The Zhitong Finance App learned that the Tesla (TSLA.US) Semi truck, which appeared as a “concept car” nine years ago, has finally entered a phase where production capacity is climbing. The exclusive Sparks plant in Nevada was officially put into operation in September, with an annual design capacity of 50,000 vehicles. The order book for 2,500 ZET SCALE vehicles, 500 Einride vehicles, 370 WatteV vehicles, and 50 IMC Logistics vehicles provided initial demand support for the upward trend in production capacity. However, analysts' predictions for the full year of 2026 are only 5,000 to 15,000 vehicles, less than one-third of the design production capacity. A valuation game between “production capacity painting” and “delivery and fulfillment” kicked off.
Zhitongcaijing · 1d ago
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The Zhitong Finance App learned that the Tesla (TSLA.US) Semi truck, which appeared as a “concept car” nine years ago, has finally entered a phase where production capacity is climbing. The exclusive Sparks plant in Nevada was officially put into operation in September, with an annual design capacity of 50,000 vehicles. The order book for 2,500 ZET SCALE vehicles, 500 Einride vehicles, 370 WatteV vehicles, and 50 IMC Logistics vehicles provided initial demand support for the upward trend in production capacity. However, analysts' predictions for the full year of 2026 are only 5,000 to 15,000 vehicles, less than one-third of the design production capacity. A valuation game between “production capacity painting” and “delivery and fulfillment” kicked off.
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