特斯拉有望刷新季度交付新高，但全年“轻微增长”的目标悬了

电车黑板报2024-12-30

特斯拉将于本周四（2025年1月2日）美股盘前发布2024年第四季度生产和交付数据。市场普遍预期，特斯拉该季度的交付量有望首次突破50万辆，达到创纪录的50.68万辆，同比、环比分别增长4.59%和9.48%。但是以此数据计算，特斯拉今年全年的交付量将只有180.04万辆，低于去年的180.86万辆，无法完成马斯克此前预计的全年实现“轻微增长”的交付目标。特斯拉今年第四季度需要交付至少51.49...

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目光向下
2024-12-31
目光向下
人家高管转发一个综合了各个卖方分析师的交付量预测，咋就成了交付不及预期的证据了？简直是猪脑子！
- 疯好大听不见:
  简体中文的大陆帖不都这样？几十年如一日喷各种美股。

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3/Y车型提供的五年零息金融方案延长至明年1月底。今年4月，特斯拉首次在中国市场推出该政策。在过去的几个月里，特斯拉基本会在每个月末将该政策延长一个月。最近一次是在11月25日，当时该政策被延长至12月31日。除了在中国市场降价，特斯拉目前在北美市场推出了限时购车附加权益的优惠政策。消费者在12月31日前提车（含Model S/X/3/Y、Cybertruck）可获得3个月的免费FSD（监督版）使用权和超级充电服务。马斯克此前在特斯拉2024年第三季度财报电话会上表示，公司2025年的交付增长预期为20%-30%。但若想达成上述增长目标，除了继续对现有车型降价或提供附加购车权益之外，明年1月量产的改款Model Y将继续承担交付主力的重担。由于6座版Model 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13:30","market":"us","language":"zh","title":"特斯拉有望刷新季度交付新高，但全年“轻微增长”的目标悬了","url":"https://stock-news.laohu8.com/highlight/detail?id=2495560325","media":"电车黑板报","summary":"市场普遍预期，特斯拉该季度的交付量有望首次突破50万辆，达到创纪录的50.68万辆，同比、环比分别增长4.59%和9.48%。但是以此数据计算，特斯拉今年全年的交付量将只有180.04万辆，低于去年的180.86万辆，无法完成马斯克此前预计的全年实现“轻微增长”的交付目标。特斯拉今年第四季度需要交付至少51.49万辆新车，才能与去年全年持平，要实现增长则需要交付更多。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于本周四（2025年1月2日）美股盘前发布2024年第四季度生产和交付数据。</p><p>市场普遍预期，特斯拉该季度的交付量有望首次突破50万辆，达到创纪录的50.68万辆，同比、环比分别增长4.59%和9.48%。</p><p>但是以此数据计算，特斯拉今年全年的交付量将只有180.04万辆，低于去年的180.86万辆，无法完成马斯克此前预计的全年实现“轻微增长”的交付目标。特斯拉今年第四季度需要交付至少51.49万辆新车，才能与去年全年持平，要实现增长则需要交付更多。</p><p>据商业博客eletric-vehicles援引特斯拉投资者关系主管Travis Axelrod上周日发送的一封邮件截图，由特斯拉编制的26家卖方分析师第四季度交付共识显示，该公司第四季度的交付量为506763辆，全年的数据为180.17万辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241230133155449v152cgna4n9tigl\"/><p>上述交付共识还显示，特斯拉两款主力车型Model 3/Y在第四季度的合计交付量将达到47.64万辆，同比增长3.22%，环比则增8.28%。</p><p>根据该邮件截图，26家卖方分析师包括大和、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>、韦德布什、美银、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、汇丰银行、杰富瑞等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241230133156169v1524a8qqj3mazu\"/><p>尽管可能已无法完成全年交付目标，但是特斯拉“以价换量”的举措将继续执行。</p><p>12月24日，特斯拉中国宣布继续对Model Y车型提供1万元的折扣。</p><p>消费者订购后轮驱动版和长续航全轮驱动版Model Y，在支付尾款时可优惠1万元。以后轮驱动版Model Y为例，减免1万元后的总车价为23.99万元。该优惠此前的截止日期为2024年底，特斯拉方面并未透露此次优惠的最新截止日期。</p><p>同时，特斯拉还对在中国市场销售的Model 3/Y车型提供的五年零息金融方案延长至明年1月底。</p><p>今年4月，特斯拉首次在中国市场推出该政策。在过去的几个月里，特斯拉基本会在每个月末将该政策延长一个月。最近一次是在11月25日，当时该政策被延长至12月31日。</p><p>除了在中国市场降价，特斯拉目前在北美市场推出了限时购车附加权益的优惠政策。