$Tesla (TSLA.US)$The 2022 third-quarter financial report will be released after the closing of the US stock market on October 19th, Eastern Time. Bloomberg's consensus for Tesla's third quarter is $22.3 billion in revenue, a 62% year-on-year increase; adjusted net income of $3.7 billion, a 75% year-on-year increase.
Q3 Production and Delivery Data Analysis:
Tesla announced the production and delivery data for the third quarter of 2022 on October 3rd:
（1）Sales: The company delivered a total of 0.344 million electric vehicles in 3Q22 (up 42% year-on-year, up 35% month-on-month), lower than the market's expected 0.363 million vehicles. Among them, Model 3/Y deliveries were 0.325 million vehicles (up 40% year-on-year, up 36% month-on-month), while Model S/X deliveries were 0.019 million vehicles (up 101% year-on-year, up 16% month-on-month);
（2）Production: The company produced a total of 0.366 million electric vehicles in 3Q22 (up 54% year-on-year, up 42% month-on-month), including 0.346 million Model 3/Y vehicles (up 51% year-on-year, up 43% month-on-month), and 0.02 million Model S/X vehicles (up 123% year-on-year, up 21% month-on-month).
（3）Review: The production and sales volume data fell short of market expectations, but considering the further expansion of Tesla's production scale and the strong order demand under the premise of a weakening economic environment,Tesla's production and sales data are mainly constrained by production capacity and logistics, rather than demand.
On October 3rd...