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15万买特斯拉那得多“毛坯”？成本降50%是文字游戏

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17:33","market":"us","language":"zh","title":"15万买特斯拉 那得多“毛坯”？成本降50%是文字游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2317403242","media":"快科技","summary":"3月2日在特斯拉投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。这还没考虑特斯拉的内饰，一直被网友吐槽“毛坯”，几乎已经没有了进一步削减成本的可能。2022年第三季度数据显示，特斯拉单车利润高达9574美元，约等于6台比亚迪。特斯拉如果维持高利润，同时推出一款售价15元的车，难以想象其性能多缩水、内饰多“毛坯”了。","content":"<html><body><article><p>3月2日在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。</p><p>目前特斯拉Model3国内起售价为22.99万元，于是不少媒体猜测下一代特斯拉售价可能压缩到15万元。</p><p>其实仔细一看就会发现，马斯克特别指出的是“组装成本降低50%”，其他的物料和人工成本可没有说会降低。</p><p>“组装成本”与“整车成本”之间有着明显区别。一辆车的成本包括研发成本、原材料成本(采购成本)、组装成本、销售成本、税收成本等等，其中组装成本只占很小的部分。</p><p>所以说，现在卖20多万的特斯拉Model3和Y将来不可能只卖十几万，而是最多降价一两万罢了。</p><p>特斯拉此次提到的降低组装成本是指通过继续减少车身零部件数量，将车身份解为几个部分，从时空角度提升生产效率30%，将序列组装和平行组装同时进行，进一步提高生产效率。</p><p>而新能源汽车成本主要由电池、电机、电控以及电驱部件组成，这些采购成本是稳定的，看不到短期大幅降价的可能。即便大幅降价，也不止特斯拉一家受益。</p><p>从续航里程、空间大小、底盘等多种指标对比国产纯电车，特斯拉Model3要贵5万左右，也就是说，特斯拉如果是国产品牌，售价顶多也就18万。</p><p>这还没考虑特斯拉的内饰，一直被网友吐槽“毛坯”，几乎已经没有了进一步削减成本的可能。</p><p>特斯拉之所以卖这么贵，主要是维持高利润。2022年第三季度数据显示，特斯拉单车利润高达9574美元，约等于6台<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p><p>特斯拉如果维持高利润，同时推出一款售价15元的车，难以想象其性能多缩水、内饰多“毛坯”了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030817361884175f37&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月2日在特斯拉投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。目前特斯拉Model3国内起售价为22.99万元，于是不少媒体猜测下一代特斯拉售价可能压缩到15万元。其实仔细一看就会发现，马斯克特别指出的是“组装成本降低50%”，其他的物料和人工成本可没有说会降低。“组装成本”与“整车成本”之间有着明显区别。一辆车的成本包括研发成本、原材料成本(采购成本)、组装成本、销售成本、税收成本...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030817361884175f37&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030817361884175f37&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2317403242","content_text":"3月2日在特斯拉投资者日活动上，马斯克宣布将下一代汽车组装成本降低50%。目前特斯拉Model3国内起售价为22.99万元，于是不少媒体猜测下一代特斯拉售价可能压缩到15万元。其实仔细一看就会发现，马斯克特别指出的是“组装成本降低50%”，其他的物料和人工成本可没有说会降低。“组装成本”与“整车成本”之间有着明显区别。一辆车的成本包括研发成本、原材料成本(采购成本)、组装成本、销售成本、税收成本等等，其中组装成本只占很小的部分。所以说，现在卖20多万的特斯拉Model3和Y将来不可能只卖十几万，而是最多降价一两万罢了。特斯拉此次提到的降低组装成本是指通过继续减少车身零部件数量，将车身份解为几个部分，从时空角度提升生产效率30%，将序列组装和平行组装同时进行，进一步提高生产效率。而新能源汽车成本主要由电池、电机、电控以及电驱部件组成，这些采购成本是稳定的，看不到短期大幅降价的可能。即便大幅降价，也不止特斯拉一家受益。从续航里程、空间大小、底盘等多种指标对比国产纯电车，特斯拉Model3要贵5万左右，也就是说，特斯拉如果是国产品牌，售价顶多也就18万。这还没考虑特斯拉的内饰，一直被网友吐槽“毛坯”，几乎已经没有了进一步削减成本的可能。特斯拉之所以卖这么贵，主要是维持高利润。2022年第三季度数据显示，特斯拉单车利润高达9574美元，约等于6台比亚迪。特斯拉如果维持高利润，同时推出一款售价15元的车，难以想象其性能多缩水、内饰多“毛坯”了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/627688355"}