Tesla Model S/X sales fell sharply year-on-year in the second quarter, and delivery reports were criticized for being vague

News on July 8, according to Electrek’s latest report, the sales performance of Tesla’s two high-end models, Model S and Model
X, have recently declined significantly. However, Tesla appears to be trying to hide this trend through its opaque sales data reporting. Unlike other automakers, Tesla has not released its sales data in detail by specific models. This practice makes it difficult for the market and investors to accurately assess the true sales status of each of its models. Currently, Tesla's delivery data is only roughly divided into two categories: Model
3/Y and "Other Models", with the latter covering the delivery numbers of Model S, Model X, Cybertruck, and Tesla Semi. With the launch of Tesla's electric pickup truck Cybertruck and the gradual increase in production, it has become increasingly difficult to track the specific sales of the two high-end models Model S and Model
X. According to previous reports, Tesla’s second-quarter deliveries of “other models” totaled 21,551 vehicles. Combined with information about the Cybertruck recall, the industry estimates that the model's delivery volume in the second quarter will be approximately 8,000 to 9,000 units.

1. This means that the sales of Model S and Model

2. Tesla is facing fierce competition in the high-end car market from traditional luxury car manufacturers, which have launched their own electric car products.
3. Unlike in the past, Tesla can no longer use limited production capacity as an excuse for declining sales this time. This situation also exposed Tesla's shortcomings in its ability to promote multiple model projects at the same time, especially compared with traditional automakers, which are more comfortable managing the development of multiple model projects at the same time. -->

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