Tesla latest updates
Tesla's new factory is almost completed, and its production capacity is expected to reach nearly 2 million cars by 2023. The Fremont factory has a planned annual production capacity of 650,000 cars, the Shanghai factory has a planned annual production capacity of 750,000 cars, and the Berlin and Texas factories have a weekly production capacity of over 3,000 cars, with a planned annual production capacity of 250,000 cars in the first half of 2023.
The progress of the 4680 battery is the focus, and investors can expect an update on March 1st. The 4680 battery is supplied by Kato Lab and the Texas factory, and its weekly production capacity has reached 1,000 Model Y battery packs. It is expected to achieve the goal of producing 10 GWh in March. The company will hold an investor day at the Texas factory on March 1st to unveil new production lines, long-term expansion plans, and the third-generation vehicle platform.
In the future, Tesla should focus on:
Observing the sustainability of orders after price reductions while continuously optimizing manufacturing costs. Pay attention to the impact of price and cost changes on profit margins.
The electric heavy-duty truck Semi was delivered at the end of 2022, and Cybertruck is expected to begin production in mid-2023 and achieve mass production in 2024. The next generation of vehicle platforms is under development, and more information will be released in March 2023. The launch of new models will continue to drive demand.
The company invested $3.6 billion to build two new factories for the production of 4680 batteries and Semi. The Berlin and Austin factories are continuously expanding and need to focus on the impact of production capacity expansion and production efficiency improvement on profitability.
Improving the profitability of energy storage and software service businesses and the growth of the FSD activation rate will boost the company's long-term value.
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