特斯拉预告!
TeslaTesla(US:TSLA) 证券时报·2025-08-18 14:13

Core Viewpoint - Tesla's Q1 2025 production and delivery figures show a decline compared to the same period last year, indicating potential challenges in maintaining growth momentum in the electric vehicle market [2]. Group 1: Production and Delivery Data - In Q1 2025, Tesla produced 362,600 electric vehicles, down from 433,000 in the same quarter last year [2]. - Total deliveries in Q1 2025 were 336,700, a decrease from 386,000 in the same period last year [2]. - The primary models produced and delivered were Model 3 and Model Y, with a combined production of 345,400 and deliveries of 323,800 in Q1 2025 [2]. Group 2: Reasons for Sales Decline - The decline in global sales is attributed to production line changes at all four factories for the Model Y, resulting in several weeks of production downtime [2]. - Despite the production challenges, the ramp-up of the new Model Y's capacity is reportedly progressing well [2]. Group 3: Future Outlook - Analysts predict that Tesla's delivery numbers may continue to decline for the second consecutive quarter, influenced by weak monthly data in key regions and declining consumer confidence [2]. - Goldman Sachs has lowered its delivery and profit expectations for Tesla over the coming years [2].