晨曦瑞景
2023-11-07
头几天还是展示出全文吧
@芝能汽车:
芝能深度报告|特斯拉全球销量跟踪:10月
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<p><img src=\"https://static.tigerbbs.com/829df7723c414d71a3197c1973ee0853\"><span>芝能汽车出品</span></p>\n <p><span>芝能汽车继续努力在整理特斯拉的情况,本次报告还是分为全球销量、美国、欧洲、中国销量等几个部分所组成。</span></p>\n <p><span>备注:完整报告是由读者需求汇总定制的收费报告,感谢读者支持,我们会<span>持续做</span>特斯拉的销量和产量报告。</span></p>\n <p><span>本文为节选,我们主要持续跟踪主要的几个核心车企的情况。</span></p>\n <p><img src=\"https://static.tigerbbs.com/ac7938fd416e412a9f879d49f8f0b454\"></p>\n <h2><span><strong><span><p><strong>01</strong></p><p><strong>特斯拉10月全球销量</strong></p></span></strong></span></h2>\n <p><span>10月是Q4的开始,环比9月来看,中国和欧洲交付量比较少。美国的销量,特斯拉是基本持平的</span></p>\n <p><span>10月欧洲由于德国政策调整,和7月差不多,主要是德国的销量下来了</span><span>(整体的需求下降导致的)</span><span>。</span></p>\n <p><span>10月中国市场,Model 3交付少,而Model Y在假期交付不多。</span></p>\n <p><img src=\"https://static.tigerbbs.com/96e5dfa898cb4a659195e317e8521d99\"></p>\n <p><span>目前预估特斯拉1-10月交付了144.8万台,离180万的目标还有35.2万台的差距。</span></p>\n <p><img src=\"https://static.tigerbbs.com/191ef1a68b6d4b1c85b4d90250ec98b8\"></p>\n <h2><span><strong><span><p><strong>02</strong></p><p><strong>区域分析-特斯拉在欧洲</strong></p></span></strong></span></h2>\n <p><span>从销量数据来看,10月特斯拉的交付主要围绕几个大的需求国家,数据如下。几个大的需求国家,德国、法国、英国、挪威和荷兰表现一般。</span></p>\n <p><span>并没有新增需求在欧洲多出来。</span></p>\n <p><img src=\"https://static.tigerbbs.com/bc93d8ea70414dcaad541b044f4d09d9\"></p>\n <h2><span><strong><span><p><strong>03</strong></p><p><strong>区域分析-特斯拉在中国</strong></p></span></strong></span></h2>\n <h2><br></h2>\n <p><span>根据周度数据,我们一直在跟踪,目前的趋势来看,如下图所示。</span></p>\n <p><span>特斯拉中国在今年1-10个月总交付量达到771000辆,已超去年全年交付量。10月7.2万台里面,估计有60%都是出口的。</span></p>\n <p><img src=\"https://static.tigerbbs.com/8761f67aa0ea4ef7b6c2152e6f840dbb\"></p>\n <p><span>我们估算下,2023年1月2日-10月29日,本地上险数据预估为2.9万台左右。</span></p>\n <p><img src=\"https://static.tigerbbs.com/cdb8058cda414570a2ca31170ed57c33\"></p>\n <p><strong><span>小结:</span></strong><strong><span>我们将持续给大家来做特斯拉的全球信息跟踪,目前10月的数据来看,特斯拉需要在2024年做一些改变。今年总体来看围绕降本的努力,没有中国企业这么直接和有决心。</span></strong></p>\n</div></body></html>","htmlText":"<html><head></head><body><div>\n <p><img src=\"https://static.tigerbbs.com/829df7723c414d71a3197c1973ee0853\"><span>芝能汽车出品</span></p>\n <p><span>芝能汽车继续努力在整理特斯拉的情况,本次报告还是分为全球销量、美国、欧洲、中国销量等几个部分所组成。</span></p>\n <p><span>备注:完整报告是由读者需求汇总定制的收费报告,感谢读者支持,我们会<span>持续做</span>特斯拉的销量和产量报告。</span></p>\n <p><span>本文为节选,我们主要持续跟踪主要的几个核心车企的情况。</span></p>\n <p><img src=\"https://static.tigerbbs.com/ac7938fd416e412a9f879d49f8f0b454\"></p>\n <h2><span><strong><span><p><strong>01</strong></p><p><strong>特斯拉10月全球销量</strong></p></span></strong></span></h2>\n <p><span>10月是Q4的开始,环比9月来看,中国和欧洲交付量比较少。美国的销量,特斯拉是基本持平的</span></p>\n <p><span>10月欧洲由于德国政策调整,和7月差不多,主要是德国的销量下来了</span><span>(整体的需求下降导致的)</span><span>。</span></p>\n <p><span>10月中国市场,Model 3交付少,而Model Y在假期交付不多。</span></p>\n <p><img src=\"https://static.tigerbbs.com/96e5dfa898cb4a659195e317e8521d99\"></p>\n <p><span>目前预估特斯拉1-10月交付了144.8万台,离180万的目标还有35.2万台的差距。