To The Moon

$Tesla Motors(TSLA)$ Bearishdeliveries rose to 405,278 in Q4, up 31% Year-over-Year (YoY) & 18% above Q3's record 343,800👌

⚠️ But that came in well below lowered estimates of 418,000-420,000 after 🔋🚘TSLA offered big year-end incentives, especially in 🇨🇳 & 🇺🇸 to boost sales.

➡️ Q4 deliveries included 388,131 Model 3 & Model Y vehicles, with 17,147 Model S & X luxury EVs.

➡️ Figures do not include any 🔋🚘TSLA Semi deliveries. A small number was delivered to Pepsi in Dec.

➡️ Q4 production swelled to 439,701 in Q4, exceeding deliveries by more than 34,000. That's even with 🔋🚘TSLA curbing Shanghai output on 12/12 & suspending production on 24/12.

➡️ In Q3, output topped sales by just over 22,000, with deliveries also falling short that quarter.

🤷🏻‍♀️🤷🏻‍♀️🤷🏻‍♀️ Once again, 🔋🚘TSLA blamed an increase in vehicles "in transit at the end of the quarter.”

⚠️🔋🚘TSLA delivered a record 1.3 million vehicles in 2022, up 40% from 2021. It produced nearly 1.4 million vehicles, up 47% from the prior year🥳 Although 40% growth is 👍, TSLA’s pace of growth is slowing. Deliveries nearly doubled in 2021 & more than quadrupled in 2020 & investors are concerned.

🔋🚘TSLA ➡️ 🚩 OR 🏴‍☠️❓

(1) 🔋🚘TSLA new orders fell far short of Q4 deliveries & 2023 sales target

➡️ Annual order run rate in Q4 including significant discounting was only ~1M units, & the company's target is to sell close to 2M units in 2023, with no new models🚩

(2) A $55,000 price cap on most Model Y vehicles could limit 🔋🚘TSLA’s EV credit boost.

(3) Over in Europe, several countries cut/ended EV subsidies, providing another headwind for 🔋🚘TSLA as backlogs there fade.

(4) 🇨🇳 ended EV subsidies. 🔋🚘TSLA may need significant new price cuts in 🇨🇳, where competition continues to heat up from BYD, Nio, Li Auto, Xpeng & others. TSLA has already renewed year-end incentives for 1 Jan - 28 February.

Any 👍📰 For 🔋🚘TSLA❓

( In 2023, 🔋🚘 will benefit from new 🇺🇸 tax credits of up to $7,500, though the year-end incentives of $7,500 for the Model 3 or Model Y — with Model S & X vehicles added 30 Dec— may have tapped some of that demand.

(2)🔋🚘TSLA 🇨🇳 chief Tom Zhu will shift to take over the 🇺🇸 assembly plants as well as sales operations in North America & Europe, according to Reuters. Under Zhu's leadership, TSLA Shanghai rebounded strongly from lockdowns in 2022 to bring TSLA close to its 2022🎯 of 50% production growth.

How Are 🔋🚘TSLA’s 🇨🇳 Competitors Doing❓

(1) 🥊Comparing Q4 2022 Deliveries🥊

🥇BYD ➡️ 683,440

🥈TSLA ➡️ 405,278

🥉Li Auto ➡️ 46,319

Nio ➡️ 40,052

XPEV ➡️ 22,204

(2) 🥊Comparing Full Year Deliveries🥊

🥇BYD ➡️ 1,863,494 (+209%)

🥈TSLA ➡️ 1.3 million (+40%)

🥉Li Auto ➡️ 133,246 (+47%)

Nio ➡️ 122,486 (+34%)

XPEV ➡️ 120,757 (+23%)

Since May 2022 $BYD COMPANY(01211)$ Bullishdethroned TSLA as the biggest BEVproducer🔥🥵🔥 As per my morning post, 🇨🇳 EVs listed in 🇨🇳 & 🇸🇬 rose🥳🥳🥳 & I expect the same for the 🇺🇸 market tonight. 

Despite BYD having the greatest growth in 2022 deliveries of 209% & XPEV having the lowest at 23%, the share price of $XPENG-W(09868)$ Bullish $XPeng Inc.(XPEV)$ Bullish jumped 7.82% as compared to BYD’s 4.67%. Despite $NIO Inc.(NIO)$ Bullish having the greater growth in 2022 deliveries of 34% than XPEV, the share price of NIO only increased 2.17%🤔

Fellow 🐯🐯🐯, comparing the full year & Q4 2022 deliveries, which EV will you buy for Q1 2023❓Will this additional 📰 affect your🎯Price for TSLA❓Do vote🗳 & Share your reasons in the comments section❣️ Please also help to click on the “Like” & “Share/Repost” buttons at the bottom right corner so that more 🐯🐯🐯 can access this information, many thanks🤗🥰 You will Greatly Encourage Me❣️

As usual-🤔💭 Consider POV & Actions of investors + 👩🏻‍💻👨🏻‍💻 Research + 🗑FOMO & Greed = Investing Wisely 🤓🤗 + Accumulating Wealth 💵💰 

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