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特斯拉Q1交付量同比增長36%
uSMART盈立智投 04-03 19:50

特斯拉(TSLA.US)第一季度在全球交付了422,875輛汽車,創下紀錄。此前該公司通過降價來吸引受到利率上升和通脹加速衝擊的消費者。此前分析師預計交付量爲421,164輛。特斯拉一季度生產了440,808輛汽車,超過了分析師預期的432,513輛。在上一次財報電話會議上,特斯拉首席執行官埃隆·馬斯克表示,特斯拉今年的目標是生產180萬至200萬輛汽車。

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Deepwater Asset Management管理合夥人Gene Munster表示:“特斯拉的交付量比一年前增長了36%,但馬斯克在上次財報電話會議上的評論是交付量增長50%。在今年剩下的時間里,他們將不得不加快交付速度。”

特斯拉沒有按地區劃分銷量,但美國和中國是其最大的市場。絕大多數銷量來自Model 3和Model Y。

在去年第四季度的交付令投資者失望之後,特斯拉在今年早些時候大幅降價以提振需求。

Robert W. Baird的Ben Kallo表示:“考慮到宏觀環境中發生的一切,這些數據非常不錯。”“有很多不同的共識數字。人們很快就會從這個數字轉向談論第一季度的利潤率。很多人都在關注降價會損害利潤率。”

特斯拉在加利福尼亞州弗里蒙特生產Model S、X、3和Y車型。特斯拉在上海工廠生產Model 3和Model Y,在奧斯汀和柏林的工廠也生產Model Y。

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