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特斯拉10月国内销量同比增超40% 国内供应商有望持续受益

Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.

cls.cn ·  Nov 6 18:55

① Overnight, the US stock Tesla surged more than 14% to a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, an increase of 41% over the previous year. ② Huaxi Securities pointed out in the research report that in the medium term, Tesla lays out new models+new factories+new technology, domestic suppliers respond quickly, and have strong cost optimization capabilities, and targets related to the industrial chain are expected to continue to benefit.

Overnight, the US stock Tesla surged more than 14% to a new high since July 2023. According to data from the Passenger Federation, Tesla's Shanghai Gigafactory will deliver 68,280 vehicles in October 2024. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, an increase of 41% over the previous year.

Tesla is a pioneering brand in the field of electric vehicles. According to data from the Passenger Federation, Tesla's Shanghai Gigafactory will deliver 68,280 vehicles in October 2024. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, an increase of 41% over the previous year. Huaxi Securities pointed out in the research report that Tesla pursues ultimate production efficiency and scale advantages through technology upgrades and supply chain optimization, and leads the development of the industry through intelligent driving technology. In the short term, Tesla drives demand growth through cost advantages in exchange for volume; in the medium term, Tesla lays out new models+new factories+new technology to broaden the product matrix and accelerate the implementation of intelligent driving. Domestic suppliers respond quickly and have strong cost optimization capabilities, and targets related to the industrial chain are expected to continue to benefit.

According to the Finance Federation's theme library, among the relevant listed companies:

Merisign has mastered the core technology of the entire integrated die-casting process. The company said that Company T is the company's core customer, and the company will continue to pay attention to the market and business in fields related to driverless products and technology.

Daimei Co., Ltd. supplies sun visor products for Tesla, NIO, Xiaopeng, and Ideal; supplies products such as sun visors, ceilings, and ceiling central controllers for Rivian.

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