieving year-on-year growth, it fell short of expectations, with sales in the first three quarters of this year declining by 2.3% year-on-year.
Tesla will announce its third-quarter performance on October 23.
Tesla has not yet released specific guidance for deliveries in 2024, but executives have indicated that despite adding a new model - the Cybertruck - to its product line, they expect delivery growth this year to be lower than last year.
The company also stated on Wednesday that it deployed 6.9GWh of energy storage products this quarter.
After the data was released, Tesla's stock price fell more than 4% to $247.41. In the third quarter, Tesla's stock price accumulated a 32% increase, offsetting this year's losses.
Before the delivery data was announced, Tesla's stock price had risen by about 20% in the past month, thanks to optimism about the autonomous driving taxi event scheduled for October 10, and good news from China indicating growing sales in China.
However, investors are also disputing the 'significant' decline in annual car growth rates, which Tesla warned about after the first quarter.
For years, Musk has promised that Tesla will launch self-driving cars, but the company has not yet achieved this. Meanwhile, competitors such as Google's self-driving taxi company Waymo and Pony.AI have already begun operating commercial autonomous driving taxi services.
Analysts say that next week's autonomous driving taxi event will be a key moment for the company's future and its further use of artificial intelligence.
Wedbush analyst Dan Ives wrote in a report to clients on Tuesday, 'We believe that Robotaxi Day will be a groundbreaking historical day for Musk and Tesla, marking a new chapter in Tesla's future development in autonomous driving, FSD, and AI.'
