Tesla’s 23-year deliveries total 18.08 million units
In the year 24, 2.35 million kappa has been secured and the number of kappa continues to increase gradually, so I think it could be at least 2.3 million. However, the stock market is not very strong due to the recession issue and the overheated criticism that it has risen reflecting only favorable factors in the market. The adjustment seems to have begun to some extent. Of course, I still believe in Tesla’s technological growth, and I believe that it will show definite results over time.
Above all, I know that the release of the Tesla FSD V12 can be synergistic with vehicle sales, so I will not give up and continue to lower the evaluation and increase the volume. We are already making profits, so we will no longer buy additional accounts that increase the evaluation as we buy them
How much mass production of CT will also increase, and the release of Model 2 is also important
I’m sure you’re fully aware of the importance of the need for low-cost electric vehicles. I hope Tesla will quickly distribute various Ai-Bots to the market and increase sales
The following is a report from a securities company, and there are many good contents, so you can refer to it and read it

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📮[Meritz Securities Car Kim Jun Sung]
MOBILITY at a glance 2024.1.3 (수)
 
Hello, I’m Kim Jun Sung from Meritz Securities.
I’ll give you a daily update.
 
(Daily: han.gl/CQmZZJ)
 
▶ [Preview of CES] A glimpse into the future of mobility… A new technology feast reminiscent of a ‘motor show’ (Yonhap News)
han.gl/dwqMoN

• CES 2024 to be held in Las Vegas is expected to remind us of a future mobility show. More than 300 mobility companies from around the world will participate in the CES to showcase high-tech technologies, and big tech companies such as Google, Microsoft and Amazon will also join the mobility competition
   
  ▶ ▶ Tesla reported 485,000 deliveries for the fourth quarter, bringing 2023 total to 1.8 million (CNBC)
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• Tesla delivered 18.08 million vehicles to customers in 2023, up 38% year-on-year. Tesla delivered 484,507 vehicles in the fourth quarter of 2023, beating LSEG guidance, according to a report released on the 2nd (local time)
   
  ▶ “Unrest in China’s Electric Vehicle in the West, Raising Problems”…Vidi Expansion Continues (Yonhap News)
  han.gl/TbjMbY
• While Western checks are strengthened amid the expansion of Chinese electric vehicle companies, WSJ warns that the US and Europe’s way of excluding Chinese suppliers from subsidies and raising tariffs could slow the introduction of electric vehicles and lose control in emerging markets
   
  ▶ ▶ Rivian exceeds 2023 production guidance but misses delivery expectations (Teslarati)
  han.gl/vfUVHE
• Rivian delivered 13,972 vehicles in the fourth quarter, down 10% from the previous quarter and below analyst expected guidance of 14,430 in the fourth quarter. Deliveries for 2023 hit 20,122 vehicles, growing 146.5% year-over-year
   
  ▶ ▶ Xiaomi EV to build hybrid sales network, signs up 14 sales partners (CnEVPost)
  han.gl/WEURKS
• Xiaomi EV plans to build a hybrid sales system that includes both direct and retail stores. Xiaomi CEO Lu Weibing says he signed a letter of intent with 14 sales and service partners at its Beijing headquarters the day after officially unveiling its first model, SU7
   
  ▶ 43 → 19 U.S.-subsidized electric vehicle models after excluding ‘components batteries’ (Yonhap News)
  han.gl/EfbXfS
• As the U.S. government completely excluded electric vehicles that use Chinese battery parts from the subsidy list, the number of EV models eligible for support has decreased significantly. A total of 19 were selected by brand: two Chevrolets, one Chrysler, three Ford, two Jeeps, one Lincoln, five Rivian, and five Tesla
   
  ▶ ▶ The 2023 Chevrolet Bolt Is Now A $19,995 EV Bargain (InsideEVs)
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• The 2023 Volt EV’s starting price falls to $19,995 when tax credits for the new IRS are taken into account, threatening ICE economics by forming a lower-priced range, including existing lower-priced ICE lineups Kia Souls ($21,315) and Toyota Colora Hatch ($24,450)
   
  ▶ ▶ Norway’s EV registrations crack 100,000 milestone in 2023 (Electrive)
  han.gl/eofWWm
• A total of 104,590 BEVs were registered in Norway in December 2023, bringing pure electric vehicles to 82.4% of all new vehicle registrations in the past 12 months. Tesla’s share of electric vehicles in Norway tops the list, growing to 20% from 12.2% a year earlier
   
  ▶ “Demand for Electric Vehicles Will Continue to Increase”… Hyundai Motor Targets 400,000 Sales This Year (Seoul Economy)
  han.gl/Jyuceg
• Hyundai Motor plans to sell around 400,000 electric vehicles this year, up 30 percent from the previous year, and chooses to make a head-on breakthrough. Although it is difficult to achieve last year’s goal due to lower-than-expected demand, it plans to stick to its strategy of expanding sales targets and take the lead in the market
   
  ▶ Samsung SDI-Stellantis to launch U.S. battery joint ‘early operation’ (E-newspaper)
  han.gl/Jmcxbk
• Samsung SDI has set a goal of operating Stellantis Joint Plant 1 (33GWh) early and requested cooperation from its materials, parts and equipment suppliers. Based on the previously planned early operation in the first quarter of 2025, mass production is scheduled for the second half of 2024 or the end of 2024
   
  Tesla is as good as Tesla, but Rivian’s performance is getting stronger these days. As the electric car market is going down, and the more they make and sell, the more they make, the more serious the deficit is, so most companies are seeing their sales and net profits go up in smoke, and they seem to be able to operate like Amazon’s. I think BYD, Tesla, and Rivian’s global competition will begin in the future. Rivian
  ⏹Delivery volume for the fourth quarter of 2023 1,3972 units

10.2% lower than last quarter’s deliveries (15,564 units)

Market Average Expectations 14430 Units

⏹ Livian
2023 PRODUCTION OF 57232 UNITS
Over 54,000 units of annual production target