美东时间1月2日周四，特斯拉公布了2024年全年及第四季度的车辆交付数据。特斯拉表示，2024年全年共交付179万辆汽车，低于2023年交付的180万辆Source: Wall Street News
Tesla announced its year-end sprint results on Thursday, with fourth-quarter Auto deliveries reaching 0.49557 million units, setting a record for a single quarter, but still falling short of market expectations. Meanwhile, the total Auto deliveries for 2024 are projected at 1.79 million units, which not only failed to meet Analyst expectations but also marks the first annual sales decline in a decade. Following the announcement, the stock price initially dropped by 7%.
Tesla achieved record deliveries in the fourth quarter through a year-end push, but annual sales declined for the first time in over a decade.
On January 2, Thursday, Eastern Time, Tesla announced vehicle delivery data for the entire year and the fourth quarter of 2024. Tesla stated that it delivered a total of 1.79 million Autos in 2024, lower than the 1.8 million Autos delivered in 2023, and also below the 1.8 million Autos generally expected by Analysts. This marks the first annual sales decline for Tesla since its IPO in 2011.
Despite a decline in annual sales, Tesla still achieved strong growth in the fourth quarter. As of December 31, Tesla delivered a total of 495,570 Autos in the fourth quarter, setting a new record for quarterly deliveries, but falling short of the average expectations of Analysts.
In terms of breakdown, in the fourth quarter, Model 3/Model Y deliveries were 471,930, below the Analysts' expected deliveries of 484,575. In the fourth quarter, other models delivered 23,640 Autos, also lower than the two Analysts' expected deliveries of 26,475.
Fourth quarter production reached 459,445 Autos, lower than the Analyst expectation of 505,239 Autos. The production of Model 3/Model Y in the fourth quarter was 436,718 Autos, below the Analyst expected production of 481,306 Autos. Other models had a fourth quarter production of 22,727 Autos, less than the Analyst expected production of 22,790 Autos.
After the data was released, Tesla failed to meet the expected growth target, with its stock price initially dropping 7% in early trading, now narrowing the decline to 4.43%.
Tesla's sales in Europe have declined.
With increasing competition in the electric vehicle market, Tesla recently introduced several incentives to attract buyers and achieve a goal of 'slight' growth for the year, including promotions related to financing, charging, and leasing.
As competitors' market share continues to grow, Tesla's sales in Europe saw a significant decline in the fourth quarter. According to the European Automobile Manufacturers Association (ACEA), from January to November 2024, Tesla sold 0.283 million vehicles in Europe, a year-on-year decrease of 14%. Sales in November fell even more from 31,810 vehicles in the same month last year to 18,786 vehicles.
In the face of competitive market pressure, Tesla CEO Elon Musk clearly stated during the earnings report conference call in October that the company would take proactive measures in response. He revealed that Tesla plans to launch low-cost and autonomous driving models by 2025 to further expand market coverage. He expects the company to achieve "20% to 30% growth" in 2024.
With Trump possibly returning to the White House, USA's electric vehicle policy may undergo significant adjustments. The Biden administration had previously allocated $7.5 billion for the construction of public electric vehicle charging stations, aiming for 40% of zero-emission vehicle sales by 2030. However, according to Wired magazine, the Trump team plans to reevaluate this budget and redirect funds to other priority areas, such as domestic battery mineral processing.
The Trump team believes that electric vehicle charging infrastructure is unrelated to "national defense" and therefore should not be a funding priority.
编辑/jayden
