TU-TESL

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Officially announced the fourth quarter of 2019 financial report, the company delivered a total of 112000 vehicles in the fourth quarter, 367500 vehicles in the whole year of 2019, and 500000 vehicles are expected to be delivered by Tesla in 2020. It should be noted that the model y mass production time is ahead of schedule, and the delivery time is expected to be advanced to March, about half a year ahead of the previously announced delivery in autumn this year, while the version is planned to be mass produced this summer. Tesla previously released information shows that the fourth quarter production and delivery volume were 104900 and 112000 respectively. Model 3 delivered 92550 vehicles in total, and 19450 vehicles in total; in 2019, the cumulative delivery increased by about 50% year-on-year, reaching the delivery target of 360000-400000 set at the beginning of the year. At the beginning of this month, Tesla's domestic model 3 began to be delivered to the outside world, and it was also announced that the model y domestic project was officially launched. Model y has been pre sold before. The car is divided into the long-term version of the rear drive version of 444000 yuan, the long-term version of dual motor all wheel drive of 488000 yuan and the high-performance version of dual motor all wheel drive of 535000 yuan. I find that Tesla's official website in China has deleted the information of model Y's rear drive version, which is similar to model 3's domestic model (the domestic model is the rear drive version), and the starting price of model Y's domestic product may be within 400000 yuan. At present, the annual production capacity of Tesla's domestic model 3 in Shanghai Super factory is 150000 units. According to the financial report, considering the popularity of models, the production capacity of model y is at least the same as that of model 3, which means that the total production capacity of Shanghai factory will reach 300000 units, along with model 3 and model Tesla's market share in China may continue to expand, especially the current starting price of 29905 yuan for domestic model 3, which will pose a great challenge to other brands.