Tesla is expected to report a decline in year-on-year deliveries for the first time since the Covid pandemic in 2020. Analysts project a range of delivery numbers for Tesla's first quarter, with a consensus around 431,000 to 443,000 units. Chinese EV makers like Li Auto and XPeng Motors have reported significant year-on-year growth in deliveries for the first quarter of 2024. BYD's first-quarter EV deliveries have risen despite increasing competition, with a notable increase in both sales and production volume. Xiaomi's entry into the EV market has garnered significant attention, with strong initial orders for its maiden EV launch.
BYD set to lose EV throne to Tesla as sales slip https://t.co/VqdbDuLlEb
Xiaomi's EV is already a winner with investors https://t.co/ORIuBfLG00
Xiaomi's EV is already a winner with investors https://t.co/CDrH29OtS8
BYD set to lose EV throne to Tesla as sales slip https://t.co/oHIrAgoauD
Artificial intelligence needs more than Nvidia chips; it needs data centers equipped by manufacturers. Investors have taken notice, @tomwblack says https://t.co/st0xC9J1zw
Chinese EV makers see sales recovery in March as Xiaomi enters the fray https://t.co/VlD0YZCBjA
In today’s pre-market summary for Subscribers: Yesterday’s strong March ISM pushed up treasury yields and reduced odds of first int rate cut in June to 50%; TSLA solid weekly China insured registrations and March China wholesale delivs; $TSLA 1Q delivs could show first YoY…
China’s automakers are piling in to take advantage of Tesla’s recent price hike and defend against Xiaomi’s disruptive market entry, offering sweeteners such as subsidies and coupons to lure would-be car buyers. https://t.co/ygHZXo2BTm
Xiaomi can still accelerate on its electric car launch https://t.co/LA0OttbEwZ | opinion
$TSLA China finished 1Q with a strong 17.2K insured registrations for the week of March 25-31. For 1Q, we estimate TSLA insured registrations were 133.7K, -2.0% YoY and -22.2% vs 4Q. Source: @piloly https://t.co/1QpmPEZvj0
Tesla's China-made EV sales edge up 0.2% y/y in March https://t.co/Rw1mII5Q5o https://t.co/FJ5btGNnLE
⚡CPCA: CHINA MARCH NEV WHOLESALE +33% Y/Y OR 84% M/M TO 0.82 MLN UNITS. TESLA CHINA SOLD 89,064 VEHICLES BYD SOLD 301,631 VEHICLES. #CHINA #EV #TESLA $TSLA #BYD $BYD https://t.co/ILaqunq5L6
⚠️ TESLA'S CHINA-MADE EV SALES EDGE UP 0.2% Y/Y IN MARCH Full Story → https://t.co/cXAdxhIpsc U.S. automaker Tesla sold 89,064 China-made electric vehicles in March, a 0.2% increase from a year earlier, China Passenger Car Association (CPCA) data showed on Tuesday. https://t.co/1yldQrDMg4
Xiaomi can still accelerate on its electric car launch https://t.co/T6Ct6q5zRz
🚗 BYD sold 300,114 EVs in Q1, down 43% from a record quarterly high of 526,409 units sold in Q4 23, when it surpassed Tesla. (Q1 sales were up 13.4% from a year ago.) Tesla is set to report Q1 sales on Wednesday, and is forecast for record sales of 458,500 https://t.co/OwwoElb8WT
March is shaping up as a strong month for China’s electric vehicle makers with several reporting double digit sales gains after a slow start to the year due to seasonal holidays https://t.co/wYEnGSICrM
China Xiaomi’s market value soars by up to US$7.6 billion on EV launch - Reuters https://t.co/NcYz2j0ZLy
BYD may hand back top EV seller title to Tesla after Q1 sales decline https://t.co/pxy72k5oZh
Chinese EV Makers Scramble To Offer Incentives To Compete With Tesla And "Disruptive" Xiaomi https://t.co/jqGYn70TWt
Prediction: Tesla Q1 delivery numbers (out this week) are probably going to be on the low side, for a variety of reasons. The stock will slump even more and many holders will panic. But in fact, this will be the TSLA buying opportunity before it launches. Full Self Driving is… https://t.co/SjlDTLMfpP
CHINA'S XIAOMI CEO: WILL START DELIVERING FIRST BATCH OF XIAOMI CARS ON APRIL 3
China Xiaomi's market value soars by up to $7.6 bln on EV launch https://t.co/5EFD22LTVI https://t.co/keQzrYt0Wz
Xiaomi enters China’s EV race in fine form - @KatrinaHamlin - https://t.co/H50sXefl3O https://t.co/cOMmtWP8Q3
#Xiaomi's SU7 saw stronger-than-expected debut, showed potential to become one of China's most popular high-end EVs, stock target price raised to HK$20 - Goldman Sachs https://t.co/haGgRmRP6L https://t.co/F7trIacmao
Warren Buffett-backed EV maker BYD surprises with stellar first quarter sales as Tesla continues to slide - FORTUNE https://t.co/RFZB8FhUX1
