特斯拉上海工厂将大幅减产？回应来了

上海证券报2022-12-05

12月5日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士对上证报记者回应称之为“不实信息”。同时，根据12月5日晚特斯拉发布的销量数据，特斯拉11月在中国市场交付量突破10万辆，环比增长约40%，同比增长达到89%。特斯拉盘前跌幅收窄，此前一度跌超5%。今日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士对上证报记者回应称之为“不实...

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精彩评论

自由随心飞
2022-12-05
自由随心飞
我估计就是减产了
hello2036
2022-12-05
hello2036
是该减产了，发生问题都不正面面对，坑苦国内买家。而且国内的电车技术也不错，后续潜力更大。
- T000002320:
  乐了，你搜搜国外多少特斯拉事故，多少人要和特斯拉打官司，是国内的几倍不止
- RichRabbit:
  国内无赖太多
奥龙
2022-12-05
奥龙
还有停产的品牌
终于爬出来
2022-12-05
终于爬出来
这左右手抽，闹着玩呢？光搞中国散户是吧？哈哈哈
Jarek
2022-12-05
Jarek
不实消息，是否需要追责呢，还是说特意这么一搞，收割韭菜[微笑]
- Aoeivu:
  某媒体就很灵性

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Here comes the response","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ce34c71ba77f7b11faa0172871296b8d","symbols_score_info":{"TSLA":0.9},"content_text":"12月5日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士对上证报记者回应称之为“不实信息”。同时，根据12月5日晚特斯拉发布的销量数据，特斯拉11月在中国市场交付量突破10万辆，环比增长约40%，同比增长达到89%。特斯拉盘前跌幅收窄，此前一度跌超5%。今日，有消息称由于需求不足，特斯拉上海工厂将主动减产20%。对此，特斯拉中国有关人士对上证报记者回应称之为“不实信息”。同时，根据12月5日晚特斯拉发布的销量数据，特斯拉11月在中国市场交付量突破10万辆，环比增长约40%，同比增长达到89%。位于上海临港的特斯拉上海超级工厂特斯拉称主动减产说法不实12月5日，有消息称，特斯拉计划降低其上海工厂的产量。这一举措再次表明，中国市场的需求没有达到特斯拉的预期。特斯拉本月计划减产的是特斯拉Model Y车型，减产最快将于本周生效，预计此举可能会使得特斯拉上海工厂本月的产量减少大约20%。消息还称，此次减产是特斯拉首次自愿减少上海工厂的产量。“不实信息。”特斯拉中国有关人士12月5日晚回应上证报记者称，经过内部确认，可以明确上述关于减产的说法均不属实。2022年8月13日，特斯拉上海超级工厂第100万辆新能源汽车下线特斯拉确认11月交付量突破10万辆“月销10万辆，这是上海超级工厂的最新答卷。”特斯拉中国有关人士介绍说，根据乘联会发布的销量预估数据，特斯拉2022年11月的交付量突破10万辆，环比增长约40%，同比增长达到89%。由此，在99.9%由中国人组成的本土化团队努力下，特斯拉上海超级工厂2022年度已交付超过65万辆新能源汽车。特斯拉中国有关人士指出，伴随新能源国家补贴在12月31日结束，以及特斯拉12月限时福利的推出，多重因素作用之下，特斯拉电动车持续热销。值得注意的是，特斯拉称其“反规则”地打破传统国际汽车品牌定价逻辑，让中国消费者能以全球更优价格购买到特斯拉Model 3和Model Y新车，从消费侧带来绿色出行的实际助益。以特斯拉Model Y后轮驱动版为例，该款车型在中国境内售价为28.89万元人民币，低于折合人民币的新加坡售价73.84万元、英国售价44.31万元，也比美国的47.25万元售价要低近20万元。在补能方面，特斯拉中国方面介绍目前特斯拉已在中国境内构建起由1400多座超级充电站、9600个超级充电桩，以及700多座目的地充电站、1900多个目的地充电桩组成的补能网络，并先后在拉萨和上海开通光储充一体化超级充电站，探索本地能源生产与用能的平衡。中国新能源汽车市场保持良好发展势头作为特斯拉在中国新能源汽车市场最大的竞争对手，12月2日，比亚迪发布了11月新能源销量数据，比亚迪当月新能源汽车销售23.04万辆，上年同期为9.12万辆。2022年前11个月，比亚迪新能源汽车销量为162.8万辆，比上年同期增长219%。有汽车行业分析师对记者分析，目前比亚迪和特斯拉在中国市场捉对厮杀，同时实现份额增长的局面暂时不会改变，这是一种良性竞争，是由中国新能源车市场整体强劲发展支撑的。根据乘联会预测，11月，国内狭义乘用车零售销量预计为186万辆，同比增长2.4%，环比增长0.9%。其中新能源车零售销量预计为60万辆，同比增长58.5%，环比增长8.2%，渗透率为32.3%。同时，据中汽协预测，2022年我国新能源汽车累计销量有望突破650万辆。“我国新能源汽车产业发展已开始进入以满足消费者需求为重点的市场化新阶段。”中汽协副秘书长师建华认为，今明两年，我国新能源汽车在质和量上都将继续保持良好发展势头。平安证券在研报中表示，新能源汽车补贴退出预计会对2023年一季度新能源车需求造成一定透支，但2024年新能源车购置税减免政策将退坡，预计会对2023年新能源车销量形成一定支撑。