</span></p>\n <p><img src=\"https://static.tigerbbs.com/191ef1a68b6d4b1c85b4d90250ec98b8\"></p>\n <h2><span><strong><span><p><strong>02</strong></p><p><strong>区域分析-特斯拉在欧洲</strong></p></span></strong></span></h2>\n <p><span>从销量数据来看,10月特斯拉的交付主要围绕几个大的需求国家,数据如下。几个大的需求国家,德国、法国、英国、挪威和荷兰表现一般。</span></p>\n <p><span>并没有新增需求在欧洲多出来。</span></p>\n <p><img src=\"https://static.tigerbbs.com/bc93d8ea70414dcaad541b044f4d09d9\"></p>\n <h2><span><strong><span><p><strong>03</strong></p><p><strong>区域分析-特斯拉在中国</strong></p></span></strong></span></h2>\n <h2><br></h2>\n <p><span>根据周度数据,我们一直在跟踪,目前的趋势来看,如下图所示。</span></p>\n <p><span>特斯拉中国在今年1-10个月总交付量达到771000辆,已超去年全年交付量。10月7.2万台里面,估计有60%都是出口的。</span></p>\n <p><img src=\"https://static.tigerbbs.com/8761f67aa0ea4ef7b6c2152e6f840dbb\"></p>\n <p><span>我们估算下,2023年1月2日-10月29日,本地上险数据预估为2.9万台左右。</span></p>\n <p><img src=\"https://static.tigerbbs.com/cdb8058cda414570a2ca31170ed57c33\"></p>\n <p><strong><span>小结:</span></strong><strong><span>我们将持续给大家来做特斯拉的全球信息跟踪,目前10月的数据来看,特斯拉需要在2024年做一些改变。今年总体来看围绕降本的努力,没有中国企业这么直接和有决心。</span></strong></p>\n</div></body></html>","text":"芝能汽车出品 芝能汽车继续努力在整理特斯拉的情况,本次报告还是分为全球销量、美国、欧洲、中国销量等几个部分所组成。 备注:完整报告是由读者需求汇总定制的收费报告,感谢读者支持,我们会持续做特斯拉的销量和产量报告。 本文为节选,我们主要持续跟踪主要的几个核心车企的情况。 01 特斯拉10月全球销量 10月是Q4的开始,环比9月来看,中国和欧洲交付量比较少。美国的销量,特斯拉是基本持平的 10月欧洲由于德国政策调整,和7月差不多,主要是德国的销量下来了(整体的需求下降导致的)。 10月中国市场,Model 3交付少,而Model Y在假期交付不多。 目前预估特斯拉1-10月交付了144.8万台,离180万的目标还有35.2万台的差距。 02 区域分析-特斯拉在欧洲 从销量数据来看,10月特斯拉的交付主要围绕几个大的需求国家,数据如下。几个大的需求国家,德国、法国、英国、挪威和荷兰表现一般。 并没有新增需求在欧洲多出来。 03 区域分析-特斯拉在中国 根据周度数据,我们一直在跟踪,目前的趋势来看,如下图所示。 特斯拉中国在今年1-10个月总交付量达到771000辆,已超去年全年交付量。10月7.2万台里面,估计有60%都是出口的。 我们估算下,2023年1月2日-10月29日,本地上险数据预估为2.9万台左右。 小结:我们将持续给大家来做特斯拉的全球信息跟踪,目前10月的数据来看,特斯拉需要在2024年做一些改变。今年总体来看围绕降本的努力,没有中国企业这么直接和有决心。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/238477008035840","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["LU0316494557.USD","LU0820562030.AUD","LU1551013342.USD","LU0820561818.USD","LU0689472784.USD","LU0823411888.USD","LU1551013425.SGD","LU1914381329.SGD","LU0053666078.USD","IE00BWXC8680.SGD","LU0348723411.USD","LU0056508442.USD","LU1861220033.SGD","LU1720051108.HKD","LU0820561909.HKD","LU2602419157.SGD","LU1839511570.USD","LU2326559502.SGD","IE00BSNM7G36.USD","LU0198837287.USD","LU2063271972.USD","LU0234570918.USD","LU1435385759.SGD","LU0082616367.USD","IE00B1XK9C88.USD","LU2357305700.SGD","LU0719512351.SGD","LU2249611893.SGD","LU1548497426.USD","LU1429558221.USD","LU1861215975.USD","LU0823414478.USD","TSLA","LU2087621335.USD","TSLL","LU0466842654.USD","LU0097036916.USD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1105,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":448,"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,"upFlag":false,"length":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/238637095002304"}
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