PALO ALTO, Calif., Oct. 02, 2018 (GLOBE NEWSWIRE) — In Q3, we produced 80,142 vehicles, 50% more than our prior all-time high in Q2, including:

• 53,239 Model 3 vehicles, which was in line with our guidance and almost double the volume of Q2. During Q3, we transitioned Model 3 production from entirely rear wheel drive at the beginning of the quarter to almost entirely dual motor during the last few weeks of the quarter. This added significant complexity, but we successfully executed this transition and ultimately produced more dual motor than rear wheel drive cars in Q3. In the last week of the quarter, we produced over 5,300 Model 3 vehicles, almost all of which were dual motor, meaning that we achieved a production rate of more than 10,000 drive units per week.
• 26,903 Model S and X vehicles, which was slightly higher than Q2 and in line with our full-year guidance.

Q3の配達は合計83,500台の車両：55,840型3型、14,470型S型、13,190型X型。これを視野に入れるため、Q3では2017年に提供した車両の80％以上を配達した。前四半期に比べて2倍のモデル3を組み合わせた。

TESLA社のQ3モデル3の納品は、高価なバリエーション、現金/ローン取引、および北米の顧客に限定。リース、標準バッテリおよびその他の低価格車の導入、および国際配送の開始により、モデル3のアドレス可能な市場を成長させる重要な機会が次の課題。

モデルSとXの需要は高いまま。 Q3では、米国と中国の間の継続的な貿易緊張から直面していた逆風にもかかわらず、モデルSとXの納品を大幅に増やすことができた。こうした貿易関係の緊張がテスラ車の輸入関税率40％、中国の他の輸入車輸入関税率15％につながった。

Q3 deliveries totaled 83,500 vehicles: 55,840 Model 3, 14,470 Model S, and 13,190 Model X. To put this in perspective, in just Q3, we delivered more than 80% of the vehicles that we delivered in all of 2017, and we delivered about twice as many Model 3s as we did in all previous quarters combined.

Our Q3 Model 3 deliveries were limited to higher-priced variants, cash/loan transactions, and North American customers only. There remain significant opportunities to grow the addressable market for Model 3 by introducing leasing, standard battery and other lower-priced variants of the car, and by starting international deliveries.

Demand for Model S and X remains high. In Q3, we were able to significantly increase Model S and X deliveries notwithstanding the headwinds we have been facing from the ongoing trade tensions between the US and China. Those trade tensions have resulted in an import tariff rate of 40% on Tesla vehicles versus 15% for other imported cars in China.

加えて、テスラは、中国では通常MSRP以上の約15％の電気自動車を手に入れることができる現金インセンティブへのアクセスが不足し続けてす。海上輸送コストと輸入関税を考慮して、テスラは現在、中国国内で生産されている同じ車と比較して、55％から60％のコスト上の不利な点で動作可能。これは、中国がはるかに電気自動車の最大の市場であることを考えると、挑戦的な競争環境になると考えられる。この問題に対処するために、テスラ社は北米でのモデル3ランプから学んだ多くの教訓を活用して、資本効率的で迅速なビルドアウトが期待される上海工場の建設を加速する。

生産が安定したことで、納入および出荷車両ロジスティックスが第3四半期の主な課題でした。四半期を通してこれらのプロセスを多く改善し、Q4のさらなる改善を図り、成功裏に拡大することを計画している。この取り組みの一環として、顧客の利便性を向上させるために第3四半期に開始したサービスである自宅またはオフィスで、顧客に直接配送を拡大する予定。

モデル3の車両は8,048台、モデルSおよびXの車両は3,776台がQ3の終わりに顧客に輸送されており、Q4の早期に出荷される予定。 2018年のモデルSとXの10万台の出荷目標は変更なし。

In addition, Tesla continues to lack access to cash incentives available to locally produced electric vehicles in China that are typically around 15% of MSRP or more. Taking ocean transport costs and import tariffs into account, Tesla is now operating at a 55% to 60% cost disadvantage compared to the exact same car locally produced in China. This makes for a challenging competitive environment, given that China is by far the largest market for electric vehicles. To address this issue, we are accelerating construction of our Shanghai factory, which we expect to be a capital efficient and rapid buildout, using many lessons learned from the Model 3 ramp in North America.

With production stabilized, delivery and outbound vehicle logistics were our main challenges during Q3. We made many improvements to these processes throughout the quarter, and plan to make further improvements in Q4 so that we can scale successfully. As part of this effort, we plan to continue to expand direct deliveries to customers at their home or office, a service we launched in Q3 to improve customer convenience.

8,048 Model 3 vehicles and 3,776 Model S and X vehicles were in transit to customers at the end of Q3, and will be delivered in early Q4. Our overall target of 100,000 Model S and X deliveries in 2018 remains unchanged.

TESLA社の純利益およびキャッシュフローの結果は、当社が第3四半期の業績を公表する際の財務実績の他に発表される予定。

TESALA社はこの挑戦​​的な納品期間中に、Teslaチーム全員がとてもうまく実行してくれたことに感謝。また、製品を多数購入してテスラに対する信念を表明している新しい顧客と、配達を手伝うためにボランティアしたすべてのサポーターに感謝した。テスラコミュニティ全体の貢献を見ることは勇気づけらた発表。

Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q3 earnings.

We want to thank the entire Tesla team for executing so well during this challenging ramp up in deliveries. We also want to thank all of our customers who volunteered to help us with deliveries, and our new customers who are showing their faith in Tesla by purchasing our products in such large numbers. It was beyond inspiring to see the contributions made by the whole Tesla community.

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私たちの納品回数はわずかに保守的と見なされるべきです。なぜなら、顧客に譲渡され、すべての書類が正しい場合にのみ、納品された車をカウントするからです。最終的な数値は0.5％まで変動する可能性があります。テスラの車両輸送は、当社の財務実績の唯一の尺度に過ぎず、売上原価、為替変動、直接賃貸車両の混合を含む様々な要因に左右される四半期財務結果の指標としてはならない。

Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5%. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.

将来の見通しに関する記述 ｜Forward-Looking Statements
モデルSおよびモデルXの将来の生産および納入、直接車両輸送の拡大、モデル3の市場拡大、および資本効率的かつ迅速な上海工場の建設を加速することを含む、リスクと不確実性に晒されている「見通しの声明」が含まれています。これらの将来見通しに関する記述は、経営陣の現在の期待に基づいています。さまざまな重要な要因により、SECの提出書類に記載されているリスクを含め、実際の結果が大きく異なる可能性があります。テスラはこの情報を更新する義務を負いません

Certain statements herein, including statements regarding future production and delivery of Model S and Model X, expanding direct vehicle deliveries, growing the addressable market for Model 3, and accelerating the buildout of the Shanghai factory in a capital efficient and rapid manner, are “forward-looking statements” that are subject to risks and uncertainties. These forward-looking statements are based on management’s current expectations. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.