Tesla plans factory shutdown and upgrade, analysts warn Q3 earnings may be at risk

According to news on September 7, Tesla recently issued an important warning at an investor meeting in Munich, Germany, saying that some of its factories will be shut down for upgrades, which may have an impact on production and delivery in the third quarter. Influence. The news was reported by Deutsche Bank analyst Emmanuel Rosner revealed that he pointed out that although the market's average expectations for Tesla's third-quarter deliveries are similar to those in the second quarter, there is still a risk of decline, mainly because Tesla continues to sell inventory vehicles at reduced prices, while cost control measures have continued to increase. The effect was limited, which could pose a threat to the company's third-quarter profits.

Emmanuel Rosner also mentioned that Tesla recently updated its Model 3 model, and it is expected that demand for this model in the Chinese market will stabilize after the third quarter. However, due to the new Model 3 still helps to increase Tesla's policy profits in terms of overall hardware, and the price is higher than the old Model 3, so it is expected to contribute to the company's profits.

According to the editor’s understanding, in addition to updating the Model 3, Tesla also announced in mid-August this year that it had lowered the price of the Model 3. Y long-life version and high-performance version price to increase sales in the Chinese market. Tesla CEO Elon Musk has said that if the economic environment continues to deteriorate, the company may continue to lower the price of its cars to maintain sales.

Tesla currently adopts the strategy of "increasing prices and reducing costs" while directly reducing the selling prices of older models. According to data from the China Passenger Car Association, Tesla's price reduction measures in the Chinese market have achieved certain results. In August this year, sales of Tesla cars made in China reached 84,159 units, a year-on-year increase of 9.3% and a month-on-month increase of 31%. Despite some performance risks, industry analysts remain optimistic about Tesla's long-term opportunities.

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