刚冒芽的韭黄online
2023-10-19
笑哭🤣
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辣评财报:特斯拉”黔驴技穷“?
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tg-height=\"913\"></p><p>来源:痛快舒畅</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 现在也是只有降价一条路了,黔驴技穷;季度同比数据大幅下滑,开始回归平庸 </p><p>特斯拉发布 2023 Q3 财报:<br><br>1、总产量 430488 辆,季度环比-5%,季度同比增长+18%;总交付 435059辆,季度环比-6.6%,季度同比+26.5%;<br><br>2、总营收 233.50亿美元(折合人民币1634亿),季度环比-6.3%,季度同比+8.8%——Q3的业绩储能和服务贡献主要增长;<br><br>3、汽车营收185.82亿美元(折合人民币1300亿元),季度环比-9.0%,季度同比+4.5%——Q3汽车交付的增长和营收的增长并没有同步;<br><br>4、整体毛利 41.78 亿美元(折合人民币 305.62 亿元),季度环比-7.8%,季度同比-22%;整理毛利率 17.9%,季度环比-1.61个百分点,季度同比-7.19个百分点——整体毛利表现也在加速下滑;<br><br>5、汽车业务毛利 29.26 亿美元(折合人民币 209.62 亿元),季度环比-7.83%,季度同比-37.6%;汽车业务毛利率 15.8%,季度环比-1.78个百分点,季度同比-10.16个百分点——汽车业务毛利表现同比大幅下滑;<br><br>6、研发支出 11.61 亿美元(折合人民币84.93 亿元),季度环比+23,12%,季度同比+58.39%;研发费用率5.0%,季度环比+1.19个百分点,季度同比+1.56个百分点——研发费用终于开始增长了;<br><br>7、单车营收4.27万美元(折合人民币29.9万元),季度环比-2.5%,季度同比-17.4%——单车均价已经来到了30万元的临界点了;<br><br>8、单车毛利率6726美元(折合人民币4.71万元),季度环比-12.4%,季度同比-50.6%;单车利润为1177美元(折合人民币8240元),季度环比-53.5%,季度同比-86.5%——曾经引以为豪的单车毛利和单车利润在迅速下滑;<br><br>9、营业利润率 7.6%,季度环比-2.91个百分点,季度同比-9.64个百分点——曾经15%的利润率笑傲汽车市场,如今开始回归到8%的平均水平了;<br><br>10、现金等价物储备 260.75 亿美元(约合 1907.36 亿元),同比+23.55%;<br><br>11、上海工厂的 Model 3/Y 年产能从 75 万辆变成了 95 万辆,大致相当于增长了得州工厂一年的 Model Y 产能;得州工厂 Cybertruck 的产能规划为12.5 万辆/年,新车将于今年 11 月开始交付;<br><br>12、全球平均库存周期 16 天,同比+100%(去年同期为 8 天)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd57cdb197f53355c6d9e7c04f0a1677\" tg-width=\"1628\" tg-height=\"913\"></p><p>来源:痛快舒畅</p></body></html>","text":"$特斯拉(TSLA)$ 现在也是只有降价一条路了,黔驴技穷;季度同比数据大幅下滑,开始回归平庸 特斯拉发布 2023 Q3 财报: 1、总产量 430488 辆,季度环比-5%,季度同比增长+18%;总交付 435059辆,季度环比-6.6%,季度同比+26.5%; 2、总营收 233.50亿美元(折合人民币1634亿),季度环比-6.3%,季度同比+8.8%——Q3的业绩储能和服务贡献主要增长; 3、汽车营收185.82亿美元(折合人民币1300亿元),季度环比-9.0%,季度同比+4.5%——Q3汽车交付的增长和营收的增长并没有同步; 4、整体毛利 41.78 亿美元(折合人民币 305.62 亿元),季度环比-7.8%,季度同比-22%;整理毛利率 17.9%,季度环比-1.61个百分点,季度同比-7.19个百分点——整体毛利表现也在加速下滑; 5、汽车业务毛利 29.26 亿美元(折合人民币 209.62 亿元),季度环比-7.83%,季度同比-37.6%;汽车业务毛利率 15.8%,季度环比-1.78个百分点,季度同比-10.16个百分点——汽车业务毛利表现同比大幅下滑; 6、研发支出 11.61 亿美元(折合人民币84.93 亿元),季度环比+23,12%,季度同比+58.39%;研发费用率5.0%,季度环比+1.19个百分点,季度同比+1.56个百分点——研发费用终于开始增长了; 7、单车营收4.27万美元(折合人民币29.9万元),季度环比-2.5%,季度同比-17.4%——单车均价已经来到了30万元的临界点了; 8、单车毛利率6726美元(折合人民币4.71万元),季度环比-12.4%,季度同比-50.6%;单车利润为1177美元(折合人民币8240元),季度环比-53.5%,季度同比-86.5%——曾经引以为豪的单车毛利和单车利润在迅速下滑; 9、营业利润率 7.6%,季度环比-2.91个百分点,季度同比-9.64个百分点——曾经15%的利润率笑傲汽车市场,如今开始回归到8%的平均水平了; 10、现金等价物储备 260.75 亿美元(约合 1907.36 亿元),同比+23.55%; 11、上海工厂的 Model 3/Y 年产能从 75 万辆变成了 95 万辆,大致相当于增长了得州工厂一年的 Model Y 产能;得州工厂 Cybertruck 的产能规划为12.5 万辆/年,新车将于今年 11 月开始交付; 12、全球平均库存周期 16 天,同比+100%(去年同期为 8 天)。 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