Tesla may disclose its fourth-quarter deliveries from January 1 to January 5. The most likely time is January 3. As Wall Street expects a substantial increase in deliveries, Tesla’s stock price rose on Monday. Wall Street expects Tesla to deliver 276,900 vehicles in the fourth quarter from 241,300 in the third quarter.
Other analysts are more optimistic about Tesla’s fourth-quarter shipments. The Royal Bank of Canada Capital Markets expects shipments to increase by 58% year-on-year and 18% from the previous month to 285,000 units, which is equivalent to an annual delivery volume of 913,000 vehicles, of which Model 3 and Y deliveries will increase by 69% to 273,000 vehicles Model S and X deliveries decreased by 34% to 12,500, but still increased by 35% from the previous month.
Royal Bank of Canada Capital Markets believes that most of the cars delivered by Tesla in the fourth quarter were given to American customers, and the number of deliveries to Chinese customers ranked second. Tesla had expected the Austin and Berlin plants to start production in December this year, but it has not yet started production. After the two factories are put into production, Tesla’s production capacity will increase significantly.