Xiaomi shares jump after company said it received orders of nearly 90,000 units within the first 24 hours 🔋🚗🇨🇳 Nice. https://t.co/sahBdrWp0L
Xiaomi's stock set to open up 15% after launch of electric car https://t.co/SA296ktWnc https://t.co/enHOv7UivC
MyPOV: long term a small blip. Short term a cash crunch @BYDCompany Sales Jump as Investors Await @Tesla Delivery Numbers https://t.co/0T4NZuuceF
Wall Street is worried about Tesla's Q1 deliveries as analysts slash estimates https://t.co/1n5lvG3xQw
Warren Buffett-backed carmaker BYD has emerged as fierce competitor to Western EV makers At end of last year, BYD overtook Tesla as world’s largest seller of electric vehicles on quarterly basis For first quarter of 2024, BYD sold roughly 300,114 pure EVs globally, ⬆️ 13% over… https://t.co/5G3gXYoxQc
$TSLA delivery estimates keep declining, and unless there's a major full self-driving breakthrough, @RiskReversal thinks this EV-maker is heading even lower: https://t.co/9pFuir4Qex
Analysts predict Elon Musk's market-leader faces first sales decline since the start of the pandemic https://t.co/wj1L0kAblB https://t.co/WRGxS77zX3
Analysts are lowering their estimates on Tesla's car deliveries this quarter, as some even prepare for the electric vehicle company's first sales decline in 4 years, reports Bloomberg. https://t.co/JBe0fAp7dR
Tesla Delivery Results Are Coming. Investors Want Growth. https://t.co/rQiYv0W54D
Well, Apple scratched its car plans and @Xiaomi arrives with what looks to be a powerful, elegant, fully electric alternative starting at around $30,000 USD. Looks a bit like a Taycan and is fast too. Did it all in ~36 months. Seems Apple missed here. Game on. $AAPL https://t.co/Le8Exwer3a
$CAAS Exec: "Chinese EVs are beginning to benefit from a growing economy of scale & strengthening EV supply chains, thus providing an advantage in global markets. In 2023, the CAAM statistics show the Chinese automobile unit exports jumped by 57.8% YoY & recently Chinese auto…
NIO's EV sales rebound in March to top 30,000 Q1 delivery target https://t.co/w6kLPVlfms by @EVPeteJohnson
Even Tesla is struggling to sell EVs - analysts predict Elon Musk's market-leader faces first sales decline since the start of the pandemic https://t.co/hjmzKTq3m2 https://t.co/SwcpwXumYS
Very possible Tesla's lackluster Q1 delivery numbers that will be reported very soon(e.g. tomorrow morning seems most likely) will be a 'sell the rumor, buy the news' event for the $TSLA. If *too low* could just be sell the rumor AND sell the news event tho
CHINESE EV COMPANIES JUST RELEASED THEIR DELIVERY NUMBERS FOR Q1 LI AUTO DELIVERED 80,400 CARS UP 53% YoY NIO DELIVERED 30,053 CARS DOWN 3% YoY XPENG DELIVERED 21,821 CARS UP 21% YoU $NIO $LI $XPEV
$TSLA | Tesla shares are trading lower ahead of the company's Q1 delivery report this week.
IBD: $TSLA Reports 1Q Deliveries This Week. Expectations Are Rock Bottom. That’s Likely Bullish. https://t.co/KvziSNLW2N
Unless Elon Musk and his team pull a rabbit from a hat, a major drop in Tesla's deliveries in the January-March period looks likely. - Axios https://t.co/CBByJCrvkw
Tesla $TSLA stock added to Wells Fargo's short ideas list amid fears of weak Q1 https://t.co/lXmplV5pk2 https://t.co/f0Q4drmeNQ
BYD Q1 EV sales top 300,000, but is it enough to maintain a lead over Tesla ? https://t.co/FU8bkqSphW by @EVPeteJohnson
Chinese EV makers rise on strong March delivery reports https://t.co/R6DjEULJRu https://t.co/5SHI5JWAZq
Chinese electric-vehicle maker BYD reported higher quarterly sales and production volume despite stiff competition from Chinese rivals, with sales rebounding and exports surging in March https://t.co/9BPdQNuNKW https://t.co/9BPdQNuNKW
Unless Elon Musk and his team pull a rabbit from a hat, a major drop in Tesla's deliveries in the January-March period looks likely. https://t.co/udBl1ZiFnI https://t.co/DX86DVe7tq
$TSLA Tesla Says the Street Sees its Q1 Deliveries at 440,671 or Up 4.2% YoY Tesla’s Investor Relations (IR) department surveys the 30+ analysts who cover Tesla’s stock before quarterly delivery reports and earnings results. For Q1 2024, Tesla IR sent out an email (only to…
⚡#BYD sold 302,459 NEVs in March vs 207,080 a year earlier(+45%); Specifically, 139,902 BEVs and 161,729 PHEVs were sold in March. vs 102,670(+36%) and 103,419(+56%)a year earlier. BYD produced 296,253 NEVs in Mar. vs 209,823(+41.6%) a year earlier. #EVs #NEV #China #Lithium https://t.co/oZJeWwbJwH
