A few days ago, released data in the third quarter, and Teslas global delivery of 463,000 units in the third quarter of 2024 set a new record for the companys quarterly.
At the same time, the revenue was 25.182 billion US dollars, and the net profit of GAAP was 2.167 billion US dollars, which seemed to be pretty good.
In addition, Teslas 3 million vehicles in Shanghais factory have been offline, and 7 million cars in the world are also offline in Fremont.
So many people began to blow Tesla, saying that domestic new energy vehicles were far from Tesla.
For exampleMost of the new forces are more than 100,000 or tens of thousands of units. It is not as sold for Tesla for a year.
And Tesla also said that Model Y is the best-selling model in China from January to September. So many domestic cars, siege Tesla Model Y, have not actually played it, and have never played.other people.
Seriously, Tesla is really amazing, so there is no doubt, but it is not necessary to brag to Tesla.
If you want to compare, Teslas quarterly sales volume is actually better than the one -month sales of Chinese new energy vehicle companies, Tesla is the same far behind too far, too far, too far,Essence
According to the latest new energy vehicle companies, as shown in the figure below, sales in October were as highThere are more Slas in a quarter.
In addition, the sales volume of the ideal monthly sales exceeds 50,000, the sales volume of Selis and zero running exceeds 30,000, and the performance is quite good. FromAs can be seen above, the sales of almost all domestic new energy vehicles are rising from the previous month. Only ideals, Selis, and Weilai have fallen a little month -on -month.
In fact, look at the first quarter of 2024, Teslas total revenue of US $ 72 billion, an increase of 0.5%year-on-year; net profit of $ 4.82 billion, a decrease of 31.4%year-on-year decreased by 31.4%year-on-year; Delivery of 1.294 million units, a decrease of 2.3%year -on -year, it can be said that the key indicators are declining.
and almost all domestic new energy vehicles, but sales are continuously growing. Maybe now some cars are not as sales of Tesla, but the next continuous growth, that is not necessarily.
Lets see another data. This is Tesla. In recent yearsContinuously decline, the cost has been almost unchanged, and the gross profit margin continues to decline. In the first three quarters, it wandered around 15%.
Obviously, with the competition of domestic new energy vehicles, Teslas life is getting more and more sad, and this in the financial report has been clearly reflected.
In addition, from a technical point of view, Teslas various innovations before, technology is indeed ahead of friends.But what about now?The Tesla model has not changed for several years, and it is still like a "blank house".
In contrast, domestic cars are becoming more and more exquisite, more and more experienced, and in terms of autonomous driving, smart cockpit, etc., it completely surpasses Tesla. In terms of power control,Also caught up with Tesla.
So, dont blow Tesla anymore, the growth rate of revenue slows down, the net profit declines, and the technology has become more and more Chinese manufacturers catch up and surpass it.What to blow?
