Strong Chinese market could lead to 150,000 Tesla deliveries in September
Ifengnet technology news on October 1, Beijing time, Tesla is likely to disclose the third quarter deliveries this Friday or early next week. Wedbush analysts Daniel & Middot; Daniel Ives said in a recent investment note, "The chip shortage clearly constrained Tesla's supply and deliveries in July and August. Estimated deliveries were in the 80,000-90,000 range, but saw a surge in September to 145,000 to 150,000 driven by the China market."
Mr. Eavis said he expected to deliver 230,000 vehicles in the third quarter, despite logistical complications in Europe (most Model 3s and YS are made in Chinese factories). Analysts on average expect Tesla to deliver 232,000 vehicles, according to FactSet. Tesla delivered the Model Y in Europe for the first time in the third quarter.
Tesla delivered 201,250 vehicles in the second quarter, up from a record 184,800 in the first quarter and 90,900 a year earlier, roughly in line with analysts' expectations. (Writer/Shuangye)
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