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EuniceLee
2021-06-23

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Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?

市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？

Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?

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The email did not disclose the actual production and delivery targets in the second quarter, but only encouraged and requested:\"Overall, we executed well, but the next 12 days are very important for production and deliveries this quarter. Please give it your all!\" In his letter, Musk did not disclose the number of deliveries that have been completed so far and Q2 targets, butAnalysts expect deliveries to reach 198K-200K this quarter, setting a new quarterly high for deliveries.Judging from the wording of the email, Musk seems to believe that the second-quarter delivery target is achievable, but in order to achieve this goal, the team needs to make a very intense sprint at the end of the quarter.With less than two weeks left in the second quarter, there's a good chance Tesla will do what it can to deliver as many cars as it can by the end of the month, given the trend of Tesla launching a massive push at the end of the quarter.Q1 Delivery Data ReviewIn the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338, both hitting record highs. According to delivery figures, all the electric vehicles Tesla produced in the first quarter were Model 3 and Model Y models, with zero production of the more expensive Model S and Model X models.Meanwhile, the 2020 Model S and Model X delivered in the first quarter were all from previous production inventory, and their deliveries accounted for only 1% of the total deliveries in the quarter. The chart below shows Tesla Model S/X/3/Y deliveries as of Q1 2021:<img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\">Q2 Delivery ForecastFor Tesla, the rapid growth in sales is important because legacy car leaders have woken up and are boosting plug-in vehicle sales for most brands. The new facility in Texas is a key factor in further growth, as the start-up of the German facility seems \"challenging\".Tesla loyal fan Troy Teslike estimates,In the second quarter, 198,000 deliveries are possible (he previously gave an expected value of 192,000), which would support the 200,000 argument — another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles for the full year of 2021. His prediction data is shown below:<img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\">Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with US/China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and US-made Model 3 exports to the EU setting records every quarter,Tesla may deliver 210,000-215,000 vehicles in the second quarter (market expectation of 205,000 vehicles), market expectations for Tesla's fiscal 2021 deliveries after the second quarter could be closer to 900,000 vehicles (the current forecast is 866,000).Tesla short GLJ Research analyst Gordon Johnson lowered his estimate for Tesla's (TSLA.O) second-quarter deliveries while raising his estimate for full-year FY21 deliveries.Second-quarter delivery estimate lowered to 194,000 from 196,000, while full-year 2021 delivery estimate was revised up to 799,700 from 783,900。 We made this adjustment because we think we will sell around 30,000 units in China in June, Johnson said.The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet The company's updated guidance in The first quarter of more than 50% increase in full-year deliveries over 2020 levels. But that shouldn't be too difficult, and if Q2 maintains Q1 deliveries, it can also achieve a 104% year-over-year growth rate.However, supply shortages remain potential challenges, particularly in terms of capacity constraints at semiconductors, logistics and shipping ports。 Given the optimistic signals released by Tesla's management, deliveries are expected to grow in the second quarter compared to the first quarter.Model S Power deliveryPreviously, Tesla held a delivery ceremony for the Model S Plaid Edition on June 10 at the test drive facility next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaids that night. Additionally, Musk added that hundreds of Model S Plaids will be delivered each week soon and thousands each week in the next quarter.Days after Tesla officially delivered the first batch of Model S Plaids, drones patrolling the skies over the Fremont factory showed the company was now producing the vehicle in series. Separately, judging from the videos and photos shared by netizens on social media, some Model S Plaids are on their way, and coupled with the growing fleet of Model S inside the Fremont plant, Tesla seems to want to ensure that the newly released car can be delivered to customers before the end of the quarter.<img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\">Recently, according to foreign media reports, as the second quarter of 2021 nears the end, the delivery speed of Tesla Model S has accelerated. Foreign media expect Tesla's production and delivery in the second quarter to be particularly tight, with a large backlog of delivery orders for Model S due to the delay of new Model release. In addition, more than 10,000 vehicles were put on hold for shipments in May, which also delayed many order deliveries until Tesla launched its new computer vision system.Historical Movement of Tesla's Stock Price on the Day it Announces Quarterly Delivery Data and the First Five DaysFrom Q1 2020 to Q1 this year, Tesla delivered more than consensus estimates for five consecutive quarters, including four times when the share price rose more than 3% on the day of announcement, as shown in the chart below. As the second quarter approaches the end, investors may be able to find the law from the previous market charts, seize the opportunity and lay out in advance!