Tesla Faces Second Consecutive Annual Delivery Decline Amid Market Challenges
Tesla is set to report a significant delivery decline for 2024, marking its second consecutive annual drop. The decline is attributed to expired U.S. tax credits, rising competition, and regional market weaknesses, despite a 14% increase in Tesla's share price this year.
洞察:
Tesla Inc. is preparing to announce a notable drop in vehicle deliveries for the fourth quarter and the full year of 2024, marking the second consecutive annual decline. Analysts expect a fourth-quarter delivery decrease of 13-15% year-over-year, with figures ranging from 422,850 to 432,810 vehicles according to different consensus estimates. For the entire year, Tesla's deliveries are anticipated to fall by 7.8% to 1.65 million vehicles, a significant setback for a company that has historically championed growth.
This decline comes despite Tesla's efforts to bolster sales by introducing more affordable variants of its popular models. In October 2024, the company launched stripped-down Standard versions of the Model Y SUV and Model 3 sedan, priced approximately $5,000 below previous base models. However, these measures have not been enough to offset the challenges posed by the expiration of U.S. tax credits in September 2024, which had previously incentivized buyers.
