01: Q2 data summary
Additional info:
The inventory cycle continued to increase from 15 days in the previous quarter to 16 days. The inventory cycle for the same period last year was 4 days.
Total production capacity increased to 2.1 million units.
3.653 million kilowatts of electricity were added to energy storage during the quarter.
The solar installation power for the season is 66000KW.
There were 5,265 supercharging stations, and 318 were added in Q2.
As of Q2, FSD's mileage exceeded 300 million miles, and the mileage as of Q1 was 150 million miles, doubling in a single quarter.
02: Sales volume
Q2 sales volume:
M3+MY 446915 units and MS+MX 19225 units, totaling 46,6140 units, up 83% year on year; mainly due to the impact of the Q2 epidemic last year; sales volume in China in Q2 was 156,676 units, accounting for 33.6%.
Sales volume for the first half of 2023:
M3+MY 859095 units and MS+MX 29,920 units, totaling 889015 units, an increase of 57.4% over the previous year.
Of these, Tesla sold 29,4105 units in China, accounting for 33%.
The target sales volume for 2023 is 1.8 million units, and the target completion rate is 49.4%. There is a high probability that the annual target will be met.
03: Financial Data: Revenue
Q2 data:
Total revenue was 24.93 billion US dollars, 47.2% year on year, 6.9% month on month;
Automobile sales amounted to 20.42 billion US dollars, 49.4% year on year and 8.2% month on month;
The energy business was 1.51 billion US dollars, 73.6% year on year, -1 month on month...