财报前夕，特斯拉又降价！这次财报利润还好吗？哪些方面需重点关注？

华尔街见闻2023-04-19

两款车型后驱版今年已分别降价15%和30%。在今夜一季报公布之前，特斯拉叕降价了！4月19日，特斯拉美国官网显示，包括Model 3、Model Y在内的多款车型再次降价，幅度在4.7%-6%左右。其中，Model 3后驱版售价由4.199万美元下调2000美元至3.999万美元，标志着特斯拉汽车的最低售价正式跌破4万美元。值得注意的是，Model 3是特斯拉唯一一款联邦税收抵免从7500美元减少...

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Is the profit of this financial report good? What aspects need to be focused on?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4c1c433021e5c361cf9837b7aa82f5e0","symbols_score_info":{"TSLA":0.9},"content_text":"两款车型后驱版今年已分别降价15%和30%。在今夜一季报公布之前，特斯拉叕降价了！4月19日，特斯拉美国官网显示，包括Model 3、Model Y在内的多款车型再次降价，幅度在4.7%-6%左右。其中，Model 3后驱版售价由4.199万美元下调2000美元至3.999万美元，标志着特斯拉汽车的最低售价正式跌破4万美元。值得注意的是，Model 3是特斯拉唯一一款联邦税收抵免从7500美元减少到3750美元的车型。这意味着特斯拉似乎正试图通过直接降价来应对减少的激励措施。Model Y三个不同版本均下调3000美元，后驱版、长续航版、高性能版降价后的价格分别为4.699万美元、4.999万美元和5.399万美元。此外，在前几轮降价中降幅较高的高端车型Model X和Model S并未参与此次降价。这是特斯拉在美4月以来的第二次降价，也是特斯拉今年以来的第六次调价。在经历了多轮调价后，特斯拉Model 3后驱版在美国的价格下降近15%， Model Y后驱版的价格下降了近30%。然而，显著的降价行动并没有带来同样显著的销量增长。今年一季度，特斯拉虽然产销双双创纪录，但交付环比仅增加了4%，远低于第四季度17.8%的环比增长，且产量高出交付量近18000辆。今夜公布一季报 分析师关注需求变化与此同时，特斯拉即将在今晚公布第一季度业绩报告。分析师预计，特斯拉将报告233.7亿美元的营收，这一数字比特斯拉第四季度报告的2432万美元略有下降，但比一年前高出 24.6%。在利润方面，分析师特斯拉调整后净收入为30.3亿美元，比上一季度减少10亿美元，比一年前减少7亿美元。随着收入持平和利润下降，利润率压缩的影响可能会在这份报告中显现。早些时候，摩根大通分析师Ryan Brinkman对降价对特斯拉以及其他电动汽车制造商的盈利能力的影响保持警惕：较低的价格对特斯拉来说总体上是负面的，对传统汽车制造商如通用和福特来说负面性较小（鉴于他们现在可能会在电动汽车上暂时损失更多的钱，尽管有其他利润来抵消这些损失）。而对与特斯拉竞争的纯电池电动汽车制造商（如Rivian）来说是最负面的，因为他们也可能会在电动汽车上损失更多钱，而没有其他地方的利润来抵消这些损失。与上一季度类似，分析师们将关注特斯拉报告中有关需求的部分，因为它涉及到生产和积压。华尔街见闻稍早时候曾提及，投资者和分析师已将特斯拉的强劲降价措施视为需求疲软的信号。Guggenheim 证券分析师 Ronald Jewsikow 在一份报告中表示：我们所有的需求趋势研究都表明，进入3月后需求将放缓，所有车型的等待时间将显著缩短，库存也在增加。在特斯拉的四月初的降价之后，Jewsikow 更新了对特斯拉财务状况的预期，下调了对特斯拉2023财年的收入、EBITDA和每股收益预期，但仍维持了对特斯拉105美元的目标价，重申了对特斯拉股票的卖出评级。Jewsikow总结道，由于3月份的订单低于供应量，他怀疑在美国的降价是否足以提振销售，因为“需求环境仍然具有挑战性”，风险偏向下行。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":8,"commentSize":0,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2328154205"}