【美股解码】第三季度交付量不及预期！特斯拉股价跳空下跌

财华社2024-10-03

周三（10月2日）美股盘前，电动汽车巨头特斯拉（TSLA.US）公布了2024年第三季度的汽车生产量和交付量报告，显示汽车销售业务表现低于预期。受这一消息的影响，特斯拉美股早盘一度跌6.4%，最低报每股241.5美元，收盘跌幅收窄至3.49%，报249.02美元。年初至今，该股仅累涨0.22%，远落后于同期标普500指数近20%的涨幅。具体来看，特斯拉第三季度交付量462890辆，同比增长6.4%...

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Tesla Stock Gaps Down","themeId":"18180e8c7755bc7940b81f2e0e07a49b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"周三（10月2日）美股盘前，电动汽车巨头特斯拉（TSLA.US）公布了2024年第三季度的汽车生产量和交付量报告，显示汽车销售业务表现低于预期。受这一消息的影响，特斯拉美股早盘一度跌6.4%，最低报每股241.5美元，收盘跌幅收窄至3.49%，报249.02美元。年初至今，该股仅累涨0.22%，远落后于同期标普500指数近20%的涨幅。具体来看，特斯拉第三季度交付量462890辆，同比增长6.4%，环比增长4.3%，未达市场预估的463897辆。这一表现，主要归因于激励措施和融资协议未能充分激发消费者对其老款电动汽车的购买热情。分车型看，今年第三季度，价格相对亲民Model 3和Y的交付量为439975辆，高于市场预估的435920辆。而Model X、S和新款电动皮卡Cybertruck等价格较高车型交付量则不尽如人意，仅为22915辆，低于市场预期的26315辆。可以看到，价格较低的Model 3和Y型车是特斯拉销量的绝对主力，比重达到95%以上；其它车型销量占比不足5%。尽管特斯拉在第三季度扭转了前两个季度下滑的颓势，但仍不能有效缓解投资者的对其未来发展的担忧情绪。一方面，特斯拉第三季度是通过降价和提高促销手段来实现销量回升，这对其领先行业的利润率可能会产生负面影响。此前就有分析师预估，特斯拉第三季度的平均汽车售价为4.25万美元，为四年来最低价格。另一方面，有行业人士预测，在经历了多年的快速增长后，特斯拉可能会面临着年度交付量首次下滑的风险。据官方发布的数据，特斯拉在2023年成功交付约181万辆，同比增长率达38%，刷新了历史新高。而今年前三季度，该公司累计交付约130万辆。这意味着，特斯拉在第四季度的交付量必须实现51万辆以上，才能达到去年同等的交付水平，属实压力不小。Wedbush分析师Dan Ives表示，特斯拉第三季度交付量与上半年相比有明显改善，但全年销量保持增长仍有较大障碍。特斯拉高管也多次警告称,2024年的交付量增长率将低于去年。事实上，特斯拉在中美欧市场都面临越来越大的竞争压力和挑战。特别是在中国市场，特斯拉Model Y作为全球新能源汽车市场的“销冠”车型，正吸引着越来越多的竞争对手向其发起挑战，对标特斯拉Model Y的车型正如雨后春笋般层出不穷。例如，比亚迪旗下的宋L、宋Pro；小鹏旗下的G6、极氪首款SUV极氪7X，以及蔚来旗下第二品牌乐道的首款纯电SUV乐道L60等等。随着中国自主品牌的崛起，消费者有了更多的选择，加上硝烟四起的“价格战”，特斯拉Model Y在国内正面临着前所未有的挑战。而在欧洲市场，受经济增长放缓、多国补贴退坡等因素影响，电动车需求减弱，这也对特斯拉在欧洲的交付量表现造成了拖累。今年8月，特斯拉在欧洲销量同比下降超过40%。调研公司JATO Dynamics的报告曾提到，尽管Model Y和Model 3继续在2024全年排名中占据主导地位，但它们最近有所下滑，市场份额正在被宝马、沃尔沃等本地公司蚕食。有分析认为，当前，特斯拉将提振股价的希望放在了Robotaxi（自动驾驶出租车）业务上。据悉，备受瞩目的特斯拉Robotaxi活动将于10月10日举办，预计将展示专用机器人出租车原型，并强调公司押注AI驱动的自动驾驶技术新战略。马斯克称这将“载入史册”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","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/2472666194","isCrawlerRequest":true}