$TSLA | Tesla Bull Anticipates Lower Q1 Volume, But Does Not Rule Out Stock Rally If This Happens Wall Street's consensus stood at 431,000 units, on a median basis, and 443,000 units, on average, says Future Fund's @garyblack00 Tesla's current stock price already reflected a… https://t.co/XvDs1Nr040
$NIO delivered 30,053 vehicles in Q1 2024 down 40% QoQ and down 3% YoY LI Auto $LI delivered 80,400 vehicles in Q1 down 39% QoQ but up 52.9% YoY XPeng $XPEV delivered 21,821 vehicles in Q1 down 64% QoQ but up 20% YoY
$NIO delivered 30,053 vehicles in Q1 2024 down 40% QoQ but up 3% YoY LI Auto $LI delivered 80,400 vehicles in Q1 down 39% QoQ but up 52.9% YoY XPeng $XPEV delivered 21,821 vehicles in Q1 down 64% QoQ but up 20% YoY
BYD’s First-Quarter EV Deliveries Rose Despite Intensifying Competition https://t.co/DOxgHUCe1a
Tesla has Wall Street worried about how many cars it just sold https://t.co/2QyG8llIyA
NIO, Li, XPeng EV Deliveries Rise, Pushing Their Stocks Higher https://t.co/zJaxrp1ten
Nio, BYD see big jumps in EV deliveries in March https://t.co/sWkX62q86U
Tesla may be headed for a gloomy milestone as waning demand for electric vehicles and elevated interest rates take a toll on sales. https://t.co/9uFAWCINq9
In today’s pre-mkt summary for Subscribers: Tomorrow’s $TSLA 1Q delivs; TSLA follows through on its previously announced $1,000 price increase on M-Y; China’s surprisingly strong March PMI; Why Friday’s Feb PCE deflator doesn’t change timing of likely Fed rate cuts this year;…
$TSLA ❖ Tesla added to 'Tactical Ideas List' as Underweight at Wells Fargo Wells Fargo added Tesla to the firm's Q2 "Tactical Ideas List" and keeps an Underweight rating on the shares with a $125 price target. The firm sees moderating delivery growth driven by lower demand and…
$TSLA 1Q delivs: Anything above last year’s 1Q delivs of 423K is positive. @TroyTeslike ‘s final 1Q estimate of 409K may set the bar low, given the 4/1 Model Y price increase of $1,000 that may have pulled delivs into 1Q from 2Q. TSLA will likely get a pass on the ~30K YoY… https://t.co/E8LtQYgdk3
BYD’s monthly sales for March bounce back very strong after a slow start. 301,631 passenger EVs, hybrids sold inc. 38,434 exports via @business
In today’s pre-mkt summary for Subscribers: Tomorrow’s $TSLA 1Q delivs; China’s surprisingly strong March PMI; why Friday’s Feb PCE deflator doesn’t change timing of likely Fed rate cuts this year; will TSLA recognize its $926M FSD def rev balance in 1Q now that FSD is no…
Tesla $TSLA has now declined for 3 consecutive quarters for the first time since 2017-2018 https://t.co/6RObJtFdti
Excited customers flock to stores for Xiaomi’s first EV: report - Technode https://t.co/cIvtIywLVU
Tesla has dangled discounts and other perks to overcome the EV slowdown, but analysts still expect weak quarterly sales https://t.co/b56UVjboVK
Excited customers flock to stores for Xiaomi’s first EV: report https://t.co/1ri1caIT1a
Good Morning! Futures up $TSLA RAISES PRICES OF ALL MODEL Y VARIANTS IN U.S. BY $1,000 Very quiet this am $XPEV March deliveries up 29% yoy $LI March deliveries up 39.2% yoy $NIO March deliveries up 14.3% yoy
In the first quarter of 2024, XPeng Motors delivered 21,821 vehicles, +20% y/y. $XPEV +3% pre market.
Tesla Stock Is Rising. Delivery Numbers Are Due Tomorrow. https://t.co/PkExTiqlJr
In March 2024, Li Auto delivered 28,984 new vehicles, a year-on-year increase of 39.2%. In the first quarter of 2024, a total of 80,400 units were delivered, reflecting a year-on-year growth of 52.9%. #China $LI
China’s automakers are offering sweeteners such as subsidies and coupons to lure would-be car buyers. They are taking advantage of Tesla’s recent price hike and defend against Xiaomi’s disruptive market entry https://t.co/4tSh1XChub
Xiaomi jots down 50,000 orders in 30 minutes in maiden EV’s launch https://t.co/Z4s829zz4a
With @TroyTeslike 1Q delivs est at 409K vs 423K YoY, this could be $TSLA ‘s first YoY decline since Covid in 2020/2Q, despite 15-20% price cuts, a $7,500 up-front EV credit, and the CT halo effect. WS consensus is 431K median and 443K average so TSLA could be facing both a… https://t.co/I2kOTPM0Bx https://t.co/E8LtQYgdk3
I’ve posted the $TSLA IR-compiled consensus for 1Q delivs on my Subscriber feed.
Tesla Might Just Have Given Us a Way to Predict Tuesday’s Delivery Number https://t.co/MzqkhP0k6m