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特斯拉二季度交货不及预期 电池短缺“背锅”
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Topic: 特斯拉二季度交货不及预期 电池短缺“背锅” (Read 99 times)
jud525
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特斯拉二季度交货不及预期 电池短缺“背锅”
November 23, 2017, 05:55:01 AM
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今年第二季度,特斯拉的电动汽车交付量不但少于上季度,也低于华尔街预期,特斯拉认为这都要怪车用电池“严重”不足。特斯拉本周一公布,二季度汽车交付量略高于2.2万辆,同比增长53%,但较一季度减少约3000辆,此前华尔街共识预期为2.2912辆。今年上半年合计交货约4.71万辆,全年有望超过去年7.6万辆的交付水平。特斯拉指出,影响二季度交货的主要因素是运用新技术的生产线生产100kWh电池组“严重”不足,直到今年6月初,平均产量还比需求低约40%。电池组供应问题一解决,6月的订单和交货量立即增长强劲,应该排在了公司史上前列。特斯拉预计,若全球经济环境不会大幅恶化,有信心Model S和Model X今年下半年的交货量可能超过上半年。特斯拉称,二季度Model X的交货量略超过1万辆。改良后的Model X几乎不存在之前饱受抨击的质量问题,其质量和行驶稳定性已经提高。另外,特斯拉自称对交货的估算稍微保守,只有在车辆送达客户并且所有书面文件无误后,才将车计入交货范畴。最终实际交货量可能和本周一公布数据有高达0.5%的差距。本周一稍早,特斯拉CEO马斯克在Twitter上宣布,旗下有“平民神车”之称的Model 3提前两周完全通过生产监管要求,本周五将开始量产,首批的30辆将在7月28日交付。Model 3仅售3.5万美元,是售价最低的特斯拉车型,已经预售超40万辆,预计其将令美国电动汽车销量在今年飙升40%,并抑制美国对汽油的需求。不过华尔街见闻此前文章提到,有过产能问题的特斯拉能否摆脱Model X一拖拖三年的黑历史,仍然引人担忧。(详见《“平民神车”Model 3量产在即 特斯拉迈向大众化的关键时刻来临》。)券商Bernstein的分析师Toni Sacconaghi在周一的报告中仍然质疑Model 3能否让特斯拉盈利。其指出,特斯拉是在出售了价值10亿美元的Model X和Model S之后才盈利的,出售Model 3实现盈利可能困难。本周一,特斯拉股价并未受到Model 3的好消息感染。本周一美国科技股集体下挫,盘中创两个月新低。当日特斯拉股价高开低走,收跌2.49%。不但表现远逊于通用汽车、福特这类传统汽车制造巨头,也不及Facebook等科技龙头股。
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