728x90
반응형

 

 

 

 

 

 

 

 

<생산/판매>

https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter-2024

 

Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for First Quarter 2024

AUSTIN, Texas, April 2, 2024 – In the first quarter, we produced over 433,000 vehicles and delivered approximately 387,000 vehicles. We deployed 4,053 MWh of energy storage products in Q1, the highest quarterly deployment yet.

ir.tesla.com

 

 

 

 

<Presentation/ 10-Q(분기실적), 10-K(연간실적)>

 

https://ir.tesla.com/#quarterly-disclosure

 

Tesla Investor Relations

Tesla's mission is to accelerate the world's transition to sustainable energy. Today, Tesla builds not only all-electric vehicles but also infinitely scalable clean energy generation and storage products.

ir.tesla.com

 

 

 

 

 

 

 

 

 

 

 

 

사업:

Automotive Business

 

 

Non-Automotive Business 

-Energy Generation and Storage : Highest margin Business  

  -> Megapack deployment

  ->Solar deployment

 

 < Business Breakdown >
    Automotive Revenues
        Automotive Sales
        Automotive Regulatory Credits
        Automotive Leasing
  Energy Generation & Storage
  Services & Other

 

 

 

 

 

- 홍해 분쟁(Red Sea conflict), 베를린 공장의 일시 셧다운, 북미/상해 공장의 라인 조정 등 -> 물량 감소 

+ 원재료비 하락으로 단위 원가 하락

- 판가 인하 및 믹스 하락으로 인한 ASP(Average Selling Price) 하락

 

 

 

 

 

 

 

<Tesla 공장별 연간 캐파(생산능력)>- 미국 / 중국 / 유럽 

 

 

 

 

 

 

 

 

 

 

728x90
반응형

'주식 > 자동차, 2차전지' 카테고리의 다른 글

현대차  (0) 2024.04.26
현대글로비스  (0) 2024.04.26
글로벌 자동차 수요  (0) 2024.04.04
자동차 부품  (0) 2024.03.29
자동차 산업_유럽 시장 판매 데이터  (0) 2024.03.25

+ Recent posts