消费者在12月31日前提车（含Model S/X/3/Y、Cybertruck）可获得3个月的免费FSD（监督版）使用权和超级充电服务。</p><p>马斯克此前在特斯拉2024年第三季度财报电话会上表示，公司2025年的交付增长预期为20%-30%。</p><p>但若想达成上述增长目标，除了继续对现有车型降价或提供附加购车权益之外，明年1月量产的改款Model Y将继续承担交付主力的重担。由于6座版Model Y直到明年第四季度才可能实现交付，因此该车的贡献将比较有限。</p><p>马斯克还透露，更实惠的车型基于现有生产平台便可生产，最早有望在2025年上半年交付。</p><p>因此，在没有更多新车型发布的情况下，低价版特斯拉届时将会贡献新的增量。</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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉有望刷新季度交付新高，但全年“轻微增长”的目标悬了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉有望刷新季度交付新高，但全年“轻微增长”的目标悬了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241230133157a20e916f&s=b><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉将于本周四（2025年1月2日）美股盘前发布2024年第四季度生产和交付数据。市场普遍预期，特斯拉该季度的交付量有望首次突破50万辆，达到创纪录的50.68万辆，同比、环比分别增长4.59%和9.48%。但是以此数据计算，特斯拉今年全年的交付量将只有180.04万辆，低于去年的180.86万辆，无法完成马斯克此前预计的全年实现“轻微增长”的交付目标。特斯拉今年第四季度需要交付至少51.49...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241230133157a20e916f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth 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Y车型提供1万元的折扣。消费者订购后轮驱动版和长续航全轮驱动版Model Y，在支付尾款时可优惠1万元。以后轮驱动版Model Y为例，减免1万元后的总车价为23.99万元。该优惠此前的截止日期为2024年底，特斯拉方面并未透露此次优惠的最新截止日期。同时，特斯拉还对在中国市场销售的Model 3/Y车型提供的五年零息金融方案延长至明年1月底。今年4月，特斯拉首次在中国市场推出该政策。在过去的几个月里，特斯拉基本会在每个月末将该政策延长一个月。最近一次是在11月25日，当时该政策被延长至12月31日。除了在中国市场降价，特斯拉目前在北美市场推出了限时购车附加权益的优惠政策。消费者在12月31日前提车（含Model S/X/3/Y、Cybertruck）可获得3个月的免费FSD（监督版）使用权和超级充电服务。马斯克此前在特斯拉2024年第三季度财报电话会上表示，公司2025年的交付增长预期为20%-30%。但若想达成上述增长目标，除了继续对现有车型降价或提供附加购车权益之外，明年1月量产的改款Model Y将继续承担交付主力的重担。由于6座版Model Y直到明年第四季度才可能实现交付，因此该车的贡献将比较有限。马斯克还透露，更实惠的车型基于现有生产平台便可生产，最早有望在2025年上半年交付。因此，在没有更多新车型发布的情况下，低价版特斯拉届时将会贡献新的增量。","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":387441686303168,"gmtCreate":1735631706691,"gmtModify":1735631710401,"authorId":4089541261634760,"author":{"id":4089541261634760,"idStr":"4089541261634760","authorId":4089541261634760,"name":"疯好大听不见","avatar":"https://static.tigerbbs.com/43b6e78769b389d0026e26301c3736fd","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.11","exceedPercentage":"93.44%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":387404887699768,"type":1,"supId":0,"prevId":0,"content":"简体中文的大陆帖不都这样？几十年如一日喷各种美股。","text":"简体中文的大陆帖不都这样？几十年如一日喷各种美股。","html":"简体中文的大陆帖不都这样？几十年如一日喷各种美股。"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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