官宣涨价，特斯拉为何“逆势而行”？

智通财经网04-01

4月1日，特斯拉周一宣布，将在中国和美国上调部分车型的价格。其中，Model Y在美国的价格上涨了1000美元，达到44990美元，而Model Y AWD远程版的价格则上涨至49990美元。而在中国，Model Y后轮驱动版车型售价调整为26.39万元、Model Y长续航版车型售价调整为30.49万元、Model Y 高性能版车型售价调整为36.89万元，三个版本车型价格均上涨5000元。这一...

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加油向厚赚
04-02
加油向厚赚
在中国车企都在降价的时候，特斯拉选择逆风而行，对市场的预估还是乐观的。
昨夜梦见你
04-01
昨夜梦见你
愚人节游戏

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Y工厂因纵火案而关闭，加上中国春节假期期间需求疲软，可能拖累了整体交付量。最近，卖方情绪一直很悲观，一季度的共识交付预期从几个月前的49.4万辆一路下降到42.5万辆。相比之下，特斯拉在去年第四季度交付了484507辆汽车，去年第一季度交付了422875辆。在盘前交易中，截至发稿，特斯拉股价上涨1.22%，至177.93美元，而此前52周的交易区间为152.37美元至299.29美元。特斯拉在中国提价，其他汽车制造商纷纷降价在中国，与理想汽车(LI.US)、蔚来汽车(NIO.US)、小鹏汽车(XPEV.US)等中国本土汽车制造商的降价浪潮相比，特斯拉此次适度的价格上涨起到了抑制需求作用。为了利用特斯拉最近提价带来的需求机会，并抵御颠覆性的市场后来者进入，中国汽车制造商纷纷涌入，提供补贴和优惠券等优惠来吸引潜在的购车者。蔚来汽车官方微博频道报道，该公司周一宣布了一项计划，将为汽油车司机提供高达人民币10亿元(合1.38亿美元)的奖励，奖励形式包括换电池优惠、额外的辅助驾驶功能订阅，甚至是蔚来手机。与此同时，小鹏公司将部分车型的价格下调了至多人民币2万元;奇瑞汽车公司表示，将承担部分车型的购置税成本，并为客户的二手车提供更好的折价优惠。与此同时，消费电子巨头小米(01810)也正式进入了全球最大的电动汽车市场，上周公布了备受追捧的SU7的定价和开始接受订单。小米在随后的社交媒体帖子中表示，该车型的预订量在24小时内达到了88,898辆。这些举措与特斯拉周一早些时候的做法背道而驰，该公司上调了其最受欢迎的运动型多用途车Model Y的价格。涨价的消息在几周前就被广泛传播，进而推动在实际官宣之前刺激需求，并推动第一季度的销售。中国本土制造商的反应证明了中国汽车市场的激烈竞争。中国是全球最大的汽车市场。据媒体上个月底报道，尽管特斯拉让市场知道价格将上涨，但它还是被迫削减了上海工厂的产量。特斯拉在2024年前两个月的出货量与去年同期相比有所下降，而中国的乘用车总体销量却有所增长。特斯拉为何涨价？尽管涨价原因尚未清楚，但分析人士认为，此次价格上涨可能与原材料成本上涨和全球供应链紧张有关，而且持续的降价挤压了利润空间。特斯拉过去一年的持续降价策略并没有为特斯拉打下更大的市场，以至于马斯克不得不表示今年销量增长将放缓，2024年对于特斯拉来说注定是艰难的一年。随着近两年持续的调价，特斯拉毛利率已经从2022年的25.6%，下降至2023年的18.25%，下降超过7个百分点。曾看涨特斯拉的大摩分析师亚当·乔纳斯(Adam Jonas)在报告中警告，如果按公认会计原则计算，特斯拉的汽车业务将录得亏损的话，“可能就是今年”。乔纳斯表示，尽管一再降价，但电动汽车需求继续放缓，加之混合动力汽车正在成为有力的竞争者，虽然特斯拉可能是“世界上技术最先进的汽车公司”，但其产品阵容可能是主要汽车制造商中最陈旧的。3月13日，瑞银发布最新报告称，由于欧美电动车需求减缓、Model2上市推迟以及特斯拉生产因电力中断而放缓等因素，特斯拉在2026年之前的电动车交付量、每股收益和毛利率预计都将低于市场预期。因此，瑞银将特斯拉的目标股价从225美元降至165美元。然而，要实现加速增长，特斯拉需要推出定价在25000美元左右的Model2车型。但该车型在“卷到极致”的低端电动车市场面临压力。瑞银预计，2025年Model2的销量非常有限，直到2026年开始，Model2的销量才会显著增加，成为公司的一个重要收入来源。富国银行分析师则认为，特斯拉短期内是“没有增长的成长型公司”。由于竞争加剧和交付量放缓，特斯拉主动降价，损害了盈利。他预计，特斯拉2024年的销量增长将趋于平稳，2025年将下降。高盛银行分析师表示，尽管特斯拉存在长期的增长潜力，但近期正遭受多项不利因素影响，比如价格降幅超预期、电动汽车竞争加剧，FSD及第三代平台等上线延迟等，短期存在重大风险。","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":0},"commentList":[{"id":290810709700864,"gmtCreate":1712024594756,"gmtModify":1712024596720,"author":{"id":"4156663738866210","authorId":"4156663738866210","name":"加油向厚赚","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4156663738866210","idStr":"4156663738866210"},"htmlText":"在中国车企都在降价的时候，特斯拉选择逆风而行，对市场的预估还是乐观的。","listText":"在中国车企都在降价的时候，特斯拉选择逆风而行，对市场的预估还是乐观的。","text":"在中国车企都在降价的时候，特斯拉选择逆风而行，对市场的预估还是乐观的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290810709700864","repostId":2424716726,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":290615649988752,"gmtCreate":1711977044026,"gmtModify":1711977045990,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3545737789066182","idStr":"3545737789066182"},"htmlText":"愚人节游戏","listText":"愚人节游戏","text":"愚人节游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290615649988752","repostId":2424716726,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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