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March marked a significant ramp-up in production figures—from 13,800 to an impressive 21,000 units in just four weeks. During this period, sales attributed to the Model Y alone surged 37% week-over-week, with numbers reaching 14,600.
Such upward trends spark optimism regarding Tesla's margins and profitability. However, analysts caution that the anticipated margins for Q1 2025 may not reach stellar heights given the production changes and rising inventory levels. As Tesla scales up production efficiently, the concern arises that inventory might appear inflated due to the rapid output of new units.