再见，Model S！

Myautotime01-30

2021年，当特斯拉发布Model S Plaid版时，马斯克站在舞台上骄傲地宣称：“这辆车能够摧毁任何燃油超跑。”三电机、千匹马力、2.1秒破百的加速性能，让Model S的旗舰地位看似坚不可摧。然而不到五年后，这艘电动旗舰却在没有官方告别式的情况下，缓缓驶出了历史的主舞台。Model S的停产并非突如其来，而是特斯拉从一个颠覆者走向主流车企过程中的必然选择。它的离场，既是产品周期的自然规律，也...

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S的旗舰地位看似坚不可摧。然而不到五年后，这艘电动旗舰却在没有官方告别式的情况下，缓缓驶出了历史的主舞台。Model S的停产并非突如其来，而是特斯拉从一个颠覆者走向主流车企过程中的必然选择。它的离场，既是产品周期的自然规律，也...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013020200797a42de2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1145028129.USD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013020200797a42de2&s=b","article_id":"2607043589","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013020200797a42de2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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S!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSII":0.6,"TSL":0.6,"TSDD":0.6,"TSLR":0.6,"TSLP":0.6,"TSLI":0.6,"TSLZ":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLO":0.6,"TSLT":0.6,"TSLA":1.98,"07766":0.6,"CRSH":0.6,"TSLY":0.6,"TSYY":0.6,"TSLS":0.6,"TSLG":0.6,"TESL":0.6},"content_text":"2021年，当特斯拉发布Model S Plaid版时，马斯克站在舞台上骄傲地宣称：“这辆车能够摧毁任何燃油超跑。”三电机、千匹马力、2.1秒破百的加速性能，让Model S的旗舰地位看似坚不可摧。然而不到五年后，这艘电动旗舰却在没有官方告别式的情况下，缓缓驶出了历史的主舞台。Model S的停产并非突如其来，而是特斯拉从一个颠覆者走向主流车企过程中的必然选择。它的离场，既是产品周期的自然规律，也是特斯拉战略重心转移的明确信号。身份困境2012年，第一代Model S横空出世时，它几乎是高端电动车的代名词。超过400公里的续航、巨大的中控屏、持续的OTA升级，每一项都堪称行业颠覆。在那个电动车还被视为“高尔夫球场代步车”的年代，Model S用产品力证明了电动车不仅可以替代燃油车，甚至可以做得更好。但问题也随之而来：当Model 3和Model Y以更低的价格实现了Model S八成以上的体验，当仰望、蔚来、尊界等对手在豪华电动轿车市场不断细分定位，Model S的“旗舰”价值开始变得模糊。2021款Model S双电机全轮驱动版与Plaid版的并行推出，本是特斯拉试图用性能分层维持市场份额的策略。但市场数据表明，Model S系列的年销量从巅峰期的近5万辆滑落至近年不足2万辆。在特斯拉全球年销量逼近170万的规模下，Model S已从主力车型沦为象征性存在。更关键的是，Model S的硬件架构虽经改款，其整体平台仍基于十年前的设计。在面对蔚来ET9的激光雷达方案、仰望U7的主动悬挂等新一代技术时，Model S依赖纯视觉方案的FSD与其相对传统的底盘技术，逐渐显露出时代局限性。从产能分配角度看，生产一辆Model S所需的时间和资源，足以生产多辆Model 3或Model Y。在特斯拉弗里蒙特工厂，Model S/X生产线与Model 3/Y生产线并置，但后者的产能和利润贡献率明显高于前者。特斯拉2025年第四季度财报显示，总营收249.01亿美元，相较去年同比下降3%。在这种背景下，优化产品线、淘汰低效产能成为必然选择。另一方面，电池资源的配置也成为关键考量。Model S搭载的100kWh三元锂电池包，需要消耗的电芯数量相当于近两辆标准版Model 3。在电池原材料价格波动、供应链仍需优化的当下，将宝贵的大容量电池包分配给销量有限的旗舰车型，从商业角度看并非最优选择。尤为值得注意的是，原计划中的Plaid Plus版最终未能量产，这暗示着特斯拉在极致性能与量产可行性之间做出了权衡。当Model S Plaid已经足以担任“性能旗舰”的角色时，更极致的Plaid Plus显得冗余。技术宿命Model S一直是特斯拉自动驾驶技术的最佳载体。从早期的Autopilot1.0到最新的FSD，Model S见证了特斯拉自动驾驶技术的完整演进。但恰恰是这种技术关联性，决定了Model S的宿命。当特斯拉将战略重心转向Robotaxi（无人驾驶出租车）和下一代平台时，基于旧平台的Model S显然无法满足全新电子电气架构的需求。方舟投资(ARK Invest)预测，到2029年特斯拉无人驾驶出租车业务可能占公司价值的88%。在这一战略愿景下，特斯拉需要的是为全自动驾驶从头设计的车辆，而非基于十年老平台修修补补的旗舰。同时，特斯拉的FSD系统正在从“辅助驾驶”向“全自动驾驶”过渡，这一转变需要更先进的传感器配置和算力支持。现有Model S的硬件基础，可能无法完全适应v14等未来版本的FSD系统需求。这让Model S处于一个尴尬的技术过渡期。Model S的停产方式很“特斯拉”——没有隆重的告别仪式，没有最终纪念版，就像这款车当年的登场一样颠覆传统。这种低调处理背后，反映的是特斯拉对产品生命周期的独特理解：相对于沉溺于过去的光荣，特斯拉更愿意将资源投向未来。Cybertruck的艰难量产、Model 2的不断缺席、Robotaxi的规划布局，这些都是特斯拉面临的更紧迫挑战。在这些任务面前，为一款销量有限的老旗舰保留生产线显得不合时宜。然而，Model S的离场绝不意味着失败。正如iPhone的诞生重新定义了手机，Model S的传奇在于它彻底改变了世界对电动车的认知。它证明了电动车可以既环保又高性能，既智能又实用。这些理念已经融入特斯拉后续所有车型，也影响了整个汽车产业的发展方向。在特斯拉的展厅里，Model S的位置可能会被新款Model 3 Performance或未来的Robotaxi所取代。但在电动汽车发展史上，Model S的地位将永远独特——它是最初的破局者，是电动化浪潮的起点，也是一个时代的象征。当最后一台Model S驶下生产线，它带走的不仅是一款车型，更是电动车从奢侈品到大众消费品的整个过渡时期。特斯拉的旗舰空缺不会持续太久，但接替Model S的将是一款为全自动驾驶时代重新构思的产品，而非简单的迭代升级。所以说，Model S的停产不是一个终点，而是特斯拉新时代的开始。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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; 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