Tesla reports new production record of 479,700 and record deliveries of 466,140 for 23Q2. The growth in deliveries is 10% QoQ and 83% YoY. The Tesla fleet reaches 4.5m cars. $TSLA
The
@Tesla
Model Y was June's best-selling car in...
🇨🇳 China
🇬🇧 United Kingdom
🇳🇴 Norway
🇸🇪 Sweden
🇩🇰 Denmark
🇳🇱 Netherlands
🇨🇭 Switzerland
🇫🇮 Finland
🇮🇪 Ireland
🇮🇸 Iceland
Good job
@elonmusk
and team. 💪
The Tesla Model Y was by far the world's best-selling EV in the first half of the year. No surprise, since it's also the best-selling car overall so far. The Model 3 comes in second.
Looking at the starting price, we can see that both Tesla models are also the most expensive of
864 km away from home. Not only no problem with
@Tesla
, but the best way to travel. 😍
Perfect navigation system with accurate consumption calculation and integrated charging stops at
@TeslaCharging
.
Each
@Tesla
Gigafactory set a new production record in Q2.
Giga Shanghai is close to hitting 250k, Fremont 150k, and Berlin and Texas are aiming 50k next quarter.
Cumulative production is reported to be close to half a million.
The ramp in Berlin and Texas is still far from
In China, 17.4k
@Tesla
insurance registrations were reported for the week of 26 June to 2 July. This is the best week of the quarter and ends Q2 with a new record. 🇨🇳
With the latest
@Tesla
insurance numbers out of China and only 2 weeks left in the quarter, the big picture is becoming clearer. 🇨🇳 $TSLA
So in China...
• This January was the best January ever
• This February was the third best February ever
• March has the potential to beat
With one week left in the month, Tesla set a new quarterly record in China.
Sales have never been higher after the second month of the quarter.
Only 12k more for the 4 days left this week are needed to bring sales over 100k after two months in the quarter.
Total sales for the
I found an interesting but scary data point about BEV and Tesla sales in Italy. 🇮🇹
Italy is the 4th largest car market in Europe behind Germany, UK and France (only slightly larger).
But Italy has a really bad BEV adoption of 3.9% and the year-over-year growth was one of the
It looks like
@Tesla
is on track for a new record quarter in Europe.
In the 4 daily reporting markets 🇪🇸🇳🇱🇳🇴🇸🇪, we see a 10-day lead in the current quarter over the previous quarter, which was the best quarter yet.
Source:
Tesla reports production of 494,989 and deliveries of 484,507 for 23Q4. The growth in deliveries is 11% QoQ and 20% YoY. The Tesla fleet reaches 5.5m cars. $TSLA
Tesla reports production of 430,488 and deliveries of 435,059 for 23Q3. The decline in deliveries is -7% QoQ and growth of 27% YoY. The Tesla fleet reaches 5m cars. $TSLA
Tesla reached whole 2022 sales within 3 quarters.
Tesla Giga Shanghai set a new production record at 90,802 Model Y and 3 in November. 🇨🇳
With 60.5% the Model Y remains the dominant model. The Model 3 is after the Highland upgrade again up 79% from August and at it's record levels.
As you can see, this is the second month in a
China reported 18.3k
@Tesla
insurance registrations for the week of December 11-17. 🇨🇳
That's +15.0% QoQ, +10.1% vs. best quarter and +35.5% YoY. Third highest week ever.
China reported 64,694
@Tesla
sales for August. 🇨🇳
• Best second month of the quarter ever and +51% from last month. Best August ever.
• Best quarter ever after second month of quarter and +15% vs. the same period last quarter
• Year-to-date +64% over same period last year
•
Norway reported 1,778
@Tesla
sales and 24.1% market share for February. 🇳🇴
• Market share is 660 basis points or 38% higher than the trailing 3 month average of 17.5%
• Tesla best-selling brand
• Model Y best-selling car
• 98% Model Y and 1% Model 3
• 5th best second month
In these countries,
@Tesla
has already sold more cars year-to-date than it did all of last year.
🇩🇰 Denmark
🇸🇪 Sweden
🇮🇹 Italy
🇳🇱 Netherlands
🇧🇪 Belgium
🇵🇹 Portugal
🇫🇮 Finland
🇮🇸 Iceland
🇵🇱 Poland
🇸🇮 Slovenia
🇨🇿 Czech Republic
🇧🇬 Bulgaria
🇭🇺 Hungary
🇹🇭 Thailand
I hit 14 million 𝕏 impressions today for the last 3 months. So I'm really close to getting into the
@X
ad revenue sharing program.
