同比下滑13.5%！特斯拉今年二季度交付量不及去年同期，市值却一夜大涨3450亿元

Core Insights - Tesla's global delivery volume for Q2 2023 was 384,100 units, a year-over-year decline of approximately 13.5% [2][3] - This marks the second consecutive quarter of year-over-year delivery declines for Tesla [2] - Despite the drop in deliveries, Tesla's stock price rose nearly 5% following the announcement, increasing its market capitalization by $48.1 billion [3] Delivery and Production Data - In Q1 2023, Tesla delivered approximately 336,700 vehicles, representing a 32% quarter-over-quarter decline and a 13% year-over-year decline [2] - Total deliveries for the first half of 2023 were approximately 720,700 units, down from 830,800 units in the same period of 2022 [3] - Tesla produced 410,244 vehicles in Q2 2023, with a production of 396,835 units for Model 3 and Model Y [5] Model Performance - Model 3 and Model Y accounted for 97.3% of Tesla's total deliveries in Q2 2023, with a combined delivery of 373,728 units, down 15.8% year-over-year [4] - Production of Model 3 and Model Y was 396,835 units, a decrease of approximately 3.4% from the previous year [4] Regional Performance - In Europe, Tesla's new car registrations fell by 28% year-over-year in May 2023, contrasting with a 1.9% increase in overall European car sales [5] - In China, Tesla experienced a 0.8% year-over-year increase in wholesale sales in June 2023, reaching approximately 71,500 units [6] Energy Products - Tesla's energy storage business showed strong performance, with a total installation of 9.6 GWh in Q2 2023, reflecting a year-over-year growth of 2.1% [6] - A significant project involving a 4 billion yuan investment for a gigawatt-level energy storage station was signed in Shanghai [6] Upcoming Financial Report - Tesla is scheduled to release its Q2 2023 financial report on July 23, 2023, which will provide detailed insights into revenue, net profit, and cash flow [7]