Tesla aims to achieve an annual growth rate of 50% and deliver nearly 900000 vehicles in the first half of the year
On July 3rd, Tesla released its second quarter global production and delivery report. The report shows that Tesla produced a total of 479700 electric vehicles globally in the second quarter, delivering 466100 vehicles, representing a year-on-year increase of 86% and 83%, respectively. The delivery data continues to break Tesla's quarterly delivery record and also ranks first in the global pure electric vehicle delivery volume.
Based on the data from the first and second quarters, Tesla's delivery volume in the first half of the year has reached 888000 vehicles, exceeding market expectations. Tesla stated that the release of the second quarter data "also means that the delivery target of an average annual growth rate of 50% is within reach.".
Specifically, Model 3 and Model Y remain the main delivery drivers, delivering a total of 446900 vehicles, while Model S and Model X delivered 19000 vehicles, with a rapid growth rate of nearly 80% month on month.
At the shareholders' meeting held in May, Tesla CEO elon musk predicted that ModelY would be the world's top selling model in 2023. According to statistics from the analysis agency JATODynamics, the ModelY surpassed Toyota Corolla in the first quarter of this year to become the world's best-selling car. The bright delivery data in the second quarter also means that ModelY may continue to break the myth of fuel vehicles.
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It is also worth noting that the two high-end models, Model S and Model X, are becoming the focus of Tesla's profitability. In early July, Tesla announced another price adjustment for the Model S/X, allowing users to enjoy price discounts and other incentive benefits ranging from 35000 to 45000 yuan when purchasing existing models of the all-new Model S/X. Among them, the current Model S starts at 773900 yuan for sale; The current model X starts at 863900 yuan for sale.
In addition to exceeding the expected delivery volume, Tesla's non electric vehicle business also received widespread attention in the second quarter. In terms of charging business, on April 25 this year, Tesla officially announced the pilot opening of charging stations for some non Tesla brand new energy vehicles in Chinese Mainland, further promoting the implementation of the "charging network opening pilot plan". Among the first batch of pilot open charging stations, there are 10 super charging stations and 120 destination charging stations. This plan will also cover Tesla's charging network on a larger scale in the future, continuously expanding the service scope for different brands and models. In North America, starting from May 23rd, General Motors, Ford, Rivian, and Volvo have respectively reached cooperation with Tesla and will gradually start using Tesla's charging facilities in North America. The open charging strategy will undoubtedly accelerate the development of the entire electric vehicle industry.
In terms of energy business, the Tesla Energy Storage Super Factory project officially landed in Shanghai in April, and the large-scale energy storage equipment Megapack will be put into operation in Q2 next year; In May, Tesla's lithium refinery officially began construction in the United States. According to Musk's prediction at the shareholder meeting in May, Tesla's energy storage business will grow at the same high speed as its electric vehicle business.