<img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\">","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q2 Deliveries Expected to Hit Another New High, Has It Got a Buy Point?\n</h2>\n<h4 class=\"meta\">\n\n金十数据2021-06-23 20:43\n\n</h4>\n</header>\n<article>\n<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets in the second quarter, but only encouraged and requested:\"Overall, we executed well, but the next 12 days are very important for production and deliveries this quarter. Please give it your all!\" In his letter, Musk did not disclose the number of deliveries that have been completed so far and Q2 targets, butAnalysts expect deliveries to reach 198K-200K this quarter, setting a new quarterly high for deliveries.Judging from the wording of the email, Musk seems to believe that the second-quarter delivery target is achievable, but in order to achieve this goal, the team needs to make a very intense sprint at the end of the quarter.With less than two weeks left in the second quarter, there's a good chance Tesla will do what it can to deliver as many cars as it can by the end of the month, given the trend of Tesla launching a massive push at the end of the quarter.Q1 Delivery Data ReviewIn the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338, both hitting record highs. According to delivery figures, all the electric vehicles Tesla produced in the first quarter were Model 3 and Model Y models, with zero production of the more expensive Model S and Model X models.Meanwhile, the 2020 Model S and Model X delivered in the first quarter were all from previous production inventory, and their deliveries accounted for only 1% of the total deliveries in the quarter. The chart below shows Tesla Model S/X/3/Y deliveries as of Q1 2021:<img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\">Q2 Delivery ForecastFor Tesla, the rapid growth in sales is important because legacy car leaders have woken up and are boosting plug-in vehicle sales for most brands. The new facility in Texas is a key factor in further growth, as the start-up of the German facility seems \"challenging\".Tesla loyal fan Troy Teslike estimates,In the second quarter, 198,000 deliveries are possible (he previously gave an expected value of 192,000), which would support the 200,000 argument — another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles for the full year of 2021. His prediction data is shown below:<img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\">Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with US/China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and US-made Model 3 exports to the EU setting records every quarter,Tesla may deliver 210,000-215,000 vehicles in the second quarter (market expectation of 205,000 vehicles), market expectations for Tesla's fiscal 2021 deliveries after the second quarter could be closer to 900,000 vehicles (the current forecast is 866,000).Tesla short GLJ Research analyst Gordon Johnson lowered his estimate for Tesla's (TSLA.O) second-quarter deliveries while raising his estimate for full-year FY21 deliveries.Second-quarter delivery estimate lowered to 194,000 from 196,000, while full-year 2021 delivery estimate was revised up to 799,700 from 783,900。 We made this adjustment because we think we will sell around 30,000 units in China in June, Johnson said.The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet The company's updated guidance in The first quarter of more than 50% increase in full-year deliveries over 2020 levels. But that shouldn't be too difficult, and if Q2 maintains Q1 deliveries, it can also achieve a 104% year-over-year growth rate.However, supply shortages remain potential challenges, particularly in terms of capacity constraints at semiconductors, logistics and shipping ports。 Given the optimistic signals released by Tesla's management, deliveries are expected to grow in the second quarter compared to the first quarter.Model S Power deliveryPreviously, Tesla held a delivery ceremony for the Model S Plaid Edition on June 10 at the test drive facility next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaids that night. Additionally, Musk added that hundreds of Model S Plaids will be delivered each week soon and thousands each week in the next quarter.Days after Tesla officially delivered the first batch of Model S Plaids, drones patrolling the skies over the Fremont factory showed the company was now producing the vehicle in series. Separately, judging from the videos and photos shared by netizens on social media, some Model S Plaids are on their way, and coupled with the growing fleet of Model S inside the Fremont plant, Tesla seems to want to ensure that the newly released car can be delivered to customers before the end of the quarter.<img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\">Recently, according to foreign media reports, as the second quarter of 2021 nears the end, the delivery speed of Tesla Model S has accelerated. Foreign media expect Tesla's production and delivery in the second quarter to be particularly tight, with a large backlog of delivery orders for Model S due to the delay of new Model release. In addition, more than 10,000 vehicles were put on hold for shipments in May, which also delayed many order deliveries until Tesla launched its new computer vision system.Historical Movement of Tesla's Stock Price on the Day it Announces Quarterly Delivery Data and the First Five DaysFrom Q1 2020 to Q1 this year, Tesla delivered more than consensus estimates for five consecutive quarters, including four times when the share price rose more than 3% on the day of announcement, as shown in the chart below. As the second quarter approaches the end, investors may be able to find the law from the previous market charts, seize the opportunity and lay out in advance!<img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\">\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2496,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}