三季度交付量不及預期！特斯拉市值一夜蒸發5000億，比亞迪單月銷量首超20萬輛
週一，美股正常開市，三大指數高開高收，集體漲超2%。
但電動車龍頭特斯拉的股價卻逆市走崩，股價大跌8.61%，為四個月來最大單日跌幅，單日市值蒸發710多億美元（約合人民幣5000億元）。
消息面上，特斯拉第三季度交付量34.38萬輛，不及市場預期的35.79萬輛；產量36.59萬輛，超市場預期的35.99萬輛。
交付量再創歷史紀錄
產銷差距為2.2萬輛
特斯拉官網的數據顯示，公司第三季度汽車交付量為343,830輛，不及市場預估的357,900輛。其中Model 3/Y兩個車型的交付量為325,158輛，Model S/X為18,672輛。
產量方面，特斯拉第三季度汽車產量錄得365,923輛，高於市場預估的359,900輛。其中Model 3/Y兩個車型的產量為345,988輛，Model S/X為19,935輛。
特斯拉將交付量不及預期的原因歸咎於物流運輸，並指出許多車輛“仍在運輸中”。
儘管交付量不及市場預期，但34.38萬輛的交付量已經是特斯拉有史以來的最高水平，打破了2022年一季度創下的31萬輛紀錄。
而且值得注意的是，特斯拉本季度產量較交付量多2.2萬輛，這樣大的產銷差距對於特斯拉而言較為少見。
有分析指出，儘管特斯拉第三季度的交付數據創下新紀錄，但低於預期的數字，可能不足以在未來幾周支撐特斯拉股價。
比亞迪單月銷量首超20萬輛
三季度同比增187%
不過，資本市場差並不可怕，最怕的是同行襯托。與特斯拉交付量略遜於市場預期相比，比亞迪9月的銷量則大幅超過市場預期。
據比亞迪股份數據， 9月比亞迪新能源汽車銷量20.13萬輛，同比增長183.07% 。1-9月，比亞迪新能源汽車累計銷量118萬輛，同比增長249.56%。三季度，比亞迪新能源乘用車累計銷量為537,164輛，同比增長187.01%。
具體車型來看，王朝系列中的漢9月銷量31,497輛，累計銷售超33萬輛；唐15,058輛，累計超38萬輛；宋46475輛，累計超134萬輛；秦39,515輛，累計超76萬輛；元23503輛，累計超37萬輛；在海洋家族中，海豹9月銷售7,473輛，驅逐艦05 9,101輛，海豚24,956輛。
對於亮眼的銷量，比亞迪內部人士表示“早有預期”，“現在的關鍵是在儘快擴大產能、保交付的同時，儘可能注重‘質’的增長。”
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