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Tesla released delivery information for the fourth quarter of 2023 overnight, with a total of 484507 vehicles delivered that quarter, slightly higher than expected. This number also set a historic high for Tesla's quarterly delivery volume. Analysts have indicated that some Tesla models will lose their tax incentives this year, causing vehicle sales to advance to the fourth quarter of last year, which will put pressure on delivery this year. In 2023, Tesla delivered a total of 1.81 million vehicles, a year-on-year increase of 38%, exceeding Tesla's annual delivery target of 1.8 million vehicles. The annual production was 1.85 million vehicles, a year-on-year increase of 35%. However, the Rivian report stated that car production increased in the fourth quarter, but delivery was lower than expected. In addition, on January 2nd, BYD released its latest sales data, with a cumulative sales of 3.0244 million vehicles in 2023, a year-on-year increase of 62.3%, surpassing Tesla and locking in the position of global new energy vehicle sales champion.
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