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":629338828,"gmtCreate":1670250455864,"gmtModify":1670250457656,"author":{"id":"3561496035510908","authorId":"3561496035510908","name":"自由随心飞","avatar":"https://static.tigerbbs.com/dab6b8fa3bfd88ad1d92a7db2d3a01a0","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"我估计就是减产了","listText":"我估计就是减产了","text":"我估计就是减产了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629338828","repostId":1181190537,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629333891,"gmtCreate":1670249695713,"gmtModify":1670249697835,"author":{"id":"3576970431253060","authorId":"3576970431253060","name":"hello2036","avatar":"https://static.tigerbbs.com/e6318552fd05d95736f47cace7ddb08d","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":4,"crmLevelSwitch":0},"htmlText":"是该减产了，发生问题都不正面面对，坑苦国内买家。而且国内的电车技术也不错，后续潜力更大。","listText":"是该减产了，发生问题都不正面面对，坑苦国内买家。而且国内的电车技术也不错，后续潜力更大。","text":"是该减产了，发生问题都不正面面对，坑苦国内买家。而且国内的电车技术也不错，后续潜力更大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/629333891","repostId":1181190537,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7770664,"gmtCreate":1670327263577,"gmtModify":1670327277027,"authorId":3481255986857880,"author":{"id":3481255986857880,"authorId":3481255986857880,"name":"T000002320","avatar":"https://static.tigerbbs.com/7e8ac69c027b9cdbc4964cb0a34ef6de","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":629333891,"type":1,"supId":7769654,"prevId":0,"content":"乐了，你搜搜国外多少特斯拉事故，多少人要和特斯拉打官司，是国内的几倍不止","text":"乐了，你搜搜国外多少特斯拉事故，多少人要和特斯拉打官司，是国内的几倍不止","html":"乐了，你搜搜国外多少特斯拉事故，多少人要和特斯拉打官司，是国内的几倍不止"},{"id":7769654,"gmtCreate":1670278887867,"gmtModify":1670278901712,"authorId":3525814947090770,"author":{"id":3525814947090770,"authorId":3525814947090770,"name":"RichRabbit","avatar":"https://static.tigerbbs.com/8c5c05230b0c8b4df3ed14962846ad37","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":629333891,"type":1,"supId":0,"prevId":0,"content":"国内无赖太多","text":"国内无赖太多","html":"国内无赖太多"}],"langContent":"CN"},{"id":629397528,"gmtCreate":1670248272665,"gmtModify":1670248274382,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","vip":1,"crmLevel":8,"crmLevelSwitch":1},"htmlText":"还有停产的品牌","listText":"还有停产的品牌","text":"还有停产的品牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629397528","repostId":1181190537,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629394635,"gmtCreate":1670247484927,"gmtModify":1670247487493,"author":{"id":"3548243647160644","authorId":"3548243647160644","name":"终于爬出来","avatar":"https://static.tigerbbs.com/f02507bf20fd995bde7b219f02171b94","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"这左右手抽，闹着玩呢？光搞中国散户是吧？哈哈哈","listText":"这左右手抽，闹着玩呢？光搞中国散户是吧？哈哈哈","text":"这左右手抽，闹着玩呢？光搞中国散户是吧？哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629394635","repostId":1181190537,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629395456,"gmtCreate":1670247041875,"gmtModify":1670247043601,"author":{"id":"3494552104624845","authorId":"3494552104624845","name":"Jarek","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"不实消息，是否需要追责呢，还是说特意这么一搞，收割韭菜[微笑]&nbsp;","listText":"不实消息，是否需要追责呢，还是说特意这么一搞，收割韭菜[微笑]&nbsp;","text":"不实消息，是否需要追责呢，还是说特意这么一搞，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