There are 5 days left to make the final million, but it seems I won't quite get there. ☹️
For the week of December 18-24, China reported 18.5k insurance registrations for
@Tesla
. 🇨🇳
The quarter is +17.2% QoQ, +10.1% vs. best quarter and +37.0% YoY. Highest 12th week of the quarter ever. Third highest week ever.
In China,
@Tesla
delivered 39,956 vehicles in April. This is the best first month of a quarter ever. Up 48% from second best (January 23). 🇨🇳
This number results from the CPCA reported wholesale 75,842 from last week and 35,886 exports from today.
The numbers from Europe for December are now in and
@Tesla
has, as expected, achieved a significant new quarterly record.
QoQ +77%
QoY +70%
Here some more details... 🧵
Tesla sales in Norway reached a new record high for January, as did almost all countries. We will also see a new record in February. 🇳🇴
But as you can see last year Q1 sales were concentrated in March. So I would not expect to beat last year's Q1.
But it should be better than
In
#China
, 17,032
@Tesla
were newly insured last week. 💪
As expected, the figures have thus increased for the 4th week in a row. This is also the strongest week since the end of September. $TSLA
🧵 1/4
In March,
@Tesla
sales in Denmark are reported to be 3,675 units. 🇩🇰
Q1 is a huge new record. It's about 5 times more than the last quarters.
Already after the first two months of the quarter it was clear that we would see a new record. But it was even bigger than expected.
BREAKING:
@Tesla
was Denmark's 🇩🇰 best-selling car brand in all of Q1 2023 with a market share of 13,08% 🥇
@Tesla
sold 5.225 vehicles overall in Q1 and has how overtaken Peugeot, VW & Toyota ⚡️
@TroyTeslike
@piloly
@SawyerMerritt
Perhaps an interesting turning point. Tesla surpassed the sales of Mercedes, BMW and Audi in China last week. German car companies were trending down in August and Tesla was trending up.
Launching Tesla FSD (Supervised) in China would add another 2 million potential customers.
At a 35% take rate of $99 per month, that's ~$0.8 billion in profit per year. $TSLA
France reported 9,572
@Tesla
sales and 5.3% market share for December. 🇫🇷
• Tesla 6th best-selling brand
• Best month ever with +2% vs. second best month
• Best quarter ever
• Year-to-date is 216% or 26/12 of last year's total
@TeslaClubFrance
@TESLANEWSFrance
Today's insurance numbers from last week set a new quarterly record for
@Tesla
in China. This week should push them well over 150k for the first time. 🇨🇳
The
@Tesla
Model Y is the best-selling car model in Europe in the first quarter of this year. With +173%, it made the biggest year-over-year jump of any model in the top 25.
Tesla is chasing the entire VW Group in Europe's daily reporting BEV markets. 😮
The VW Group consists of the brands of Volkswagen, Audi, Škoda, Seat, Cupra, Ducati, Lamborghini and Bentley.
🧵 1/4
In March,
@Tesla
sales in Denmark are reported to be 3,675 units. 🇩🇰
Q1 is a huge new record. It's about 5 times more than the last quarters.
Already after the first two months of the quarter it was clear that we would see a new record. But it was even bigger than expected.
China reported 39,891
@Tesla
sales for January. 🇨🇳
• Second best first month of the quarter ever and +39% vs. the previous one
• Best January ever
• Year-to-date +49% over same period last year
• Year-to-date is 7% or 0.8/12 of last year's total
Souce:
@Tslachan
Tesla had its highest single-day sales of the year in Denmark yesterday with 338 units. 🇩🇰
Sales add up to 3,198 for the best December ever, 6,405 for the best quarter ever and 21,460 for the best year ever. And there are still a few days left in the year.
In Europe, France became almost the largest market for Tesla in 2023. 🇪🇺
Germany and the UK were down, while the smaller markets showed big growth. Total sales in Europe are up 57%.
🇩🇰 Denmark +641%
🇳🇱 Netherlands +298%
🇵🇹 Portugal +257%
🇧🇪 Belgium +234%
Other +213%
🇮🇹 Italy
In China, 12.8k Tesla insurance registrations were reported for the week of January 22 to 28. 🇨🇳
The quarter is +28.1% QoQ, -15.0% vs. best quarter 23Q2. YTD is at +37.0% YoY. Highest 4th week of the quarter ever.
Tesla's year over year growth for all countries I have the data so far.
