$Tesla (TSLA.US)$
Before the market opens on January 2nd, Tesla will release its delivery data for Q4 and the whole year of 2024. As January 1st is a trading suspension day on Wall Street, preparations for this event, especially concerning options, need to be made in advance by December 31st, which is next Tuesday.
UBS Group analysts expect Tesla's Q4 global delivery volume to be around 0.51 million units, slightly lower than the previous 0.512 million units.In the first three quarters of this year, Tesla has delivered 1.3 million vehicles.If the fourth quarter meets expectations, the full-year delivery in 2024 will exceed 1.8 million units, achieving the company's goal of surpassing 2023.Tesla introduced a variety of year-end promotional policies, including zero-interest loans, doubling referral bonuses, three months of free FSD trial, and even lifetime supercharging, obviously also to clear inventory at the end of the year and successfully achieve this goal.
From the spy photos leaked from delivery centers such as Fremont, it seems that the inventory in the USA has been cleared almost. At the same time, news from Mainland China indicates that in the first three weeks of December, Tesla's new car insurance registrations were 21,900, 18,500, and 17,600 respectively, with rumored sales of 24,000 units in the last week.It is not difficult to calculate that the total sales volume in Mainland China in December was approximately 80,000 units, and the total sales volume in the fourth quarter of 2024 was 160,000 units. This data should have exceeded expectations.