Car stuff (public number: chedongxi)
Author | The Way
Edited | Mumi
According to foreign media reports, stock analysts have examined the Tesla industry chain and Tesla's long-term bull market and judged that Tesla's first quarter delivery volume this year will be much stronger than last year's highest sales in the fourth quarter, and the stock price is expected to grow to $1500 (about 9541 yuan). Therefore, Tesla is expected to usher in the first quarter of the opening.
If analyst forecasts are accurate and Tesla can overcome difficulties such as chip shortages, this will be the seventh consecutive time tesla has broken quarterly sales records.
Under negative conditions such as the spread of the lack of cores last year and the delay in production in some factories, Tesla still delivered 308,600 vehicles in the fourth quarter of 2021, an increase of about 70% year-on-year.
In addition, Tesla is renovating the Fremont factory to increase production capacity, the Berlin factory has also entered the trial production phase, the Texas factory is also applying for expansion, and the Shanghai factory has resumed work after the holiday. When the four factories are officially put into operation, Tesla's sales will reach a new high.
First, analysts said that sales will still grow in the first quarter Stock prices or continue to grow
After the latest round of factory inspections, global equity research analyst Trip Chowdhry put a judgment on the company's current situation. Analysts said Tesla's production, transportation and delivery momentum is currently "very solid", with deliveries even much stronger than in the previous quarter.
Analysts also estimate that deliveries of tesla Model S Plaid appear to have increased by about 15 percent. Considering the high profit margins of this $130,000 (about 830,000 yuan) pure electric car, this should be good for Tesla's financial position in the first quarter. Analysts reiterated that his target price for Tesla stock was $1,500 (about 9,541 yuan) and the stock rating was "overweight."
In addition to analysts' analysis of the factory, recent news from the Fremont factory and the Shanghai Gigafactory also indicates that Tesla's first-quarter performance in 2022 is expected to hit a new high.
▲ Tesla factory employees at work
Musk expects deliveries to grow 50 percent this year
It is understood that Tesla delivered 308,600 vehicles in the fourth quarter of 2021, an increase of about 70% year-on-year, an increase of nearly 30% over the previous record quarter; of which, the fourth quarter Model S and Model X deliveries were 11,750, and the Model 3 and Model Y deliveries were 296,850. In 2021, Tesla delivered a total of 936,000 vehicles, an 87% increase over 2020.
Musk told employees: "By 2022, the supply chain will continue to be a fundamental limiting factor for output in all plants. Therefore, the chip shortage problem, although weaker than last year, is still a problem. Yes, there are multiple supply chain challenges. Last year was hard to predict and hopefully this year will be smooth sailing, but I'm not sure what you've done for 2021, 2020's reappearance. Still, we do expect a significant increase in 2022 over 2021, easily more than 50% last year. ”
Based on last year's total sales of 936,000, Tesla will try to deliver 1.4 million vehicles this year, but the outcome is yet to be determined.
▲ Tesla quarterly sales statistics chart
Conclusion: Tesla's quarterly deliveries are expected to grow again
Last month, someone photographed Tesla's Shanghai factory being fully exported to the Model 3 and Model Y.
Foreign media reported that Tesla's Berlin factory has been approved for trial production, and Musk will go to Berlin in the middle of this month to promote formal production approval. If the Berlin plant can be officially put into operation in March, the Shanghai and Fremont plants will speed up production, and Tesla deliveries are expected to increase again in the first quarter.