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2023年12月特斯拉国产电动汽车批发销量激增

2024-01-08 16:50阅读：

http://blog.sina.cn/dpool/blog/u/1070463435

上海工厂继续生产全球一半以上的特斯拉电动汽车 Tesla Model 3 (Highland) 美国东部时间2024年1月7日下午12：05
作者：马克·凯恩
12月，特斯拉大幅增加中国制造（MIC）汽车的整体批发出货量（本地零售和出口）。
特斯拉上海工厂现在似乎正在以接近创纪录的速度生产新的电动汽车，就产量而言，它仍然是该公司最大的电动汽车工厂。
特斯拉Giga上海EV工厂
特斯拉上海超级工厂是全球最大的全电动汽车制造厂，2023 年生产了近 950,000 辆 Model 3 和 Model Y 汽车。来自上海的特斯拉电动汽车主要在中国销售，而出口量占总销量的三分之一以上。
根据中国乘用车协会（CPCA）的初步数据，上个月特斯拉MIC Model 3/Model Y汽车的整体批发出货量为94,139辆，同比增长69%，是2023年的最佳月度成绩。
只有 2022 年 11 月的 100,291 辆更好，这表明在大幅升级的 Model 3（代号 Highland）和略微更新的特斯拉 Model Y 进入中国
市场后，该工厂现在非常繁忙。
* CPCA报告批发发货，而不是注册/客户交付。
在几个月没有增长或同比下降之后，这是一个好消息。在接下来的几天里，我们应该获得当地的零售销售/出口数据，以更好地了解特斯拉在中国的情况。
特斯拉MIC Model 3/Model Y上个月批发出货量（同比变化）：
  • 批发出货量总额：94,139 （增长69%） 2023年12月特斯拉国产电动汽车批发销量激增
  • 2023年第四季度，特斯拉的批发出货量为248,686辆，同比增长9%，是有史以来最好的一个季度。
    2023 年，批发总销量接近 950,000 台，比一年前增长 33%，是有史以来最好的一年。
    特斯拉MIC Model 3/Model Y年初至今批发出货量（同比变化）：
    • 批发出货量总额：947,742 （增长 33%）
    值得注意的是，上海工厂占特斯拉全球全电动汽车交付总量的一半以上——无论是在第四季度（484,507 辆）还是在 2023 年（1,808,581 辆）。
    截至今天，CPCA的初始数据不包括零售和出口数据，也不包括两种车型的单独结果。
  • 原文

    Tesla China-Made EV Wholesale Sales Surged In December 2023

    The Shanghai factory continues to produce more than half of all Tesla EVs globally.


    Tesla Model 3 (Highland)
    Jan 7, 2024 at 12:05pm ET Mark Kane
    By: Mark Kane
    In December, Tesla significantly increased its overall wholesale Made-in-China (MIC) vehicle shipments (local retail sales and exports).
    It seems that Tesla's Shanghai plant is now producing new electric cars at a near-record rate, remaining the company's largest EV factory in terms of volume.

    Get Fully Charged

    Tesla Giga Shanghai EV factory
    The Tesla Giga Shanghai factory is the world's largest all-electric car manufacturing plant, which in 2023 produced close to 950,000 Model 3 and Model Y cars. Tesla EVs from Shanghai are sold mostly in China, while exports represent more than a third of the volume.
    According to the China Passenger Car Association's (CPCA) initial data, the overall wholesale shipments of Tesla MIC Model 3/Model Y cars last month amounted to 94,139 units, which is 69% more than a year ago and the best monthly result in 2023.
    Only November 2022 with 100,291 units was better, indicating that the plant is very busy right now after the significantly upgraded Model 3 (code name Highland) and the slightly updated Tesla Model Y in China entered the market.* CPCA reports wholesale shipments, not registrations/customer deliveries.
    That's positive news after a few months of no growth or a year-over-year decline. In the coming days, we should get the local retail sales/export data to better understand Tesla's situation in China.
    Tesla MIC Model 3/Model Y wholesale shipments last month (YOY change):
    • Total wholesale shipments: 94,139 (up 69%)
    external_image
    During the fourth quarter of 2023, Tesla's wholesale shipments amounted to 248,686, which is 9% more than a year ago and the best quarter ever.
    In 2023, the total wholesale sales almost reached 950,000 units, which is 33% more than a year ago and the best year ever.
    Tesla MIC Model 3/Model Y wholesale shipments year-to-date (YOY change):
    • Total wholesale shipments: 947,742 (up 33%)
    It's worth noting that the Shanghai factory was responsible for more than half of Tesla's total all-electric car deliveries globally—both in Q4 (484,507) and in 2023 (1,808,581).
    As of today, the initial CPCA data does not include numbers for retail sales and exports or individual results for the two models.

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