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Tesla Expects record Q4: delivery figures and strong China market

Tesla Expects record Q4: delivery figures and strong China market

Tesla is preparing to reach the Q4 delivery figures in the coming days. The company is heading for a possible record quarter, with the Chinese market in particular remaining a strong growth driver. However, there are also challenges - both in the USA and in Europe.

Strong growth in China despite decline in registrations

In the week from December 16 to 22 Tesla in China 17,600 insurance registrations. Although this represents a decrease compared to the previous week (18,500 registrations), the figures for the fourth quarter as a whole are still 12% higher than in the previous quarter. Registrations also rose by 13% year-on-year.

Tesla has announced that sales of the Tesla Model Y are almost sold out in China. This could be an indication of the imminent production of a revised model, which is expected to start in the first half of 2025.

Analyst forecasts: Can Tesla crack the 515,000 unit mark?

According to analysts at Barclays Tesla will deliver 515,000 vehicles in the fourth quarter. This could Tesla not only exceed previous records, but also achieve the target of slight annual growth. Compared to 1.8 million deliveries in 2023, the chances are good that Tesla stable growth will be reported for 2024.

However, analysts remain skeptical as to whether Tesla this ambitious mark will be fully achieved. Analyst consensus currently assumes around 498,000 vehicles for the fourth quarter - just below the target.

Strategies for further growth

Tesla continues to rely on price discounts and government subsidy programs such as the EV tax credit of $7,500 in the USA. Particularly exciting is the focus on future technologies such as Autonomous drivingwhere Tesla could benefit from regulatory easing under the new Trump administration.

CEO Elon Musk was optimistic during the Q3 results and forecast growth of 20-30% in vehicle sales for 2025.

Tesla-Share price remains stable

The Teslashare has performed strongly in recent months, driven by optimism about self-driving vehicles and regulatory changes. However, after a slight decline, the share remains on a long-term growth trajectory and continues to be rated by analysts as a top performer in the industry.


Keywords: Tesla, Tesla Model Y, Tesla Model 3, Tesla Accessories, Tesla Store, Shop4Tesla, Tesla News, Tesla Deliveries Q4, Tesla China market, Tesla Shares, autonomous driving


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