特斯拉警告：全球性工厂关停将造成三季度产量和交付缩水_老虎社区_美港股上老虎

特斯拉警告：全球性工厂关停将造成三季度产量和交付缩水

华尔街见闻2023-09-07

德银分析师认为，市场对特斯拉三季度交付环比持平的预期存在下行风险，当季特斯拉的利润也有风险。特斯拉称，三季度过后，新版Model 3可能有稳定需求。德银认为新版可能有助于盈利。特斯拉盘中一度跌超4%。虽然新版Model 3可能提升特斯拉的利润，但本季度特斯拉的业绩可能逊于预期。德意志银行的分析师Emmanuel Rosner在报告中透露，特斯拉在慕尼黑召开的投资者会议上警告，因为全球范围的工厂关停...

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奥龙
·2023-09-07
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3后驱型在中国售价25.99万元，比老版贵了近3万元左右。不仅与市场期待的20万元价格相去甚远，与特斯拉今年降价保量的策略也大相径庭。华尔街见闻•见智研究文章认为，涨价主要是为了迅速消化老款Model 3的库存。文章指出，在全球范围，特斯拉Model 3和Model Y近一年的产量相较销量高出7.8万辆左右。如果新款model3价格低于老款，那么本就对老款审美疲劳的消费者们将会全面倒向新款车型，甚至出现老款车型退订，这对于库存显然极为不利。因此文章认为，特斯拉未必是不降价，而是通过新车型的高定价先消化老款车型库存，在四季度交付前，通过价差去库，等新车型开始交付爬坡稳定后，不排除特斯拉推出降价优惠的可能。特斯拉CEO马斯克在二季业绩会上提到，如果经济环境继续恶化，特斯拉还将继续降低汽车价格来保证销量。8月中，特斯拉就在中国宣布了下半年的第二轮降价：Model Y长续航版和高性能版分别降价1.4万元，降价幅度在4%。长续航版更是首次降进30万元大关来到29.99万元；Model 3没有直接给出降价优惠，但给予8000元保险补贴，变相降价3.5%；高端车型Model S 和Model X可享受5.4万到7万元不等的价格优惠。本周稍早中国乘联会公布的预估数据显示，特拉斯在中国的降价见效，8月在中国的批发销量为8.4159万辆，同比增长9.3%，环比激增31%。风险提示及免责条款 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