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特斯拉Q3淨利潤再創歷史新高,連續第二個季度超10億美元

特斯拉汽車第三季度總營收爲 137.57 億美元,與去年同期的 87.71 億美元相比增長 57%,而上一季度爲 119.58 億美元;歸屬於普通股股東的淨利潤爲 16.18 億美元,與去年同期歸屬於普通股股東的淨利潤的 3.31 億美元相比增長 389%,而上一季度歸屬於普通股股東的淨利潤爲 11.42 億美元。

(來源:公司官網)

另據財報,特斯拉第三季度自由現金流 13.3 億美元,市場預估 13.8 億美元;第三季度基本每股收益 1.62 美元,上年同期 32 美分;第三季度調整後每股收益 1.86 美元,市場預估 1.67 美元;第三季度每股收益 1.44 美元,上年同期 27 美分。持有數字資產總價值爲 12.6 億美元,較上一季度減少 0.51 億美元。

具體業務方面,特斯拉Q3汽車業務的收入爲120.6億美元,該公司當季還從能源業務中獲得了8.06億美元的收入,服務和其他業務貢獻了8.94億美元的營收,包括汽車維護和維修、汽車保險等業務。

特斯拉本季度總汽車產量爲 237,823 輛,較上年同期的 145,036 輛增長 64%;

  • Model S/X 產量爲 8,941 輛,較上年同期的 16,992 輛下降 47%;
  • Model 3/Y 產量爲 228,882 輛,較上年同期的 128,044 輛增長 79%;

總汽車交付量爲 241,391 輛,較上年同期的 139,593 輛增長 73%;

  • Model S/X 交付量爲 9,289 輛,較上年同期的 15,275 輛下降 39%;
  • Model 3/Y 交付量爲 232,102 輛,較上年同期的 124,318 輛增長 87%;
(來源:公司官網)

特斯拉預計2021年全年將向客戶交付近90萬輛汽車,其目標是在去年近50萬輛的基礎上增加50%以上的交付量。

特斯拉在財報中表示,半導體短缺和港口擁堵等挑戰限制了其全速生產的能力。特斯拉CEO埃隆·馬斯克本月在公司年度股東大會上表示,特斯拉的供應鏈面臨巨大的成本壓力,不僅是芯片,該公司多條供應鏈均受到零部件短缺的限制。

馬斯克指出,零部件短缺是造成特斯拉產品延遲推出的原因之一。此前,特斯拉將其電動皮卡的推出時間延遲了大約一年,生產可能在2022年底開始。

根據特斯拉的規劃,其位於得州和德國的兩家超級工廠將在年底前正常生產Model Y汽車,從而進一步提高產能。

據特斯拉介紹,其得州工廠正在製造首批試產汽車,而德國工廠預計將在年底前獲得當地政府的最終許可。

此外,三季度太陽能安裝 83MW,同比增長 46%;三季度儲能設備安裝 1295MWh,同比增長 71%。三季度超級充電站 3254 個,同比增長 49%;超級充電樁 29281 個,同比增長 51%。

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