Shulou(Shulou.com)11/24 Report--

CTOnews.com Sept. 7, Deutsche Bank analyst Emmanuel Rosner revealed in a report that Tesla recently issued a warning at an investor meeting in Munich, Germany, claiming that some of Tesla's factories will be "shut down and upgraded", which may lead to a decline in Tesla's production and delivery volume in the third quarter.

Emmanuel Rosne claimed that the average market expectation for Tesla's delivery in the third quarter will be the same as in the second quarter, but there is some downside risk. Given Tesla's recent continued discount sales of inventory cars and the limited effect of cost-saving measures, the company's third-quarter profit is at risk.

CTOnews.com has previously reported that Tesla has updated his Model 3 model, and Emmanuel Rosne said that demand for the new Model 3 car is likely to be "stable" in China after the third quarter, but the overall "hardware side" of the model still helps boost Tesla's policy profit because the price is higher than that of the old Model 3 and the manufacturing cost is lower.

Tesla, source of ▲ image

Although the Emmanuel Rosne report predicts that Tesla will face some risks in his expected performance in 2023 and 2024, industry analysts remain optimistic about Tesla's long-term opportunities.

In addition to the latest release of Model 3, in mid-August this year, Tesla announced that both the long-lasting version and the high-performance version of Model Y would be reduced by 14000 yuan in the domestic market, a decrease of about 4%. Among them, the long-lasting version of Model Y is reduced to 299900 yuan. Musk has previously said that "if the economic environment continues to deteriorate, Tesla may continue to reduce car prices to ensure sales."

At present, Tesla is adopting the strategy of "raising prices and reducing costs" for new models and "direct price cuts" for old models, and according to data released by the China passenger car Association, Tesla's price reduction measures in the Chinese market have indeed had a certain effect. In August this year, including exports, sales of Chinese-made Tesla cars were 84159, up 9.3% from a year earlier and 31% from a month earlier.

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