世界首富不想开会，没意见吧？

虎嗅2021-10-21

10月21日美股盘后，特斯拉发布了Q3财报，意料之中的好。财报显示，Q3特斯拉营收达137.57亿美元，GAAP营业利润为20亿美元，营业利润率达14.6%。因在10月初公布了创纪录的季度交付成绩，华尔街普遍调高了对特斯拉Q3的财务预期。最终的营收137.57亿美元，略低于华尔街140.05亿美元的预期；每股收益达1.86美元，高于华尔街1.59美元的预期。需要注意的是，净利润超预期还是在...

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精彩评论

aiorbits
2021-10-21
aiorbits
[微笑]
iAm22
2021-10-21
iAm22
世界首富能随便参加？[得意]
追夢者
2021-10-21
追夢者
[强] [强]
liuxiangwei
2021-10-21
liuxiangwei
[微笑]
- aiorbits:
  [微笑]
- liuxiangwei:
  [微笑]

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Zach在财报电话会上表示，特斯拉已经达到了年产100万辆汽车的运行率。\n“过去的 12 个月里，Fremont 工厂生产的汽车比其他任何一年都多，但我们相信还有继续改进的余地。此外，我们继续提升上海工厂产能，并在得州、柏林建设新产能”，特斯拉表示。\n汽车销量上涨为特斯拉带来了高达120.57亿美元的汽车业务收入，环比增长18.13%。\n与销量相比，更离谱的是特斯拉的汽车毛利率已达到30.5%。作为对比，特斯拉今年前三季度的单车利润率分别为24.1%、26.5%、28.4%。\n在实现超30%汽车毛利率的同时，特斯拉的平均售价还下降了6%。因Model S和Model X车型更新，这两款售价更高的车型在Q3交付有所下降，所以拉低了特斯拉Q3车型的平均售价，但这不影响特斯拉的汽车毛利率。\n特斯拉的财报容易让人忘却恐怖的全球汽车供应链危机。\n在电池、芯片等重要零部件涨价、短缺的情况下，特斯拉依旧实现了持续降低成本的目标。“由于我们持续降低成本且降幅大于平均售价降幅，我们实现了营业利润率的历史新高”，特斯拉官方表示。\n这背后隐藏了一个恐怖的事实。在其他车企供应链告急的Q3，特斯拉依托自身的议价能力和供应链掌控力控制住了局面。这让特斯拉的同行情何以堪？\n对于供应链问题，特斯拉的表态有些谨慎。其表示，由于存在半导体短缺、电池涨价等未知因素，短期内的毛利率将遇到下行压力，产能也可能受到影响。\n但特斯拉还是铁了心要降价。在财报中，特斯拉表示对于标准续航车型，特斯拉将在全球市场同步切换至磷酸铁锂电池。“特斯拉未来依然会降低价格和运营成本，这是我们唯一的道路”，Zach说。\n除了汽车业务外，特斯拉也在财报中披露了储能及保险业务的进展。Q3特斯拉储能业务装机量同比增长71%。特斯拉近期宣布建立新的Megapack工厂，目标产能为40GWh，过去一年特斯拉Megapack的装机总量为3GWh。在电化学储能受到多个区域政府的青睐后，这一业务被业内视为新能源行业的又一增长极。\n而在保险业务上，特斯拉没有披露更多新信息，只是为自己打了一波广告：“我们的保险产品能更准确地反映碰撞风险，并主动告知用户需要做哪些驾驶调整”。\n2023年推新车型\n除开Q3业绩回顾，更重要的是特斯拉下一阶段的计划。\n虽然马斯克本人没来，但特斯拉的财报电话会还是公布了诸多新进展。\n首先是4680电池，特斯拉表示目前正在生产更多的电池用于测试，且测试结果符合当前预期。得州超级工厂正在生产与结构电池组架构适配的前后车身铸件。\n在FSD自动驾驶套件的运营上，特斯拉表示在10月已基于“安全评分”系统认证开始向更多车主推出Beta版城市路况FSD。至于FSD套件的订阅价格是否会做出调整，特斯拉并未做出正面回复。\n而在新车型上，特斯拉也表示进展顺利，有可能在2023年正式发布新车型，但现阶段重心还在Model Y和Cybertruck上。\n另一个将对特斯拉全球布局产生影响的德国工厂，按特斯拉的设想将在今年年底生产第一批Model Y车型。\n“特斯拉今年年底会同时在柏林和得州工厂量产车辆，毫无疑问这两家工厂今年都会开始交付量产车。但至于这两家工厂对利润率的影响，由于不可预知因素太多，我们无法给出答案。”Zach说。\n但在有关德国工厂的事宜上，特斯拉也做出风险提示，工厂生产爬坡的速度将受到不同地区区域许可的影响。\n对于未来的增长预期，特斯拉也未改变此前宣布的每年50%的平均增长率目标。为了实现这一目标，特斯拉计划尽可能提升产能。特斯拉表示销量增长的速度主要取决于设备产能、运营效率及供应链能力和稳定性。\n在销量增长方面，特斯拉对获客并不担心。其表示：“电动汽车需求仍处于结构性转变中。我们相信，在路上行驶的特斯拉汽车越多，就有越多的特斯拉车主向世界传递电动汽车的优势。”这句话可以理解为，只要马路上特斯拉的车越来越多，买特斯拉的人就会越来越多，十分自信。\n车越卖越好，新业务进展基本顺利。马斯克不来开会也可以理解。\n而没来开会的马斯克，一个小时前在推特上发了张图片，一个男人搂着床上的女人，看着比特币价格冲上6.9万美元的历史新高点。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":853513178,"gmtCreate":1634823833576,"gmtModify":1634823833738,"author":{"id":"3572861058339164","authorId":"3572861058339164","name":"aiorbits","avatar":"https://static.tigerbbs.com/5430cbf4ef6503c03b466f4bc195a332","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572861058339164","authorIdStr":"3572861058339164"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853513178","repostId":2177453672,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":853532756,"gmtCreate":1634823512334,"gmtModify":1634823512334,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"127367578255012","authorIdStr":"127367578255012"},"htmlText":"世界首富 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