Out of 26 countries only 2 of them Tesla did not grow. The total is +46% and +329,428 units.
🇩🇰 Denmark +642% growth / +19k units
🇨🇿 Czech Republic +443% / +1k
🇧🇬 Bulgaria +340% / +0k
🇵🇱 Poland +272% / +3k
For the week of November 27-December 3, China reported 17.4k insurance registrations for
@Tesla
. 🇨🇳
That's +3% QoQ and +35% YoY. Highest 9th week of the quarter ever. Q4 best quarter ever so far.
China CPCA reported 76,663
@Tesla
sales in March. 🇨🇳
More than was expected on the basis of the insurance figures. Close to last monthly record of 78 k in June last year after COVID Lockdown of Giga Shanghai.
At +11% QoQ and +24% YoY, this results in the best quarter ever.
China reported 65,504
@Tesla
sales for November. 🇨🇳
• Best second month of the quarter ever and +0.3% over the previous one. Best November ever.
• Second best quarter ever after second month of quarter and -3% vs. the same period last quarter
• Year-to-date +34% over same
In China, CPCA reported an estimate of 88,869
@Tesla
wholesale in March. 🇨🇳
Wholesale is local sales in China and exports. So it's the output of Giga Shanghai.
This is the second best month and best quarter so far. Even though it is the shortest quarter of the year, Chinese New
New wholesale record from
@Tesla
Giga Shanghai. 🇨🇳
With 93,680 units for domestic sales and export, June is at +21% MoM and the quarter shapes up at 247,217 with 8% QoQ growth.
Tesla production reached 6 million units at the end of this quarter.
31 quarters to reach the first million.
6 quarters to reach the second million.
4 quarters to the third million.
Then every 2 quarters another million.
China reported 74,212
@Tesla
sales in June. 🇨🇳
• 4th best month ever with +74% vs. last month
• Best quarter ever and +14% quarter-over-quarter
• +50% year-to-date vs. same period last year
• Year-to-date is 67% of last year's total
As of today
@Tesla
has now delivered twice as many BEV as its closest competitor Volkswagen in the 4 European markets with daily delivery figures this quarter. 🇳🇴🇸🇪🇳🇱🇪🇸 $TSLA
United Kingdom reported 7,533
@Tesla
sales and 4.5% market share in June. 🇬🇧
• Model Y over all best-selling model
• 6th best month ever with +119% vs. last month. Best June ever.
• 4th best quarter ever and -4% quarter-over-quarter. Best Q2 ever.
• +23% year-to-date vs.
The
@Tesla
Model 3 has reached 40k registrations in Norway and is still the most sold model in the Tesla fleet. But this will change in the next days and the Model Y will get the crown. 🇳🇴
Tesla registrations in Switzerland are up 257% in the first 8 weeks of this year compared to last year. 🇨🇭
You can see that sales in 2023 were the same as 2022, but the delivery waves were much stronger in 2022. Giga Berlin helped a lot to make the deliveries more linear.
Tesla sales in Italy are interesting right now. 🇮🇹
Today, after only 1 week in November, sales have already surpassed October and September sales. Next week we should reach last year's total November sales.
This is happening because of the Model 3 Highland deliveries. The
Tesla sales were up 41% in the first two months of the year. That is more than any other brand in the top 20. While 5 competitors ahead of Tesla actually saw a decline. 🇪🇺
Switzerland is one of the 3 markets in Europe where Tesla did not do so well last year. 🇨🇭
Let's take a look at the evolution in this market over the last 5 years and the data so far of this year.
In 2018 Tesla sold 1,465 and was at 31 of the brand ranking with 0.49% market
Tesla is chasing the entire VW Group in Europe's daily reporting BEV markets. 😮
The VW Group consists of the brands of Volkswagen, Audi, Škoda, Seat, Cupra, Ducati, Lamborghini and Bentley.
🧵 1/4
For Europe, all major countries have reported sales data and
@Tesla
is at +120% year over year as of the end of May. 🇪🇺 $TSLA
April and May last year were bad because of the Shanghai lockdown. But you can also see growth at the end of March.
After the first half of the year, Tesla has already reached 62% of last year's total sales. North America remains the strongest market.
When we zoom in on the quarters, it becomes clear that growth is not linear and the same from quarter to quarter.
This makes it easier to
Tesla was the best-selling brand in Norway almost every day of the quarter. 🇳🇴
Knowing that we are far from a record quarter, you can imagine how well other brands are doing.
Market share for March is expected to rise above 30%. The highest since March last year.